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ZenBusiness
Financial ERP + CRM

Your company's finances and sales, in one place.

ZenBusiness organizes transactions, payables and receivables, bank reconciliation, the sales pipeline and customer conversations — for one company or several, in the same account.

15 days free to get to know it at your own pace.

Why ZenBusiness

Fewer spreadsheets, less rework, more clarity about your cash.

Built for the people who look after the company's money and the people who sell — with both sides speaking the same language.

Finances in order

Planned and actual side by side, installment bills with settlement and reversal, reconciliation against the bank statement and reports that answer the owner's questions.

AI reads the document

Send the bill, invoice or receipt: AI fills in the transaction and you just review it. The receipt stays attached to the transaction.

Sales and customer service

A sales pipeline with tasks and a calendar, and your company's WhatsApp conversations inside the system, next to the customer record.

Features

Everything the daily routine needs, with no add-on modules to buy.

The modules below are already part of ZenBusiness.

Finance

  • Transactions planned and actual, recurring, in batches and transfers between accounts.
  • Payables and receivables with installments, settlement and reversal.
  • Bank reconciliation: match the statement with what was posted, including many-to-many.
  • Bank accounts and cards, with a default account per company.
  • Classification by category and subcategory, cost center, group, project and partner.
  • Collection e-mails using your company's message templates.

Management and reports

  • Overview and dashboard with consolidated, planned and projected figures.
  • Income statement (DRE) with a structure you adapt to your business.
  • Reports you can export.
  • Requests and approvals: the person who asks is not the one who approves.
  • Guided first steps so you can start without a consultant.

CRM and customer service

  • Sales pipeline with multiple pipelines, tasks, calendar and a TV mode for the team.
  • Customers and suppliers in a single registry, with each one's history.
  • Projects linked to the finances.
  • WhatsApp conversations by connecting your company's own number.
  • AI copilot that suggests replies in conversationslaunching

Operations

  • Point of sale for selling over the counter.
  • Products and inventory with receipts, issues and stock counts.
  • Purchases that create the payable and the stock receipt at once.
  • HR: employee records, roles and status.
  • AI document reading and receipt attachments on every transaction.
Several companies, one team

Each company in its place, each person with the right access.

A holding, branches or an accounting firm's clients: switch companies without leaving the account, and decide per company what each team member can see and do.

  • Real multi-companyEach company's data is isolated in the database itself, not just on screen.
  • Team roles per companyInvite by e-mail and choose which companies each person can access.
  • Two-step verification and Google sign-inA leaked password is not enough to get into your account.
  • Privacy and backupsData handled under Brazil's LGPD, with daily backups.
Pricing

Choose by the size of your operation.

Every plan starts with 15 days free. On the annual plan, the monthly price is lower.

Essential

For the company ready to leave spreadsheets behind.

R$249/month

ou R$ 207/month on the annual plan

  • Companies 2
  • Users 3
  • AI-read documents 50/month
  • WhatsApp numbers 1
Start free trial
Most popular

Professional

For teams with several companies that sell every day.

R$499/month

ou R$ 415/month on the annual plan

  • Companies 5
  • Users 10
  • AI-read documents 200/month
  • WhatsApp numbers 3
Start free trial

Enterprise

For groups with many companies and specific needs.

starting at
R$1,200/month

Tailored

  • Companies 6 or more
  • Users tailored
  • AI-read documents tailored
  • WhatsApp numbers 10
Start with the free trial

Prices in Brazilian reais (BRL). Used up the month's AI documents? You can buy more inside the system.

FAQ

Frequently asked questions

How does the free trial work?

You create the account with your company details and use ZenBusiness for 15 days. During the trial, we send e-mail reminders about what you have set up and when the period ends.

Do I need to install anything?

No. ZenBusiness runs in the browser, on a computer or a phone.

Can I manage more than one company in the same account?

Yes. Each plan includes a number of companies, and each one's data is kept separate. You switch companies without leaving the account.

What is an AI-read document?

Each bill, invoice or receipt you send for AI to fill in a transaction. Your plan sets how many per month; once they run out, you can buy more.

How does WhatsApp work in the system?

You connect your company's own number and conversations show up in ZenBusiness, next to the customer record. Your plan sets how many numbers can be connected.

Can I change plans later?

Yes, from the plan page in your account.

Start today, with 15 days to explore without rushing.

Set up your company in a few minutes.