Discover Smart Finance from the inside
Explore the main areas of the platform and see how each feature works in practice — from the dashboard to payment dispatch.
Consolidated financial view in real time
The dashboard brings together the main financial indicators of the company (or group) in a single panel. Balances calculated in real time, cash flow and upcoming due dates without opening a report.
Inflows and Outflows for the Period
Sum of accounts receivable and payable settled in the selected period. Switch the filter and the number updates immediately.
Balance in Accounts
Real total of all active financial accounts. Calculated via SQL — never stale.
Month-end Projection
Current balance + expected receivables − expected payables until end of month. No auxiliary spreadsheet.
Upcoming Due Dates
Payables and receivables for the next 7 and 30 days. See what is overdue and what is due this week.
Total control of outflows
Record vendors, payroll, taxes and utilities. Installment, create recurrence, set withholdings and dispatch payment directly from the platform.
Installments
Set number of installments and interval. The system creates all entries automatically with calculated due dates.
Recurrence
Configure frequency and the next entry appears automatically.
Withholdings
IRRF, INSS, ISS per line. Net amount calculated automatically.
Dispatch via Kobana
Send PIX, boleto or TED directly from the platform.
Billing and revenue under control
Record services, sales and subscriptions. Track what has been received, what is open and what is overdue — all in one panel.
Settlement with Adjustment
Mark as received with real amount, applying interest or discount. The system records the difference automatically.
Filters by Status
Open, overdue, settled, draft. See exactly what needs attention.
CSV Import
Send a file with hundreds of charges at once. Asynchronous processing.
Native Recurrence
Monthly customers with automatic entry generation.
Reconciled statement without effort
Import OFX statements or sync via Kobana. The system matches transactions with entries by amount and date. You review, confirm and close the month without a spreadsheet.
Automatic Match
R$ 1,500.00 transaction on the 15th? The system finds the corresponding entry and suggests the link.
1:N Linking
One charge, multiple transactions. Native support for partial payments.
Panel by Account
Statement balance vs. calculated balance. Close the account with confidence.
Undo Reconciliation
Wrong link? Undo with one click. Complete history preserved.
Corporate group in one place
Parent and subsidiaries in the same workspace. Switch companies in seconds, see consolidated or per-company data, and keep everything separate without losing the big picture.
Company Selector
Global menu with all group companies. Switch without leaving the session.
Consolidated Dashboard
Inflows, outflows and balance of all companies combined.
Data Isolation
Each company has its own payables, receivables and transactions.
Shared Categories
Consistent chart of accounts across companies for comparative reports.
Entries classified without manual intervention
Configure rules once. Every entry that matches the pattern is automatically classified — category, vendor/customer, cost center and notes filled immediately.
Create Rule
Define a text pattern. Choose what to fill: category, person, cost center, notes.
Priority Order
Drag to reorder. First rule that matches wins.
Retroactive Application
Created a new rule? Apply retroactively to all existing entries.
All Flows
UI, CSV, OFX, API — rules fire at any entry point.
Integrate with any system
Public REST API with 10 resources. Kobana for banking and payments. Fintera for historical import. All documented, all in Portuguese.
OpenAPI 3
Complete specification. Import into Postman or Insomnia in seconds.
Bearer Authentication
JWT token with scopes per resource. Granular permission control.
Kobana OAuth
Connect via OAuth. Account sync and payment dispatch activated.
Fintera One-click
Paste the token and click Import all. 10 data types imported in the correct order.
Want to see it live with your data?
Schedule a personalized demo. We show the product configured for your company's size and structure.