Banking operations automation

Automate the financial flow of companies from end to end, putting banking operations on autopilot.

Automate the financial flow of companies from end to end, putting banking operations on autopilot.

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Banking operations automation

Overview

The solution offers an efficient and flexible platform to connect your ERP to all banks, providing greater visibility of financial data, agility in transactions, and fluidity in cash flow. With this solution, you can generate charges, make transfers, process payments, and reconcile data directly from your ERP and your management systems with any "bancão" or digital bank. The goal is to facilitate and optimize financial management for companies, allowing money to be moved programmatically instantly and in real time, eliminating the need for complex integrations and the use of different banking platforms separately. Your company will be able to conduct transactions, check balances and statements, generate financial reports, and perform other banking activities in a simplified and secure manner, all in a single environment.

Overview

The solution offers an efficient and flexible platform to connect your ERP to all banks, providing greater visibility of financial data, agility in transactions, and fluidity in cash flow. With this solution, you can generate charges, make transfers, process payments, and reconcile data directly from your ERP and your management systems with any "bancão" or digital bank. The goal is to facilitate and optimize financial management for companies, allowing money to be moved programmatically instantly and in real time, eliminating the need for complex integrations and the use of different banking platforms separately. Your company will be able to conduct transactions, check balances and statements, generate financial reports, and perform other banking activities in a simplified and secure manner, all in a single environment.

Overview

The solution offers an efficient and flexible platform to connect your ERP to all banks, providing greater visibility of financial data, agility in transactions, and fluidity in cash flow. With this solution, you can generate charges, make transfers, process payments, and reconcile data directly from your ERP and your management systems with any "bancão" or digital bank. The goal is to facilitate and optimize financial management for companies, allowing money to be moved programmatically instantly and in real time, eliminating the need for complex integrations and the use of different banking platforms separately. Your company will be able to conduct transactions, check balances and statements, generate financial reports, and perform other banking activities in a simplified and secure manner, all in a single environment.

Applicability

The solution is comprehensive for financial management of companies, allowing for simplified integration between its ERP and various banks, both traditional and digital. This eliminates the need for complex integrations, resulting in more efficient and practical financial management. In addition, the platform facilitates real-time reconciliation of financial data, providing greater accuracy and visibility of information. This minimizes errors and allows companies to have stricter control over their finances. Another advantage is the ability to consult balances and statements in a simplified manner, all in a single environment. This functionality allows managers to monitor the financial health of the company without needing to access multiple platforms, optimizing time and resources. Finally, the solution allows for the generation of financial reports directly on the platform, improving data analysis and decision-making. With a clear view of financial performance, companies can act in a more strategic and assertive manner.

Applicability

The solution is comprehensive for financial management of companies, allowing for simplified integration between its ERP and various banks, both traditional and digital. This eliminates the need for complex integrations, resulting in more efficient and practical financial management. In addition, the platform facilitates real-time reconciliation of financial data, providing greater accuracy and visibility of information. This minimizes errors and allows companies to have stricter control over their finances. Another advantage is the ability to consult balances and statements in a simplified manner, all in a single environment. This functionality allows managers to monitor the financial health of the company without needing to access multiple platforms, optimizing time and resources. Finally, the solution allows for the generation of financial reports directly on the platform, improving data analysis and decision-making. With a clear view of financial performance, companies can act in a more strategic and assertive manner.

Applicability

The solution is comprehensive for financial management of companies, allowing for simplified integration between its ERP and various banks, both traditional and digital. This eliminates the need for complex integrations, resulting in more efficient and practical financial management. In addition, the platform facilitates real-time reconciliation of financial data, providing greater accuracy and visibility of information. This minimizes errors and allows companies to have stricter control over their finances. Another advantage is the ability to consult balances and statements in a simplified manner, all in a single environment. This functionality allows managers to monitor the financial health of the company without needing to access multiple platforms, optimizing time and resources. Finally, the solution allows for the generation of financial reports directly on the platform, improving data analysis and decision-making. With a clear view of financial performance, companies can act in a more strategic and assertive manner.

Benefits

Real-time visibility of financial data Automated bank reconciliation - balance, statement, payments, and receipts More efficient receipts and collections - Invoices, Pix, and hybrid invoices Faster and safer payments - Invoices, utility companies, and taxes Batch transfers with approval - TEF, TED, and Pix Communication ladder - Email, SMS, and WhatsApp Automated transaction execution - Workflow and pipeline Data management dashboard with accounts and subaccounts A single platform with access to all banks And much, much more!

Benefits

Real-time visibility of financial data Automated bank reconciliation - balance, statement, payments, and receipts More efficient receipts and collections - Invoices, Pix, and hybrid invoices Faster and safer payments - Invoices, utility companies, and taxes Batch transfers with approval - TEF, TED, and Pix Communication ladder - Email, SMS, and WhatsApp Automated transaction execution - Workflow and pipeline Data management dashboard with accounts and subaccounts A single platform with access to all banks And much, much more!

Benefits

Real-time visibility of financial data Automated bank reconciliation - balance, statement, payments, and receipts More efficient receipts and collections - Invoices, Pix, and hybrid invoices Faster and safer payments - Invoices, utility companies, and taxes Batch transfers with approval - TEF, TED, and Pix Communication ladder - Email, SMS, and WhatsApp Automated transaction execution - Workflow and pipeline Data management dashboard with accounts and subaccounts A single platform with access to all banks And much, much more!

ID

BRA0170

Categories

Agribusiness

Food and drinks

Automotive

Construction

Education

Energy

Pharmaceutical

Mining

Paper and pulp

Oil and gas

Chemicals and petrochemicals

Health

Technology and electronics

Telecommunication

Textile and clothing

Transport and Logistics

Retail

Administration and facilities

Accounting

Financial

Governance

R&D / Innovation

Operations

API

Big data analytics

Nuvem

Machine learning

Mobile access