Verbum Accounting

Deadlines under control, fees on time and clients well looked after.

Obligations, fees and client service of an accounting office in one record, from the document that arrives on WhatsApp to the installment that is paid.

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What stands out

Example: a client sends a bank statement on WhatsApp. Verbum summarizes it, attaches it to the company record and shows the task with the deadline of the month.

Illustration with invented data.

  • Obligations by client company

    Adopt a model such as DAS, DCTFWeb or eSocial and Verbum creates the tasks of each company, according to its regime.

  • Fees from contract to payment

    The signed contract generates the installments in finance, and an overdue one becomes a collection task.

  • Service with human approval

    AI suggests the reply and reads the documents, and collection and contract messages wait for a person.

Verbum Accounting

What you can do

Obligations and deadlines

  • Obligation catalog

    DAS, DCTFWeb, eSocial, FGTS Digital, EFD-Reinf, PIS/COFINS, IRPJ/CSLL and more, as ready models. Verbum organizes deadlines and steps; it does not transmit the obligations.

    Available on request

  • Tasks by company

    A task for each obligation of each client company, in calendar, list or board, with owner, priority and attachments.

    Available on request

  • Business days and holidays

    When a due date falls on a day off, the date moves to the previous or the next business day, and you add your own holidays.

    Available on request

  • Reminder to the client

    One click sends the task reminder by WhatsApp or e-mail, with the attachment and an approved template.

    Available on request

  • Automatic tasks

    Overdue installment, certificate A1 renewal 45 days ahead, contract expiring and monthly Carnê-Leão become tasks on their own.

    Available on request

Client companies

  • Fiscal profile of the company

    Tax regime, payroll and certificate validity on each company, which decide the obligations that apply.

  • Companies, contacts and families

    One record for each customer, with conversations, finance and documents together, and duplicates unified.

  • Book by company

    Each company with its own cash book, and a consolidated view of all of them side by side.

    Available on request

  • Client financial summary

    What is open, overdue and due soon for each company, contact or family, in one view.

    Available on request

Service invoices (NFS-e)

  • NFS-e by client company

    Fiscal profile, certificate and portal access per company, invoice requests, tracking of rejections and cancellation. Released by customer and by city.

    Available on request

  • Invoice becomes receivable

    When an invoice is authorized, its installments enter finance, and cancelling the invoice cancels them.

    Available on request

  • Invoice requested on WhatsApp

    The client asks on WhatsApp, the AI extracts the data, a person approves and the PDF returns in the conversation.

    Coming soon

Taxes and slips

  • Carnê-Leão slips

    Register the DARF issued by the accountant (code 0190) with number, due date, amount and PDF. It becomes a payable and is settled with the payment.

  • Monthly slip reminder

    A monthly task with reminders 3 days before and on the due date.

    Available on request

Fees and finance

  • Service contract with signature

    Generate the contract from a template with the client data, send it through Clicksign and download the signed PDF with its evidence.

  • Fees in installments

    Weekly, biweekly, monthly or annual installments, up to 360, for a company, contact or family.

  • Receivables and payables

    Installments, partial payments, cash book and cash flow, by customer, company or family.

  • Collection as a task

    An overdue installment becomes a task with an owner, and it closes by itself when it is paid.

    Available on request

Client service

  • One inbox

    WhatsApp, Instagram and e-mail on the same screen, with AI suggesting the reply and a person approving it.

  • Reads documents and audio

    Verbum summarizes the PDFs, images and audio your customers send, so you do not open each one.

  • Human approval where it matters

    Collection, contract and refund messages go to a person before they are sent.

  • Knowledge base

    The office answers, reviewed by a person, are what the AI uses to reply.

    Available on request

Reports and questions

  • Ask Verbum

    Ask in plain language, in the console or on WhatsApp, and read the answer from your own data.

  • Reports

    Service, schedule, finance and tasks reports, with export to CSV and spreadsheet.

  • Goals and indicators

    Goals by OKR or BSC, fed by the indicators of finance, service and tasks, with check-ins.

Items marked as available on request are released per customer. NFS-e depends on the city and on a release for your office. Verbum organizes deadlines and records; it does not transmit obligations to the tax authority.

Frequently asked questions

Does Verbum transmit obligations to the tax authority?

No. It organizes deadlines, steps and tasks by client company. The transmission stays in the system you already use.

Does it issue NFS-e?

NFS-e is released per customer and per city, with fiscal profile, certificate and portal access by company. Talk to the team about your city.

What does it do with Carnê-Leão?

It registers the slip issued by the accountant (DARF code 0190) with number, due date, amount and PDF, and turns it into a payable. It does not issue or calculate the DARF.

Are the contract templates ready to use?

There are system templates, such as a service contract, that await your legal review before use. You can also create your own.

Does the AI answer collection messages on its own?

No. Collection, contract and refund messages go to a person before they are sent.

On the same base as every Verbum

One inbox for WhatsApp, Instagram and e-mail, AI that suggests and people who approve, Ask Verbum, finance, schedule and contracts, all in the same record.

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