Seven advantages of financial management software for accountants

Time is among the most valuable resources for accountants, but, in most cases, it's not enough. We recognize the difficulties. Day-to-day, the work routine can be frantic: there are deadlines to meet, manual processes to consider, and a pile of files to read and reread. These difficulties can affect productivity, but there's help: technology.

Through financial management software, increased productivity is guaranteed. This is the solution that nBanks provides to streamline your functions as an accountant. Discover the 7 great advantages of our 100% online platform to gain the time you need at work and, of course, for your social life.

More clients and more business

By saving time, you will find it easier to free up work for other potential clients. This reinforces productivity and allows you to build a client portfolio tailored to your needs, adding as many as you want at any time and in any geography, as the platform operates across borders.

Essentially, you can enjoy a “Pay as you go” (rechargeable) consumption system, where you acquire personalized services for each client (with prices between €1 to €7 per month). What's more: you can activate and deactivate each consumption level whenever you wish and easily manage your service map on the platform.

Internal productivity

The nBanks management platform allows you to allocate the employees you want to the clients in your portfolio. This task assignment will also result in time savings, as each worker will have access to the data provided by clients, instead of having to contact them for information.

Efficiency and more freedom

By condensing all your various clients' banking information into a single platform, you will save hours of work in consulting, collecting, and managing the necessary data. Remember: you can do it anytime, anywhere. Clients themselves can share relevant documents and comments with you.

Mutual benefits: accountants and their clients win

As a Software as a Service (SaaS), in our application, you will have real-time access to your clients' tax and banking information, in an aggregated way and in a shared environment, with chats and digital archives.

These functionalities guarantee a mutual benefit: you win as an accountant by accelerating each client's bank reconciliation, saving time and resources; and clients win - to whom you can provide our technology at very competitive prices through an easy invitation system. On the other hand, clients are supported more effectively.

Ease of management for clients

By making the nBanks platform available to each of your clients, you will give them the freedom to more easily access their personal bank accounts and obtain management information dashboards through the app's interactive bank statement feature, in particular.

Greater task control

The functions you perform can be very diverse. Between managing collections or loans, tax responsibilities, and various other commitments, there can be many dates to consider. The good news is that, through our application, you have access to a tax calendar that helps you manage and meet all important deadlines.

Environmental sustainability

With all the tools you need in a 100% virtual space, you will be abolishing the use of paper or ink cartridges, for example. Everything can be resolved remotely. The environment thanks you and you also benefit, especially if you avoid the need to spend fuel on travel.

With these benefits in mind, you can now access our platform and start saving the time and resources you need to be more efficient. Try it for free.

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