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A finance department at night, one desk lit among dark ones, with invoices and a calculator.

18:40 · last business day of the month

A back office that closes the month without an all-nighter.

Collections, reconciliation and documents every day, with one queue just for what breaks the rules.
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AI-generated photo.

Finance

If this sounds like your business

  1. Month-end turns into an all-hands push to reconcile and collect.
  2. The same data gets typed into three different systems.
  3. Documents arrive by email and someone transcribes them by hand.
  4. Collections run late because nobody saw the due date.

Scene · 18:40

What happens at 18:40

At the end of the day, the agent sends a payment reminder on WhatsApp, the Pix transfer (Brazil’s instant payment) lands and the payment is posted on its own. On the dashboard, the system and the bank statement are matched line by line, and only the mismatch lights up for a person to review.

Financeonline
  1. Company: Good evening! Your September fee is due today. Here’s the Pix code to copy and paste, and the payment slip.18:31
  2. Customer: Just paid by Pix.18:36
  3. Company: Received. The payment is posted and the receipt is in your email.18:37

Illustrative scene, with synthetic data.

A back office that closes the month without an all-nighter

What ZexIA delivers

For finance and the back office, ZexIA builds automations that process collections, reconciliation and documents every day, with an exceptions queue for a person to handle whatever breaks the rules. Your systems talk to each other with no retyping, and month-end close becomes a check instead of a scramble, with an audit trail.

  • Documents that write and read themselves

    Contracts ready in Word straight from the CRM, lab reports turned into structured data with human review, meetings turned into minutes and a weekly executive report.

    Contracts, lab reports and minutes arrive ready to review, not to type.

    Under the hood: Extraction with a confidence threshold, transcription with speaker separation, DOCX and PDF generation

  • A system sized to your operation

    Multi-store CRM, client and partner portals, learning platforms and SaaS with data isolation, LGPD compliance (Brazil’s data protection law), audit trails and migration of the full history.

    Data separated per client, controlled access and an audit trail.

    Under the hood: Next.js, React, Supabase with RLS, AES-256-GCM encryption

  • Systems that talk to each other, no retyping

    Connects CRM, billing, e-signature, email, calendar, ads and WhatsApp, with automations that handle errors and raise an alert when something fails.

    Data is entered once and reaches every system.

    Under the hood: n8n, Kommo, Asaas, ZapSign, Resend, Google and Microsoft 365, Meta Lead Ads

How it worksat a glance
  1. Official WhatsAppYour company’s own number.
  2. AgentWith memory of the conversation and your company’s rules.
  3. IntegrationsCRM, billing, calendar and email.
  4. Database with isolated dataSeparated per client, with an audit trail.
  5. DashboardPipeline and numbers for the manager.

Before you start

When it makes sense, and when it doesn’t

It makes sense when

  • Your finance team repeats the same tasks every day or every month.
  • You run several systems that don’t talk to each other.
  • Documents and invoices arrive in volume.

It doesn’t make sense when

  • Volume is low and your accountant handles it comfortably.
  • You’re looking for accounting or tax advice. We don’t do that.

In production

A similar case, in another industry

Numbers are published only with the client’s written authorization.

Month-end closereconciliation
  • Invoice 0912$1,240.00matched
  • Transfer 3381$860.00matched
  • Bill 4471$3,115.40off by $12.40
  • Invoice 0915$2,090.00matched
Exceptions queue

One discrepancy to review. Everything else already matches the bank statement, with no retyping.

Legala law firm in Ribeirão Preto

Collections moved off the spreadsheet.

At a law firm, collections for a corporate client ran on email, spreadsheets and loose folders. Today they run on out-of-court collections and finance portals, with each company’s data kept separate.

See the case

Frequently asked questions

What every owner asks.

Does the automation post payments on its own?

Only what your company’s rules allow. Anything outside the rules goes to an exceptions queue, and a person decides.

Does it work with the bank and the ERP we already use?

Yes, through integrations with your ERP, billing provider, e-signature and email. The rule is that automation works where your team already works.

What about audits?

Every automated action is logged, with what was done, when and under which rule, so your team and your auditor can check it.

Where do we start?

With a 40-minute call, free of charge. If it makes sense, the AI Opportunity Diagnostic, a paid engagement, maps your month-end close and tells you what to automate first.

40-minute call, free

In 40 minutes, you’ll know where AI fits in your operation.

If it makes sense to go further, the next step is the AI Opportunity Diagnostic: a paid engagement with a report, KPIs and an estimated return.