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- Banking information facilitated by customers with comments and documents;
- Chat and digital archive shared with each of your customers;
- Simplified bank reconciliation for each of your clients;
- Export harmonized banking information to any Software/ERP;
- Build with ease a portfolio of clients that suits your needs.
- Centralized and updated banking information;
- Interactive digital extract with innovative search tools;
- Sharing documented financial information with your accountant;
- Group companies integrated in a single profile with different accesses;
- Access to all other nBanks features for a more complete management.
Porfolio
- Consulta de informação bancária de clientes;
- Partilha de mensagens e documentos relevantes.
Empresas Registadas
- Integração de várias empresas na mesma conta nBanks;
- Acesso à Informação bancária dos seus negócios, de forma separada.
Gestão Financeira
- Consulta integrada de Contas Bancárias;
- Categorização e documentação de movimentos;
- Histórico Bancário ilimitado, sempre acessível;
- Processo fácil e simples para gestão de credenciais e acessos bancários.
Agenda Financeira e Fiscal
- Gestão de cobranças, apólices, empréstimos, responsabilidades fiscais, e de outros compromissos do seu negócio;
- Programação de notificações em todas as suas atividades;
- Gestão da Agenda Fiscal dos seus clientes.
Pesquisa de Produtos
- Recolha de forma rápida e cómoda, toda a oferta disponível para a sua pesquisa financeira;
- Escolha, de forma isenta, a melhor opção para o seu negócio ou para os seus clientes.
Índice de Risco Bancário
- Conheça a forma como os seus negócios e os dos seus clientes podem ser avaliados pelas instituições financeiras;
- Solidifique os seus argumentos para iniciar as negociações em melhores condições.
In the Premium Plan we include all nBanks functionalities adapted to the needs of those who have to manage a portfolio of clients. So that accountants and auditors can enjoy a complete solution that allows them to consult and manage the financial and banking information of their clients in a fast, intuitive and secure way.
Choose the plan that best suits your business:
An ideal plan for accountants and auditors to manage their client portfolio, which allows you to:
- Include all your clients in a differentiated way in your Portfolio for quick management;
- Associate up to 2 employees in the same Profile;
- Share messages and documents with each of your clients, with a maximum of 10GB;
- Also benefit from a 1-month discount on the annual subscription to these services.
A customized plan, built to suit your needs, for example:
- Have more than 2 employees associated with the same profile;
- Have more than 10GB of data storage;
- Add more companies to your nBanks Profile;
- Build a specific customer portfolio.
Get your Personalized Plan now
We put a dedicated manager at your disposal to help you implement the nBanks services directly in your accounting office and to assist your clients so that they also get the most out of the plan you are providing them.
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