ProductsFinSight AI
FinSight AI: a virtual CFO for small and medium-sized businesses
Finances, billing, reconciliation and taxes in one place — plus an AI that warns you before cash gets tight and always takes action with confirmation.
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FinSight AI
Fintech / AI-powered financial management
Your company's financial management, with a virtual CFO built in.
Financial management software for small and medium-sized businesses, with AI that alerts, recommends and takes action — always with your confirmation.
Coming soonv1.0.0
finsight-ai/pipeline
- 01ConnectYour bank via Open Finance or OFX, and payment providers such as Mercado Pago, Asaas and Efí.
- 02Record and get paidBills, charges, subscriptions and invoices in one place.
- 03ReconcileThe bank statement comes in automatically and is checked against what was recorded.
- 04TrackProjected cash flow, monthly income statement and budget targets.
- 05ActThe Virtual CFO alerts; the Copilot acts on request, always with confirmation.
Overview
What FinSight AI is
FinSight AI is a financial management system for small and medium-sized Brazilian businesses, with built-in artificial intelligence. Business owners use a single place to manage money, get paid, check the bank, handle tax paperwork and keep track of the health of the business.
Everything in one place
- Manage money: entries, accounts payable and receivable, projected cash flow and a monthly income statement (DRE).
- Get paid: charges with payment links, Pix and boleto (Mercado Pago, Asaas, Efí), recurring subscriptions and automated collection reminders by email and WhatsApp.
- Check the bank: the bank statement comes in automatically via Open Finance (or an OFX file) and is reconciled with what was recorded.
- Handle taxes and the team: service invoice issuance, employees, departments and budget targets.
The Virtual CFO and the Copilot
The Virtual CFO generates alerts and recommendations — cash at risk, overdue bills, unusual spending. The Copilot answers questions and takes action on request, such as "add rent of R$ 7,500 every 5th of the month" or "how much do I have receivable?" — always asking for confirmation before acting.
Built to integrate
Multiple companies per account, teamwork with roles and permissions, an API and an MCP server to connect with other tools and AI assistants. Complies with the LGPD (Brazil's data protection law), with recorded acceptance of the terms, data export and deletion.
Current status
FinSight AI is in development. Its launch will be announced in Updates.
Highlights
Decisions that guide the product.
- 01
Virtual CFO
Alerts and recommendations about cash at risk, overdue bills and unusual spending.
- 02
Copilot with confirmation
Answers questions and takes action on request — nothing happens until you confirm.
- 03
Open Finance
The bank statement comes in automatically and is reconciled with what was recorded.
- 04
Everything in one place
Finances, billing, reconciliation, taxes and budget without side spreadsheets.
- 05
API and MCP
Integration with other tools and with AI assistants.
- 06
LGPD
Recorded acceptance of the terms, data export and deletion.
How it works
How it works, step by step.
- 01
Connect
Your bank via Open Finance or OFX, and payment providers such as Mercado Pago, Asaas and Efí.
- 02
Record and get paid
Bills, charges, subscriptions and invoices in one place.
- 03
Reconcile
The bank statement comes in automatically and is checked against what was recorded.
- 04
Track
Projected cash flow, monthly income statement and budget targets.
- 05
Act
The Virtual CFO alerts; the Copilot acts on request, always with confirmation.
Modules and features
The scope the product can cover.
The product hasn't launched yet. What goes into each version is published in the history once it's ready.
Accounts payable and receivable
Entries, due dates and payment settlement.
Projected cash flow
A view of future cash based on what has already been recorded.
Monthly income statement (DRE)
Income statement generated automatically every month.
Billing
Payment links, Pix and boleto via Mercado Pago, Asaas and Efí.
Recurring subscriptions
Recurring charges with automated reminders by email and WhatsApp.
Bank reconciliation
Bank statement via Open Finance or OFX file, reconciled with your entries.
Service invoices
NFS-e (service invoice) issuance from sales and charges.
Team and budget
Employees, departments and budget targets by area.
Virtual CFO
Alerts and recommendations about the financial health of the business.
Copilot
Questions and actions in natural language, with confirmation before acting.
Multi-company and permissions
Multiple companies per account and teamwork with roles.
API and MCP server
Integration with other tools and AI assistants.
Use cases
Where the product makes a difference.
Scenarios FinSight AI is being designed for.
Month-end close
Income statement and cash flow ready without building spreadsheets at month-end.
Cash at risk
An early alert when projected cash won't cover upcoming bills.
Collecting from customers
Payment link, Pix or boleto with automated reminders for late payers.
Statement review
Automatic reconciliation instead of checking line by line.
Tax routine
Service invoice issuance together with billing.
Budget by area
Targets by department and tracking of actuals.
Frequently asked questions
About FinSight AI.
Is FinSight AI available yet?
Not yet. The product is in development. Its launch will be announced in Updates.
Does the Copilot make changes on its own?
No. The Copilot can propose and carry out actions on request, but it always asks for confirmation before making any change.
How does bank data get into the system?
Through Open Finance, with the company's authorization, or by importing an OFX file.
Can it integrate with other tools?
Yes. FinSight AI will have an API and an MCP server for integration with other tools and with AI assistants.
Early access
Join the FinSight AI whitelist.
Access opens gradually. People on the list get invited first — and help decide what goes into the first versions.
History
Notes and releases.
Ecosystem
Part of Devx Software.
All products follow the same principles: privacy by default, careful engineering and a public status.
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