Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

AI seamlessly converts bank feeds into accurate accounting with a remarkable 95% precision, as recognized by Forbes' AI benchmark. This system is fully automated and can be tailored to suit individual client needs, resulting in usage rates that are tenfold compared to traditional banking platforms. An impressive 85% of users access their accounts monthly, showcasing the platform's effectiveness. The rise of open banking, driven by neobanks such as Google, Intuit, PayPal, and Square, poses fresh challenges to your business banking revenue streams, affecting areas like deposits, loans, and payments. To enhance your net banking revenue, leverage real-time cross-selling opportunities and maximize the potential of your existing small business clientele through Smart Advices™ powered by OneUp. The OneUp platform is built on an API framework to guarantee quick integration while providing the necessary customization and adaptability for your initiatives. It effectively presents income, expenses, and overall profitability for specified periods in chosen currencies, thanks to the data processing capabilities of OneUp AI, which translates bank feeds into precise accounting entries. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions based on real-time data.

Description

Particeep, a fintech, provides banks, asset management companies, insurances, and their distributors with key solutions that enable them to distribute financial products and services online. In addition to its open API, the company also offers white-label platforms that allow you to distribute financial services online in less time than a month.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Workspace Yes 
SBS Banking Platform No 
Salesforce No 
Square Appointments Yes 
Square POS Yes 
Square Payments Yes 
Square Payroll Yes 
Square for Retail Yes 
Stripe No 

Integrations

Google Workspace No 
SBS Banking Platform Yes 
Salesforce Yes 
Square Appointments No 
Square POS No 
Square Payments No 
Square Payroll No 
Square for Retail No 
Stripe Yes 

Pricing Details

$9 per month
Free Trial No 
Free Version No 

Pricing Details

11880€/year
Annual licence
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ONE UP

Founded

2011

Country

United States

Website

www.oneup.com

Vendor Details

Company Name

Particeep

Founded

2013

Country

France

Website

www.particeep.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification No 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management No 
Warehouse Management No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting No 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Online Banking

Brokerage Yes 
Cash Management No 
Chat / Messaging No 
Credit Card Management No 
Electronic Statements No 
Fraud Detection No 
Loan Management Yes 
Marketing Automation Yes 
Retail Banking Yes 
Single Sign On Yes 
Transaction Monitoring Yes 

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal Yes 
Claims Management No 
Commission Management Yes 
Customer Portal No 
Document Management Yes 
Insurance Rating Yes 
Marketing Automation No 
Policy Management Yes 
Quote Management Yes 
Reinsurance Administration No 
Underwriting Management Yes 

Subscription Management

Cancellation Management No 
Discount / Coupon Management No 
Dunning Management No 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management No 
Tax Management No 
Trial Management No 
Usage Tracking/Analytics Yes 

Alternatives

Avaza Reviews

Avaza

Avaza Software

Alternatives

SingleView Reviews

SingleView

Omq Al-Halul Trading Company