Help Center Accountants

Learn more about the Additional Customer Modules by reviewing the most frequently asked questions by nBanks customers.

Learn how to quickly add your customers to your nBanks Portfolio.

Get to know the Finance and Audit module you can offer to the clients you want to include in Portfolio.

Find out about the Financial Management modules you can offer to clients you want to include in your Portfolio.

See in a single area which bank accounts are aggregated in each of your nBanks account profiles.

Find out how to resolve the issue of your flagged bank account in order to resume the automatic updating of information.

Learn how to quickly aggregate your bank accounts in Financial Management.

Find out how to resolve the issue with your accounts in order to update their balances and movements again.

Find out how to resolve the issue of your flagged bank account in order to update its balances and transactions again.

Find out how to quickly register your companies on the nBanks Platform.

Find out how your employees can access your customers' information.

Learn how to quickly add your customers to your nBanks Portfolio.

Learn about nBanks' movement categorization process.

Find out how to include documents in each movement of your bank statement.

Find out how to search for your bank movements more quickly using the nBanks search filters.

Find out how to integrate information from external entities into your nBanks account.

Learn how to easily increase or decrease the capacity of your nBanks Plan.

Find out how to quickly view your bank balances in Financial Management.

Find out how to get a better idea of your business's banking position.

Find out how to quickly change your nBanks account password.

Find out how to quickly change the email address associated with your nBanks account

Find out how to create a personalized account for team/department management at nBanks.

Find out how to create a personalized account for the digital management of employee expenses.

Find out how to integrate information about the entities related to each transaction in your bank statement.

Find out how to quickly invite a friend or a professional to get to know and join nBanks.

Learn how to complement your bank statement by importing files into nBanks

Find out how to integrate information about your company's credit liabilities into nBanks

Learn how to include information from the nBanks platform in your management software