- Purchase invoice read: supplier, amount and date
- Payment receipt linked to the sale
- Expense without an invoice: flagged for review
- Month folder complete
- October documents sent to the accountant
In practice
Three everyday situations.
Month end
Without AIThe team hunts for invoices and receipts in WhatsApp and email.
With AIDocuments are read and filed as soon as they arrive.
Missing documents
Without AIThe accountant only finds the gap at closing.
With AIAI flags at once when an expense has no receipt.
Categories
Without AIEveryone records things differently.
With AIEvery expense goes into the same category, every time, the way your accountant asked.
The examples on this page show how it works. They are not client cases.
What you need
- Your accountant’s contact and the format they prefer
- One place to collect invoices: email, a folder or WhatsApp
- The categories your accountant uses
What stays with people
- Tax calculation and filing, by your accountant
- Signature and professional responsibility, by your accountant
- Decisions on unclear expenses, by you
What it costs
Where this fits.
from R$ 7,900 (≈ US$ 1,436) a month
Admin and finance spreadsheets and reports, including documents for your accountant, are part of the Complete plan. You can also hire it as a project.
Questions
Quick answers.
Do I need a new accountant?
No. AI works with the accountant you already have, in the format they ask for.
Does the AI calculate my taxes?
No. Your accountant calculates and files them. AI gets the documents ready for them.
Keep reading
More ways AI helps a business.
- Customer service
What AI does when your customers write in.
Answers right away, day or night, in three languages.
Read - Admin
What AI does for your back office.
Scheduling, reminders, contracts and documents that organize themselves.
Read - Finance
What AI does for your finances.
Bank statement checked daily, billing on time and your balance on your phone.
Read
Start with the free checkup.
Three minutes, no sign-up. You get three priorities and decide what comes next.