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nBanks among the TOP 5% Best SMEs in Portugal

nBanks for Accountants/Auditors

A dedicated module for professionals managing multiple clients, designed to centralize financial information, enable secure collaboration, and provide seamless access to financial data in one intuitive workspace.

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Flexible and scalable, it allows you to easily add new clients and manage your entire portfolio from a single place.

financial management software dashboard for accountants showing multiple client accounts and financial data

Centralize Your Client Portfolio

Manage your client portfolio in one secure hub: share documents and messages, and provide each client with dedicated access credentials for seamless collaboration.

premium financial software pricing plans with modular levels for client management and financial features
premium financial software pricing plans with modular levels for client management and financial features

Integrated customer management tailored to your portfolio

The Additional Modules can be subscribed at any time for your client portfolio, with various options at your disposal.

level 1 financial management features including bank account access, transactions history and statements
level 2 financial management features including client collaboration, bank account access and transaction management
level 3 financial management features including regulatory compliance, tax data access and advanced data integration

Key Features

Client Portfolio Management

Bank Account Monitoring

Custom Account Management

Bank Transaction Tracking

Tax Calendar & Compliance Overview

Client Communication & Collaboration Hub

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