Have you thought about checking your balance, issuing charges, or even receiving financial insights on WhatsApp, with the same ease as sending a message to a friend? This is the new feature of Asaas, the leading platform in financial solutions for small and medium-sized businesses (SMBs), which announces ‘Ian,’ its Artificial Intelligence for businesses on WhatsApp.
Integrated with the platform’s digital account, Ian automates financial tasks directly through WhatsApp, using artificial intelligence to make management faster and more accessible.
The solution was developed by Nexinvoice, a company acquired by Asaas last year, and integrates the strategy of evolving the company’s portfolio, driven by an investment of R$820 million, the largest amount ever recorded in a Series C round for a company in Latin America. With accelerated growth, the platform recently reached half a billion in annual recurring revenue (ARR) and continues to invest in technology, operation expansion, and strategic acquisitions.
“The product is born to help our clients save time to focus on what really matters: managing and growing their business. With the convenience of WhatsApp, they can create invoices, pay bills, receive alerts, and even insights about expenses and receivables. This accessibility aims to generate a real impact on the more than 200,000 business owners and entrepreneurs who use our platform every day,” emphasizes Rodrigo Schittini, CEO of Nexinvoice.
Ian, Asaas’s artificial intelligence, is already available to some clients and will be gradually released to the entire base of over 200,000 active businesses on the Asaas platform by the end of this year.
“We developed the solution over the past year and began testing earlier this year with the Nexinvoice client base. The results exceeded our expectations, with high engagement and continuous use of the tool. Now, we continue with the gradual release to the entire Asaas client base,” adds Schittini.
How will it work?
Clients can already enable Ian within the Asaas platform. After enabling, simply contact the assistant’s official number via WhatsApp and send commands via text or voice message. The AI will respond based on the client’s account data, generating charges, executing queries, payments, and other actions with total security and convenience.
Conversations will remain available on the client’s WhatsApp, ensuring continuous access to past interactions and information. The journey is fluid and adaptable: the functionality understands different request formats and guides the client to the best solution.
With ongoing investments in cutting-edge technology and machine learning applied to client behavior, Asaas aims to position its AI for business as a financial copilot. The company is also closely monitoring new opportunities opened by Central Bank regulations, such as the new Pix rules, to make the solution increasingly intelligent, present, and strategic for business management.
