Have you ever thought about checking your balance, issuing invoices, or even receiving financial insights via WhatsApp, as easily as sending a message to a friend? This is the novelty of Asaas, the leading platform in financial solutions for small and medium-sized businesses (SMBs), which introduces ‘Ian,’ its business-focused Artificial Intelligence for 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 into the company’s portfolio evolution strategy, driven by an investment of R$820 million, the highest amount ever recorded in a Series C round by a company in Latin America. With rapid growth, the platform recently reached half a billion in annual recurring revenue (ARR) and continues to invest in technology, operational expansion, and strategic acquisitions.
“The product was born to help our clients save time to focus on what really matters: growing and managing 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 make a real impact on the over 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 for some customers and will be gradually released to all of the 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 Nexinvoice’s customer base. The results exceeded our expectations, with high engagement and continuous use of the tool. Now, we’re proceeding with a gradual release to the entire Asaas customer base,” adds Schittini.
How will it work?
Customers can already enable Ian within the Asaas platform. Once activated, simply contact the assistant’s official number via WhatsApp and send commands via text or voice messages. The AI will respond based on the customer’s account data, generating invoices, performing queries, payments, and other actions with complete security and ease.
Conversations will remain available in the customer’s WhatsApp, ensuring continuous access to past information and interactions. The journey is fluid and adaptable: the functionality understands different request formats and guides the customer to the best solution.
With ongoing investments in cutting-edge technology and machine learning applied to customer behavior, Asaas aims to position its business AI 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.
