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Kobana Team · industry
Accounting BPO

A BPO runs 50 clients. Kobana Team does the work of 50 analysts.

Multi-workspace with per-client isolation. Automated reconciliation, classification, and close. Your firm scales without hiring at the same pace.

  • Multi-workspace
  • Auto classification
  • Close in days
  • Per-client pricing
Kobana team for accounting BPO — multi-workspace and scale
BPO challenges

Tight margins, high complexity.

01

10 to 500 CNPJs

Each client with its own tax and operational reality.

02

Different chart of accounts

No standard — each company its own way.

03

Different ERPs

Omie here, Conta Azul there, Protheus at the biggest client.

04

Close × volume

Quality and scale fighting for the same day.

05

Hour costing

Knowing whether each client pays what they cost.

06

Analyst-hour

Margin that evaporates when a client grows without a price bump.

07

Mixed tax regimes

Simples, Lucro Real, Presumido — all on the same dashboard.

08

Talent retention

Repetitive work burns out the best analyst.

How Kobana Team solves it

Multi-workspace, total isolation.

klaudinho
klaudinho

Multi-client analyst

Answers any client's question, runs the standard report for all, schedules close per each client's calendar.

kelly
kelly

Auto classification

Reads invoices, classifies in the client's chart of accounts, applies withholding, suggests entry. BPO reviews, doesn't type.

karin
karin

Collections at scale

Cadence configured per end client. Each company with its own tone and policy.

klaus
klaus

Payroll at scale

BPO running payroll for 50 clients a month? Klaus orchestrates all, no CCT mix-ups.

kevin
kevin

Per-client close

Multi-bank reconciliation per client. Automated management report.

Production results

Accounting BPO with 72 clients, 18 analysts.

6 months with Kobana Team — they ran 4 clients/analyst before, 6.8 after.

+31%
Clients served (from 72 to 95)
−7 days
Monthly close from 12-15 to 5-7 days
8%
Time on manual classification (from 30%)
31%
Operating margin (from 18%)
+42 pts
Client NPS
4
Analysts reassigned to advisory
BPO integrations

Connected to your clients' ERPs.

Client ERPs

  • Omie
  • Conta Azul
  • Protheus
  • SAP B1
  • Senior
  • Sankhya

Tax issuing

  • NFE.io
  • Qive
  • TecnoSpeed

Payments

  • Kobana (rails)
  • PagNet
  • Multi-account

BPO CRM

  • Supernote
  • Cobli

Client portal

  • Optional whitelabel
Dedicated BPO plan

Pricing built for your firm.

On the Enterprise BPO plan you pay per active client (not per operation), with tiered discounts as you grow.

Up to 10 clientsR$ 497 / client / month
10 to 50 clientsR$ 397 / client / month
50 to 200 clientsR$ 297 / client / month
Above 200R$ 197 / client / month + negotiation
Accounting BPO

Scale the BPO without doubling headcount.

Book a call — we'll show how your firm would look with multi-workspace and auto classification.