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Case studies

See where Veltis fits into the routine of a company like yours.

Choose the situation that looks like your company's. Each one shows the work Veltis does and which practices are involved.

  • +200companies served
  • 10states with a presence
  • 2offices in Goiânia and Brasília
  • 20industries served

Where Veltis comes in

Which of these situations is your company's?

6 of 6 situations

    • Base
    • Management

    How much is really left at the end of the month?

    Veltis takes over the financial routine (accounts payable and receivable, reconciliation) and keeps accounting and tax obligations up to date, each with an owner and a deadline.

    • Base

    Is the current tax regime the right one?

    Veltis defines the regime and plans taxes before operations begin, tracks obligations and resolves pending issues. The transition under Brazil's Tax Reform is already factored in.

    • Management

    Where is the margin in each area?

    Veltis builds the budget, the management income statement by area, product or unit, and the cost indicators, with a fractional CFO sized to what the company needs today.

    • Management
    • Capital

    How to take the company to the bank with its numbers in order?

    Veltis organizes the dossier in the format the bank asks for and advises on fundraising. Credit analysis and approval remain with the financial institution.

    • Management
    • Technology

    How to close the numbers for a group of several companies?

    BPO and controllership at scale, with a monthly reporting package for the board and investors, and dashboards connected to the ERP the company already uses, with no need to change systems.

    • Protection

    What belongs to the partner and what belongs to the company?

    Veltis structures the asset holding company, organizes the partners' agreement and supports succession planning, with a partner law firm handling the legal side.

Published work

Three pieces of Veltis work you can open now

  • In-house product

    Kardo by Veltis

    Timekeeping and HR system born from Veltis's own routine. Mobile clock-in with location, hour bank, signed timesheet, medical certificates and vacation. It can be contracted.

  • Internal system

    Veltis Gestão

    The system the Veltis team uses to track each client's deadlines and tasks, with an owner, a manager dashboard and a calendar. Internal use, not for sale.

  • Open content

    Tax Reform Observatory

    The Tax Reform timeline, tax by tax and year by year, with the date of the last update.

In 6 questions, see where Veltis starts with your company.

Takes less than 2 minutes. No obligation.

Veltis operates as an advisory firm in fundraising, corporate finance and restructuring. It is not a financial institution, does not hold authorization from the Banco Central do Brasil, and does not grant, lend, originate or offer credit. Credit and investment transactions are carried out by authorized financial institutions and investors, and judicial proceedings are handled by licensed attorneys. Informational content about legal and corporate services, with no promise of results. Veltis is not a law firm: legal work is carried out by a partner law firm.