What it does
Conta Azul connects business finance, bank reconciliation, sales and purchase records, electronic fiscal documents and collaboration with an accountant. Made for Brazilian businesses, it offers a three-day trial followed by a paid plan based on revenue and user count.
Conta Azul brings sales, purchases and bank reconciliation into the business finance record. Brazilian document types include NF-e, NFS-e and NFC-e. Recurring contracts and collection reminders address repeated billing, while accountant access connects the operational records to bookkeeping.
Match a bank movement without duplicating it
In reconciliation, bank entries appear on the left and Conta Azul records on the right. Use Buscar lançamento to locate an existing record. Conciliar is available when the amounts agree; Completar informações fills in the details for a new record. For a part-payment, Baixa parcial leaves the remaining balance open.
Undoing a match has more than one meaning. From Movimentações → Ações → Desfazer conciliação, simply undoing the reconciliation keeps the record marked paid or received. Choosing the option to return it to open status also reverses that payment treatment. Pick the action that matches what actually went wrong.
Plans follow company size
| Plan | Annual business revenue | Users | Lowest advertised monthly equivalent |
|---|---|---|---|
| Essencial | MEI up to R$81,000 | 1 | R$179.90 |
| Controle | R$81,000 to R$360,000 | 2 | R$349.90 |
| Avançado | R$360,000 to R$1.5 million | 5 | R$439.90 |
| Performance | Above R$1.5 million | 15 | R$799.90 |
Contracts can be quarterly or annual; the selected term and offer affect the final price. The three-day trial needs no payment details, but continued use requires a paid plan. Open a trial account from the plan page. Accountants and outsourced finance providers use a separate licensing offer.
Renewal cancellation must be requested at least 15 days before the next term. Changes in company size or usage can also lead to a plan review, so the user allowance and revenue band matter as well as the headline amount.
Strengths
- Existing entries can be matched before creating new records
- Partial receipts leave the unpaid balance open
- Local fiscal documents and accountant collaboration
Watch out for
- Plan eligibility and user limits depend on company size
- Quarterly or annual commitments affect pricing
- Undoing reconciliation does not always undo payment status
Best for
- Brazilian small and medium businesses
- Owners working with an accountant or finance service
Sources
- Conta Azul business finance (Oct 27, 2026)
- Conta Azul plans and contract conditions (Oct 27, 2026)
- Reconciliation actions and their effects (Oct 27, 2026)