Contatools
Suite of accounting tools to reconcile banks, sales, and collections, manage electronic invoices, and verify payments through WhatsApp.
Context
Businesses and accounting firms that compare documents, statements, and receipts from different sources and need to explain differences at close.
What we built
Connected tools to obtain, transform, reconcile, review, and export information, with workspaces by business, client, and collaborator.
Result
Less manual comparison and differences that can be explained at close.
Areas delivered
- Bank reconciliation: statement versus ledger
- Sales reconciliation and collections control
- Electronic invoice (XML) manager with Excel export
- Payment receipt verification through WhatsApp and cash close
- Spreadsheet, PDF, and XML reading with column mapping
- Differences and manual review before closing
- Session history and exports
- Businesses, clients, and collaborators with permissions
- Browser extension to retrieve documents
- Account and usage administration