Name: Portal de Boletos
Author: Finnet

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Functional Testing

Performance Testing

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Search

Environmental Health and Safety (EHS)

Meeting Management

Transportation & Logistics

Enterprise

Accounting

Accounting and Tax Services

Accounts Payable

Blockchain Payments

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Storage

Configuration Management

Data Warehouse

Database DevOps

Database-as-a-Service (DBaaS)

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Product Implementation Services

SaaS Management

Scale-Out Storage

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Product Intelligence

Referral Marketing

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Performance Management

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Intrusion Detection

Operational Technology (OT) Security

Security

Aviation

Direct Secure Messaging

Fleet Management

Hospital Management

Insurance Claims Management

Simulation

Vendor Neutral Archive (VNA)

Veterinary

Vertical-Specific

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The Portal de Boletos by Luna is an online platform that aims to streamline the invoicing and collection process for businesses. According to the vendor, it seamlessly integrates with your ERP system, providing a unified payment platform for your customers. This product is said to be suitable for small to large-sized companies and caters to finance and accounting professionals, small business owners, e-commerce companies, service-based businesses, and subscription-based businesses.

**Cálculo**: According to the vendor, this feature simplifies interest and fee calculations, automating the process and reducing the risk of errors for the finance department.

**Custo Operacional de Cobrança**: The vendor claims that this feature reduces operational costs by automating the invoicing and collection process, eliminating manual intervention and reducing the workload for the collection department.

**Inadimplência**: According to the vendor, this feature helps businesses reduce delinquency rates by providing a unified payment platform that increases the likelihood of on-time payments, improving cash flow and reducing overdue payments.

**Bolepix**: The vendor states that this feature supports the generation of Bolepix, a boleto with a barcode and QR Code PIX, offering customers a convenient and efficient payment method.

**Integração com ERP**: According to the vendor, this feature seamlessly integrates with the company's ERP system, allowing for real-time synchronization of invoices and payment information, improving operational efficiency and reducing data discrepancies.

**Personalização de Boletos**: The vendor claims that this feature allows businesses to customize their invoices with their company name and branding, enhancing brand recognition and credibility throughout the invoicing process.

**Meios de Pagamento**: According to the vendor, this feature supports multiple payment methods, including credit card, bank transfer, and Bolepix, providing flexibility to customers and increasing the chances of successful payments.

**Suporte ao Cliente**: The vendor offers dedicated customer support via phone or email, ensuring users have access to assistance when needed, enhancing the overall user experience.

**Integração com Instituições Financeiras**: According to the vendor, this feature integrates with various financial institutions, allowing businesses to use their preferred banking partners for seamless payment processing and reconciliation.

**Relatórios e Análises**: The vendor states that this feature provides reporting and analytics capabilities, generating detailed insights into payment trends, overdue invoices, and customer payment behavior, enabling businesses to make data-driven decisions to optimize their collection strategies.

Forever Free

Solo

InvoiceBerry

Single User - Unlimited Everything

Harpoon

Portal de Boletos

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Accounting software automates and streamlines financial management, from core functions like accounts payable and receivable to complex tasks like ledger management and reporting. They are aimed at enhancing accuracy, providing real-time financial insights, and ensuring compliance. Advanced systems integrate with other business tools, supporting everything from expense tracking to payroll. Explore user reviews and comparisons to find the best accounting software for your business.

Finnet

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Portal de Boletos

Overview

What is Portal de Boletos?