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Digitalisation

Say goodbye to tedious, manual tasks

November 23, 2023
min. reading

1. Say goodbye to input of receipt data 

Why waste time keeping receipts data when Banqup can do it for you?

With the free Banqup app, all you have to do is take a photo of the receipt or upload the document and Banqup will digitise it for you! Banqup captures the image data and enters the information into the required fields on the platform.

And do you know what else could be useful? Automatic transmission of all this data to the accountant in real time. For step-by-step instructions on how to digitise receipts, see HERE.

2. Avoid keeping invoice data

Upload your PDF invoices and Banqup will automatically digitise them! Upload or email your invoices directly to the platform and you avoid additional manual work. 

3. Invoice in less than 1 minute

Having to manually enter every line every time you create an invoice can be tedious and frustrating. Avoid this with Banqup!

Once you've made the basic settings and filled in the required details in your Banqup account, the platform will automatically add them to each invoice, e.g. your company details, logo, payment terms, numbering, etc. Once these steps are completed, it will take 20-60 seconds to create the invoice.

Learn the simple steps to make the settings HERE.

4. Connect your accountant for easier communication and document sharing

Banqup can be connected to your accountant's accounting system, making it even easier for them to manage your documents and finances. What does this mean for you? Fewer questions and more insights from your accountant. 

No special IT knowledge required, as it takes just a few minutes to set up a connection. Step-by-step instructions can be found HERE.‍

5. Give access to your colleagues

Don't overwhelm yourself with all the account management. The Banqup Premium plan supports up to 3 users on demand at no extra cost.

If, for example, a sales manager writes issues invoices, the account manager can only give him access to the sales invoice functionality. This way, the colleague will have access to the sales invoice archive and will be able to issue new invoices and the document data will be automatically transferred to the accounting system.

Manage colleagues' rights in your Banqup account settings.

Done? Great! Now Banqup will help you more effectively! 

Create your free Banqup account today.

Create a free Banqup account