Have you thought about checking your balance, issuing invoices, or even receiving financial insights via WhatsApp, with the same ease as sending a message to a friend? This is the news of theBasic, a leading platform in financial solutions for small and medium-sized enterprises (SMEs), announces 'Ian', its Artificial Intelligence for business 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 is part of the company's portfolio evolution strategy, driven by an investment of R$820 million, the largest 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 is designed to help our clients have more time to focus on what truly matters: caring for and growing their business. With the convenience of WhatsApp, they can create invoices, pay bills, receive alerts, and even get insights about expenses and receivables. This accessibility aims to make a real impact on the more than 200,000 entrepreneurs and business owners who use our platform every day," emphasizes Rodrigo Schittini, CEO of Nexinvoice.
Ian, the artificial intelligence from Asaas, is already available to some clients and will be gradually released to the entire base of over 200,000 active companies on the Asaas platform by the end of this year.
"We developed the solution over the past year and began testing at the beginning of this year with the Nexinvoice customer base. The results exceeded our expectations, with high engagement and continuous use of the tool. Now, we are proceeding with a gradual rollout to the entire Asaas customer base," adds Schittini.
How will it work?
Clients can now enable Ian within the Asaas platform. After activation, simply contact the official assistant's number via WhatsApp and send commands by text or voice message. The AI will respond based on the client's account data, generating charges, performing inquiries, payments, and other actions with complete security and convenience.
The conversations will be available on the client's WhatsApp, ensuring continuous access to past information and interactions. The journey is smooth and adaptable: the functionality understands different forms of requests and guides the customer to the best solution.
With continuous investments in cutting-edge technology and machine learning applied to customer behavior, Asaas aims to position its AI as a financial co-pilot for businesses. The company also closely monitors the new opportunities opened by Central Bank regulations, such as the new Pix rules, in order to make the solution increasingly intelligent, present, and strategic for business management.
