Features of Banqup
Banqup has many simple and smart features that benefit your practice and your customers. From simple document sharing features so that your firm has full visibility of all your customers’ financial documents, to smart OCR features which greatly reduce your data inputting tasks.
Banqup’s simple features
Banqup’s simple features reduce the administrative hassle around your customers’ financial documents.
These features and tools allow your firm to spend less time on manual, data inputting tasks and more time facilitating a closer collaboration with your customers.
One clear dashboard
Enjoy an overview of your customers’ real time data insights via one simple view.
Simple user levels and accessibility
Grant your staff different accessibility and user levels tailored for each customer.
Doc centre
Visibility of all financial and transactional documents for up to 7 years with simple search and filter functionality.
Access anywhere, at any time
All you need is a device and an internet connection to be closer to your customers’ documents than ever before.
Banqup’s smart features
Banqup’s smart features provide you with the tools to become your customers’ strategic financial adviser.
From helping customers realise the potential of digital administration and digital financial documents, to providing your firm with the ability to manage administration from anywhere, at any time.
OCR technology
Automatic data extraction with manual validation, reducing your manual, data inputting tasks
Customer invoice solutions
Invoice features to raise, create, distribute and receive in all just a few clicks
Automatic payment matching
Payment matching technology reducing the time spent tracking and monitoring invoices against payments
One ecosystem
Integrate Banqup straight into your existing accountancy systems and softwares for a seamless and smart connection
Banqup roadmap
Banqup is designed to create simple and smart administrative processes. For those that need a simple tool to manage their financial and administration processes, than Banqup is for you.
But Banqup can also be used for much more. Take a look at the Banqup roadmap and discover how else Banqup’s upcoming simple and smart features can take your accountant customer relationship to the next level.
Let's talk
Want to know more about Banqup? Get in touch to book onto a webinar or opt for a personalised demo to discover how Banqup can transform your customers’ administrative processes & your firm’s access to their data.