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nBanks Ranked Among the Top 5% of SMEs in Portugal

nBanks for Accountants/Auditors

A dedicated module for professionals managing multiple clients, designed to centralize financial information, enable secure collaboration, and provide seamless access to financial data in one intuitive workspace.

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Flexible and scalable, it allows you to easily add new clients and manage your entire portfolio from a single place.

financial management software dashboard for accountants showing multiple client accounts and financial data

Centralize Your Client Portfolio

Manage your client portfolio in one secure hub: share documents and messages, and provide each client with dedicated access credentials for seamless collaboration.

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Key Features

Client Portfolio Management

Bank Account Monitoring

Custom Account Management

Bank Transaction Tracking

Tax Calendar & Compliance Overview

Client Communication & Collaboration Hub

Integrated customer management tailored to your portfolio

The Additional Modules can be subscribed at any time for your client portfolio, with various options at your disposal.

level 1 financial management features including bank account access, transactions history and statements
level 2 financial management features including client collaboration, bank account access and transaction management
level 3 financial management features including regulatory compliance, tax data access and advanced data integration

Additional Modules

Additional modules can be activated at any time to extend your client portfolio capabilities, with a flexible pay-as-you-go model that is only triggered when clients use the selected functionalities.

Level 1

Simple setup for quick client financial management.

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  • Access up to 2 bank accounts per client

  • View banking transactions history (up to 3 months)

  • Export monthly aggregated bank data

  • Access dynamic bank statements

Level 2

Full operational toolkit for daily client collaboration.

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  • Access up to 3 bank accounts per client

  • Secure client chat for messages and documents

  • Manage financial and tax calendar per client

  • Access full editable transaction history

  • Use interactive bank statements

  • Create custom categories

  • Export financial files

  • Manage customers and suppliers

Level 3

Extended regulatory and external data integration.

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  • Access up to 3 bank accounts per client

  • View credit and fiscal responsibility mapping

  • Access e-Fatura and Social Security updated data

  • Use tax models (Model 22, Model 30)

  • Access IRS, VAT, and property data (IES, IMI, IVA)

  • Retrieve property certificates and asset listings

  • Access debt and non-debt certificates

  • Access fiscal domicile certificates

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