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Automate your Financial Management

The banking solution that automates your business's financial processes with security, flexibility and high performance

Know where they are the main numbers of the business is the first step to managing them

Financial inflows and outflows come from different sources. Automating the identification of each of them simplifies and speeds up control.

Meet the feature details

PIX Functionality
With BankPlus you can charge via BolePIX, PIX, in addition to being able to pay using PIX, reconcile PIX movements with card acquirers and also perform bank reconciliation of PIX movements.
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Credit management
Credit Management The Score is an important indicator for companies that carry out financial transactions with their customers. Through the score, it is possible to assess the risk of default and make safer decisions regarding the granting of credit.
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Financial analysis
It is possible to create different financial views for management, administration and coordination of areas by analyzing the stability of the business's profits, that is, it is the effort dedicated to understanding finances, outlining actions that can improve its performance.
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IVI
It is the tool for transmitting and exchanging files with financial institutions. In practice, it is the possibility of automating a company's relationship with various financial organizations with which it has a relationship.
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Predefined templates and emails
With BankPlus, you can set up automatic sending of emails and WhatsApp messages to your customers. This means that once set up, emails and messages are sent automatically
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Integration APIs
Banking VAN API and direct communication APIs with banks for registering bills, consulting, changing due dates, canceling, online payment, checking statements and integrating with some acquirers, and BankPlus also has an internal API for communicating with other software, which allows the user to access BankPlus titles in other software, such as a collection or renegotiation portal or e-commerce.
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Electronic bank collection
BankPlus' bank collection module allows companies to carry out daily collection processes efficiently and quickly, reducing manual work and time spent on these activities.
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Bank VAN Integration
It is the tool for transmitting and exchanging files with financial institutions. In practice, it is the possibility of automating the relationship between companies and various financial organizations with which they interact.
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Bill and invoice portal
When enabled, it will search for TaxPlus NF-e notes for automatic generation of the payment slip by the service.
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Open banking
Open Finance, or the open financial system, is the possibility for customers of financial products and services to allow the sharing of their information between different institutions authorized by the Central Bank and the movement of their bank accounts from different platforms and not just through the bank's app or website, in a safe, agile and convenient way.
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Card reconciliation
The BankPlus Card Reconciliation module aims to facilitate card procedures by automatically checking transactions made using a credit card to ensure that they were paid by the operator, among other details.
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Bank reconciliation
Bank Reconciliation is the verification of the balance of a bank account, considering all its debit and credit movements recorded in the system, with external information (Bank Statement) on a given date.
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Time is money an ally!

Our solution eliminates low-value-added tasks and makes teams' routines more efficient so they have time to think about strategies that generate even more value for the business.

Issuing bills with PIX payment

Cash flow control

Management of discharges between head office and subsidiary

Automated accounting entry process

Allows negotiation and renegotiation of debts

Integrated with more than 60 banking institutions

550+ predefined layouts

Agile and user-friendly implementation

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Automatize a Gestão Financeira da sua empresa.​

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The Invent

Solutions

External links

Goiania

+55 62 3637-1774

Brasilia

+55 61 3550-5449

São Paulo

+55 11 3164-0099

Goiania - GO

Hamburg Avenue, 254 - Block 142 - Garden Europe, Goiânia - GO, 74330-340

Sao Paulo - SP

Spark Coworking

Brasilia - DF

71936-250

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