What is a representative?
The term representative refers to an organization that is mandated by another one to handle their financial data stored in Ponto (Isabel Group).
With Ponto’s mandate, the representative has legal and controlled access to the bank account data of the represented organization and can:
-View the transactions and balances.
-Refresh and process financial data in a third-party software.
-Prepare payment orders to be signed by customers in their secure bank channel.
Accountants will no longer have to manually upload bank statements and send reminders!