top of page

Alerts

Update Bank Account Access Credentials

Learn how to update the credentials of a bank account whose credentials have been changed only in your home banking.

Settings

Manual Account Update with two-factor authentication access

Discover how to manually update a Bank Account in nBanks.

Features

Quickly update all accounts

Learn how to quickly update all bank accounts in nBanks.

Settings

Update your Subscription Plan

Learn how to easily update your nBanks Subscription Plan.

Features

Categorize Bank Transactions

Learn about the process of categorizing bank transactions in nBanks.

Features

Communicate with Client via Chat

Learn how to communicate with a client directly through the nBanks platform.

External Links

Connect to Other Software via API

Learn how to include information from the nBanks platform in your management software via API.

Settings

Configure Two-Factor Authentication (2FA)

Learn how to configure Two-Factor Authentication (2FA) on your nBanks account.

Features

Consult Management Dashboards

Learn how to check your bank balances on the nBanks Dashboards.

Settings

Check the Status of your Subscription

Check the used and available credits in your current Subscription Plan.

Features

View Treatment History

Learn how to view the treatment history of a transaction.

Features

Create Custom Categories

Discover how to add new categories for your company on the nBanks platform.

Features

Create a Custom Account

Learn how to create a custom account in nBanks.

Settings

Customize fields in the export file

Learn how to quickly customize the fields present in a file exported from the nBanks platform.

Settings

Set the default company on login

Learn how to change the default company displayed in the platform's initial menu.

Settings

Define the Nature of a Bank Account

Learn how to define or change the Nature field of a bank account, reflecting this information throughout the platform.

Central de Ajuda

Do you need our help?

Have a question or ran into an issue? Submit a ticket below and our team will get right on it.

bottom of page