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What AI does for your finances.

Finance · todayillustrative example
  1. Statement read: 34 credits
  2. 32 credits matched to sales
  3. 2 credits with no matching sale
  4. Due-date reminder sent to 5 customers
  5. 2 credits set aside for you to check

In practice

Three everyday situations.

  1. Checking the statement

    Without AISomeone compares the statement with sales line by line at the end of the month.

    With AIThe check runs every day and only what does not match reaches you. This is automatic bank reconciliation.

  2. Billing

    Without AIA customer pays late and nobody remembers to chase it.

    With AIA reminder before the due date and a polite follow-up after, with a payment link ready. The step by step is in how to collect from late-paying customers.

  3. Knowing what is left

    Without AIThe month’s number only shows up when the accountant closes the books.

    With AIA summary of money in, money out and balance reaches your phone every week.

The examples on this page show how it works. They are not client cases.

What you need

  • Read-only access to the statement, through the bank or an exported file
  • Your sales, from the register or your system
  • A billing rule approved by you

What stays with people

  • Approving payments
  • Negotiating debts
  • Deciding discounts

What it costs

Where this fits.

from R$ 5,190 (≈ US$ 966) a month

The daily summary, automatic billing and alerts come with Lotaloja Comanda. A single spreadsheet or process can be hired as a project, from R$ 2,990.

Questions

Quick answers.

Does the AI move my money?

No. It reads and organizes. Payments and transfers are still made and approved by someone in your business.

Do I have to give you my bank password?

No. Lotaloja never asks for personal passwords or bank details. Access is read-only, through official tools, or through a file you export yourself.

Start with the free checkup.

Six questions and three minutes, with your Google account. You get a written list of the tasks that can be automated and decide what comes next.