The company's money, without a spreadsheet in between.
Invoices, contracts, catalog and KPIs on the same base your proposals and hours come from. Luna chases what's overdue — and asks before she sends.
14-day trial · No card · Then a free plan
Luna, Finance: “Chase this week's overdue invoices.”
I found 4 overdue invoices, R$ 12,480 in total. Shall I email the reminder? Send a payment reminder to 4 clients. Sent. It's logged in the CRM and I set a follow-up for Friday.
Studio Bravo is a demo company. Made-up data.
Month-end, before and after
The invoice is retyped from the approved proposal.
The accepted proposal becomes an invoice with the same catalog items.
Contract in a PDF, billing in a spreadsheet, price adjustments in someone's head.
The signed contract issues its own invoices on schedule and warns you before renewal.
Someone has to remember to chase late payers.
The agent finds what's overdue, drafts the reminder and waits for your OK to send it.
Monday's numbers are assembled by hand on Sunday.
KPIs come out of operations every day, with targets and an alert when they cross the line.
From contract to cash, on one base
Four modules you switch on as the pain shows up — and that talk to each other from day one.
Invoices
Bill and get paid without rework
Issue invoices, record partial payments and see what's open per client. Every payment becomes a reconciled entry.
- Partial payments per invoice
- Open balance per client
- Income and expenses reconciled by period
Contracts
The contract bills itself
The contract as data: value, term and renewal. Once signed, it issues invoices on schedule and provisions the hour banks your projects consume.
- Multi-party e-signature
- Index-based adjustments and amendments
- Approval above your limits
Catalog
One price, the same everywhere
Services, products and subscriptions in one catalog that feeds proposals, contracts and invoices — with per-client price lists and discount limits.
- Per-client price lists
- Hourly rates by role
- Minimum margin with recorded approval
KPIs
The numbers, without building a report
A daily series of the metrics you pick, with targets, alerts and a morning summary written from checked numbers.
- Monthly, quarterly or yearly targets
- Alerts when a metric crosses the line
- A dashboard by link for the office TV
Finance that already knows where every cent came from
- From proposal to invoiceThe proposal accepted in sales becomes a contract and an invoice without copying a line.
- From hours to contractTasks draw down the contract's hour bank; you see the balance before it runs out.
- From late payment to CRMEvery reminder sent is logged on the client's record, with the next step scheduled.
Modules you can switch on today
Read from the same catalog as the module store: if it's listed here, it's in the product.
- Financefrom R$39/month
- InvoicesIssue invoices, record partial payments and track what is outstanding per client.
- AccountingIncome and expense entries reconciled with your invoices, with a balance per period.
- Contractsfrom R$58/month
- ContractsContracts as data: number, value, term and renewal terms, immutable versions and multi-party e-signature with an evidence certificate.
- Contract-to-cash billingOnce signed and in force, the contract generates its own invoices on schedule — and every invoice knows which contract it came from.
- Renewals & adjustmentsRenewal, IPCA/IGP-M adjustment, amendments and termination change billing and provisioning, with alerts before the notice deadline.
- Catalogfrom R$19/month
- ItemsOne catalog of services, products and subscriptions feeding quotes, contracts and invoices.
- Brazilian fiscal profilesPer-item fiscal profiles validated against Anexo VIII and copied onto invoice lines.
- Client price listsClient and CRM segment price lists, with priorities and validity dates.
- Insights & KPIsfrom R$29/month
- KPI dashboardA daily series of the metrics you subscribe to, with cards and charts you arrange yourself.
- Holding panelSee the same metric across every organization you administer, in one chart.
- BreakdownsBreak a KPI down by department, stage or currency instead of a single total.
Does it issue tax invoices?
The catalog keeps each item's tax profile and copies it to the invoice. Issuing Brazilian NFS-e depends on your city's setup — talk to us before you count on it.
Can the agent chase someone without me seeing it?
No. She finds the invoices, writes the reminder and stops. Nothing goes out before your OK, and every action is logged.
Do I need all four modules?
No. Start with invoices; contracts, catalog and KPIs come in when you need them, already connected.
Can I import what's in my spreadsheet?
Clients and catalog items come in by import. If your case is more complex, book a diagnosis and we'll look at it together.
Be the owner again.Not the integrator.
Start with the area that hurts most. In 14 days you'll know whether BaseOS stays — no card, and a free plan afterward.
14-day trial · No card · Then the free plan