What is Chipax?
Chipax is a financial management platform designed to bring order and control to company finances. The tool automatically loads and organizes financial information by connecting to tax authorities, banks, and company software, providing invoices, bills, taxes, bank transactions, and payroll data without errors. It offers intelligent features like bank reconciliation with automatic rules and payment gateway integration, helping businesses streamline their financial operations.
The platform generates key financial reports including customizable income statements, cash flow projections, and overall company overviews. With dashboards displaying financial indicators and pending task summaries, Chipax enables businesses to maintain clarity and confidence in their financial management while saving time on daily financial tasks.
Features
- Automatic Data Loading: Connects to SII, banks, and company software to automatically load invoices, bills, taxes, bank transactions, and payroll
- Intelligent Bank Reconciliation: Suggests reconciliations intelligently with automatic rules for multiple matching criteria
- Financial Reporting: Generates customizable income statements, cash flow projections, and company overview dashboards
- Payment Gateway Integration: Supports reconciliation of payment gateways like Transbank, GetNet, and Mercado Pago
- Task Management: Provides summaries of pending financial tasks to help prioritize work
Use Cases
- Automating financial data collection from multiple sources
- Streamlining bank reconciliation processes
- Generating financial reports for business decision-making
- Managing accounts receivable and collections
- Projecting cash flow for financial planning
FAQs
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What types of financial data can Chipax automatically load?
Chipax can automatically load invoices, bills, taxes, bank transactions, payroll, and other financial data by connecting to SII (tax authorities), banks, and company software. -
Does Chipax support integration with payment gateways?
Yes, Chipax supports reconciliation of payment gateways including Transbank, GetNet, and Mercado Pago. -
What financial reports does Chipax generate?
Chipax generates customizable income statements, cash flow projections, company overviews, and dashboards with financial indicators. -
Is there a free plan available?
Yes, Chipax offers a free forever plan that includes SII integration, invoice payment marking, email collections, and expense reporting.
