Meet Klaudinho — your financial copilot who's already one of the crew.
From dashboard to decision, from WhatsApp to board deck. Klaudinho is the assistant that connects every agent and answers any question about your finance operation.
Time-to-insight from 4h to 40s. 30-40% of your finance team's capacity freed up. Reporting cycle from 14 to 3 days.
The senior analyst who lives in your WhatsApp.
Ask anything, in plain language
“Klaudinho, how much did we bring in this week?” “Which customer has the highest churn risk?” “How much can we invest?” No SQL query, no dashboard, no filter.
Monthly board deck in 30 minutes
Loads your company template, connects to the month's data, generates the executive narrative. From 4-6 hours to half an hour.
Orchestrates the whole team
“Klaudinho, tell Kelly to prioritize paying supplier X.” “Tell Karin to give customer Y 5 more days.” One point of contact, five agents acting.
Lives in your WhatsApp
No need to open yet another app. Klaudinho is your group-chat coworker, available 24/7, who knows everything about your finance operation.
A full financial assistant, in a single chat.
Data Q&A
- Consolidated balance across all banks
- DSO, DPO, cash cycle
- AR and AP position
- Closed payroll and charges
- Profitability by customer, product, channel
- Variance vs. budget
- Updated forecast
Conversational dashboard
- Builds ad-hoc dashboards in seconds
- Exports to Excel, PDF, Power BI
- Schedules recurring refresh
- Sends snapshots on WhatsApp, Slack, email
Monthly board deck
- Uses the company template
- Connects to current month's data
- Generates executive narrative (“ARR +8%, but CAC +12% explained by...”)
- Maintains quarterly consistency
- Sends for CFO approval
Variance analysis
- Budget vs. actual
- Root-cause explanation (price × mix × volume)
- Transaction lookup
- Commentary in Portuguese in the corporate template
Multi-entity consolidation
- Parent, branches, subsidiaries
- FX conversion via PTAX
- Intercompany reconciliation
- Reciprocal balance elimination
- Journal memo drafting
Audit preparation (PBC)
- Auditor request list
- Evidence collection (contract × invoice × payment × entry)
- Technical memo drafting
- Follow-up response
- Integration with Suralink, DataSnipper
Accounting classification
- NF-e and NFS-e
- Custom chart of accounts
- Applicable withholdings
- Cost centers
Profitability
- By customer, product, channel
- Multi-dimensional drill-down
- Top 10 with margin erosion
- Action recommendation
Recurring KPIs and reports
- Daily / weekly / monthly updates
- Anomaly detection (“MRR dropped 3% this week”)
- Executive summary
- Q&A on Slack/Teams
Orchestration of the other agents
- Delegates tasks to Kevin, Klaus, Kelly or Karin
- Checks status of the 4 agents in parallel
- Resolves ambiguous intent (“push harder on customer X”)
- Unifies context across agents
Klaudinho starts running on day 1.
- 01Kia Brain ready (prerequisite)
Klaudinho needs context — chart of accounts, policies, corporate structure.
- 02Connect BI and templates (1h)
Power BI, Tableau, Looker, Metabase. Templates for board deck, management report, PBC package.
- 03Connect corporate WhatsApp (30 min)
Meta Cloud API. Klaudinho joins your finance group chat.
- 04First week — learn the style
You chat with him about the data. He learns your vocabulary, priorities, key metrics.
- 05Automate recurring reports
Configure what he should send automatically (daily pulse, weekly close, monthly board).
Klaudinho is the hub.
Klaudinho only exists because Kia Brain does.
- Translates a Portuguese question into a data query
- Remembers past conversations
- Learns team preferences and vocabulary
- Uses accumulated context about the company
- Chart of accounts, policies and corporate structure
Klaudinho is the “face” of Kia Brain. Without Kia Brain, he's just an LLM wrapper. With Kia Brain, he's the senior analyst who doesn't forget anything.
What using Klaudinho day-to-day looks like.
- CFO (WhatsApp, 8am)Morning Klaudinho. Today's pulse.
- KlaudinhoMorning! Consolidated balance R$ 24.5M (+R$ 1.8M vs yesterday). AR outstanding R$ 18.2M (DSO 42.3 days, -0.2). AP next 7 days R$ 8.4M. Payroll closes in 5 days. Anomalies: 1 fraud attempt blocked by Kevin last night (R$ 87K). Want the details?
- ControllerKlaudinho, why did Nuvem's margin drop 7pp this quarter?
- KlaudinhoInvestigating... Product mix shifted — Nuvem bought 40% more of the support SKU (18% margin) and 20% less of the license SKU (72% margin). Average price stable. COGS up 3% due to cloud inflation. Suggestion: revisit support SKU pricing or upsell license. Want me to build a board slide?
- CFOKlaudinho, customer X is complaining about collections. Dial it down.
- KlaudinhoDone. Told Karin to pause his cadence for 48h. She'll send you his history and the last 3 interactions. In the meantime, want me to pull the contract and his average ticket so you can see?
- CFO (Monday)Klaudinho, board is Wednesday. Build the April deck.
- KlaudinhoUsing Q1 2026 template. Loading data... 22-slide deck ready. Highlights: ARR +8.2%, Gross Margin stable at 64%, Opex controlled (-2% vs budget), 1 covenant risk to monitor (see slide 18). Where do I send it?
What Klaudinho takes off your week.
Ask without leaking.
- RBAC — Klaudinho only responds with what the user has permission to see
- Masking of sensitive data (CPF, salary, bank data) in replies for non-authorized roles
- Audit trail — every question and answer logged
- Safe redaction — no PII included in replies exported externally
Frequently asked questions.
Does Klaudinho hallucinate?+
Rarely — and when uncertain, he says so. Answers come with source citation and confidence level. He doesn't make up numbers.
Does it work without the other agents?+
On the Solo plan, Klaudinho is the main agent + 1 extra. On the full team, he orchestrates the 4 teammates.
Does it support voice commands?+
Yes, via WhatsApp (audio) and Siri/Google Assistant.
Can I use it in a WhatsApp group?+
Yes. Klaudinho joins the group, replies when mentioned.
What if I ask something that can't be answered?+
He says so. Transparency about what he knows and doesn't know.
Does he speak other languages?+
Yes, 100+ languages. But he was born in Brazilian Portuguese.
Klaudinho doesn't work alone.
Ready to have a senior analyst in your WhatsApp?
Book a chat and see Klaudinho answering, building decks and orchestrating the team with your own data.