Karppa

Karppa Educação

About this app

The Karppa System brings together all the work of a financial educator in one place: clients' finances, banks, leads, collections, calendar, and reports.

CLIENT FINANCIAL INFORMATION
• Income, expenses, balance, and assets of each client, with monthly and trend graphs.

• Limits by category, with alerts when the client exceeds the limit.

• Debts and goals tracked month by month.

DATA ARRIVES DIRECTLY FROM THE BANK
• Through Open Finance, the client connects accounts and cards, and transactions arrive automatically every day.

• It's also possible to send the statement or invoice in PDF, photo, or spreadsheet format.

AI ORGANIZES EVERY EXPENSE
• Each transaction arrives in the correct category, without typing.

• AI analyzes the client's month and creates a consulting action plan in PDF format, ready for the meeting.

FROM LEAD TO CLIENT
• Lead generation page and funnel to track each contact until they become a client.

• Calendar linked to Google Calendar, with a link for the client to choose the time.

CHARGE YOUR CLIENTS THROUGH THE SYSTEM
• Billing link, automatic PIX (Brazilian instant payment system) and subscription, with notification for each sale.

SIMULATORS
• Investments, financing, retirement, rent or home ownership, and financing or consortium.

FOR YOUR CLIENT
• Each client has free access to their own dashboard on their cell phone, with expenses separated every day, limits, tasks and goals.

Account creation and management are available on the website sistema.karppa.com.br.

What’s new

Agora você entra no Karppa com a digital, sem digitar a senha. E o app pode pedir a digital toda vez que abrir, para ninguém ver os seus dados no seu celular. Também vieram correções e melhorias nas telas.