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Qualified clients, in 4 steps
You focus on the accounting. Bankeo takes care of the acquisition and matching.
Become a partner firmYour firm joins the audited network
You submit your documents. Bankeo verifies your registration with the order before any contact is made.
You define your ideal client
You specify your sectors, the size of the company concerned, your services and your geographical area.
Bankeo automatically connects you
Les demandes correspondant à votre profil vous sont envoyées, souvent sous 48 heures.
You support the client, Bankeo manages the acquisition
You focus on the accounting. Bankeo takes care of the acquisition and matching.
Under the hood: how does pairing actually work?
Each request is assessed by a human.
Before reaching you, each request goes through a qualification stage: real need, company context, matching with firms in the network. No raw forms repackaged into an assembly line: careful sorting, done before you even step on stage.
The match is made according to your criteria
Areas of expertise, target company size, services offered, geographic area, language: the profile you define filters the requests. You only receive applications that match your firm's needs, not everything that comes your way.
You hold the hand, case by case
There is no obligation to accept a request. You decide based on your ability and interest, with full knowledge of the facts. Your mission, your rates, and your independence remain entirely under your control.
We remain in the relationship, after the twinning.
Because we also support the entrepreneur, we monitor the relationship from both sides. If a case becomes complicated, Bankeo steps in to assist you. This ongoing support is what ensures the longevity of mandates and your recurring income.
In accordance with your order, without compromise
Bankeo Pro is designed to comply with professional regulations. You remain solely responsible for your services, your fees, and your independence. And if a client relationship becomes complicated, Bankeo is there to support you.
Bankeo verifies each firm's registration with its professional body before any contact is made. Canada Bankeo relies on recognized partners such as Billy Mokas, CPA (CPA Ontario).
