Deadlines, invoices, recon, in the palm of your hand.Client portfolio, obligations with an owner, documents via WhatsApp, reconciliation and invoices in one system, alongside your accounting system. AI works inside the operation, and a team supports your management.The reform is here. Clients ask their accountant.

68% of accountants have already been asked by clients about the reform (Omie, Fenacon and Sescons survey, 2026)

56% of accountants still have no structured plan for the reform (Omie, Fenacon and Sescons survey, 2026)

2027 is the year PIS and Cofins cease to exist and CBS takes their place (EC 132/2023 and LC 214/2025)

529K active accounting professionals (CFC, January 2025)

The statement is on WhatsApp. The close, in the system.Documents arrive via WhatsApp, the obligation sits in Domínio, payables in Conta Azul and the rejected invoice in Omie. The analyst chases client by client, from the 1st to the 5th.Your close runs late over one document.The period only closes when the last client sends the last statement, and the firm can't see which one.

Requests: The analyst requests the same document three times, each on a different channel.

File: The statement arrives on WhatsApp, and someone opens, downloads and files it by hand.

Invoice: Since August 2026, invoices without IBS and CBS are rejected, and the client asks the accountant.

Tax slip: The tax slip goes out by email, and the firm only finds out it's late when the client calls.

Every firm workflow, digitized.From the client's document to the issued invoice, from one analyst to several departments. Every workflow in one system, alongside your accounting system.

Client portfolio: Each client with tax regime, owner, fee and the month's obligations.

Obligations calendar: Legal due date and internal deadline by regime, for each client.

Close board: One card per client and period, with a task per department.

Document requests: Requests go out via WhatsApp on the firm's rule and repeat only for those missing.

No-login portal: The client sends the document and downloads the tax slip through a WhatsApp link.

Bank reconciliation: Each client's OFX statement reconciled with payables and receivables.

Client finance: Client accounts in CERNE or in Conta Azul, Omie and Nibo, exported to accounting.

Invoice issuing: The client's NFS-e is issued in the national standard, from the same system.

Reform by client: Each client's compliance checklist, with what's still to request.

Attachment reading: AI recognizes the incoming document and proposes clearing the pending item.

Portfolio by analyst: Each analyst's clients and open closes, before taking on one more.

AI assistant: Ask which closes are at risk and why.

Requests continue until the last document.On the 1st, requests go out via WhatsApp on the firm's rule. Those who haven't sent get a reminder, and on the 5th the manager sees who is holding up the period.The statement comes out reconciled.The client's OFX statement comes in and reconciles with payables and receivables. Anything unmatched becomes a pending item on the card, and the month goes to accounting ready.The WhatsApp document clears the pending item.The client sends the statement on WhatsApp. AI recognizes the document, the month and the bank, files it in the client's folder and proposes clearing the pending item. A person confirms, and the client gets a receipt notice.The reform becomes one card per client.Each client in the regular regime gets the compliance checklist. What they still owe becomes a request on WhatsApp, and the rejected invoice goes on the card.Finance BPO and accounting on the same card.The missing document, the bill without a receipt and the unpaid tax slip show up on the client's card, whether they come from WhatsApp, the client's finance or the accounting system.Built with modules already running at clients.The BPO and accounting package starts with an assessment of your firm and uses modules already running at CERNE clients: the board with owner and deadline, and approval before anything is sent. The first firm in the sector becomes the package's reference.From the small firm to the accounting group.No system yet? CERNE becomes the system for the firm and the finance BPO: portfolio, obligations, documents, reconciliation, invoices and requests. Bookkeeping and payroll stay in the accounting system.Already use Domínio, Alterdata or Questor? Bookkeeping stays there, and CERNE organizes deadlines, documents and requests alongside it. Conta Azul, Omie and Nibo integrate via API.Groups get special terms.

Client portfolio

Obligations calendar

Close board

Document requests

Client portal

Bank reconciliation

Client finance

Invoice issuing

Export to accounting

Reform by client

Attachment reading

Portfolio by analyst

AI assistant

Integrations: Conta Azul, Omie, Nibo, Focus NFe, Asaas, WhatsApp, Google Drive.Start with an assessment of your operation