Blueleaf Advisor vs Receipt Locker

Sophisticated automation for wealth management firms, now available on your mobile phone. This app is for advisors subscribed to Blueleaf. Securely access client information on the go. Bookmark clients for quick access or search across your entire portfolio in seconds. Running your practice has never been so simple. With Blueleaf Advisor, you can: - Save and access info on your clients with a few taps - Check the balances of your client’s accounts - Understand how market conditions have impacted your client’s performance - Review current investment holdings.

Receipt Locker is a private vault for the receipts you need to keep, and it makes them easy to find when someone asks for proof. Snap a receipt with the built-in scanner and it is saved, read, and organized automatically. Every receipt is preserved with a tamper-evident seal, so your records hold up when it counts: HSA and FSA reimbursements, tax time, expense reports, and warranty claims. WHAT YOU CAN DO • Scan receipts with automatic edge detection and multi-page support • Let the app read the merchant, date, total, and line items for you • Tag HSA and FSA eligible expenses so they are ready to claim • Find any receipt fast with search, filters, and category views • Share a household so a partner or family member can add and see receipts • Attach supporting documents to any receipt, like an itemized bill or a letter of medical necessity • Create audit-ready, signed export files for an accountant or provider BUILT TO LAST Your receipts are stored securely and preserved so they cannot be quietly changed. Capture works offline and syncs when you are back online, so you never lose one. WALLET AND VAULT Wallet is free and keeps your recent receipts. Vault removes limits and adds household sharing and audit-ready signed exports, for $6.99 per month or $59.99 per year, with a 14-day free trial. Receipt Locker helps you keep good records. It does not provide tax or legal advice; keep the documentation your plan or tax situation requires. Receipt Locker Vault is an auto-renewable subscription. • Monthly: $6.99 per month • Annual: $59.99 per year Both include a 14-day free trial. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless canceled at least 24 hours before the end of the current period. Manage or cancel anytime in your Apple Account settings. Terms of Use (EULA): https://receiptlocker.com/terms.html Privacy Policy: https://receiptlocker.com/privacy.html