Super-fast OPG category allocations

Super-fast OPG category allocations and automated bank reporting

We can save you valuable time when recording your clients banking transactions. DeputyCOP has automated this process for your ease. After downloading your client’s bank statement from the bank, you can then upload the file into deputyCOP and then you can quickly allocate all the transactions to the correct OPG categories

You have 3 options to do this

1. Allocate the transaction as one amount to a category

2. Split the transaction into multiple categories

3. Bulk allocate a number of transactions to one category

You can then review all your OPG category allocations to date

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If you would like any further information about our software and it’s features please call one of our advisors on 0203 841 5656