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Qualified customers in 4 steps
You focus on accounting. Bankeo handles data acquisition and matching.
Become a Partner PracticeYour firm joins the verified network
You submit your documents. Bankeo verifies your registration with the bar association before performing matching.
You define your ideal customer
You specify your industries, the size of the businesses you’re targeting, your services, and your geographic area.
Bankeo automatically matches you with a partner
Requests that match your profile are sent to you, often within 48 hours. You only accept the ones that suit you.
You support the customer; Bankeo handles the acquisition
You focus on accounting. Bankeo handles data acquisition and matching.
Behind the scenes: How matching really works
Every request is reviewed by a human
Before reaching you, every request goes through a qualification process: assessing actual needs, understanding the business’s context, and matching it with firms in the network. No raw forms resold en masse, we do the screening before you get involved.
The match is based on your criteria
Sectors of expertise, target business size, services offered, geographic area, language: the profile you define is what filters the requests. You only receive requests that match your firm’s profile, not just anything that comes your way.
You stay in control, file by file
There is no obligation to accept a request. You decide based on your capacity and interest, with full knowledge of the facts. Your assignments, your rates, and your independence remain entirely under your control.
We stay connected after the matching
Since we also support entrepreneurs, we manage the relationship from both sides. If an account becomes complicated, Bankeo steps in to support you. It’s this ongoing support that ensures long-term accounts, and your recurring income.
Executed exactly as ordered, without compromise
Bankeo Pro is designed to comply with professional association regulations. You remain solely responsible for your assignments, your rates, and your independence. And if a client relationship becomes complicated, Bankeo steps in to support you.
Bankeo verifies that each firm is registered with its professional association before performing matching, and its status is checked regularly.
