Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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