Provide your customers
with the solution they need!
Regate is a complete management and payment platform for your customers which integrates with your own accounting software.
More than 200 firms trust us
A complete platform for
collaborating with your customers
Automate your supplier accounting from start to finish
Automate the collection of supplier invoices from your customers, quickly retrieve supporting documents and save time on bank reconciliation. All entries are automatically generated in your accounting production software. And Regate reads and issues the Factur-X format for electronic invoicing.
Adopting Regate has been easy because our customers see the value in it. Within the same platform they can store, search for, pay and transfer their purchase invoices.
Automate your customer invoicing
and reduce unpaid bills
Your customers can issue quotations and invoices with Regate, including in Factur-X format for electronic invoicing. They can easily send reminders, track payments and transfer the corresponding entries to your accounting production software.
"Being able to track the progress of invoices and then collection... It's really great to see that path to payment. It's almost like playing a game."
Easily reconcile your expenses with a unified view of all your bank accounts
Bank reconciliation is automated, and you can easily identify any missing receipts and retrieve them more easily. No more "shoeboxes", everything happens in the platform!
"We can tell that Regate was designed to help finance departments save time, and to optimize our usage first and foremost."
Automate your supplier accounting from start to finish
Your customers have all the tools they need to approve and pay expense claims, and then automatically send you the corresponding receipts.
"Regate has saved me a lot of time and I think we're more efficient today. When a friend is looking for a tool like this, I consistently recommend Regate. I can't think of any other tool that is as good!"
Manage all your payments in just a few clicks from a single interface
From Regate, you can make payments for your customers without ever having to log on to their bank's website. Regate also lets you schedule payments in batches, pay on account and manage credit notes.
"The nice surprise is that in addition to the invoice validation circuit, we can actually manage all of our payment needs on Regate."
Generate simple, 100% secure bank cards
Your customers can create physical or virtual payment cards for their teams. Users simply import the invoice or receipt into Regate for automatic reconciliation and posting to accounting software.
"Regate bank cards are customizable for every need. They have made managing the company's recurring expenses extremely simple!"
Capitalize on your production software
Regate has been designed to interact and integrate with your accounting production software. Automatically transfer all your accounting entries and documents into your production tool.
No tedious migration required: get the best of both worlds- Avoid using several production tools and creating complexity for your employees
- Capitalize on your existing processes for greater simplicity
- Get started quickly with a turnkey tool
Integrated platform
for management and payments
A large functional scope so you can automate your accounting supervision and customer management.
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A simple and intuitive mobile app
to make your customers' lives easier
Why choose Regate?
Regate is a complete management platform with a modern and intuitive interface to allow you to better collaborate
with your clients and develop new missions.
Retrieve missing documents easily
Your customer can see any missing documents in real time on their interface and can submit them in one click.
You don't have to do anything else. Regate automatically transfers each validated document to you.
Your revision work is made easy.
Automate
your recurring tasks
Regate learns from your actions, automates recurring tasks, and generates entries that are directly integrated into your accounting software.
Purchase and expense journals, Sales journals, miscellaneous operations journals, Bank journals...
Centralise your communications and collaborate more easily with your customers
Thanks to Regate, you can exchange directly with your customers by chat and easily find your comments related to accounting documents you have sent.
No more problems with different versions of a single document, and no more back and forth by e-mail.
Discover the testimony of an accounting firm
AGK looks back on the benefits of implementing Regate,
for both customers and employees.
Thanks to the different accounting rules, Regate was easy to adapt to all our clients' business models
See all our customer cases
Read the feedback from the firms and their small business clients
on how Regate has changed their daily lives.
Benefit from a proven launch methodology
A structured approach to deployment- Quality support from a team of experienced project managers
- Tools to save you time: webinars, training videos, FAQs
- User support for your customers, by ticket or phone
"To roll-out the tool, you don't have to do a thing: you just send everything to Regate: ledgers, balances, invoices...
Regate will analyse the last three months to start getting the tool used to making the right entries. No set-up, the deployment is ultra-smooth and efficient."
FAQ
Regate integrates with the majority of accounting software packages on the market (Sage, Quadratus, ACD, MyUnisoft...). It works on top of your production tool, automatically transferring entries in the appropriate format, in real time, so there's no need to embark on a lengthy migration project!
To find out more about our software integrations and APIs, visit our dedicated page.
We have developed a rapid, structured roll-out methodology for your entire practice, so that this phase takes up as little time and resources as possible. All you need to do is send us the basic information on your accounting organization and your customers' FEC.
Our project managers will then take over and set up your interface according to your needs.
Finally, we organize online training sessions for your staff and your customers, during which we present the tool to them, with a question-and-answer session at the end. All in all, allow 3 weeks maximum!
As a reminder, electronic invoicing will gradually become mandatory from July 1, 2024 for all companies subject to VAT, for B2B transactions. Now is the time to prepare your customers and your firm for this deadline! With Regate, you can now edit, send and receive invoices in the tax-approved Factur-X format. This means that every invoice issued from Regate is already compliant with the future standard.
What's more, Regate is a candidate for registration as a Partner Dematerialization Platform (PDP), to support you even further in the reform and help you implement electronic invoicing effortlessly.
To find out more, visit our dedicated page.
As each has its own specific needs, Regate offers adapted roles and dashboards.
The chartered accountant has access to the accounting allocation functions, as well as to all his files, so that he can collaborate as effectively as possible with his clients. By default, his dashboard summarizes the urgent actions to be taken on each file and the amount consumed, without financial indicators. In addition, he also has direct access to his customer's dashboard for consultation.
Company managers have access not only to the main management indicators (income statement, aged trial balance, sales, accounts receivable, expenses, bank balances, etc.), but also to their own specific actions, such as submitting invoices, modifying analytics, or initiating payments.
OCR(Optical Character Recognition) is a technology that scans digital documents (PDF, JPEG or PNG) and automatically extracts their content. It's an almost instantaneous process, which Regate uses to process supplier invoices, customer invoices and expense reports. Our coding index is close to 100%, as it is based on high-performance OCR, supplemented if necessary by video coding.
Do you want to try Regate?
