See the Banking Gateway in action

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

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Platform Overview

Featured

Explore the Banking Gateway Dashboard

A complete demonstration of the platform's main screens and features. Ideal for first-time users of the Banking Gateway.

Estimated duration: 5 min

What you'll see:

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

All demonstrations

3 min

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

What you'll learn:

Navigate to the accounts area
Create a new financial account
Configure basic banking details

2 min

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

What you'll learn:

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

4 min

Configure wallets for issuing boletos. Define parameters like bank, agreement, standard instructions and fine/interest rules.

What you'll learn:

Create a new billing wallet
Configure bank agreement details
Define collection 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'll learn:

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

3 min

Activate EDI (Electronic Data Interchange)

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

What you'll learn:

Understand what EDI is
Configure integration parameters
Activate automatic file exchange

5 min

Manage Remittance and Return Files

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

What you'll 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 details, schedule and track payments.

What you'll 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 details and confirm the operation.

What you'll learn:

Create a new transfer
Choose method (PIX or TED)
Enter recipient details

5 min

Generate Boletos

Issue collection boletos with automatic registration. See how to fill in payer details, set amounts and generate the document.

What you'll learn:

Create a new boleto
Select billing wallet
Fill in payer details

3 min

Check Statements

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

What you'll 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 chat with our team.

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Help Center

Browse 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 chat with our team and discover how the Banking Gateway can help your company.

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