The company wants to share its overall banking position with its accountant/adviser, so it doesn't have to send information on request. With this feature, your accountant/advisor can easily ensure bank reconciliation of your banking and accounting movements.

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Step 1

Go to Group Settings at the top of the page.

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Step 2

Go to the External Sharing area.

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Step 3

Click on Associate Accountant / Advisor.

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Step 4

Select the company through which you want to associate the professional.

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Step 5

Enter your accountant's/advisor's VAT number in the area provided and find out if they are already registered with nBanks.

If the professional is already registered with nBanks, that's enough:

Step 5.1 - Confirm the registered company;

Step 5.2 - Tick the access permissions you wish to assign;

Step 5.3 - Confirm your consent;

Step 5.4 - Click on Send.

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Step 6

If the professional you want to invite is not registered with nBanks, simply click on the Click Here option to send them an invitation to join:

Step 6.1 - At this stage you have the option of sharing the link provided with your accountant/advisor via email or another platform;

Step 6.2 - Or you can enter their email in the area provided, click + to register the email, personalize the email in the text box provided and click Send.

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And that's it! You've just sent the invitation for your accountant/advisor to get to know and try nBanks.