Associate Accountant or Financial Advisor with nBanks

The company intends to share its banking and global position with its accountant/advisor, thus being exempt from sending information upon request. Through this functionality, your accountant/advisor can easily ensure the bank reconciliation of your banking and accounting movements.

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Step 1

Go to Group Settings, at the top of the page.

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Step 2

Go to the External Shares area.

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Step 3

Click on Associate Accountant / Advisor.

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Step 4

Select the Company through which you want to associate the professional.

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Step 5

Enter your accountant/advisor's NIF in the indicated area and search if they are already registered with nBanks.

If the professional is already registered with nBanks, simply:

Step 5.1 - Confirm the registered company;

Step 5.2 - Mark the access permissions you wish to assign;

Step 5.3 - Confirm your consent;

Step 5.4 - Click Send.

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Step 6

If the professional to invite is not registered with nBanks, just click on the Click Here option to send them an invitation to join:

Step 6.1 - At this stage, you have the option to share the provided link with your accountant/advisor via email or another platform;

Step 6.2 - Or you can enter their email in the indicated area, click + to register the email, customize the email in the provided text box and click Send.

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And that's it! You have just sent the invitation for your accountant/advisor to get to know and try nBanks.