eQuantic Finance — eQuantic Tech

eQuantic Finance

Financial management, AI-powered

Run the money sideof your business.

Expenses, income, invoicing, payroll, debts, projects, orders and CRM — one multi-tenant platform that adapts its modules to your business. AI reads your receipts; a WhatsApp assistant logs the rest.

Request access

Explore features

Multi-tenant workspaces

Adapts to your segment

Web + mobile

Painel · eQuantic Finance

RECEITA

€ 12.480

DESPESA

€ 4.910

SALDO

€ 7.570

Últimos 6 meses+18%

Importar com IA · 3 despesas extraídas de fatura.pdf

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eQuantic Finance

Financial management, AI-powered

Run the money sideof your business.

Request access

Explore features

Multi-tenant workspaces

Adapts to your segment

Web + mobile

Painel · eQuantic Finance

RECEITA

€ 12.480

DESPESA

€ 4.910

SALDO

€ 7.570

Últimos 6 meses+18%

Importar com IA · 3 despesas extraídas de fatura.pdf

WHO IT'S FOR

One app, shaped to your business

Freelancers & Devs

Projects, time tracking, P&L per project, green receipts (IRS Cat. B)

Bakeries & Restaurants

Orders, installments, production calendar, public menu, couriers

Consulting & Services

Retainers, milestones, quotes, billable hours

Retail

Products, stock, orders, supplier counterparties

Personal finance

Expenses, income, debts and amortization — just for you

Freelancers & Devs

Projects, time tracking, P&L per project, green receipts (IRS Cat. B)

Bakeries & Restaurants

Orders, installments, production calendar, public menu, couriers

Consulting & Services

Retainers, milestones, quotes, billable hours

Retail

Products, stock, orders, supplier counterparties

Personal finance

Expenses, income, debts and amortization — just for you

Freelancers & Devs

Projects, time tracking, P&L per project, green receipts (IRS Cat. B)

Bakeries & Restaurants

Orders, installments, production calendar, public menu, couriers

Consulting & Services

Retainers, milestones, quotes, billable hours

Retail

Products, stock, orders, supplier counterparties

Personal finance

Expenses, income, debts and amortization — just for you

EVERYTHING IN ONE PLACE

From receipts to reports

Expenses & Income

Full CRUD with receipts to S3, filters and search. Import expenses from invoices, receipts, or statements — the AI reads them and fills the form.

Invoicing & IRS Cat. B

Green-receipt fields (withholding, tax regime, invoice number) and an annual Cat. B report ready to copy into your tax return.

Payroll with IRS

Official 2026 withholding tables (mainland, Madeira, Azores). Net from gross with meal allowance, Social Security, and IRS by bracket. Payslip extraction by AI.

Debts & amortization

Personal loans, mortgages with Euribor + spread + periodic reset, cards. French amortization tables with principal/interest per installment.

Projects & time tracking

Fixed-price, hourly, retainer, or milestone contracts. Quick-log billable hours and get a P&L per project — revenue, cost, margin, effective rate.

Orders & installments

An explicit order state machine, product snapshots, deposit + delivery or N-installment plans, production calendar, printable A4 sheets.

CRM lifecycle

Lead → Customer → Lost → Contact, with health scores, tags, custom fields, a unified timeline, tasks and follow-ups.

Multi-currency

Invoice in USD, GBP, and more. Payments store original amount, rate, and the EUR equivalent for consistent reporting.

Expenses & Income

Full CRUD with receipts to S3, filters and search. Import expenses from invoices, receipts, or statements — the AI reads them and fills the form.

Invoicing & IRS Cat. B

Green-receipt fields (withholding, tax regime, invoice number) and an annual Cat. B report ready to copy into your tax return.

Payroll with IRS

Official 2026 withholding tables (mainland, Madeira, Azores). Net from gross with meal allowance, Social Security, and IRS by bracket. Payslip extraction by AI.

Debts & amortization

Personal loans, mortgages with Euribor + spread + periodic reset, cards. French amortization tables with principal/interest per installment.

Projects & time tracking

Fixed-price, hourly, retainer, or milestone contracts. Quick-log billable hours and get a P&L per project — revenue, cost, margin, effective rate.

Orders & installments

An explicit order state machine, product snapshots, deposit + delivery or N-installment plans, production calendar, printable A4 sheets.

CRM lifecycle

Lead → Customer → Lost → Contact, with health scores, tags, custom fields, a unified timeline, tasks and follow-ups.

Multi-currency

Invoice in USD, GBP, and more. Payments store original amount, rate, and the EUR equivalent for consistent reporting.

Expenses & Income

Full CRUD with receipts to S3, filters and search. Import expenses from invoices, receipts, or statements — the AI reads them and fills the form.

Invoicing & IRS Cat. B

Green-receipt fields (withholding, tax regime, invoice number) and an annual Cat. B report ready to copy into your tax return.

Payroll with IRS

Official 2026 withholding tables (mainland, Madeira, Azores). Net from gross with meal allowance, Social Security, and IRS by bracket. Payslip extraction by AI.

Debts & amortization

Personal loans, mortgages with Euribor + spread + periodic reset, cards. French amortization tables with principal/interest per installment.

Projects & time tracking

Fixed-price, hourly, retainer, or milestone contracts. Quick-log billable hours and get a P&L per project — revenue, cost, margin, effective rate.

Orders & installments

An explicit order state machine, product snapshots, deposit + delivery or N-installment plans, production calendar, printable A4 sheets.

CRM lifecycle

Lead → Customer → Lost → Contact, with health scores, tags, custom fields, a unified timeline, tasks and follow-ups.

Multi-currency

Invoice in USD, GBP, and more. Payments store original amount, rate, and the EUR equivalent for consistent reporting.

The AI does the data entry

Stop typing expenses off a photo. Drop the document and it's read, categorized, and filed — and your clients can talk to a WhatsApp assistant that logs straight into your books.

Import with AI

Drop an invoice or statement — Gemini extracts each expense, amount, and date.

Auto-categorization

Leave the category blank and the AI suggests one from the description.

WhatsApp assistant

Link a number: create expenses, check balances, list installments — with 5 regional personas.

Auto-translation

Clients write in any language; you read and reply in Portuguese, they receive it in theirs.

The AI does the data entry

Stop typing expenses off a photo. Drop the document and it's read, categorized, and filed — and your clients can talk to a WhatsApp assistant that logs straight into your books.

Import with AI

Drop an invoice or statement — Gemini extracts each expense, amount, and date.

Auto-categorization

Leave the category blank and the AI suggests one from the description.

WhatsApp assistant

Link a number: create expenses, check balances, list installments — with 5 regional personas.

Auto-translation

Clients write in any language; you read and reply in Portuguese, they receive it in theirs.

MULTI-TENANT + MODULAR

Workspaces that only show what you use

Each account can hold several workspaces, each with its own business segment. The segment decides which modules appear — no clutter from features that don't apply to you. Invite collaborators with owner, admin, or member roles.

Independent workspacesKeep personal and business finances fully separate.

Segment-aware sidebarBakery sees Orders; freelancer sees Projects & Hours.

Role-based invitesOwner / admin / member, per workspace.

MÓDULOS POR SEGMENTO

Despesas & Receitas

Recibos Verdes (Cat. B)

Salários + IRS

Dívidas

Projetos & Horas

Pedidos & Parcelas

Cardápio público

Estafetas