Business partner matching: This guide explains how incoming suppliers and customers from documents are automatically matched to existing business partner (connection) profiles.
Onboard clients in Banqup: This recipe enables partners to create and invite clients (business customers of partners/accountants) to their Banqup partner space.
Activate clients in Banqup: This API recipe guides partners/accountants through pre-configuring and activating client spaces in Banqup using the "activate without invitation" workflow.