Ana replied on WhatsApp
If you work in Accounting, you should not lose time chasing documents by hand. Digiliza automates requests and sending.
If you work in Accounting,
you should not lose time chasing documents by hand.
Digiliza automates requests and sending.
-
Meta Business
Partners - 5/5
no Google
Preferred by more than 7,000 users.
-
Gabriele Parma
See on Google →“A plataforma é rápida, objetiva e ótima pra o envio e recebimento de documentos”
-
Anildo F. Júnior
See on Google →“ótimo sistema de comunicação e gestão de tarefas”
-
Rubiana Camili Conceição
See on Google →“Ótima plataforma, muito eficiente para o envio e recebimento de documentos.”
Digiliza solutions for accounting, BPO, SaaS, e-commerce, stores and service companies: task management, service, processes, automation and communication.
Digiliza offers task management, service, processes, automation and communication for companies in different segments.
-
Digiliza Tarefas
The firm's operation under control.
Deadlines, owners and documents in the same flow. No hunting for status.
Barbara suportePeriod · 06/2026 Department Owner Client 0 Overdue tasks from other periods!Tasks (138 unassigned)
0
Tasks completed in the period
0 Completed on time
0 Completed late
0 Pending document(s)
0 Not done
47,84%0
Open tasks
0
Tasks in progress
0
Paused tasks
0
Tasks as helper
0
Overdue tasks
0 Obligations 0 Routines0
Tasks due today!
0 Obligations 0 Routines0
Tasks on alert!
0 Obligations 0 RoutinesAgosto 2026D S T Q Q S SEnviados
0
Unviewed documents
0 Documents due today
0 Overdue documents
0
Erros de envio via e-mail
0
Erros de envio via WhatsApp
Received
No new documents
0
Read documents
Requests
0
Pending items
0
Delivered items
Requests
0
No pending requests
0
No requests in progress
0
No overdue requests
Overall efficiency
0
Tasks for day 15
- CONFERENCIA PONTO SETOR 2
- FECHAMENTO DCTFWEB ✓
- FOLHA DE PAGAMENTO 4
- RELATORIO FISCAL ✓
- ENVIO ECF 1
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Digiliza Chat
Service on a board, with context.
Pending, in progress and resolved in the same place. The queue stays clear for the team.
-
Liza IA
AI that speeds things up, without losing the human.
Suggestions, triage and replies with the client's context. The team sets the tone.
Liza IA
Liza IA
Online agora
Hi, I'm Liza. I can organize the queue and prepare the context for your team.
A VIP client asked about the tax form. Want me to suggest a reply with the history?
We serve companies across many industries.
- Master Escritório Contábil
- Bueno & Schuindt Assessoria Contábil
- Chies Contabilidade
- Chumber Contabilidade
- CF Gestão Contábil
- Cardozo & Martins Contadores
- Atairson Contabilidade e Despachante
- ADS Contabilidade
- Brollo Contabilidade
- Brisas Contabilidade
- Castro Assessoria Contábil
- Ampla Contabilidade Inteligente
- Bcontab Contabilidade
- AceleraMEI
- 2M Contabilidade
- Martins Advisor Contabilidade
- Moya e Lara Sociedade de Advogados
- Rede Bem Drogarias
- Atinos
- Rh Vision
- Fisiotec
- Senior Engenharia e Segurança do Trabalho
- Real PVC
- Fort Export
- BRS Equipamentos Agrícolas
Digiliza solutions for the pace of your sector
Built for teams that serve clients and need an organized operation. Adapt service, tasks and information to your flow, and deliver value from day one.
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Accounting
Organize deadlines, filings and service in the same flow. Less rework, more time for the client.
Learn more -
BPO and financial services
Scale payroll, tax and finance operations with a clear queue and history by client.
Learn more -
Consultancies
Centralize conversations and deliveries so you reply with context, without hunting status in spreadsheets.
Learn more -
Technology and SaaS
Unify support and internal operations. The team grows without losing the thread of each request.
Learn more -
E-commerce and stores
Handle conversation spikes and turn a request into a task, with owners and deadlines in view.
Learn more -
Agencies
Coordinate clients, deadlines and service in one panel. Less noise between channels and the team.
Learn more -
Service companies
Connect the people who serve with the people who deliver. The conversation becomes the next step, not a lost message.
Learn more -
Independent professionals
Organize clients, documents and follow-up without relying on a personal WhatsApp or a loose spreadsheet.
Learn more
Integrations that connect Digiliza to your firm
Service, email, messages, voice and accounting systems in one place, so the operation stays fluid, productive and connected.
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WhatsApp
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Instagram
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ChatGPT
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SMS
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Telegram
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Outlook
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Gmail
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Line
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Bem Melhor
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Voice
-
Questor
-
Domínio
Reports that show the pace of the firm
See peaks by hour, conversations in progress, pending and unanswered. Download the report when you need to decide with data.
Fees, taxes, labor and result by client in one place, so the firm can see what is left and where to adjust.
Overview
Conversations in service
Available All departments-
In service
0
-
Unanswered
0
-
Unassigned
0
-
Pending
0
User status
Available-
Available
0
-
Busy
0
-
Offline
0
Conversation traffic
Available Last 7 days Download report
0-11-22-33-44-55-66-77-88-99-1010-1111-1212-1313-1414-1515-1616-1717-1818-1919-2020-2121-2222-2323-24
- Sunday 16 Aug, 2026
- Monday 17 Aug, 2026
- Tuesday 18 Aug, 2026
- Wednesday 19 Aug, 2026 237 conversas
- Thursday 20 Aug, 2026
- Friday 21 Aug, 2026
- Saturday 22 Aug, 2026
Fee analysis
Filters Clear filters Parameters
| Client | Fee | Taxes | Labor | Margin | MC % | Result | Res. % | Target fee | Action |
|---|---|---|---|---|---|---|---|---|---|
| Mercado Bom Preço (102-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Padaria Pão Quente (215-3) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Farmácia Vida Plena (088-2) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Loja Moda & Estilo (441-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Pet Shop Amigo Fiel (333-4) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Açougue Boi Forte (156-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Ótica Visão Clara (278-2) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Mercadinho da Esquina (501-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Auto Peças Rota Sul (612-3) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Café & Cia Empório (074-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Supermercado Horizonte (819-2) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Floricultura Jardim Azul (290-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Eletrônicos Tech Point (367-4) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 | |
| Restaurante Sabor da Casa (955-1) | R$ 0,00 | R$ 0,00 | R$ 0,00 | R$ 0,00 | 0,00% | R$ 0,00 | 0,00% | R$ 0,00 |
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237
In progress
-
48
Unanswered
-
19
Unassigned
-
250
Pending
-
Fee
By client
-
Margin
In R$ and %
-
Result
With an alert
-
Parameters
Right away
Join the companies already organizing their operation with Digiliza. Start with a demo.
Play
“Today we can grow without losing organization.”
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Play
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LGPD
Compliance
-
AWS
Infrastructure
-
Encryption
In transit and at rest
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Access
By role and permission
-
Audit
Action log
-
Privacy
Data under control
With Digiliza, the security of your data comes first
Hosting on AWS, LGPD compliance, encryption, role-based access and action audit. Clear governance so the company protects what matters, without slowing the operation.
Artificial intelligence becoming real in your daily tasks
Only Digiliza brings simple setup, service, tasks and Liza AI into the same flow, with a clear experience for the team, without overloading the operation.
Digiliza Tasks on the computer, the service bot flow on the tablet and the client portal on the phone, with the firm's apps around them.
Tools for the
Tasks, Chat and Liza at the same pace, so the operation moves without scattering the work.