We offer modern and simple financial management solutions for your business

We will help your company overcome its difficulties in showing and demonstrating financial results, and free you from that feeling of wasting time and money

Who We Are

A web and mobile platform for financial control with a focus on efficiency in calculating and demonstrating results per business!

Record your financial movements in a simple and secure way, indicating accounts, categories, customer/supplier and a business, so you are click away from knowing where your money is! And how your business is performing.

How we do?

We combine three continuous actions

Plan your cash flow

The best way to achieve positive results is to plan and create a budget for your business.

Record all financial movements

And file the documents in digital format along with the release, all on the same platform, very fast and easy tracking.

Check planned x realized

View and analyze the result reports daily to understand the performance achieved, making more accurate decisions.

Features

We create the best experiences in financial management

Monitored recurring financial transactions

Bank Reconciliation and the cash in the wallet

Receipt and invoice attachments

Invoicing and recurring invoices

Cash flow daily and monthly

Planned vs. performed analysis

Financial availability by business

Financial position in various scenarios

Financial statement comparing date periods

Get to know the pending revenue by business

We bring you features such as digital document
archiving from your cell phone!
And other more...

Send to your Financial Assistant documents with audio and images, he will receive a notification to perform the task, and you have a notification when the documents are done.

With our Conta$ App you can send and search documents

Point your cell phone's camera at the document you want to send or search for the document in a folder on your phone, it all starts that way!
You can send multiple files to the same posting with no limits except the size of each image (up to 2MB).

Give guidelines to your Financial Departament

You can type an orientation text, describing what the document is about, its value, etc... But what will leave no doubt, for sure, is that you send an audio like a WhatsApp® message.

Follow-up Notification

Your Financial Departament will be notified as soon as they login and when they access your message you will also be able to track your record. All of this being attached to the financial entries: image and audio.

Accumulating paperwork is a problem in every company and you can no longer bear to look for a document, thinking that it has been saved and not save it, or even, the that one saved! It is a hassle to find it.

In the Conta$ system you can attach any image to the financial posting, bringing the convenience of quickly locating the posting and finding the document.

Documents issued by the system are automatically attached

When, for example, you issue an invoice in the Conta$ system, we save that invoice in PDF file format linking the financial posting(s) to the files the system itself has generated.

Other documents, those not generated by the system

At any time you can attach documents (in PDF, PNG or JPG format) to your entries with a single click. You can also send documents from your cell phone via the Conta$ Mobile app.

In a few minutes you can link your bank accounts in our system. Access your bank and import the statement (OFX) to our platform and keep your cash flow always goog!

We automatically search for identical values between extract and system

If the existing value in the statement does not have its corresponding posting, and your solution is to create one, you can do it in just a click, generating the posting based on the data in the statement.

Leave Excel spreadsheets with support reports in the past

Eliminate long manual checking by comparing bank statements, spreadsheets and “support” reports with Conta$ System's secure reconciliation process. You can save over 30 hours a month, leaving you free time to focus on what matters most in your business.

Information security and availability

SSL certificate security ensures that all information exchanged between your computer and our servers (in the datacenter of a global IT company) is completely secure.

And several options that understand the financial cycle

Balances and Transactions

Record entries, reconcile documents, query, and issue operational reports. Register inter-company loans and the business of its affiliates.

Customers / Suppliers

Here is your general registration of people, both customer and/or supplier. You can perform a financial query of a person, applying various filters such as period, account, business, etc.

Billing Management

Send and track the collection of your customers' invoices in their various statuses. Here you can issue a credit statement to be forwarded to your Accountant, for example.

Financial Analysis

Main reports and management queries can be produced from this option, such as: statements, financial position in several filters, as well as an analysis between planning and achieving.

Financial availability

You can access dashboard and panel with the composition of your balance and available funds. It also presents balances by groups and businesses, showing who owns the amount in balance.

Cash Flow

Keep track of your daily cash flow in a very nice calendar, with a very intuitive layout, showing your performance based on a filter by accounts, groups and businesses.

Services

You get integrated functions

Financial Transactions

  • Register the financial movement

  • Accounts payable/receivable, banks, cards etc.

  • Attach digital files/documents

  • Issue invoices for services

  • Negotiate or split financial transactions

  • Issuing receipts and authorizations

  • Taking notes on financial transactions

  • Track recurring financial transactions

Bank reconciliation

  • Import statements from your bank (OFX)

  • We do not require your bank password

  • Performs reconciliation by value and document

  • If necessary creates posting based on extract

  • Issuing a reconciliation report

  • Closes and locks account for a period

Cash Flow

  • Easy-to-use daily flow calendar

  • Monthly cash flow in half-year view

  • Information configurable by filters

  • Dashboard and reporting

  • All information by business or business groups

Results analysis

  • Financial availabilities

  • Performance analysis and balance sheets

  • Comparative profit and loss statement

  • Open Receipts in the Period by Business

  • Dashboard and reporting

  • All information by business or business groups

Billing Management

  • One click and your invoice is sent to the customer

  • We remind your customer on the due date

  • We send you a receipt after payment

  • In case your client forgets to pay, we remind him!

  • Credit will go directly to your bank account

  • Pay the collection fee only if your customer pays!

APP Sincronize

  • Send documents directly from your cell phone!

  • Shoot or select a file...

  • Send an instruction to the Financial Departament

  • How about putting an audio to help you?

  • Click send and off you go!

Customers / Suppliers

  • Full Registration

  • Receita Federal's web service for companies in Brazil

  • Customer/Supplier financial position

  • Several filters for your search

Plan and budget

  • Develop budgets by business

  • Draw up OBZ budget plans

  • Analysis planned vs. realized

  • Correct your financial course with hard data

Mobile APP

  • Your Financial Departament in the palm of your hand

  • Financial available in the palm of your hand

  • Share observations with the team

  • All information by business or business groups

F.A.Q

Frequently Asked Questions

You can call Lia, our virtual assistant, she will ask your information and one of our technical consultants will contact you.

Our hiring model is prepaid, so you can leave at any time, for example, in the monthly plan, you just need to give us 30 (thirty) days notice, so we don't renew the next period.

But, rest assured, our consultant will contact you and explain everything!

We use the best quality security, on an equivalent level to online banks, guaranteeing secure storage and traffic of your data. To this end, we use the SSL security standard, ensuring that all communication between your computer and our server is guaranteed. You can verify this on the icon represented by a padlock that should always be in the closed format.

It is important to point out that we use one of the best data centers in the world, GOOGLE® CLOUD, certified by several world security entities.

We have a team ready to answer your calls and answer your questions. And our technicians constantly check the functioning of our databases and servers.

Our customer service is from Monday to Friday, from 09 a.m. to 06 p.m. You will register your demand at any time, and the team will respond within 24 hours.

Yes, we have developed a very simple process to issue the SERVICE INVOICE, once your company is a legitimate business, with the digital certificate A1 type and other parameters, the Conta$ will issue and send the NFS-e to your client with a click, along with the XML file.

It is worth mentioning, that at this point the system will program the taxes involved in your accounts payable, helping this way the quality of your Cash Flow, as well as, eliminating your work and process of making such financial programming.

Conta$ can send invoices to your customer from your “receivable” account, besides simply sending the invoices, we remind your customer on the due date, if he pays, we send a receipt with an acknowledgment and reconcile his financials automatically. All you have done up to this point is a click! If they forget to pay on the due date, the Conta$ will remind them daily, for up to 6 attempts.

The debt collection is of the registered type, but without the need to send a file to the bank, because everything happens via the Integration API.

Best of all, you only pay the fees if your client pays you!

It is a modern, safe, and fast way to send documents to your company's Financial Departament. With it, you can, similarly to a chat, pass guidelines and information in digital format to your financial department, both in image and audio.

You can follow all this conversation through your smartphone, checking the processing status of your document. The system will notify a person from your team, on Conta$ Web, to attend to your demand. No more gathering paper and delaying processes because you are not physically present in your company.

Take a picture of the document, put up an audio orientation, and free up the flow of information in your company.

Overview

Transactions, flows and analysis

  • Transactions
  • Cash Flow
  • Financial Analysis
  • ALL

Transactions Dashboard

Transactions

Financial Result

Time period

Cash flow

Diary

Create a new release

Transactions

Profit and Loss Statement

Comparative period

Service Invoice Issuance

Transactions

App for mobilee

Availability and synchronize

Cash Flow

Monthly

Receipt debt collection

Transactions

Financial availability

Balances

Bank Conciliation

Transactions

Financial Position

Client/Supplier

APP Store

Download our app

Conta$

Choose your app store and access your financial control from anywhere.

TESTIMONIALS

What our Clients say

The Conta$ system is very dynamic. Day to day organization, necessary reports in all forms, and proof of everything and proof of everything that was paid or received.

I've never needed something that it didn't handle.

Annia Lopes

Financial Manager • Siriguella (BR)

We were able to optimize my financial control, increasing productivity and bringing even more security.

Information updates became faster and more accurate.

Elaine Gaspar

Financial Manager • Mucuripe Moda Center (BR)

My experience with the system has been very positive, besides being very complete, I have always received excellent support and a whole movement of the team for any type of adjustment requested, it has been a good partnership that for sure is here to stay!

Fernada Pinheiro

Accountant • Tonina Trade, imp. and export (BR)

The Conta$ system has brought practicality to the office's daily routine; its easy use allows us to gain time to perform other functions. Tasks such as issuing bills, accounts payable and receivable, and bank reconciliation, for example, became much easier to be done with the system. And the reports generated help us in a quick return to the client, as well as in our decision-making.

Aline Alencar Lima

Founder • ATCON Accounting (BR)

The Conta$ system was perfect for me because with it, I can plan and organize my day to day and my decision-making in the company, I also speed up my processes and gain more time for other activities. With its cloud environment it allows me more flexibility to access it from wherever I am. I tried other systems, but I didn't succeed with them. The Conta$ system was the best for my company's needs, and we are very satisfied with our choice.

Jacqueline Fernandes

CFO • HX Group

Some of our clients

In various economic segments

Still have doubts about how the Conta$ System can help your business?

Talk to our team of expert and clear all your doubts