News

Enter complete tax identification information to ensure more accurate and consistent counterparty management.

New banking services are now available on the nBanks platform.

A simpler, faster, and more context-sensitive way to manage counterparties directly within transactions.

A simpler way to keep transactions up to date while accessing detailed information when needed.

Two new banks are now available on the platform.

4 new banks are now available on the platform.

New banking services are now available on the platform.

Export transactions with greater detail using the new “Processed” and “Transaction Type” columns.

The bank and account are now always visible at the top of the list when scrolling.

You can now see the bank and the name of each loan directly in the Payment Plan.

Fees associated with Revolut transactions are now automatically recorded in sub-transactions.

Limit views to inflows, outflows, or both, and strengthen control over financial information.

8 new banks are now available on the platform.

New banking services are now available on the platform.

New banking services are now available on the platform.

Permission to disable email notifications for pending validations, thereby reducing unnecessary alerts.

12 new banks are now available on the platform.

Improvements in payer identification and management, making the process faster and more automated.

New automatic identification signage for originators.

Excel files now show the date of the last update, increasing transparency and financial accuracy.

New banking services are now available on the platform.

6 new banks are now available on the platform.

Ability to import CRP codes via Excel in Real Estate Management.

Ability to select a specific company to be displayed on the initial screen.

The new Leasings area enables centralized and efficient management of financial lease contracts.

Option to add a "Movement ID" column to exported Excel files.

More than 8 new banks are available on the platform.

Customizing the date format in exported files.

Centralization, reconciliation, and control of all bank accounts in one place.

7 new banks are now available on the platform.

New Financing Area with loan management and control.

nBanks' new menu organizes features by department and integration, making management easier.

New Custom Views for greater flexibility in managing permissions for different users.

New Global Settings with options for automatic counterparty identification and creation using AI.

46 new banks are now available on the platform.

Export of sub-movements associated with a batch to Excel.

New icon that identifies the categorizations made by nBanks' AI in the bank statement.

6 new banks are now available on the platform.

New "Apply Filters" button to make searching more intuitive.

New support section with platform tutorials.

4 new banks are now available on the platform.

Consent will now be renewed every 180 days.

Counterparties with a yellow status turn green after 3 user confirmations.

Export the Bank of Portugal Accounts Database to Excel or PDF.

Calendar export, filtering by bank, and activity categorization.

Marking bank transactions in a bank account as "Treated" and their respective treatment history.

Monitor the status of nBanks' main services in real time.

Change the name of the "Payment Terminals" section to "Payment Entities."

Select the type of balance you'd like to see in bank accounts by default.

Viewing the details of a transaction within a batch payment.

We have enhanced platform security with new two-factor authentication (2FA) methods.

Three new banks have been added to the platform.

Customization of the fields included in the export of Excel files on the platform.

Technical documentation for the nBanks API is now available on a dedicated page.

Automatic and continuous updating of Permanent Property Certificates, now without any manual effort.

Centralized access to payment terminal transactions and closings.

Customize the display of dashboards with or without Custom Accounts, depending on your needs.

Issuing invoices, managing current accounts, and managing retainers in an integrated manner.

Integration of Bank Positions Beyond Bank Accounts.

Segregation of permissions for different users when updating bank accounts.

Seven new banks have been added to the platform.

New feature for automatically cross-referencing bank accounts in Banco de Portugal and nBanks.

Automated identification of customers and suppliers in bank transactions.

Ability to add new documents to a Financial Agenda activity.

Application of Financial Conditions to Custom Accounts.

Updates in the "Pending Validations" section.

Nine new banks have been added to the platform.

Ability to create and customize categories.

Ability to configure payment methods on the platform.

Management of accesses and reorganization of the access vault.

Monthly Cash Flow Map, based on your company's bank statement.

Eight new banks have been added to the platform.

New feature for validating accounts that haven't been updated.

Ability to customize categories and subcategories.

Update to the information provided by the nBanks API.

Ability to revalidate accesses in the "Pending Validations" section.

Two new banks have been added to the platform.

Ability to share a bank transaction and its details.

12 new banks have been added to the platform.

Introduction of a new personalized monthly budget feature.

Manage a company's global settings on an individual basis.

Greater customization of filters in the "Balances by Company and Bank" section.

Integration of new features into Global Position.

User permission management has been improved.

Ability to view different types of account balances as of a specific date.

Key indicators regarding sales and customers for your company or group of companies.

The Aggregator File is now available in your downloads section.

New filtering options are available in the Inflows and Outflows feature.

A consolidated view of inflows and outflows by company, all in one place.

Ability to transfer transactions between existing custom accounts.