Category and Subcategory Management

Possibility to customize categories and subcategories.

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In addition to customizing categories, the creation and customization of subcategories is now also available.

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Objectives:

- Allow users to customize and create categories and subcategories to optimize financial management on the platform;

- Enable users to have more personalized and efficient financial management, adapted to the specific needs of the company;

- Comprehensive view, allowing macro-level analysis when viewing categories.

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Benefits:

- Detailed Budget: Allows the creation of detailed budget items based on customized categories;

- Cash-flow Map: Facilitates analysis, providing a clear and organized view by category and subcategory and the impact on operational cash flow;

- Automatic Categorization: A process that is initially manual, through machine learning and continuous categorization of banking history, categorization becomes automatic. This simplifies and reduces the time spent by employees on routine tasks and frees them up for other higher value-added tasks;

- Simplified Financial Management: nBanks provides companies with tools for simplified reading of financial data and support for superior decision-making, with personalized detail and precision adapted to the needs of each company.

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Available in all geographies.

‍You can try this feature here.