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Smart Finance — Documentation

Welcome to the Smart Finance documentation, the multi-company financial back-office platform for the Brazilian market.

What is Smart Finance​

Smart Finance enables organizations to manage the financial back-office of multiple companies from a single platform:

  • Payables and Receivables — management of financial commitments with installments, recurrence, and settlement.
  • Transactions — accounting entries linked to financial accounts.
  • Reconciliation — matching between financial documents and bank transactions.
  • Bank Statements — import of OFX/QIF statements.
  • Transfers — movements between accounts of the same organization.
  • Companies and People — multi-company register with customers and suppliers.
  • Categories and Cost Centers — hierarchical classification of entries with apportionment.
  • Automatic Rules — automatic classification of new entries by pattern.
  • Taxes — federal and state taxes (DARF, GRU, GPS, FGTS, DARE, ICMS, ISS, IPTU, ITBI).
  • Integrations — Kobana (payment dispatch), Fintera (data import), WhatsApp (profile photos).
  • Public API — integrate your systems via REST API with Bearer JWT authentication.

Overview​

  • Dashboard — Financial metrics, cash flow, and upcoming due dates

Financial​

  • Payables — Outgoing commitments, installments, recurrence, taxes, and payment dispatch
  • Receivables — Incoming commitments, installments, and recurrence
  • Transactions — Entries in financial accounts
  • Financial Accounts — Checking, savings, cash, investments, and credit card accounts
  • Reconciliation — Matching between documents and transactions
  • Bank Statements — OFX and QIF statement import
  • Transfers — Movement between accounts

Records​

  • Companies — Legal entities (CNPJ), headquarters and branches
  • People — Customers and suppliers (individuals and companies)
  • Categories — Hierarchical classification of entries
  • Cost Centers — Expense and revenue apportionment
  • Taxes — Taxes and payment guides

Automation​

Organization​

Integrations​

Administration​

  • Settings — Account settings and maintenance

API​