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Smart Finance — Documentation

Welcome! Smart Finance is the multi-company financial back-office platform for the Brazilian market: payables and receivables, transactions, reconciliation, imports, and payment dispatch to the bank — several companies, in one place.

This documentation describes what you see and can do on the product's screens. To integrate your systems via REST, see the API reference.

Getting started​

If you are just arriving, this is the natural path:

  1. Create a workspace — the box that isolates each organization's data.
  2. Register the companies — the legal entities (CNPJ) it administers.
  3. Create the financial accounts — checking, savings, cash, investment, and credit.
  4. Record payables and receivables — one-off, in installments, or recurring — or import them in bulk via CSV.
  5. Import the statement and reconcile — match what happened at the bank with what was expected.

The sections​

The sections below follow the product's six menu groups — here you walk the same tree you see on screen. Only My profile is reached differently in the product: through the avatar menu.

Main​

  • Dashboard — metrics, realized and projected cash flow, upcoming due dates.
  • Workspaces — the isolation between organizations: creation, switching, and deletion.
  • Companies — multi-company register (CNPJ), headquarters and branches, Receita Federal (the Brazilian federal revenue service) lookup.

Financial​

  • Financial accounts — checking, savings, cash, investment, and credit accounts, with the balance calculated from the transactions.
    • Bank statements — OFX and QIF import into the account.
    • Transfers — movement between accounts of the same workspace.
  • Transactions — the movements of the financial accounts; the basis of reconciliation.
  • Payables — outgoing commitments: installments, recurrence, taxes, and bank dispatch.
  • Approve payments — the gate that requires a person's approval before a bill enters the list.
  • Receivables — incoming commitments, with installments and recurrence, and charging by bank slip or Pix.
  • Reconciliation — matching between bills and transactions coming from the statement.

Documents​

  • Receipts — the proof of every payment: captured on its own when the bank confirms, or uploaded by you.
  • Attachments — the workspace file library, linkable to any record.

Axes​

  • Categories — classification in up to three levels, by revenue and expense.
  • Classification centers — allocation by department or project, with apportionment.
  • Custom classifiers — classification dimensions you create, with their own values, beyond categories and centers.
  • Automatic rules — automatic classification by criteria you define.

Registers​

  • People — customers and suppliers (individuals and companies), with cumulative roles.
  • Taxes — the catalog of taxes linkable to bills.

System​

  • Integrations — Banking Gateway (payments, accounts, statement, and people), Fintera (data import), and WhatsApp (profile photos).
  • Maintenance — data hygiene tools for the people register.
  • My profile — your account information and how login works.

API​

  • API reference — REST with Bearer JWT authentication: endpoints, pagination, filtering, idempotency, and errors.