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Financial

Billing and payments inside the conversation

Collection management usually stops your client's operation. Generating a Pix in the conversation and sending reminders automatically helps resolve it. It's a module that you can charge separately.

No cheap competitor delivers integrated charge. This is where your proposal stops competing for the price.

Conversation Cobrance

From budget to Pix without changing screen

The assistant generates the charge during the attention and the payment link goes out on time. The low return through the link door automatically no one needs to consult the extract to know who paid.

  • Pix, ticket and cardAccording to the company's gateway
  • Payment link Sent in the conversation itself
  • Automatic download The return of the Gateway
  • Recurrent collection For those selling subscriptions
New collection screen
Collection generated during care
Time-out reminders

The collection sequence rotates alone

Before you win, the day and after you win. The sequence is configured once and goes to work every day, without anyone remembering to send messages.

  • configurable sequence days before and after maturity
  • Automatic stop When payment comes in
  • Custom message by sequence step
  • History of what is charged and when
Invoicing sequence configuration
Business-configured collection sequence
Financial reports

The administrator sees what's come in

Received, pending and expired in a single panel, with filter by period and by responsible. It is the report that the owner of the company opens every Monday.

  • Received, pending and expired on a screen
  • Filter by periodClient and responsible
  • Export for accounting
  • Integration with Asaas, Stripe, Market Payment and InfinitePay
Financial statement of charges
Financial panel with received, pending and expired
Keep exploring

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You want to deliver all this with your brand?

Tell us what your operation is like today. Our team mounts the demonstration with the stage of your market.

Become a partner →What's in the plan