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Banqup for accountants

Creating a digital connection between you and your customers

Dashboard Banqup for accountants
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Why Banqup?

Why accountants choose Banqup

Banqup is here to strengthen your role. Because your time as an accountant is better spent providing expert financial advice to your customers.

Automate your processes, benefit from real-time access to customer documents and take advantage of trending statistics like never before.

Seamless digital connections

One digital link between your business and your customers

With Banqup, your business benefits from easy access to your customers' digital invoices, payments and documents. Access and work at a time that suits you and improve the relationship with your customers.

Manage your customers centrally
Link your accounting package
E-invoicing ready
No data entry with OCR technology
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Digitalisation

Learn how to work digitally with Banqup

Digital processes save time, create smarter ways of working and enable real-time collaboration.

These are the benefits of Banqup. You and your customers can automate manual, time-consuming tasks and spend your time where it's needed most.

Find out what digital can do for you and your business and set up real-time collaboration with your customers.

Integration

Easiest accounting integration

Banqup creates a single financial ecosystem by being independent of accounting software.

Continue to work with your current ERP or accounting platforms and feed invoices, documents and customer data from Banqup into your existing systems.

Learn more about Banqup integrations.

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"With Banqup, we provide this information in near real time, which allows us to better advise the customer."
Daniel Lorent

Gecco

Frequently asked questions

What else did the accountants ask about Banqup?

Do you have any questions? We are here to help you

How do I give my accountant access to my Banqup account?

With Banqup, it's easy to share your documents with your accountant. You can choose to give your accountant access to all your documents and financial information, or you can choose to go document by document.

How can I get Banqup support?

Banqup customer support can be obtained in many ways. You can either email, phone or fill out an enquiry form on our support page. Check out the support page to see all the options.

How can my business benefit from Banqup?

Benefit from a smarter, more seamless process.

No more data entry, no more searching for receipts, just up-to-date data browsing and instant access to documents. Show your customers that your time is best spent by being their advisor. Leave the manual work, hand over the administrative tasks to Banqup.

How does Banqup work for accountants?
  1. Your customers upload their invoices, receipts and financial documents and make all payments on your Banqup platform.
  2. Banqup's OCR and data verification technology means that you and your customers don't have to enter any billing or receipt information.
  3. After uploading the documents, your customers select which documents you have access to. They can give you instant access by default or individual access to each document.
  4. Your business will then be able to view all documents and payments from your customers.
  5. Process documents and payments at a time that suits you and enter them directly into your existing ERP or accounting software.




Can I restrict employee access to my company's customers?

Yes. You can decide which members of your company will see which customers. Define user levels and set the rules that suit you.

What is OCR technology?

OCR stands for Optical Character Recognition. OCR is a technique used for electronic data extraction. Invoices and documents are scanned using Banqup and the data is extracted from there.

Banqup always uses automatic OCR, which is standard with all subscriptions. Banqup also has manual OCR for 100% invoice recognition, for this your customers need a Banqup Premium subscription.

Start with Banqup

Get started with Banqup and benefit from the simplicity of your Banqup Console and your customer's Banqup platform.

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