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< R10m annual turnover

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> R10m annual turnover

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Corporate Public Sector

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Financial planning

Overview

Produce client financials quickly


Allows accountant to produce a client's financials in a short space of time and consequently take on a greater number of customers (increase volumes), use time saved to provide customer with real value added services and move certain customers from doing financials annually to monthly.

Business referrals


Provides accountant with client and business referral opportunities from FNB, as well as training on how to use the product - free of charge.

Marketing opportunities


Provides a marketing opportunity for bookkeepers and accountants (on Instant Accounting webpage and/or on accountant's own website and/or in their marketing materials).

Reduce time capturing data


Removes or reduces data capturing and processing (saving the accountant costs and time) and becomes a business differentiator (accountant can claim to offer a unique product and service to customer).

Help clients catch up


Allows accountant, with access to historical data on our system, to help a customer who is behind on their financials to catch up in a very short space of time.

Produce clients' books easily


If you are an accountant or bookkeeper you can use Instant Accounting for the production of your customers' books, and this will remove the hassle of gathering and interpreting countless bits and pieces of paper and having to request information from your customers. It will also reduce the need to employ extra staff to manually capture receipts and data. As a result, you will be able to increase your business's capacity, take on more clients and use more of your time to provide your clients with real business and value-added advice. This could lead to greater customer satisfaction and increase your profits.

Qualifying clients


You can use the product for any customers who hold an FNB Business Banking current account. A customer will register for use of the product directly with us (FREE of charge) and will then grant you access to the system. This will allow you to do the customer's books using Instant Accounting. The customer can amend or revoke this access at any time.

Qualifying criteria


Any accountant or bookkeeper in South Africa who is registered with an acknowledged South African accounting body (IACSA - Institute of Administration and Commerce, SAICA - The South African Institute of Chartered Accountants, PAAB - Public Accountants and Auditors Board, ICASA - The Southern African Institute of Chartered Secretaries and Administrators, ACCA - The Association of Chartered Certified Accountants, CIMA - Chartered Institute of Management Accountants, SAIPA - South African Institute of Professional Accountants, ICB - Institute of Certified Bookkeepers), can become a provider of FNB Instant Accounting. To become a provider, you will have to complete training on how to use the product, which we will provide free of charge, and sign our terms and conditions of engagement. We will then issue you with certification stating that you have been properly trained and are authorised to offer the product to your customer base. We reserve the right to revoke such consent at any time.

What it will cost


  • FREE to all Business Banking clients
  • FREE use of the product
  • FREE telephonic set-up and support
  • FREE access to historical data

Qualifying criteria


To become a provider, you will have to complete training on how to use the product.

Read more

Instant Accounting for Accountants


Benefits you and your customers

Any accountant or bookkeeper in South Africa can become a provider of FNB Instant Accounting.

What you get


How to use it


Provide clients with business + value-added advice

Getting it made easy