Automate Asaas with AI
Copiloto Financeiro connects to Asaas and lets you manage customers, subscriptions, charges, invoices, and more — all via natural language chat.
What Copiloto does with Asaas
With 22 automated actions, Copiloto Financeiro transforms how your team interacts with Asaas. Instead of navigating menus and dashboards, you simply ask for what you need in natural language and Copiloto executes.
Customer Management
Manage your entire Asaas customer base via chat. Create, update, query, and delete customers with advanced filters.
- List customers with filters by name, email, CPF/CNPJ, group, or external reference
- Create new customers with complete registration data
- Update existing customer data
- Delete customers when needed
Subscription Management
Full control over recurring subscriptions. Create, update, cancel, and configure cycles, splits, and discounts.
- List subscriptions with filters by status and customer
- Create subscriptions with cycles: weekly, biweekly, monthly, quarterly, semi-annual, or annual
- Configure payment splits between accounts
- Apply discounts, interest, and late fees
- Update or cancel existing subscriptions
Charges and Payments
Complete view of Asaas charges. Create new charges, check status, and refund payments.
- List charges with filters by due date, payment date, or creation date
- Filter by complete status (pending, received, overdue, etc.)
- Create new charges for customers
- Refund payments when needed
- Customer data automatically included (join)
- Smart caching for high-volume queries
Invoices
Complete electronic invoice management directly via chat. List, create, issue, and cancel invoices.
- List issued invoices
- Create new invoices
- View invoice details
- Update invoice data
- Issue pending invoices
- Cancel invoices
Finance and Analytics
Access financial information and advanced Asaas analytics in seconds.
- Check account balance in real-time
- View transaction statements
- Churn analysis for the last 6 months
Notifications
Manage Asaas notification preferences.
- List notification settings
- Configure notification preferences
Examples of what you can ask
“Who is overdue on Asaas?”
Lists all customers with overdue charges, including amounts and dates.
“Create a monthly subscription of R$ 99 for customer João Silva”
Creates the subscription on Asaas with the specified cycle and amount.
“What's the available balance on the Asaas account?”
Returns the current account balance in real-time.
“Export all January charges to Excel”
Generates an XLSX spreadsheet with all charges for the period.
“What's the churn rate for the last 6 months?”
Analyzes cancellations and calculates the monthly churn rate.
Extra features available
How many actions does Copiloto perform on Asaas?
Copiloto offers 22 automated actions on Asaas, covering customers, subscriptions, charges, invoices, finance, and notifications.
Do I need to leave the chat to use Asaas?
No. All actions are executed directly via chat. You don't need to open the Asaas dashboard for operational tasks.
Can Copiloto issue invoices through Asaas?
Yes. You can create, view, update, issue, and cancel electronic invoices directly via chat.
Can I analyze churn with Copiloto?
Yes. Copiloto analyzes cancellations from the last 6 months and calculates your monthly churn rate.
Start now with no commitment
30 days to test all features. No credit card required.
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.
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