Companies
Companies (/companies) represent the legal entities (CNPJs) managed within the workspace. Financeiro Inteligente is multi-company: a single workspace can manage the financial back-office of multiple companies simultaneously.
Fields
| Field | Description |
|---|---|
| Name | Company name or trade name |
| CNPJ | Company tax ID (14 digits, numbers only) |
| Type | matriz (headquarters) or filial (branch) |
| Status | Active or inactive |
| Financial accounts | Bank accounts linked to the company |
Company Type
The type (matriz or filial) is automatically derived from the CNPJ based on positions 9–12: 0001 indicates headquarters; any other value indicates branch. The field is auto-populated on creation.
Financial Accounts
Each company can have multiple financial accounts. The company is a required field when creating a financial account, allowing the dashboard and reports to be filtered by company.
Company Filter
Most system screens have a company filter. The company selector in the application header persists across screens and filters all displayed data.
Deactivate vs. Delete
- Deactivate — the company no longer appears in selectors for new entries, but its historical data remains accessible.
- Delete — only possible when the company has no linked financial accounts, people, or documents.
WhatsApp Integration
Each company can have individual WhatsApp settings (via Evolution API) for displaying customer/supplier profile photos. See WhatsApp.