Conta Azul integration with AI agents
Conta Azul is a Brazilian online business management system for small and midsize companies, with finance, sales, invoice issuing, inventory and integration with accounting. It is relevant if your company operates in Brazil. The agent looks up and records sales, customers, payables and receivables through Conta Azul's public API, which iTeam's HTTP tool learns from the documentation.
What AI agents do with Conta Azul
Collection sequence for open installments
The agent reads overdue receivables in Conta Azul and sends reminders in the tone and frequency you agreed. When the customer says they paid, it checks and tells finance if it cannot find the payment.
Expense entered from a receipt
The employee sends the invoice or receipt on WhatsApp, the agent reads the data, suggests the category and cost center and creates the payable. Amounts above the approval limit wait for approval.
Closed deal becomes a sale in the system
When the deal is won in the CRM, the agent creates the customer and the sale in Conta Azul with the agreed items and terms. Finance only reviews before issuing the invoice.
The day's cash on the owner's WhatsApp
Every morning the agent sends the owner the balance, what falls due that day and the largest overdue amounts. Questions such as how much came in from a given customer are answered on the spot.
Connect Conta Azul once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Conta Azul, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Conta Azul and what it cost, all on record.
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.
Often used together with Conta Azul
Questions about Conta Azul and AI agents
Does iTeam integrate with Conta Azul?
Yes. iTeam connects through Conta Azul's public API, with authorization from a user on your account, and the scope is defined in the diagnosis.
Can the agent mark entries as paid or delete them?
You decide. The most common setup lets the agent create and look up entries, and requires approval for manual payments, reversals and deletions.
Does my accountant keep access?
Yes. The agent works inside Conta Azul as one more user, without changing the workflow with your accounting firm.
