Can I sign up for the management system alone?

Not on its own. It's an add-on to a paid CertuAI plan, because it works together with WhatsApp customer service and the CRM.

Can automatic inventory deduction go wrong?

It comes turned off and only turns on when you choose. Once on, each sale deducts only once, even if the pipeline card moves back and forth, and unmarking the sale returns the inventory.

Can my accountant use the monthly results?

Yes. The results separate what was sales, the tax on sales, the goods, the expenses that repeat every month and what the owner took out.

Existing customers turn it on in the CRM, on the Money tab, under Add-ons. If you're not a customer yet, choose a plan and turn on the add-on afterwards.

Product

Inventory, cash and invoicing in the same place where the AI serves your customers

Quick answer

CertuAI's business management system, called Business Control in the dashboard, handles inventory, purchasing, cash and invoicing in the same place where the AI answers your customers on WhatsApp and the CRM organizes each conversation. It's a monthly add-on billed in Brazilian reais on any paid plan, and it's already included in Max and Max +. You don't need to open another system to know what you sold, what's on the shelf and how much was left over in the month.

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What does it control?

Inventory: the balance of each product, the average cost and how much what you sold cost you.
Purchasing and suppliers: what you bought, from whom and for how much.
Cash: what came in, what went out, the monthly result and how much will be left after what you have to receive and pay.
Bank reconciliation: you send the statement and the system suggests which entry each line matches. You confirm each one yourself.
Invoicing: for services and products, under your company's CNPJ.

Does it work for my type of business?

Yes, because each type of business turns on what it uses:

Gas and water distributors: fee, time and minimum order by neighborhood, and the stock of gas cylinders and water jugs.
Auto repair and parts shops: the customer's vehicle, the service warranty and the parts inventory.
Clinics and practices: the package of sessions the customer buys and uses up, and how many patients each professional saw.
Restaurants and delivery: the recipe card for each dish, so a sale deducts the right ingredients from inventory.
Schools and courses: classes, enrollment and attendance.
Offices and agencies: each person's hours, by client and by project.

Does inventory go down on its own when I sell?

It can. When you mark the sale as won in the CRM pipeline, the system deducts what was sold from inventory, and with a recipe card it also deducts the ingredients. Since the AI turns every WhatsApp conversation into a pipeline card, a sale that started on WhatsApp ends in inventory.

This comes turned off: you turn it on whenever you want. Each sale deducts only once, even if the card moves back and forth, and if you unmark the sale the inventory comes back.

Does it issue invoices?

Yes, with your company's CNPJ and digital certificate: service and product invoices, both for consumers and for other businesses, without leaving the dashboard.

Can I bring over what I have in my old system?

Yes. You can import products with their balances, what you owe and what you're owed, so you don't start from zero.

How much does it cost?

A monthly add-on billed in Brazilian reais, on top of any paid CertuAI plan. On Max and Max + it's already included. No contract. See the plans at /planos.

Frequently asked questions

Can I sign up for the management system alone?: Not on its own. It's an add-on to a paid CertuAI plan, because it works together with WhatsApp customer service and the CRM.
Can automatic inventory deduction go wrong?: It comes turned off and only turns on when you choose. Once on, each sale deducts only once, even if the pipeline card moves back and forth, and unmarking the sale returns the inventory.
Can my accountant use the monthly results?: Yes. The results separate what was sales, the tax on sales, the goods, the expenses that repeat every month and what the owner took out.
How do I sign up?: Existing customers turn it on in the CRM, on the Money tab, under Add-ons. If you're not a customer yet, choose a plan and turn on the add-on afterwards.