The banking
platform
built for
accountants.
Streamline operations and provide best-in-class
service to your clients with a dashboard designed
for accountants and bookkeepers.
Do it all from one easy-to-use dashboard.
Create efficiencies by securely managing all your Bluevine clients’ finances from one place.
Bulk statement
downloads
Download all your clients’
statements at once.
Bill
management
Add and edit bills.
Multi-user
access
Add firm team members and
assign them to different
accounts.
Easy client
invites
Invite non-Bluevine clients to
apply for an account with a
secure link.BVSUP-00063
Secure, 24/7 access with your own login.
No more sharing passwords
Save time on back and forth with your own login credentials.
Limited permissions = fewer concerns
Controlled access gives you what you need with no unnecessary permissions.
Make life easier
for you and your
clients.
Spend less time on logistics and more time providing exceptional service to strengthen your client relationships.
Having access to the client’s bank account just makes life way easier because I’m not waiting on them to send me bank statements, and I don’t have to worry about the potential liability concerns that come with sharing login info.”
Why partner with us?
Modernize the way you work with Bluevine’s industry-leading banking solutions designed to streamline your workflows and strengthen your client relationships.
Business Checking
No monthly fees and the
opportunity to earn 2.0% interest.BVSUP-00005
Line of Credit
A flexible revolving line that helps
fuel growth.
Bill Pay
A variety of payment options that
help maximize cash flow.
Dedicated support for accountants.
Our expert account representatives are here to help you and your clients succeed.
Get started with
Bluevine for
accountants.
Enjoy the efficiency, security, and convenience of the dashboard we built
with you and your clients in mind.