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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
- Consultation of clients' banking information;
- Sharing of relevant messages and documents.
Registered Companies
- Integration of several companies in the same nBanks account;
- Access to your business banking information separately.
Financial Management
- Integrated consultation of Bank Accounts;
- Categorization and documentation of movements;
- Unlimited Bank History, always accessible;
- Easy and simple process for managing bank credentials and access.
Financial and Tax Calendar
- Management of collections, policies, loans, tax liabilities, and other commitments for your business;
- Scheduling notifications for all your activities;
- Management of your clients' Tax Calendar.
Product Search
- Quickly and conveniently retrieve all the offers available for your financial search;
- Choose the best option for your business or your customers in an unbiased way.
Banking Risk Index
- Find out how your business and that of your clients can be assessed by financial institutions;
- Solidify your arguments to start negotiations on better terms.
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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