Integrated customer management tailored to your portfolio

Several factors should be considered in addition to price, especially the real needs of the business. Therefore, we advise you to read the advantages of the plans and analyse in detail the functionalities of each one. We point out that:
- the Premium Plan is the ready-to-use solution, with features that support highly technical tasks of Accountants/Auditors and financial advisors, you can later add more clients to your portfolio, more disk space, more users in your management team or even other companies that you have for your own management.

The Premium Plan is adapted so that you can include customers in your portfolio, whenever you need, in the innovative system "pay as you go", that is, you only pay for each customer who activates your invitation by the level you assign to each of them (Level 1, 2 or 3). This way you can invite all your customers at once, and manage each invitation through the Module Management feature.
To learn more about this way of adding customers click here

The management of all operations related to the nBanks subscription, such as consultation or renewal and cancellation of the plan, can be carried out in your Profile > Subscription area.

There is no binding period and for nBanks the priority is your freedom of choice, starting with your subscription. So, at any time you can upgrade or downgrade features (change plan), as well as renew or cancel your subscription.

One of the great advantages of the nBanks platform is the sharing of information with the desired partners, inside or outside the company. Through the features External Shares and Multi-users, each user has the possibility to comfortably define with whom they want to share their information, from the accountant, to other usual partners, to other entities and employees that are part of the same group. The type and number of users and entities with whom it is possible to share information differs for each Subscription Plan.

By Multibanco payment, bank transfer or credit card, simply choose the method that is most convenient for you, following the respective instructions that will be indicated on the form itself when choosing the payment method. Whichever method you choose, you always have maximum security guaranteed, by the 3D Secure 2 authentication system.

At nBanks it is possible to adapt your plan according to the specific needs of your accounting office, to enhance a more agile and effective management of your client portfolio. Click here to contact us.