proud-documentos
Cláudio MásCentralizar e categorizar automaticamente documentos financeiros de múltiplas fontes para contadores que gerenciam vários clientes. Recursos: Endereço de e-mail exclusivo por cliente (envio de documentos por e-mail). Portal de upload com recurso "arrastar e soltar". Categorização automática usando regras. Integração com softwares de contabilidade mais conhecidos no Brasil. Painel de gerenciamento de clientes simples.
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Architecture
Centralize Financial Documents Effortlessly
Save hours of manual work and reduce errors by automatically categorizing invoices, tax returns, and bank statements from multiple clients into one centralized platform built for Brazilian accountants.
Watch Your Documents Flow Into Order
Documents arrive from email, uploads, and integrations — then get automatically categorized and routed to the right client folder. Hover over documents to see their status in real time.
Scroll to zoom into the pipeline
Everything You Need to Manage Documents
Six powerful capabilities designed for Brazilian accountants — from automatic intake to granular access control.
Unique Email Addresses
Generate a dedicated email for each client so invoices, receipts, and statements arrive in the right folder automatically — zero manual sorting.
Drag-and-Drop Upload
Simply drag files from your desktop into the portal. Batch uploads are supported — drop dozens of documents at once and let the system handle the rest.
Auto-Categorization
Predefined rules instantly classify every document by type, client, and fiscal period. No more manual tagging or misplaced files.
Integration Ready
Connect seamlessly with popular Brazilian accounting software. Sync data bi-directionally to eliminate duplicate entry and keep records current.
Smart Dashboard
A clean, intuitive overview of every client, document status, and pending action. Track progress at a glance without digging through folders.
Access Control
Assign roles and permission levels to admins, accountants, and assistants. Control exactly who can view, upload, or manage documents for each client.
Why Accountants Choose proud-documentos
Streamline your practice with intelligent document management designed specifically for accountants serving multiple clients across Brazil.
Save Time with Automation
Automatically categorize incoming documents using predefined rules. Unique email addresses per client funnel invoices, receipts, and tax forms directly into the right folders — no manual sorting required.
Reduce Manual Errors
Predefined categorization rules and automatic validation eliminate human mistakes. Every document is logged with a full audit trail, so nothing gets lost or misclassified across your client portfolio.
Scale with Confidence
Whether you manage 10 clients or 500, proud-documentos grows with your practice. Role-based access control, multi-user collaboration, and seamless integrations with Brazilian accounting software keep your team in sync.
Works with Your Favorite Tools
Seamlessly connect proud-documentos with the accounting and business software your team already relies on across Brazil.
Need a custom integration? Our API makes it simple to connect any tool in your workflow.
Explore All Integrations→Built for Compliance, Designed for Confidence
Your clients' financial data deserves enterprise-grade protection. We meet the highest standards so you can focus on accounting.
Fully compliant with LGPD regulations. Your clients’ financial data is handled according to Brazil’s strictest privacy standards.
Internationally recognized information security management. Audited processes protecting every document in our system.
Enterprise-grade infrastructure ensures your documents are always accessible. No downtime during critical tax filing periods.
Round-the-clock expert assistance from a team that understands Brazilian accounting workflows inside and out.
Simple, Transparent Plans
Choose the plan that fits your firm. Scale seamlessly as you add more clients and documents.
- Up to 5 client accounts
- Unique email per client
- Drag-and-drop uploads
- Basic auto-categorization
- 1 GB document storage
- Email support
- Up to 50 client accounts
- Advanced auto-categorization rules
- Integration with popular Brazilian accounting software
- 25 GB document storage
- Client management dashboard
- User roles & permissions
- Priority support
- Audit trail & reports
- Unlimited client accounts
- Custom categorization workflows
- All integrations + API access
- Unlimited document storage
- Advanced audit trail
- Dedicated account manager
- SSO & LGPD compliance tools
- Custom onboarding & training
Frequently Asked Questions
Everything you need to know about proud-documentos. Find answers to common questions about our document management platform for accountants.
Still have questions? We are here to help.
Contact SupportReady to Centralize Your Documents?
Join hundreds of Brazilian accountants who save hours every week with automated document collection, categorization, and seamless integrations. Start for free — no credit card required.
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