Finpalmer

Fernando Dusantos

About this app

Finpalmer is the financial management app that understands what you say — literally. Talk to the assistant via WhatsApp and it will record expenses, income, and answer your financial questions instantly, without you needing to open the app.
SPEAK, DON'T TYPE
Send an audio message, a photo of the receipt, or just write "I spent 50 reais at the supermarket" — the AI ​​assistant understands, categorizes, and records it automatically. Ask "how much am I due to receive this month?" and get the answer instantly, directly on WhatsApp.

AUTOMATIC BANK RECONCILIATION
Import your bank statement (OFX or even PDF) — Finpalmer automatically matches each transaction with its entries. Less manual work, more real control over the money that has come in or gone out.

COMPLETE PANEL FOR THOSE WHO WANT TO GO DEEPER
- Accounts payable and receivable, with installments and partial payments
- Cash flow (cash basis and projected)
- Management income statement by accrual basis, with groups and subgroups
- Break-even point
- Credit cards with invoice, closing and payment
- Revenue and expense targets
- My Drive: keep receipts and documents organized by folder
FOR YOU OR YOUR COMPANY
Works for both individuals (personal financial control) and legal entities (companies), with a chart of accounts tailored to each case. Invite partners, accountant or family members to access the same organization, with permissions by role.

SECURITY AND PRIVACY
Your data is isolated by organization, with secure authentication and always encrypted communication. You decide what you connect (WhatsApp, bank) and can request the deletion of your data at any time.

No more spreadsheets. Start controlling your finances by talking.

What’s new

Novidades:
• Treinamento: tutoriais passo a passo, aulas em vídeo e educação financeira, no fim do menu.
• Meu Drive com 1 GB por conta: dê nome aos arquivos, renomeie, baixe com o nome certo e abra dentro do app.
• Encerre uma conta recorrente que não tinha data para acabar.
• Compras no cartão são pagas pela fatura, não linha a linha.
• Voltar um pagamento para Em Aberto libera a linha do extrato.
• Categorias inativas saem das listas de escolha.
• O app abre mais rápido.