Creating the seamless digital connection between you and your customers.
Client Portal – Banqup have a 2-way client portal, to help accountants bridge the gap of communications between them and their clients.
Document Management – Banqup offers a document management platform where you and your clients can upload, store and share any documents in any format for free.
Approvals & E-Signatures – Banqup offers an approval platform so you can get your clients to approve or sign documents on the go from any device. Saving time and paper.
Thanks to Banqup, your firm benefits from real-time access to your customers digital invoices and documents. Access and process at a time that works for you and enhance the value of your customer relationship.
Digital processes save time, create smarter ways of working and allow for real-time collaboration.
These are the benefits of Banqup. Both you and your customers can automate the manual, time-consuming tasks, and spend time where it’s needed the most.
Discover what digitalisation can do for you and your firm and say hello to real-time customer collaboration.
Banqup creates one financial ecosystem by being independent of accounting software.
Continue working with your familiar ERP or accounting platforms and feed your customers’ invoices, documents and data from Banqup into your existing systems.
Discover more about Banqup’s integrations.
Gecco
Have questions? We are here to help
Simply send your invoices, receipts and financial documents to your Banqup platform. Either by email, drag & drop or by taking a picture on your smartphone.
Banqup's OCR (optical character recognition) technology then converts the text and data on your financial documents into digital files. This not only greatly reduces your data inputting but means that your document becomes digital. Provide your accountant with access to your digital documents and pay them straight within the Banqup platform.
Using Banqup it is simple to share your documents with your accountant or bookkeeper. You can choose whether to provide your accountant with access to all your documents and financial information or you can choose on a document by document basis.
There are many ways to reach Banqup customer support. Take a look at the support page for all of your options.
Yes. You can decide which members of your firm view which customers. Define user levels and set rules that work for you.
Benefit from smarter, more seamless processes.
No more data-inputting, no more chasing receipts, just a real-time data overview and instant document access. Show your customers your time is better spent as their strategic adviser. And leave the manual, admin tasks to Banqup.
OCR means Optical Character Recognition. OCR is a technique used for the electronic extraction of data. Invoices and documents are scanned by Banqup and data is extracted from there.
See Banqup in action and discover the simplicity of your Banqup Console and your customer’s Banqup platform.
At Banqup, we strive to simplify billing and invoicing by taking away the mundane daily tasks and digitalising the processes for you.
