Veltis runs your finance operations (BPO), with deadlines written into the contract.
Reconciling statements, checking payments and following up on receipts take up the time of the people who should be making decisions.
Other areas of this practiceManagement
What we do
What is included in Financial BPO
Accounts payable and receivable
Approval workflow and fraud prevention for payments.
Reconciliation
Bank, card, marketplace and Pix.
Operational treasury
Multi-bank cash management and daily cash flow.
Billing
Invoice issuance and follow-up on collections.
Month-end close on a fixed date
A date agreed with you and kept every month.
How it works
How the work happens
- 01
Assessment of the current operation
Processes, systems and bottlenecks.
- 02
Implementation and cleanup
Reconciled history, approval workflow designed.
- 03
Routine with contractual deadlines (SLA)
Payment, reconciliation and close, each stage with a defined deadline.
- 04
Monthly report
Cash position and operating indicators.
- 05
Quarterly review
Process adjustments as the company grows.
Who it is for
Who this area is right for
Getting started
Organizing accounts payable and receivable that today live in spreadsheets or WhatsApp.
Growing
Multiple banks and collection methods, need for a close on a fixed date.
Large companies
High transaction volume, multiple branches, integration with a corporate ERP.
In the ecosystem
What connects to this area
Accounting
Reconciled payments and receipts feed the bookkeeping, with fewer duplicate entries.
Controllership
Back-office entries feed the budget, the management income statement (DRE) and the controllership indicators.
CFO as a Service
With accounts and cash up to date, the fractional CFO makes decisions on current data, rather than on what is still waiting to be posted.
Frequently asked questions
Questions from anyone evaluating
Do you take over paying my bills, or do you only organize the process?
We handle the execution, always within the approval limits and authority defined with you. No payment goes out without the agreed authorization.
What is the closing timeline with Veltis BPO?
The deadline is set in the contract, according to the scope and volume of each company, and becomes the commitment on the monthly calendar.
Does it work with my current ERP?
It depends on the system in use. Integration is evaluated in the initial assessment.
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