How does Banqup benefit your firm?

Digital business administration software for small businesses

Creates time-saving processes

Digital business administration software for small businesses

Provides a better workload distribution

Digital business administration software for small businesses

More time to provide financial advice

Digital business administration software for small businesses

Take your customer relationship to the next level

Creates time-saving processes

A one way entry to all your customers’ documents reduces the need for loose receipts, data-inputting and chasing customers.

Instead, view your customers’ documents in one secure digital archive, holding records for up to 7 years. Feed your customers' records straight into your integrated accounting software and create time-saving processes.

 

A better workload distribution

More control, visibility and access to your customers’ finances and documents provides your firm with a better workload distribution.

With full access and real-time visibility, you have the control of when to view, analyse and process your customers’ documents at a time that works for you.

More time to provide financial advice

No longer use your firm’s time for manual, admin tasks. Use your billable hours for real-time collaboration, advising and helping your customers grow their business.

Banqup’s tools and simple functionality can help transition your role to that of a strategic adviser, providing your customers with insightful and qualified financial advice.

Take your customer relationship to the next level

Transition from a data-inputter to a strategic adviser helps you take your customer relationship to the next level and gives you the opportunity to create new revenue streams.

Using Banqup’s roadmap tools and data insights show your customers new levels of your service and how you can be a key decision maker growing their business.

Enhance and grow your firm’s corporate reputation

Differentiate from your competitors by championing a modern and digital service that until today was only reachable by the big accountancy firms.

Your digital offering will help expand your geographical reach and show your customers that your relationship can be reached from anywhere.

Discover Banqup's features

Want to know even more about Banqup’s features and the benefits they bring?
Explore all features and the Banqup roadmap.

Features of Banqup