FinTech Bluevine launches accounting tools
Bluevine, a provider of small business banking solutions, has launched its first set of features designed to help accountants serve their customers.
“With the role of accountant, small business owners using a Bluevine Business Checking account can easily and securely give their accountants access to selected account information through a dedicated login,” the company said in a press release on Tuesday (July 12).
The dashboard allows accountants to access customer transactions from one place, download bank statements, reconcile transactions and bills, and view all relevant contextual information.
Bluevine, based in Jersey City, noted that accountants play a key role in keeping small businesses alive and well.
“Still, many spend significant time and effort tracking the financial information they need to help their customers, and often rely on each customer’s online bank account information to access data,” the company said. “This creates an experience full of friction and safety issues.”
Accountant Dashboard is designed to improve the efficiency and customer service of accountants and accountants, and offers access to single-panel display of all client dashboards and easy switching between clients for all relevant banking information and bulk print downloads.
“We believe small business partnerships also mean building for accountants and bookkeepers – many of whom are business owners themselves – and the work they do to help small businesses thrive,” said Pete Potsos, CPA, senior director of accounting partnerships at Bluevine. “Bluevine’s services offer a more efficient, reliable and secure option for accountants, and we are committed to building tools to address accountants’ pain points.”
Read more: FundThrough acquires BlueVine Invoice Factoring Division
Earlier this year, Bluevine’s invoice factor business was acquired by FinTech FundThrough, thus doubling the company’s US customer base.
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