Multi-company
Several companies under one login, each with its own separate data. Ideal for business groups, accounting firms and BPO.
FIN-012 · ZB Digital product
Multi-company financial management, connected to your operation
ZB Finance.
Payables and receivables, bank reconciliation, invoicing and collections in one place, for one company or many. Connected to the CRM, scheduling, WhatsApp and e-signature.
01 / FeaturesWhat the product delivers day to day.
Built for
your day to day.
Features designed for real operations: ready to use and customizable as your company grows.
Payables and receivables
Bills, settlements and cash flow kept in order, with period closing to protect what has already been reviewed.
Bank reconciliation
Bank transactions matched against your entries, so your cash position reflects reality.
Invoices
Issue NF-e, NFC-e and NFS-e (Brazilian electronic invoices) in the national standard, straight from your sales.
Boleto and PIX collections
Payment requests generated through Asaas and a WhatsApp collection schedule, with a ready-made message template.
AI financial assistant
Ask on WhatsApp or Telegram how much cash you have, what is coming due and who owes you.
02 / Connects withEach product solves one part. Together, your whole operation talks to itself.
Connected to the
ZB ecosystem.
ZB Finance shares information with other ZB products on behalf of the same company, with a single login.
Connection
Custom CRM
Approved proposals become a customer, receivables, a draft invoice and a payment request. Payments received flow back to Customer 360.
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Connection
ZB Agenda
Booking deposits generated as PIX, with an expiration that frees the slot when there is no payment.
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Connection
WhatsApp Bot
A WhatsApp collection schedule and the digital CFO: the manager asks and the assistant answers in the chat.
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Connection
ZB Signature
Contracts from invoiced sales sent for legally valid signature.
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Connection
ZB Franchises
Each unit's finances synced with the network: contacts, categories and bills, with automatic sync back.
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Connection
ZB CoWorking
Coworking contract invoices and one-off bookings become receivables, with PIX or boleto and automatic settlement.
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Connection
ZB People
Payroll closed in ZB People arrives as payments to be made.
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Connection
ZB Services
Completed work orders become sales, with a payment request and an invoice.
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Connection
ZB Identity
One login for all your companies and products, with per-person permissions.
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See the complete flows.
The connection map shows, step by step, how ZB products work together day to day.
03 / Managed serviceThe tool, with specialists running it for you.
ZB financial BPO
Would you rather we take care of your finances for you?
With ZB financial BPO, ZB Finance is run by our team: technology and AI handle the entries, reconciliation and collections, while our specialists handle the analysis and a monthly conversation with you.
04 / BenefitsWhy companies choose this product.
Why choose
ZB Finance.
- Proposals approved in the CRM become receivables and payment requests
- ZB Agenda booking deposits generated as PIX payments
- A WhatsApp collection schedule, switched on when you decide
- Each franchise unit's finances synced with the network
- Change history recorded automatically
- One login for all your companies and ZB products
Free trial
Try it before you decide.
Create a trial account and explore ZB Finance with your team. If it's a good fit, we handle the rollout and integrations together with you.
05 / Other productsSolutions that work together.
Products that
complement each other.
ZB products integrate with one another. Combine them as your company's operation grows.
AGD-013
ZB Agenda
Online booking with WhatsApp notifications, PIX deposits and digitally signed consent forms.
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CRWL-006
Web Crawler
A custom crawler for data capture, market analysis and competitive intelligence.
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TKT-007
Ticketing System
A unified ticketing system bringing together e-mail and WhatsApp, with SLAs and automations.
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06 / Request a demoWe're here to listen ↙
Contact
Want to see ZB Finance working in your operation?
Tell us how your process works today. We'll prepare a demo focused on what makes a difference for your team.
Message us on WhatsApp (19) 2626-0727contato@zbdigital.dev