ONE UP

From Quote to Invoicing to Cash and Sales Tax tracking

Scan bills and pay in a snap

Expanding usage drastically.

Thanks to addictive features.

10 times more usage compare to traditional banking portal.

85% customers logging-in each month.

Most reliable technology

‍Turning data into intelligence

A.I. you can trust...

...with 95% accuracy ranked #1 by Forbes.

Smart Advice

™ by Business Assistant ™

Your net banking revenue at stake.

Secure and increase your revenue.

Growing your net banking revenue through real-time cross-sales and making the most out of your Small Business existing customers thanks to Smart Advices ™ powered by OneUp

Open banking through neobanks players like Google, Intuit, PayPal, Square and more coming, has created new threats on all your business banking revenue streams: from deposits, loans to payments

1

Anticipate your customer challenges.

2

Offer the Relevant Financial Service.

3

Take Action in Real Time. Increase the knowledge of your clients

…to offer the right personalized financial service…

matching your customer needs at the right time Get the most out of your Small Business Customers and transform your banking portal into a revenue generating channel

Business Assistant-as-a-service.

Make OneUp technology yours. OneUp platform is API based to ensure fast implementation and to offer the customization and the flexibility you need for your project

Display income, spending and overall profitability for the defined period of time, in a defined currency Data is provided by OneUp AI that transforms bank feeds into accounting entries

Show how much money the customer expects to receive and to pay over the next months Give a predictive cash balance Numbers are fed by bank feeds, OneUp AI prediction and customer entries

Create or display fully customizable invoices Send invoices that can integrate requests for payment Can be easily connected to a payment gateway for a better customer experience and invoice/payment automated reconciliation Essential to build an efficient AR automated process

Turn data embedded in bills into accounting entries Bills can be PDF files, scanned documents or captured by a digital camera Can be easily connected to your payment initiation API in order to create the foundation of a perfect automated AR process

Create pop up messages to provide customized advice Smart Advice can be triggered based on customer data, dates, forecasted numbers or your own specification You can match messages with your portfolio of products and services in order to create a powerful cross-sell and up-sell engine Gives you the scalability to address large number of customers