Receivables on track
Will follows every due date, chases whoever is late and marks as paid whatever the bank has confirmed.
ERP
Will works in Omie and keeps your finances up to date.
Will handles payables, receivables, boletos (bank slips), orders and invoices in Omie. It connects Omie to your banks through Open Finance, the connection regulated by Brazil’s Central Bank, and to your email and WhatsApp, so finance closes the month with everything reconciled.
RRodrigofinance
Hey Will, chase customers with boletos more than 5 days overdue.
Willdone
- OmieFound 9 boletos more than 5 days overdue
Open FinanceSaw 2 had already paid by Pix instant transfer- OmieMarked those 2 paid and issued 7 new boletos
WhatsAppSent each customer their new boleto
Done.7 customers chased with a new boleto. The other 2 had already paid. On Monday, I’ll chase again whoever hasn’t paid.
Example · fictional company and data
What Will does in Omie
Payables in order
Boletos and invoices that arrive by email become bills entered in Omie, with a due date and a category.
Orders and invoices
It enters sales orders, issues product and service invoices and keeps track of billing.
Bank reconciliation
Statements come in through Open Finance, and Will matches every entry against Omie.
You’re in control
- Payments go out only with your approval.
- You decide which customers Will chases on its own and which stay with you.
How to connect
- You connect Omie with your login, in a few clicks.
- Will reads accounts, orders, invoices and stock, and learns your company’s categories and customers.
- From then on, just ask: "Hey Will, how much is coming in this week?"
The teams that use it most
Frequently asked questions
Do I need to switch systems?
No. Will works in the Omie your company already uses, with the same categories and the same records. Keep every system you have. Will uses them all.
What does Will do in Omie?
Payables and receivables, boletos, orders, invoices and stock. In finance, it chases payments, marks them as paid and reconciles. See Will on the finance team.
Does Will reconcile Omie with the bank?
Yes. Statements from all your banks come in through Open Finance, and Will matches every entry. See bank reconciliation.
Is it safe?
Yes. Access to Omie is encrypted, your data is handled in line with the LGPD (Brazil’s data protection law) and Will uses only the permissions you give it. Every action gets a receipt. See Security and LGPD.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.