Product Update: Add accounts and users in bulk

Great news! You can now bulk upload accounts and users to Green Check from a spreadsheet instead of inviting them one at a time.

Simply download a template, fill in a row for each account, and upload it to Green Check. We check every row and flag what needs fixing before anything gets created, so you're not cleaning up after the fact. Users work the same way: add people to existing accounts all at once, instead of one invite at a time.

How it works:

• Onboard a portfolio in one sitting. Your new accounts gets added as a single file, not a manual one-by-one effort.

• Core banking data start matching sooner. Add bank account numbers with the accounts, so there's no second pass to add them later.

• Get a whole team in at once. Add every user on an account in the same upload, each with the right role, with the bulk user import feature.

• A history of uploads. Shows what was uploaded, who did it, and when.

Bulk Upload lives on the Accounts page under the (⋯) menu!

Bonus feature: In Accounts > Documents, you can now export an account's full document set as a single zip, organized by requirement.

Learn More About Bulk Upload>