Overview

Bankmanager is a comprehensive finance‑management platform developed by Finnet S/A. It allows companies to centralise multiple bank accounts, multi‑company entities and financial workflows into a single portal. The solution supports integrating with ERP systems via CNAB files or APIs, enables mobile approval of payments, and provides consolidated bank statements and receivables/collections modules. It is designed to reduce manual tasks, streamline payments and cash flows, improve governance and boost productivity of the financial department.

Features and Capabilities

• Bank consolidation & multi‑company support: Consolidação de extratos bancários de várias contas e entidades (CNPJs) num único ambiente.
• Payments automation & token authorisation: Allows payment approvals from mobile, replaces multiple bank tokens with a single authorisation flow.
• Receivables / collections management: Module for managing titles, boleto generation, tracking receivables and reducing default.
• Integration with ERP / file and API support: Supports CNAB standard files and APIs to connect company systems to the platform for banking and financial flows.
• Open Finance & bank connectivity: More than 120 financial institutions homologated in the platform, enabling broad bank coverage and real‑time access.
• Security & audit readiness: Platform emphasises high security, audit trails, and unified access to reduce operational risk and manual errors.
• Dashboard & analytics: Management dashboards provide visibility into bank flows, payments, receivables, consolidated snapshots to support decision‑making.
• Mobile and web access: Offers mobile app for approvers and a web portal for the financial team, enabling remote approvals and workflow management.