13 October 2022
The gains from categorizing and documenting financial information
Organize your financial information with nBanks' categorization and documentation features.
Among the greatest advantages of financial management software is the possibility of accessing quality and properly organized banking information. To further enjoy this benefit on the nBanks platform, there are two features you can use: categorization and documentation. See how both can help you.
Categorization
Through categorization, you can “tag” all your banking movements and improve their financial reconciliation. The nBanks software even recognizes transactions identical to others already categorized and automatically assigns this categorization through an intelligent system. It's an additional way to save time organizing data manually.
Documentation
The agility of bank reconciliation is reinforced with the documentation feature. As the name suggests, this option allows you to attach documents - in various formats - to each of your transactions, so you can, again, improve the organization of all your banking activity. To facilitate your work, you will be able to access interactive statements that bring together all this data.
By trying our platform, you will get a clear idea of these advantages. Access for free and start saving the time and resources you need to be more efficient.