terapon

Your firm, fully automated
in a single system.

WhatsApp answered, invoices booked, taxes calculated, payroll closed, eSocial and SPED filed, trial balance ready — all automatic, the way you always wanted it.

Book a demoSee all eight modules
Firms that close the month on Terapon
MeridianGrupo VérticeSelviaBandeirantesNordeste ContábilÓrionCamargo & ReisPraça
The system

Eight modules on three levels. One data core.

Every module. Plus an agentic layer on top that tailors each workflow.

Tera-Atendimento

Your client gets it done on WhatsApp, under your name.

  • Issues invoices, checks the DAS tax slip, requests clearance certificates and gets payment slips — without talking to anyone.
  • The agent knows ten years of that company’s (CNPJ) history — it’s not a FAQ bot.
  • Speaks in the tone you set, with your firm’s name and signature.

7 out of 10 requests resolved without anyone on the team opening a laptop.

Tera talks──▶Client on WhatsApp
2026 · Accounting
Alfa Serviços Ltda
24 documents · versioned
Balancete 09/2026.pdf
v3 · 412 kB
EFD-Contribuições.txt
v2 · 96 kB
CND Federal.pdf
v1 · 84 kB
AS
Alfa Serviços Ltda
online
Morning! Is the September close done yet?
08:41
Balancete 09/2026.pdf
v3 · 412 kB · 08:43
EFD-Contribuições.txt
v2 · 96 kB · 08:43
CND Federal.pdf
v1 · 84 kB · 08:44
3 documents · 1 tap · no lost attachments

Tera-ERP

eSocialEFDECFEFD-ReinfFGTS Digital

The whole month calculated, booked and filed.

  • Tax: invoices booked, taxes calculated and payment slips issued for every client.
  • Payroll: pay runs, vacation, 13th-month pay and terminations with the right pay codes — eSocial and FGTS Digital in order.
  • Accounting: every event becomes a journal entry on the spot. EFD, ECF and the books come from the same base.

By the 5th, the month is closed.

Tera-ERPcollect · reconcile · calculate · file
Client WhatsApp
phone · 3 attachments
Firm e-mail
XML and PDF attached
Drives and desktop
2 accounts · unversioned
Inbound and outbound XML
1.896 NF-e · 09/2026
Bank statement
Open Finance · 4 accounts
IMG-2609.pdf
anexo-nf.xml
contrato_v2.pdf
NFe 3526…xml
OFX 09/2026
DAS 09/2026.pdf
Recibo SPED.txt
Tera-ERP
calculating 09/2026
Tax payment slip09/2026
DAS · Simples NacionalR$ 12.480,35
due 20/10/2026barcode generated
Receipt · ancillary filingSPED
EFD-Contribuiçõesfiled
receipt 3F8A·C21·9D4010/10/2026 08:12
5 sources · 1.896 documents · 412 entries reconciled · 2 filings this month

Tera-Torre

e-CACCNDSimples Nacional

You see the risk before your client gets the tax notice.

  • Clearance certificates (CND) for every client, renewed automatically each month.
  • The e-CAC mailbox read daily, for every client company (CNPJ).
  • Audit flags, tax debts, installment plans and blocks surfaced on the dashboard.

Your client hears it from you, not from the Receita Federal.

Tera-Torree-CAC · CND · Simples Nacional
e-CAC mailbox
312 CNPJs · daily
CND
federal · state
Simples Nacional
PGDAS · exclusion
Tera-Torre
scanning all clients
CNDs · all clientsrenewed this month
3084 expire in 15 days
Today’s signals09/10 · 06h00
AuditMeridian · IRPJ held for audittoday
DebtVértice · PIS/COFINS unpaidR$ 4.120,88
InstallmentÓrion · installment overdue7/60
BlockedAlfa Serviços · CND denied02/10
tax notice
CND expiring
PGDAS 09/26
CND renewed
debt detected
CND denied

Tera-Tasks

XTracking spreadsheet

No request dies in an employee’s WhatsApp.

  • Every request becomes a task with an owner, a deadline and a history.
  • What the agent resolved on its own lands already closed.
  • Queue, SLA and workload per person, on one screen.

You know who owes what, right now.

Tera-Tasksno request dies in an employee’s WhatsApp.
WhatsApp
12 today
E-mail
8 today
Tera agent
resolves on its own
Queue, SLA and workload per person, on one screen.
Tera-Tasks
sorting request
To do7
TaxSend DAS slip 09/2026
MASLA 4h
AccountingReconcile Itaú statement
RTSLA 8h
In progress4
PayrollOnboard 2 new hires
JSSLA 00:42
CorporateArticles amendment · 4th
MASLA 2d
Done9
SupportPayment slip copy sent
agent
00:11
SupportHow do I issue a service invoice?
agent
00:07
send this month’s slip
statement attached
how do I invoice?
task · tax
task · corporate
resolved by agent

Tera-Paralegal

Junta ComercialReceita FederalCity Hall

Track all 18+ steps of opening a company.

  • Articles, CNAE, Junta, registrations and business license on a fixed-step pipeline.
  • Automations that update the client at every completed step, with no one writing the message.
  • And that request the missing document the moment it stalls the pipeline.

Automate your firm’s onboarding.

Tera-Paralegalsigned articles in, CNPJ out.
Signed articles
3rd amendment · e-CPF
Partner documents
ID · CPF · address
Feasibility check
city hall · approved
Every agency has its own queue, deadline and owner — on one screen.
Tera-Paralegal
tracking filings
Filed6
Junta ComercialArticles registration · NIRE
MASLA 1d
Receita FederalCNPJ registration · DBE
RTSLA 3d
Needs action2
City HallRequest: address mismatch
JSSLA 00:42
Junta ComercialDigital signature pending
MASLA 1d
Done11
Receita FederalCNPJ 12.345.678/0001-90
issued
12/10/2026
Junta ComercialNIRE 3520.4871.902
registered
09/10/2026
contrato social.pdf
partner docs
feasibility approved
filing · junta
request answered
CNPJ issued

Tera-Captura

CT-eNFS-e23 states

The document arrives before you ask.

  • Inbound and outbound XML captured across 23 states, with no one downloading a thing.
  • Bank statements via Open Finance, reconciled at the source.
  • One subscription instead of the two or three the firm pays just to capture documents.

No more calling clients to chase invoices.

Tera-Capturacapture · reconciliation · tax calc
Inbound XML
1.284 NF-e · 09/2026
Outbound XML
612 NF-e · 09/2026
Bank statement
Open Finance · 4 accounts
NFe 35260912…xml
NFe 35260914…xml
NFe 35260921…xml
NFe 35260923…xml
OFX 09/2026 · 412 txns
OFX 09/2026 · 96 txns
Tax slip · DAS
R$ 12.480,35due 20/10/2026
Tera-Captura
computing
Slips issued · 09/2026
DARF · IRPJR$ 3.902,10
GPS · INSSR$ 1.117,44
1.896 documents captured · 412 entries reconciled · 0 typed by hand

Tera-Drive

X

Ten years of client records in one place.

  • Ledgers, invoices, contracts, tax slips and clearance certificates, versioned by period.
  • Search by CNPJ, period, type or document number.
  • Clients reach their own files through a portal under your brand.

Certificate found in 4 seconds.

Tera-Drive◀──WhatsApp · email · desktop · drives
Alfa Serviços Ltda2026 · client folder
Filed automatically4
NF-e 4.812 · inbound2026 › Tax
Trial balance 09/20262026 › Accounting
Payroll 09/20262026 › HR
Articles · 3rd amendment2026 › Corporate
Client WhatsApp
phone · 3 attachments
Firm e-mail
XML and PDF attached
Accountant’s desktop
Downloads · 41 files
Shared drives
2 accounts · unversioned
IMG-20260912.pdf
balancete-final(2).xlsx
folha_setembro.pdf
contrato_v_final.pdf
4 sources · 1 archive · name, folder and version set on arrival

Tera-Cofre

A1A3ICP-Brasil

Your client’s certificate, used without ever leaving your control.

  • Stored tokenized: staff can use it, never see it, never export it.
  • Every use logged — who, when, for which filing.
  • When a client leaves, their key leaves too.

No one on the team carries anyone’s key.

Tera-CofreNo one on the team carries anyone’s key.
MA
Marina A. · tax
no local key
RT
Rafael T. · payroll
no local key
Tera-Captura bot
automated lookup
JS
Jhonatas S. · corporate
no local key
sign EFD 09/26
sign eSocial
query NF-e
sign DCTFWeb
signed file
usage log
Tera-Cofre
312 A1 certificates · tokenized
export .pfx
blocked by policy
Authorized use
EFD-Contribuições 09/202608:12
Your client’s certificate, used without ever leaving your control.
Audit trail
Every use logged — who, when, for which filing.
08:12 · Marina A.EFD-Contrib.
08:19 · Rafael T.eSocial
08:24 · botNF-e 4.812
When a client leaves, their key leaves too.
Beta Comércio ME
revoked 12/10/2026
Stored tokenized: staff can use it, never see it, never export it.
Agentic layer · custom workflowsOn top of all eight, agents that learn your firm's rules and run each workflow your way — not ours.
Book a demo
Your client service

Your WhatsApp, your tone of voice, the full history.

The agent answers like someone who has been on your team for ten years. Because it knows ten years of that client's history and speaks the way your firm speaks.

Accountant standing by the office window, phone in hand, helping a client.
MCMeridian
What's my DAS this month?
R$ 892,41, due 20/10.
▣ guia-092026.pdf
Same tax bracket you asked us to review in Mar/2021.
22:47 · Saturday

Your tone

You decide how the firm speaks: more formal or more direct, the vocabulary your clients understand, and what never gets answered without a person signing off.

The full history

Every conversation, invoice, tax slip and request from that client over the past years, in the agent's memory. Nobody has to ask for the same thing twice.

Your channel

Your number, your photo, your signature. An app in the stores under your name and a client portal on your domain.

Your clients still talk to your firm.

The difference: now they get an answer in 40 seconds, at 10 p.m. on a Saturday.

Don't take our word for it.

São Paulo · 700 client companies

700 clients run by 3 people.

A client base that size usually fills an entire floor: tax, payroll, accounting, client service, corporate filings. At Selvia it takes three people — and none of them types invoices, logs into e-CAC or chases documents on WhatsApp.

What's left for them is what only people can do: decide the exceptions, look at what doesn't match and talk to whoever calls. The month arrives ready for review, not for data entry.

  • Booking invoices and reconciling statementsTera-Captura
  • Checking clearance certificates and tax standingTera-Torre
  • Chasing clients for documentsTera-Atendimento
  • Closing payroll, calculating taxes, building the trial balanceTera-ERP
People needed to run 700 companies
Conventional operation14people
Selvia with Terapon3people
233 clients per person — versus 50 at a firm that closes the month by hand.

“I once had eleven people for a smaller client base than this. Today it's three — and all three talk to clients instead of ticking checklists.”

The migration

12 days. That's all Terapon needs with your client base.

You don't stop. While the data migrates, the firm keeps closing the month on its current system.

Schedule my migration
Day 1

We read your client base, company by company. Out comes a map of everything pending in your system today.

Day 4

Data migrated into a parallel environment. Nobody on your team has switched screens yet.

Day 8

Mirror month: the same period runs on both systems and the numbers are compared line by line.

Day 12

Cutover. The old system stays available for lookups for 90 days.

And if a single number doesn't match on day 8, the cutover doesn't happen. It has never failed to match.

Pricing

You pay per client company. That's it.

The price depends on each company's profile: dormant, MEI, Simples, Presumido, Lucro Real, with or without payroll. Nothing else goes into the bill.

Not here

  • Setup fee
  • A cut of your fees
  • Per-module pricing
  • Per-city pricing
  • Per-invoice-volume pricing
  • Lock-in penalty

Included

  • All 8 modules
  • Client base migration
  • App and portal under your brand
  • Support from people who actually do accounting
  • Regulatory updates at no extra cost
  • 30-day exit with your data in an open format

You started a firm to own it. Not to do data entry.

38 firms already close the month this way. The next migration starts in November.

See both case studies →

See it running on your client base

A 30-minute conversation with your own operation on screen, not a slide deck.

Please enter your name.
Please enter your firm's name.
Please pick a state.
Please enter your city.
Please enter a number.
Please enter a phone number with area code.

No automatic price list: your number comes from reviewing your client base, in the conversation.

Thanks for your interest!We'll be in touch soon.
Questions

Before you ask

Talk to someone

The team stops typing and starts reviewing. At the firms that migrated, nobody was let go: people moved from data entry to client service and advisory, which is where fees go up.

Per client company, depending on each company's profile. No setup fee, no cut of your fees, no per-module pricing. Your firm's number comes from reviewing your client base during a demo.

Your firm. On your number, with your signature and in the tone you configured. The agent handles the routine and calls in someone from your team for everything else.

Parallel environment, mirror month and a line-by-line comparison before cutover. If a single number doesn't match, the cutover doesn't happen.

30 days' notice and you get all your data back in an open format. No penalty.

Yes. From MEI to Lucro Real, including ECD, ECF and profit calculation for distribution.

The month-end rules are yours, configured your way. The system runs your rules, not ours.

Firms with fewer than 75 client companies, and firms whose owner doesn't want to step out of day-to-day operations.

Book a demo