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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

For over 17 years, we have transformed the financial management landscape for companies by offering business management software that streamlines processes through automation and data exchange technologies like EDI and RPA. Our cloud-based solutions are designed to enhance or directly support two essential financial processes within your organization. Join our ecosystem of businesses that are seamlessly integrated with our platforms. By utilizing our fully online system for bank slip collections, you can significantly lower the incidence of payment defaults, featuring functionalities such as the automation of interest and fine recalculations, real-time payment status tracking, bank slip registration, and an API for smooth integration with your billing system. Managing interest recalculations can be a challenging task for the collections department, and continually reminding customers about their payments can lead to frustration within the team. The rising trend of defaults in Brazil underscores the importance of effective collections, and our service assists in managing accounts by consolidating collections issued by various banks. In this evolving financial landscape, adapting to innovative solutions is crucial for maintaining strong cash flow and customer relations.

Description

Trevio is an innovative cloud-based management platform tailored for accounting firms operating in Brazil. It streamlines the organization of client records, team tasks, deadlines, billing processes, documents, and recurring workflows while seamlessly integrating with existing bookkeeping solutions. Client information can be easily entered using a company's CNPJ, and electronic invoice XML files, such as NF-e, CT-e, and NFS-e, can be gathered through the client’s A1 digital certificate and sorted by date. The platform allows firms to generate accounting-fee bank slips that include Pix payment options and monitor payment statuses effectively. Furthermore, a client portal is available, granting users access to tax guides, invoices, and other documents, all neatly organized by time period. Trevio also enables firms to track tasks, manage collective labor agreements, perform Simples Nacional calculations, and generate reports and documents straight from client records. This platform is specifically designed for accounting professionals who juggle numerous business clients and adhere to monthly compliance requirements throughout Brazil, ensuring efficiency and accuracy in their operations. By embracing Trevio, firms can enhance their workflow and deliver superior service to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

The Torre de Controle is not charged per CNPJ. Invoice issuance, invoice search, and billing modules are contracted separately, with pricing based on the firm's needs.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Finnet

Founded

2003

Country

Brazil

Website

finnet.com.br/

Vendor Details

Company Name

Trevio

Founded

2026

Country

Brazil

Website

meutrevio.com.br

Product Features

EDI

AS2 Applications No 
AS2 Specification Compliance No 
Archiving & Retention No 
Certificate Management No 
Configuration Data Searching No 
Data Format Translator No 
Flexible Licensing No 
Full Logging No 
Labeling No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Alternatives

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Bankmanager

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Alternatives

No Alternatives
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