See Kobana in action

Explore our interactive demonstrations and discover how each feature can help your company. Navigate at your own pace, no commitment.

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Platform Overview

Featured

Discover the Kobana Dashboard

A complete demonstration of the main screens and features of the platform. Ideal for those getting to know Kobana for the first time.

Estimated duration: 5 min

What you will see:

Main dashboard with consolidated view
Navigation between modules
Main features of each area

All demonstrations

3 min

Learn how to add your bank accounts to the platform. See how to configure branch, account data, and define available operations.

What you will learn:

Navigate to the accounts area
Create a new financial account
Configure basic bank data

2 min

Configure your PIX keys to start receiving instant payments. See how to link keys to accounts and configure receivables.

What you will learn:

Access PIX settings
Add a new PIX key
Link key to a financial account

4 min

Configure wallets for boleto issuance. Define parameters such as bank, agreement, default instructions, and fine and interest rules.

What you will learn:

Create a new billing wallet
Configure bank agreement data
Define billing instructions and parameters

4 min

Connect your account to a bank via API or files. See how to configure credentials and test the connection.

What you will learn:

Navigate to the connections area
Select bank and connection type
Configure API credentials

3 min

Activate EDI (Electronic Data Interchange)

Configure integration via CNAB/EDI files with your bank. Ideal for banks without available API or for specific operations.

What you will learn:

Understand what EDI is
Configure integration parameters
Activate automatic file exchange

5 min

Manage Remittance and Return

Learn how to work with remittance and return files. See how to generate files, send to bank, and process returns.

What you will learn:

Generate remittance file
Process return file
Interpret processing results

4 min

Make Payments

Pay boletos, bills, and taxes directly through the platform. See how to enter data, schedule, and track payments.

What you will learn:

Create a new payment
Enter barcode
Select source account

4 min

Make Transfers

Make PIX and TED transfers to any bank. See how to enter recipient data and confirm the operation.

What you will learn:

Create a new transfer
Choose modality (PIX or TED)
Enter recipient data

5 min

Generate Boletos

Issue billing boletos with automatic registration. See how to fill in payer data, define amounts, and generate the document.

What you will learn:

Create a new boleto
Select billing wallet
Fill in payer data

3 min

Check Statements

Access your account statements and view movements. See how to filter, export, and interpret the data.

What you will learn:

Access statements area
Select account and period
Filter movements

Need more help?

Talk to a specialist

Want to see specific features for your use case? Schedule a call with our team.

Schedule a call

Help Center

Check our detailed articles and tutorials about each platform feature.

Access Help Center

Technical Documentation

Developers can explore our REST API, code examples, and integration guides.

View documentation

Ready to simplify your financial management?

Schedule a call with our team and discover how Kobana can help your company.

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