Conta Azul is a cloud-based financial management system (ERP) designed to simplify the operations of small and medium-sized businesses. It centralizes invoice issuance, inventory control, accounts payable and receivable, bank reconciliation, and customer management, giving you a clear view of your business's financial health in real time.
Among its key features are:
Issuance of fiscal documents: generation of electronic invoices, payment slips (boletos), and payment receipts.
Accounts receivable and payable management: tracking of due dates, cash flow, and automatic reconciliation.
Customer management: database with transaction history, contact information, and balances.
Inventory and products: stock, cost, and pricing control.
Financial reports: dashboard with results, income statement, cash flow, and forecasts.
How to connect Conta Azul with Darwin AI
Go to Workflows > Apps in the main menu.
Click on Add a connection.
Select Conta Azul > Add a connection.
Fill in the connection fields.
Click Continue, follow the steps. Your connection is ready!
What your agent will be able to do when integrated with Conta Azul
Register customers and collect documentation: Your AI agent can request the necessary data during the conversation — name, ID, address — and automatically create the customer in Conta Azul. It can also ask them to upload documents such as IDs or receipts, attaching them to the customer's profile.
Send invoices, payment slips, and confirm payments: When a sale is closed or a service is rendered, your agent retrieves the fiscal document from Conta Azul and sends it to the customer via WhatsApp along with the payment link. If the customer notifies that they have already paid, your agent verifies the reconciliation and responds with the receipt.
Proactive collections and reminders: Days before a due date, your agent can send a payment reminder with the updated payment slip. If there is a delay, it escalates the notifications according to the policy you define, without the finance team having to intervene.
Check statements and balances: A customer can ask how much they owe, when their next payment is due, or whether they have available credit. Your agent queries Conta Azul and responds instantly.
Record expenses and reimbursements: Employees or carriers can send photos of their receipts via WhatsApp. Your agent records these expenses in Conta Azul, associating them with the corresponding project or trip, and confirms that they have been logged.
By integrating Conta Azul with your AI agent, inquiries about billing, payments, balances, and due dates are answered automatically via WhatsApp, without administrative staff having to get involved. Customers receive their invoices, payment slips, and receipts the moment they are generated, and collection reminders are sent according to the defined schedule. Expenses and reimbursements are recorded directly from the conversation, and all information remains centralized in Conta Azul with no additional manual steps.