Finanter Tech Stack

Financial operations platform for Brazilian SMBs with tax and ERP automation

Financial Services Indaiatuba, São Paulo 11–50 employees Founded 2019 Privately Held

Finanter automates financial and accounting workflows for small businesses across Brazil. The tech stack is Microsoft-centric (Excel, Power BI, Teams, Microsoft 365) paired with TOTVS ERP, and the company is actively adopting RPA and Power Query — signaling a pivot toward process automation rather than custom development. Active projects cluster around tax automation, ERP maintenance, and power-user tooling (Power BI dashboards), while hiring remains confined to finance roles at junior/mid levels, suggesting a consulting-led delivery model rather than a product-engineering trajectory.

Tech Stack 11 technologies

Core StackPower BI Power Query Excel Microsoft 365 Teams Outlook Word PowerPoint OneDrive TOTVS

AdoptingPower Query RPA

What Finanter Is Building

◆Challenges

Automating tax processes
Reducing tax compliance errors
Keeping erp updated with tax changes
Operational bottlenecks in financial processes
Financial process inefficiencies
Removing bottlenecks
Lgpd compliance
Conciliação bancária d+1
Inefficient financial routines for small businesses
Pending items and deadlines

▲Active Projects

Client onboarding and erp domínio implementation
Tax automation and rpa development
Tax compliance reporting
Erp setup and maintenance
Power query/power bi automation
Process improvement and standardization
Egf project
Finanter billing

Hiring Activity

Minimal5 roles · 0 in 30d

Department

Finance

Seniority

Junior

Mid

Intern

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About Finanter

Finanter provides digital financial management services to entrepreneurs and small businesses in Brazil, handling accounts payable, accounts receivable, bank reconciliation, invoicing, cash-flow reporting, and accounting support. Founded in 2019 and based in Indaiatuba, São Paulo, the company operates as a lean financial services provider with 11–50 employees. Core capabilities span both the software layer (ERP setup via TOTVS, Power BI dashboards, Power Query automation) and the back-office labor (tax compliance, invoice processing, metrics tracking). The business model centers on onboarding SMBs onto standardized ERP and automating repetitive financial and tax tasks.

HeadquartersIndaiatuba, São Paulo

Company Size11–50 employees

Founded2019

Hiring MarketsBrazil

Frequently Asked Questions

What tech does Finanter use for financial automation?

Core stack: Excel, Power BI, Power Query, Microsoft 365, Teams, and TOTVS ERP. Currently adopting RPA for tax process automation and Power Query for data transformation and reporting.

What is Finanter working on?

Active projects include ERP implementation and maintenance, tax automation via RPA, tax compliance reporting, Power BI dashboards, bank reconciliation, process standardization, and client onboarding workflows.