Overview

Regate by Qonto is a cloud-based accounting automation platform built especially for accounting firms and their SME clients. It streamlines bookkeeping, document retrieval, reconciliation, invoice handling, and collaboration between accountants and clients. The system synchronizes financial data directly from clients’ Qonto accounts, aligns it with accounting software systems, and enables accountants to manage client accounts faster and more accurately. With seamless integrations, Regate eliminates redundant manual steps and creates a unified interface for accounting workflows.

Features and Capabilities

• **Automatic data synchronization: **Regate pulls in financial documents and transaction data directly from linked Qonto customer accounts, ensuring accountants always work with up-to-date information.
• **Document capture & association: **The platform can import, digitize, and associate supporting documents (receipts, invoices) with the correct transactions, linking them to accounting entries.
• **Pre-accounting & automatic posting: **Regate automates the creation of accounting entries (pre-accounting) and exports them to the firm’s existing accounting software (e.g. Sage, Cegid, ACD).
• **Multi-software integrations: **Native integrations with major accounting systems (Sage, Cegid, MyUnisoft, ACD) allow a smooth export of entries—no data migration needed.
• **Invoice payments via Qonto integration: **Users can pay client invoices directly through Regate using their Qonto account, enabling bulk payments and automatic reconciliation.
• **API & extensibility: **Regate offers a public API that allows programmatic access to operations like creating invoices, products, customers, and filtering data.
• **Role-based collaboration: **The platform acts as a shared interface between accounting firms and their clients, promoting transparency, real-time access, and smoother exchanges.
• **Automated reconciliation & matching: **It matches transactions with documents and automates reconciliation to reduce manual effort and errors.
• **Scalable deployment & trial option: **Accounting firms can try Regate with one client for free and scale usage across clients.