Business Banking Reinvented
Say "Hi!" to your Business Assistant™
By the customer's side every day.
AI Categorized Transactions
AI transforms bank feeds into accounting with 95% accuracy (#1 Ranked by Forbes AI benchmark).
Financial Performance
Ready-To-Use financial reports when needed by the bank, accountant, tax authorities or even business partners.
Cash Flow Forecast
Automated and customizable by each client.
Invoicing
From Quote to Invoicing to Cash and Sales Tax tracking.
Pay Bills
Scan bills and pay in a snap.
Fully personalized, inside your SMB online portal.
Cherry-pick Business Assistant's features to strengthen Bank's differentiation.
Customize and design the Business Assistant that fits your brand and customers' needs, by either fully embedding OneUp's API-based solution or by consuming OneUp's front-end.
Expanding usage drastically.
Thanks to addictive features.
10 times more usage compared to traditional banking portals.
85% customers logging-in each month.
A.I. you can trust...
...with 95% accuracy
ranked #1 by Forbes.
Smart Advice ™ by Business Assistant ™
Thanks to
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.
Smart Advice™ by Business Assistant ™
1Anticipate your customer challenges.
2 Offer the Relevant Financial Service.
3 Take Action in Real Time.
4 Get rewarded.
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 VAT filing online.
OneUp enables VAT filing directly with HMRC, compatible with the Making Tax Digital service (UK customers only).
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.
Purpose
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.