Nibo

Nibo serves three related audiences: businesses managing their own finances, accounting firms tracking obligations, and outsourced finance teams handling client accounts. Gestão Financeira covers cash flow, payables, receivables, collections and Brazilian service invoices.

Reconcile a payment against the right record

Connect a bank account or import its movements through OFX or a spreadsheet. The reconciliation screen places imported bank movements beside the Nibo record. In Sugestão, inspect the proposed match before selecting OK. An open scheduled payment is marked settled when that match is accepted.

Use Nova transação when the movement needs a new record. Buscar / Criar vários combines one bank movement with several existing or new entries. Its filters include contact, payment period, amount, description and category. That is useful when one customer deposit pays several invoices.

Connected feeds update daily with earlier bank transactions, so the screen is not a live bank balance. Review suggestions involving repeated amounts before accepting a group.

Gestão Financeira subscriptions

These plans include unlimited users and automated bank accounts. A six-month payment option is also available. The annual amounts are total payments, not the smaller monthly reference figures used in the plan cards.

The trial registration offers five days and accepts Google registration or email, name, phone and password. Accounting-practice and BPO products have separate offers, so choose the product that matches who will manage the records.