Solution sections · Finance & Admin

Finance & Admin

Every close,
with more context.

Bring documents, payment data and open items together so the team can review the close in context.

Give XIA a specific first job.

Illustrative team collaboration. The XIA workflow is shown below.Open video

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.

XIAAdministrative close · Sample data

XIA, Prepare the review of these payments and documents.

Administrative close · Sample data✓ 3Payment recordSupplied receiptVerify matching reference
Administrative review sheetHoy
1 day → 30 minfrom payments to review100% traceableevery receipt with its source0 loose receiptseverything in one place
XIARooms · Context

Finance & Admin

XIA, Prepare the review of these payments and documents.

Administrative close · Sample data

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 organise and review supplied data.

  • Storage

    Files and sources available according to permissions.

  • XIA + integrations

    Data queries in authorised connected accounts.

Let context travel with the work.

NeedScattered workWith XIA and your team
Incoming informationDocuments and messages in separate places.Administrative close · Sample data
CoordinationAgreements that need to be reconstructed.Verify matching reference
ResultA report detached from open items.Administrative review sheet

Why Napsix, XIA and Mato help your admin team

Three layers working together: the apps you already use, the agent that operates them and the model that understands the trade.

  • Plataforma

    NapsixB2B

    Payments in Mercado Pago and Stripe, and admin spreadsheets in Sheets: your usual sources, with the data at hand.

    • Mercado Pago
      Mercado Pago
    • Stripe
      Stripe
    • Google Sheets
      Google Sheets
  • Agente

    XIA

    It matches receipts, references and open items, and leaves the review sheet ready for the close.

  • Modelo
    Matov1.0

    It understands terms, references and receipts without being told, and writes in the company's admin 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.

Final reconciliation, taxes and financial decisions need professional validation. This proposal does not guarantee accounting accuracy or initiate bank transfers.

Your tools, working with Napsix.

External apps need connections and permissions. You can also work with Napsix’s native apps.

Illustrative preview

Rooms

People, agents and your apps in one channel

Explore Rooms
Illustrative preview

XIA Agents

Chat, agents and rooms for your team

Explore XIA Agents
Illustrative preview

Projects

Workspace with chats, KB and agents

Explore Projects
Illustrative preview

Sheets

A shared spreadsheet, with XIA inside

Explore Sheets
Illustrative preview

Docs

Documents the AI writes for you

Explore Docs
Illustrative preview

Dashboards

Dashboards you build by talking, with live data

Explore Dashboards
Illustrative preview

Mail

Professional email operated by AI

Explore Mail
Illustrative preview

Forms

AI forms that route themselves

Explore Forms
Illustrative preview

Storage

Your files, centralized and AI-ready

Explore Storage
Illustrative preview

CRM

Pipeline, contacts and inbox with AI

Explore CRM
Illustrative preview

Inbox

WhatsApp, Instagram and email, unified

Explore Inbox
Illustrative preview

Automations

Flows that react and execute

Explore Automations
Illustrative preview

Coder

Websites born connected to your operation

Explore Coder
Illustrative preview

Crawl

Your agents search and read the web: pages, PDFs and an API

Explore Crawl
Illustrative preview

Designer

Create images, carousels and videos with your brand.

Explore Designer

Before you start

Can I start with a single task?
Yes. Choose an owner, a source and a specific result. The first implementation lets you review the process before expanding it.
Are integrations already activated?
No. Authorised accounts are connected and each agent’s read and write permissions are defined. A custom system requires reviewing its API or integration mechanism.
Can this cover a company or a network?
Enterprise can scope the organisation and Comunidades a network of companies. White label and custom domains depend on the plan and configuration.
What is the scope of this solution?
Final reconciliation, taxes and financial decisions need professional validation. This proposal does not guarantee accounting accuracy or initiate bank transfers.

Give XIA a specific first job.

Let’s review where the workflow begins and what your team needs.

XIA
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