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Settings

Set an account as favorite

Learn how to set a bank account as a favorite on the platform.

Settings

Export Calendar Activities

Learn how to export your Calendar activities.

Settings

Failures in accessing/using the nBanks platform | How to clear your browser's cache?

If you are having difficulty accessing or using the platform correctly, we recommend clearing your browser's cache. Learn how to do it.

Features

Additional Modules FAQs

Learn more about Additional Modules for Clients by reviewing the most frequently asked questions by nBanks clients.

External Links

Financial and Tax Calendar Management

Learn how to use nBanks to manage your business's financial and tax commitments.

Settings

Management of user access for each registered company

Learn how to manage or change the access of each user registered on the platform.

Features

Banking Risk Index (IRB)

Learn how to get a better understanding of your business's banking position.

External Links

Integrate Additional Modules into nBanks

Discover how to integrate information from external entities into your nBanks account, through Additional Modules.

Features

Access and Account Map

Check the bank accounts aggregated to each of your nBanks account profiles.

Features

Mark a transaction as processed

Learn how to mark a transaction as processed.

Features

Finance and Audit Additional Modules

Discover the Finance and Audit module you can offer to clients you wish to include in your Portfolio.

Features

Additional Modules Financial Management

Discover the Financial Management modules you can offer to clients you want to include in your Portfolio.

Features

Share Information with Users

Learn how to quickly share the information available in your nBanks account with other users.

Settings

nBanks Referral Program

Learn how to quickly invite a friend or professional to discover and join nBanks.

Settings

Recover your nBanks Account Password

Find out how to recover your nBanks account password if you've forgotten it.

Settings

Register a Company

Learn how to quickly register your companies on the nBanks platform.

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

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