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News

Transactions

April 3, 2025

Payment Terminal Information

Centralized access to payment terminal transactions and closings.

Financial Management

April 3, 2025

Custom Accounts in Dashboards

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

Financial Management

April 3, 2025

New Integrated Invoicing Feature

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

Financial Management

April 3, 2025

Bank Position Integration

Integration of Bank Positions Beyond Bank Accounts.

Settings

April 3, 2025

Permission Management for Bank Account Updates

Segregation of permissions for different users when updating bank accounts.

Banks & Services

April 3, 2025

New banking entities added

Seven new banks have been added to the platform.

Security

April 3, 2025

Automatic Validation of Bank Accounts at Banco de Portugal

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

Transactions

April 3, 2025

Identification of Counterparties in Bank Transactions

Automated identification of customers and suppliers in bank transactions.

Financial Management

April 2, 2025

Add documents to the Financial Agenda

Ability to add new documents to a Financial Agenda activity.

Financial Management

April 2, 2025

Apply Financial Conditions

Application of Financial Conditions to Custom Accounts.

Security

April 2, 2025

Improvements in Pending Validations

Updates in the "Pending Validations" section.

Banks & Services

April 2, 2025

New banking entities added

Nine new banks have been added to the platform.

Settings

April 2, 2025

Category Customization

Ability to create and customize categories.

Settings

April 2, 2025

New Payment Methods

Ability to configure payment methods on the platform.

Security

April 2, 2025

Access and Account Vault

Management of accesses and reorganization of the access vault.

Financial Management

April 2, 2025

Cash Flow Map

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

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