Financial BPO
App for Bitrix24Financial BPO brings together payables, receivables, reconciliation, cash flow, reports and a collection schedule connected to the CRM, for financial BPO and accounting firms.
If so, Financial BPO was made for you.
Three steps, right inside Bitrix24.
By email, WhatsApp or upload, with triage, review and approval.
Statement next to the entries, reconciliation suggestions and monthly closing.
Reminders before and after the due date, by WhatsApp and email.
Triage, review and approval of received documents.
Overdue by aging bracket and each client's status.
Statement next to the entries, with suggestions.
Management P&L, indicators and monthly closing.
Reminders by WhatsApp and email, with message preview.
The client's receivables and collection history in the CRM.
Financial BPO and accounting firms that serve several companies.
Installed from the Bitrix24 Market. Your team keeps working where it already works.
Questions go straight to the team that develops the app, in Portuguese or English.
We help you set it up for your process and train the team.
Information stays in your Bitrix24 account; we keep only what the app needs to work.
Bank, invoicing and payment connections are set up during onboarding with our team, based on your firm’s tools.
Yes. The app comes with a demo company and our team walks you through each module.
Click Install and accept the requested permissions. Open Financial BPO from the menu and explore the modules with the demo company. In Settings, choose who can see the dashboard. Schedule onboarding with Dohko to connect bank, invoicing and collections. If the app shows the license screen, use the Contact Dohko Support on WhatsApp button to reach our team. It already includes your Bitrix24 account address. If you prefer, our team sets it up with you.
Bitrix24 cloud on a plan that allows Market apps. Uses Bitrix24 CRM (deals) and users. Modules open with a demo company; bank, invoicing and payment integrations are configured during onboarding. An expired or paused license stops the app until renewal; your data is kept.
Support hours: Monday to Friday, 9:00 AM to 5:00 PM Brasília time (UTC-3), except Brazilian national holidays. Response time: first response within 1 business day. Requests received outside support hours are answered on the next business day.
Financial BPO Terms of use (EULA) and Privacy policy.
Book a demo with our team. We show the app with your scenario and answer every question, from setup to support.
