Creating Your Receiptflow Account and Setting Up Your Profile

Section A: Starting Your Account Creation & Verification

To begin, you will need a valid email address and access to that inbox for verification.

Step 1: Navigate to the Sign-up Page

Go directly to the Receiptflow dashboard at: https://dash.receiptflow.co/

Step 2: Enter Your Email Address

1. Enter the email address you wish to use for your new Receiptflow account in the field labeled Email.
2. Click the blue Continue button.

Tip: You can also choose "Continue with Google" to use your existing Google credentials for a faster sign-up.

Step 3: Verify Your Email Address (OTP)

1. Open the inbox for the email address you just entered. You will receive an email from Receiptflow containing a One-Time Password (OTP).
2. Navigate back to the Receiptflow sign-up screen and enter the received OTP into the verification field.
3. Click Verify (or the corresponding button) to continue to the next step.

Section B: Personal and Company Setup Wizard

After verification, you will go through a six-step wizard to tailor your Receiptflow experience.

Step 4: Enter Personal Details

You will first be asked to fill in your name:

• Enter your First Name and Last Name.
• Click Continue to proceed.

Step 5: Select Your Account Type

• Choose whether the account is For my practice (e.g., if you are an accountant/bookkeeper) or For my business.
• Important: This information cannot be changed later. Choose carefully.

Step 6: Describe Your Business

• Select the range that corresponds to the number of employees you have (e.g., "Just me," "2-10," etc.).

Step 7: Provide Company Location

• Select your Country from the dropdown menu.
• Enter your Company Name (you can search by address or postcode).
• Click Continue.

Step 8: Define Your Position/ Role

• Select your primary role within the business. This helps Receiptflow set your initial permissions and dashboard view.
• Options include Owner, Manager, Accountant, or Administrator.

Step 9: Choose Your Software

• Select the primary accounting software you currently use (e.g., Xero, QuickBooks, Sage, or Other). You can choose one or more.
• This choice helps set up your integration preferences later.

Section C: Finalising Your Account

• After completing the six setup screens, your account creation is complete. You will be taken directly to the Receiptflow Dashboard.
• You are now ready to install the mobile app and start scanning!

Updated on: 17/11/2025