Copiloto Financeiro
O copiloto de IA para gestão financeira de SaaS
Automate repetitive tasks, process data in seconds, and put financial operations on autopilot — while your team focuses on strategic decisions.
Your finance team is overwhelmed
Hours are spent on repetitive tasks: checking overdue accounts, reconciling payments, updating customer status, generating reports. Operational work that consumes time and energy that could be spent on strategic analysis.
Checking "who's overdue?" takes longer than it should.
Updating data across multiple gateways is double work.
Generating consolidated reports becomes a weekly marathon.
Simple tasks get stuck waiting for someone available.
A copilot that works for your team
Copiloto Financeiro is your operational assistant. It processes data, executes routines, and answers questions — all via chat. You ask, it does. Your team gets hours back to focus on what really moves the business.
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Start now with no commitment
30 days to test all features. No credit card required.
The time your team gets back
Tasks that took hours are now solved in seconds
Instant queries
Overdue accounts, receivables, customer status — immediate answers without opening spreadsheets.
Batch updates
Update data for dozens of customers at once. Copiloto executes for you.
On-demand reports
Request consolidated data from multiple gateways. No exporting, no pasting into spreadsheets.
Automated routines
Cancel subscriptions, create charges, update status. All with confirmation and traceability.
Média de economia semanal
5-10 horas
Por tarefas operacionais
eliminadas da rotina
How Copiloto simplifies your day
Connect your gateways
Integrate Asaas and Stripe in minutes. Copiloto accesses data securely.
Ask for what you need
Use natural language: "who's overdue?", "update customer X's plan".
Copiloto processes and executes
It queries data, processes information, and executes the requested action.
Confirm sensitive actions
Important changes require your confirmation. You maintain full control.
Everything is traceable
Every action is logged: who requested, when, and what was done. Complete audit trail.
Why finance teams choose Copiloto
Executes, doesn't just display
Unlike dashboards, Copiloto actually does the tasks for you.
Real-time, no waiting
Data processed instantly. No scheduled reports or manual exports.
Unified multi-gateway
Asaas and Stripe in one place. One question, consolidated answer.
Full control
User permissions, critical action confirmation, and complete audit trail.
Natural language
No complex menus. You ask like you'd talk to a colleague.
Built for teams that need more time
Ideal for
- Finance teams overwhelmed with operational tasks
- Companies with recurring billing (SaaS, subscriptions)
- Operations with multiple payment gateways
- Those who need quick answers, not more open tabs
Not for
- Personal use or individual freelancers
- Those who just want pretty charts
- Companies without an established billing process
Your team in control, always
Copiloto works for you, but you decide what it can do. Every action is authorized, confirmed, and logged.
You define who can view and who can execute.
Critical actions require your confirmation.
Complete history of everything done.
Pricing
Choose the ideal plan for your team
Basic
For teams that want to automate the essentials
- All available integrations
- Complete action history
- Queries and updates via chat
- Email support
- Charts and dashboards
- Presentation generation
- Excel export
- Action reversal
Professional
All features for maximum productivity
- Everything in Basic
- Interactive charts and dashboards
- Presentation generation
- Excel export
- One-click action reversal
- Priority support
Custom
For companies with specific needs
- Everything in Professional
- Custom integrations with internal systems
- ERPs, CRMs and proprietary APIs
- Dedicated onboarding
- Premium support
* Development of custom integrations is charged per hour of development.
Start now with no commitment
30 days to test all features. No credit card required.
Frequently Asked Questions
How much time will my team save?
Teams report saving 5-10 hours weekly on operational tasks like overdue queries, data updates, and report generation.
Does Copiloto replace my team?
No. It frees your team from repetitive tasks so they can focus on analysis and strategic decisions. It's an assistant, not a replacement.
Is it safe to let Copiloto execute actions?
Yes. You define exactly what each person can do, critical actions require confirmation, and everything is logged for auditing.
How long does it take to start using?
Integration in minutes. Connect your gateways and your team can start using it via chat right away.
Which gateways does it work with?
Currently Asaas and Stripe, with new gateways being added based on demand.
Do I need to train my team?
Minimal. The interface is natural language chat. If your team can ask questions, they can use Copiloto.
What if I want to stop using it?
No commitment. Your data stays in your gateways exactly as it was.
Does Copiloto move money?
No. It processes data and executes administrative actions (update customers, create subscriptions), but never moves funds.
Give time back to your finance team
Repetitive tasks don't need to consume your team's day. Let Copiloto handle operations while your team handles what matters.
Talk to us