Conta Azul API: sales, finance and invoices with AI agents
Conta Azul is a Brazilian cloud accounting and ERP system for small and mid-sized businesses. Its API lets other systems connect to the company's financial and sales management: records, sales, products and financial entries. E-commerce stores, CRMs and integrators serving Brazilian businesses use it. Access is through an app registered on the developer portal and authorized by the company account.
What the Conta Azul API offers
Customers and suppliers
Register and query people, with contact details and documents.
Products and services
Maintain the catalog with the prices and information used in sales.
Sales
Record and query sales and their items.
Accounts receivable and payable
Query and post installments, due dates and settlements in finance.
Categories and cost centers
Classify entries for management reports.
How to access the Conta Azul API
- With your company’s credentialsOAuth 2.0 with an app registered on the Conta Azul developer portal. A user of the company authorizes it, and the integration uses an access token with renewal.
- Financial entries should have human approval until the routine is mature.
- Respect the API request limits on large imports.
- Customer data is personal: share with the agent only what is needed.
Official documentation: developers.contaazul.com
What an iTeam agent does with the Conta Azul API
Collecting overdue payments
The agent lists overdue installments, sends a reminder on WhatsApp with the payment slip (boleto) and logs the payment promise for finance.
Post CRM sales
When a deal is won in the CRM, the agent creates the customer and the sale in Conta Azul and asks for approval before generating the charge.
Expense classification
The agent suggests a category and cost center for new entries, and the analyst only confirms.
Month-end close
The agent builds a summary of money received, receivables and expenses by category and sends it to the manager and the accountant.
From the credential to the agent at work, with approval
Create the app on Conta Azul
On the developer portal, register the app and the callback URL. The company account authorizes the access.
Vault and permissions per agent
The token stays in the iTeam vault. The collections agent reads installments, and only the finance agent can post or settle.
Test with approval
Entries and settlements go through approval in the first weeks, with a cost cap and audit.
Ready-made AI teams that use Conta Azul
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Questions about the Conta Azul API
Is the Conta Azul API free?
In general, the API is available to Conta Azul customers according to the plan they hold, with no separate published price for the use itself. Confirm the terms of your plan with Conta Azul.
Do I need to code to use the Conta Azul API with iTeam?
Not necessarily. iTeam's HTTP tool reads the API documentation and learns the endpoints, and the deployment team sets up credentials, permissions and tests with you.
Does the Conta Azul API issue invoices?
It depends on the features released in the current API version and on your plan. Check the official documentation. If it is not available, the agent can prepare the data and the issuing stays in the system.
