Now you no longer have to wait for your clients to send you information

Everything you need to perform Financial Management of customers in a simple and fast way.

- Aggregate up to 2 bank accounts;

- Export monthly aggregator file with all the client's banking information;

- Provision of simple dynamic and interactive Statement;

- Banking history up to 3 months.

Access to all Financial Management features available to perform a complete and effective customer management.

- Aggregate up to 3 bank accounts;
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- Private chat with the client to share messages and documents;

- Financial and Tax Agenda of the client;

- Bank history always available and updatable;

- Dynamic and interactive statement;

- Customized accounts;

- Management Dashboards;

- Export files.

Integration of information from external entities, which allows you to access the following information about your clients:

- Aggregate up to 3 bank accounts;

- Credit Liabilities Map;

- Tax Liabilities Map;

- Updated E-invoice;

- Essential Social Security Information;

- Model 22, Model 30;

- IES, IMI, VAT;
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- Land Certificate;

- List of properties and land registers;

- Debt and non-debt certificate;

- Tax domicile certificate.