Solution sections · Finance
How long does it take to know who owes you?
with more context.
Bring collections, receipts and treasury movements together so your team knows what comes in, what goes out and what is still pending.
Give XIA a specific first job.
Start with a team. Connect the organisation.
Scope can grow from one task to a company or a network.
Your team
One use case, an owner and the sources needed to start.
Your company
Cross-team coordination with defined scope, permissions and integrations.
Your network
Enterprise and Comunidades to explore multiple companies and white label.
From a request to a result you can review.
An example of how XIA organises context and prepares the next step.
Finance
Demo with sample data.
The tools behind the work.
Your team shares context; XIA prepares information and actions using available tools and permissions.
Napsix Sheets
Tables to organize payments, due dates and receipts.
Mail
Connected mailboxes to read receipts and reply to customers.
Projects
Tasks, milestones and owners for every collection and admin item.
Let context travel with the work.
| Need | Scattered work | With XIA and your team |
|---|---|---|
| Incoming information | Documents and messages in separate places. | Collections · Sheet, Mail and WhatsApp |
| Coordination | Agreements that need to be reconstructed. | Customer asked for more time on WhatsApp |
| Result | A report detached from open items. | Prioritized list and reminders sent |
Why Napsix, XIA and Mato help your finance team
Three layers working together: the apps you already use, the agent that operates them and the model that understands the trade. Collections, treasury and back-office in the same flow.
- Plataforma
NapsixB2B
Collections sheet, receipts by Mail and WhatsApp with customers: your usual channels, with the data at hand. KYB verification against Argentina's BCRA debtors registry is already part of the platform.
- Google Sheets
- Agente
XIA
It reads the sheet, the receipts and the messages, prioritizes by due date and risk, and leaves the reminders ready for you to approve.
- ModeloMatov1.0
It understands due dates, terms and receipts without being told, and writes reminders in the brand voice. At zero cost per token.
Define what connects your operation.
Choose the case, sources and actions. Then validate permissions and review the result with your team.
It organizes the information you bring; it does not replace your accountant or the final reconciliation, and it does not execute payments or transfers. KYB verification against BCRA is informational. Banks, ERP and accounting systems need a defined integration.
Your tools, working with Napsix.
External apps need connections and permissions. You can also work with Napsix’s native apps.
- Google Sheets
I have prepared the next steps.
Tell us how your team works.
Before you start
Can I start with a single task?
Are integrations already activated?
Can this cover a company or a network?
What is the scope of this solution?
Give XIA a specific first job.
Let’s review where the workflow begins and what your team needs.
