Sole proprietors (MEI)
Keep personal and business finances apart, track your annual revenue cap and see clearly what comes in and goes out every month.
BPO-001 · AI-first digital CFO
AI-powered financial BPO, connected to your CRM.
More than a BPO.
A digital CFO.
Technology runs the operation, AI keeps an eye on your numbers around the clock and a team of specialists turns it all into decisions. System included, integration with the ZB Digital CRM and your finances just a WhatsApp message away.
01 / Who it's forBuilt for companies that want to grow with clarity.
Designed for
businesses that need focus.
Many companies sell well and still feel squeezed: what's missing is management, not sales. We work with businesses that want to decide based on reliable numbers without building a finance department.
Small businesses
An organized financial routine without building an in-house department. You focus on the business, we take care of the numbers.
Service companies
Recurring contracts, billing and late payments under control, with margin visibility by client and by project.
IT companies
Recurring revenue, tool costs and project hours organized so you understand the profitability of each contract.
02 / What's includedTechnology, AI and people in a single service.
Everything your finances need.
In a single service.
More than outsourcing tasks: you get a platform, integration with sales, AI in your daily routine and people following your results.
Financial platform included
The management system is part of the service, with access for your team. No scattered spreadsheets and no extra tool to buy.
A single source of truth
Integrations with the ZB Digital CRM, your ERP, your accountant and the systems you already use. Data flows in on its own, and every sale becomes part of the revenue forecast.
Finance on WhatsApp
Send invoices and boletos (Brazilian payment slips) over WhatsApp and ask “how is my cash flow today?”. The AI assistant answers in context and asks for anything that is missing.
Documents you can actually find
Invoices, payment slips and receipts organized and searchable in plain language: “all payment slips from supplier X”, in seconds.
Forecasts and alerts
Cash flow and P&L scenarios for the coming months, with early alerts on risks and cost-saving opportunities.
Specialists by your side
AI prepares the information; our team delivers the business insight. Every month, a conversation about performance, decisions and next steps.
03 / A new way to do BPOFrom yesterday's report to today's decision.
Technology as the engine.
People on strategy.
In the traditional model, you find problems at month-end close. Here, AI takes over the repetitive work and the specialist shows up with the analysis ready.
>speedmonth-end close
>toolsmanual spreadsheets
>technologysupport system
>human roledata entry
>outcomebackward-looking reports
>speedreal time
>toolsintegrations + CRM
>technologyengine of the operation
>human rolestrategic advisory
>outcomeforecasts and alerts
LGPD (Brazilian data protection law) compliance Audit trails Centralized authentication Encrypted data Automatic backups
04 / Smart automationPeople step in where they make a difference.
The routine with AI.
The decisions with you.
- Accounts payable and receivable
- Bank reconciliation
- Billing issuance and follow-up
- Cash flow and management P&L
- Late payment control
- Documents organized for your accountant
01receivepayment slip arrives on WhatsApp
02classifyAI picks the category and cost center
03validatechecks it against the supplier's history
04approveyou confirm with one tap
05schedulepayment scheduled
06updatecash flow and forecasts recalculated
You only step in to approve
Every deal closed in the CRM goes straight into the revenue forecast. Explore the CRM
05 / How it worksFrom assessment to the monthly strategy meeting.
A simple process.
Followed up closely.
We listen, understand how your finances work today and build the routine together with you.
01
Assessment.
We learn how your finances run today, where the pain points are and what you need to see in the numbers.
First conversation02
Connection.
We connect the CRM and your systems to the platform and turn on the AI assistant on your company's WhatsApp.
Integrations + CRM + AI03
Operation.
Automation handles the day to day: entries, reconciliation, billing and payables, with you approving what matters.
Ongoing operation04
Strategy.
Every month, reports and forecasts in a meeting with the specialist, focused on decisions rather than spreadsheets.
Monthly meeting 06 / Let's talkWe're here to listen ↙
Contact
Want a digital CFO looking after your numbers?
Tell us how your company's financial routine works today. A specialist will get back to you to understand your situation and put together a tailored proposal.
Message us on WhatsApp (19) 2626-0727comercial@zbdigital.dev