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Regate 2022 for Chartered Accountants

6/7/2022


👋🏻 We hope the closing phase went well for you and all your staff and that you are (finally) starting to enjoy the good weather!

🚀 On our side, our teams have mobilized like never before in the last 6 months to improve your Regate experience based on your feedback from 2021. Always with one goal: to simplify your daily life and accelerate the digitalization of your practice.

🔎 Customer Billing, EBICS bank statement retrieval, improved reconciliation, corporate business cards,...We wanted to share with you the major milestones achieved and the new features available on the platform.

An enhanced Customer Invoicing module

On the product side, the last few months have been dedicated to the ramp-up of our Customer Invoicing module.

You can now: create your quotes and customer invoices directly on Regate, send them to your customers, follow up with one click and track all your payments.

And because we wanted to go even further, you also have the possibility to create or import your product catalog to save even more time in the creation of your invoices.

And of course: your Sales Journal is updated in real time and all your sales are automatically entered in your accounting system!

Read more

Reconciliation improvements

In recent months, our technical teams have also focused on improving our bank reconciliation module.

You can now :

  • Identify missing receipts at a glance
  • Find any transaction in a few seconds thanks to a filter system

And to allow you to generate your bank entries even more easily, you now also have the possibility of attaching your transactions directly to a third-party account or to an accounting account!

The merger at Regate

Retrieve your bank statements in EBICS directly on Regate  

We wanted to simplify even more the retrieval of your bank data through integrated connections with JeDeclare and SoBank!

Thanks to these integrations, you can now automatically retrieve all your customers' bank statements in EBICS format directly in Regate.

And because we like to do things right, this integration obviously doesn't cut into the connections you already have with your other tools.

Pro cards for your customers, to simplify the retrieval of receipts


Thanks to the new Regate bank cards, you no longer need to share a pro card for the whole company: you can generate secure and configurable virtual or physical cards (Mastercard support) in a few clicks!

For your customers, it's more autonomy and convenience; for you, it's better cost control and easier reconciliation: for each expense made with their Regate card, your customer receives an instant notification to import their receipt. All they have to do is take a picture of it to reconcile the transaction directly in Regate.

And since each photo taken via the Regate mobile app has probative value (2-star RGS electronic signature), he doesn't even need to keep his receipt!

Discover the Regate cards

Stakeholder⸱es

Mathilde Dujon
Mathilde Dujon
Head of Product at Regate

Organizers

Registration to the webinar

Date & time
6/7/2022
from
11:30 à 12:15
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Benefit from a proven deployment methodology

  • A structured deployment approach
  • 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 telephone

"During the rollout, we don't take care of anything: we 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-fluid and efficient."

Alexis Gryner
Chartered Accountant, Managing Partner, Co-founder - AGK