Banqup for accountants

Banqup
Banqup

Banqup for accountants

An online platform that takes the administrative hassle between you and your clients off your shoulders, leaving you more time to give them financial advice.

What is Banqup?

 

Banqup is an online platform that removes the administrative hassle for both you and your customers. Thanks to Banqup, your customers can share all
their invoices and documents with your firm digitally anytime, anywhere.
Our solution ensures that the entrepreneur has a simple tool to manage their administration. This means: receiving incoming invoices, drawing up and
sending outgoing invoices, uploading receipts, paying, storing and eventually sharing it all with you, the accountant.
You, the accountant, will receive all the necessary documents for each customer online, in a clearly arranged library. This way, you can systematically
process all necessary documents throughout the year without being overwhelmed every quarter by your customers' stacks of paperwork.

How does it work?

 

Banqup

Customers upload their invoices into Banqup

Your customers receive invoices from different sources (government / Peppol / Mercurius/ ...) in different formats (photo, pdf ...). With Banqup, your customer has the ability to upload invoices received via mail, email, even restaurant receipts, to Banqup.
Banqup

Built-in OCR reads all data

Once the customer has uploaded their invoices, all data from invoice photos, pdf files or other formats are read by our OCR (Optical Character Recognition). In addition to this, Banqup also has a manual validation centre. Data that has not been filled in by the mechanical OCR is then completed, without error, by the manual validation centre.
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From Banqup to your accounting program

After reading the data, all invoices are automatically converted into a digital invoice (UBL). All UBLs are then forwarded from Banqup to your accounting firm. You receive all invoices, from each customer, in a structured online overview. Regardless of the accounting package you have, Banqup has a solution for every accountant.
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“Thanks to Banqup, we give our
customers exactly what they want:
maximum care.“


Rob Verschaeren – Verschaeren & Mertens

The advantages of Banqup

 

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No more searching in folders

In addition to the time you save when processing invoices, you and your firm will also have access to a digital folder for each customer. Find the documents you need with a single mouse click without having to search through dusty archives.
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More interesting work for you and your firm

Since the processing of invoices is faster, your team will be able to process extra files without an increase in workload. In addition, jobs in your firm become more attractive with more time available for customer interaction and advice..
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You have total control

You retain full control of the entire process. All documents are forwarded to your firm throughout the year, but you choose when they need to be processed, at a time that is most ecient for you and your firm.
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Take your customer relationship to the next level

Not only can you provide your customers with excellent advice, you can also help them digitise their administration. This way, you relieve your customers of stressful administrative hassle, allowing them to focus on expanding and enhancing their business.

E-guide for accountants

Is the transition to digitisation a major challenge for your firm and your customers?

In this e-guide, you will find step-by-step plans, recommendations and tips to make the transition to a digital administration as smooth as possible. In the first part, we focus on your firm and discuss how you can make sure that you are ready to guide your clients to a digital administration. In the second part, we dive deeper into that guidance and propose a step-by-step plan to help your clients actually make the transition.

 

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Let's talk

Would you like to know more about the integration with your ERP/CRM package? Do you have questions about how to activate your customers on Banqup?
Would you like a quote for your firm and customers? Or would you like a live demo of how it all works?

No problem at all. Our Banqup team is ready to answer your questions.

Contact us