HSBC Smart Solution

Making your business journey easier and smarter – an innovative platform that connects multiple business applications to automate your workflow.

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I used to spend a significant amount of my time on activities irrelevant to revenue growth. And that drained my time.

Toolbox

Toolbox is where different business tools are kept. Here you can improve your business processes on one single platform.


One-stop shop for beyond banking services
You can access a wide range of tools to save costs from tedious routine tasks such as bookkeeping, logistics, customer services and payment reconciliation.


Exclusive corporate discounts and services
As one of our HSBC Commercial Banking customers, you will be able to enjoy corporate discounts and services on HSBC Smart Solution.



Featured tool

Automatic bank feed to Excel

Watch the demo video to see how you can simplify your bookkeeping process from the moment you set up a connected Microsoft Excel file to obtain synchronised transaction details.

Set up your synchronised* transaction file in just 3 steps in Microsoft One Drive on HSBC Smart Solution. 


*Note that transaction data will be automatically updated in your Microsoft Excel file on a daily basis at HKT12:00 noon

 

Our tools

Freight quotes and comparisons – Compare instant quotes for air freight, sea freight, rail freight, courier and trucking solutions across more than 250+ countries, with just one click.

Shipment tracker – Track shipments in real time across 100+ carriers at no extra cost. Simply enter your tracking number and you will see the delivery status and history.

Chinese business background check – Obtain up-to-date information about your partner’s registry records, key individuals and trade activities.

Build and customize a chatbot – Use a user-friendly, no-code, on-demand software tool to create a chatbot and launch it on websites, apps, WhatsApp, Facebook Messenger, LINE and WeChat in just a few minutes.

Payment Reconciliation – Get paid faster via Faster Payment System (FPS) and automatically reconcile payments with sales orders by connecting HSBC Business Collect and Google Sheets.

HSBC Smart Solution’s use and transfer to any other apps of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.


Product offers

    HSBC Business Collect – 3 months transaction fee waiver

    Microsoft Business Central – 2 months free trial (up to 3 users)

    Microsoft 365 Business – 15% off web price

    Log on HSBC Smart Solution to discover more special offers* at Product Centre.

*Terms and conditions apply.


Ready to simplify your business processes?

Log on to experience how apps can truly work seamlessly for your business.

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