27 December 2022
nBanks software and the perfect marriage between accountants and clients
With online financial management software, the marriage between accountants and clients benefits.
Contact between accountants and their respective clients - whether private or business - can be a difficult task to manage. Between disjointed schedules, bureaucratic requests, and late responses, the relationship between the two parties easily fades. But we bring good news. With the use of a single platform - 100% online -, this marriage sees the flame rekindled.
Financial management software, specifically, is the key to ensuring accountants and clients have access to the most valuable raw material: information; banking information. Platforms like nBanks, for example, allow both groups to be present in a true shared financial ecosystem with mutual benefits.
At competitive prices - ranging from €1 to €7 per month - both groups of users benefit from the necessary tax and banking information, properly centralized and updated, as well as the possibility to insert documentation, comments, and notes. Through a digital chat, they can exchange impressions even more quickly.
This close articulation brings obvious gains, on the one hand, in the daily lives of accountants and auditors: they can accelerate bank reconciliation processes, with significant time savings; they have the possibility to export banking information to any other software/ERPs, through the nBanks API; and, even more advantageously, they can build a fully customized client portfolio, regardless of geography, in a “Pay as you go” consumption scheme.
On the client side, the advantages are equally palpable. In addition to ensuring more personalized monitoring, they can consult, in an integrated way, different bank accounts and access digital statements with unlimited and permanently accessible cashflow history. This benefit becomes even more expressive in the case of business clients. The same business group can now integrate different entities into a single profile with dedicated access, which allows for a more detailed understanding of the financial health and commitments of each business.
In a more agile, efficient, intuitive, and secure way, a relationship that was previously misaligned is harmonized. Regardless of your role - accountant or client - you can know exactly how to benefit from nBanks software with our support. Try it for free and download our digital infographic with a summary of the advantages of this financial ecosystem.