TenkaTenka
Sign in

Tenka Help Center › Implementation guides

Implementation guide — Accounting firm

The step-by-step to bring a Accounting firm operation into Tenka (Brazil), built from the modules it uses: 282 steps, about 75 h 40 min of work.

8weeks
282steps
4gates
56min read
  1. 1Brazil
  2. 1Sells professional services
  3. 1Sells by contract or tender
  4. 1Settings module
  5. 2Finance module
  6. 3Sales module
  7. 4People module
  8. 4Requests & Support module
  9. 5Time & Capacity module
  10. 5Accounting module
  11. 6Tenkai module
  12. 7CRM module
  13. 8Profitability & Results module
  14. 8Accounting firm

Build your plan

Answer three questions and see the plan that fits your company, what it costs and the roadmap with only what is yours.

The parts of the roadmap that are yours

* Suggested prices, subject to confirmation with BMCode. Assisted onboarding and services are not included. See the price table ↗

1What Tenka does for this operation

Each module in the suggested package shows its status in the country. The vertical suggests the modules; the account plan is what unlocks the screens.

Already works in Tenka: Configurações, Financeiro, Comercial, Pessoas, Demandas & Suporte, Tempo & Capacidade, Contabilidade, Tenkai, CRM, Rentabilidade & Resultado

Week 1Brazil

Country: Brazil is Tenka's in-production country: invoicing, payroll and banking work through the country's adapters.

  1. Tenant settings
    account menu (your avatar, at the right end of the top bar)Tenant settings
    What to check: legal name, CNPJ, state and municipal registration and the tax regime — they appear on every invoice; logo, brand color and the company data (legal name, tax ID, address) — they appear on the documents; legal name, CNPJ and CRC of the firm · Who does it: Account administrator · Time: 35 min
  2. Outbound e-invoice (NF-e)
    DeliverSales and shippingOutbound e-invoice (NF-e)
    What to check: a test invoice in the test environment, with key, protocol and status; the outbound invoices of the orders, with key, protocol and status · Who does it: Finance, Sales · Time: 50 min
  3. Tax assessment
    ReceiveUp to date with the governmentTax assessment
    What to check: the month's tax assessment checked by the accountant before paying the payment slip; the month's taxes assessed · Who does it: Accountant · Time: 60 min
  4. eSocial
    Open in the systemSee the screen help
    ReceiveUp to date with the governmenteSocial
    What to check: the payroll events checked before sending; the month's events sent · Who does it: Accountant · Time: 60 min
  5. Connected accounts
    ReceiveMoney on the moveConnected accounts
    What to check: if the bank has Open Finance, the connected account: the statement and balance arrive on their own; if the bank has Open Finance, connect the account: the statement and balance start arriving on their own · Who does it: Finance · Time: 40 min

How to make up for the missing adapter

  • Service invoice in a city hall that the issuer does not cover yet: issue it on the city hall's portal and record the invoice number on the receivable — finance and margin do not depend on the issuer.
  • Bank without Open Finance: import the statement (OFX or CSV) in Bank reconciliation once a week.

Week 1Sells professional services

Operation format: Whoever sells people's hours: the hourly cost of each person and the logged hour turning into margin. Your industry's block and the modules' blocks bring the rest.

  1. Employees
    Registers and settingsPeopleEmployees
    What to check: each person with employment regime, salary or invoice and workload — it is the basis of the hourly cost · Who does it: HR · Time: 40 min
  2. Weekly hours grid
    DeliverHours and capacityWeekly hours grid
    What to check: each person's week logged by Friday; the manager approves the week's hours · Who does it: Team coordinator · Time: 25 min

Week 1Sells by contract or tender

Operation format: Whoever sells under long-term contracts or through public tenders: term, adjustment and billing by contract. Your industry's block and the modules' blocks bring the rest.

  1. Contracts
    ReceiveContracts and billingContracts
    What to check: each contract with term, index and adjustment date and the billing rule; each contract with value, expiry and adjustment date; accrual revenue: the annual contract recognized month by month, with the schedule · Who does it: Finance, Sales · Time: 45 min

Week 1Settings module

What this module does: Company, AI and integrations

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Users and access groups
    Registers and settingsPlatform and securityUsers and access groups
    What to check: one group per role, starting from the suggested groups (Finance, Sales, Operations, Purchasing and inventory, HR, Executive board); whoever works in two companies has a single login — and a group is valid per company: apply the group to both, or copy it from the group record (Copy to another company); accountant in charge, tax analyst, accounting analyst, payroll department · Who does it: Account administrator · Time: 20 min
  2. Access matrix
    Registers and settingsSettingsAccess matrix
    What to check: whoever operates sees the operation; cost and margin stay with whoever decides price · Who does it: Account administrator · Time: 15 min
  3. My preferences
    (user menu, at the top)
    What to check: language, theme and "Show values" for each person · Who does it: Account administrator · Time: 15 min
  4. Group units
    Registers and settingsFinanceGroup units
    What to check: optional: only if you want to group companies in reports (consolidated management income statement and cash flow); no operations screen depends on a unit, and whoever has one or two companies without consolidating skips this step · Who does it: Account administrator · Time: 15 min
  5. Integrations
    the search bar at the top: type "Integrations"
    What to check: connect your systems in one click: the integration recipe asks only for the credential · Who does it: Account administrator · Time: 15 min
  6. API keys
    Registers and settingsPlatform and securityAPI keys
    What to check: the key of each integrator; the SDK comes ready at /api/v1/sdk and the OpenAPI specification has a frozen version · Who does it: Account administrator · Time: 15 min
  7. Platform access
    Registers and settingsPlatform and securityPlatform access
    What to check: transparency · Who does it: Account administrator · Time: 15 min
  8. Approval limits
    Registers and settingsFinanceApproval limits
    What to check: approval flow by event and step · Who does it: Account administrator · Time: 15 min
  9. Environment / Sandbox
    Registers and settingsPlatform and securityEnvironment / Sandbox
    What to check: put the account in TEST mode to train the team and test processes without affecting production · Who does it: Account administrator · Time: 15 min
  10. Automations
    Registers and settingsPlatform and securityAutomations
    What to check: create automations without programming · Who does it: Account administrator · Time: 15 min
  11. WhatsApp channels
    Registers and settingsPlatform and securityWhatsApp channels
    What to check: the company's WhatsApp connection (official Cloud API or Evolution) · Who does it: Account administrator · Time: 15 min
  12. Approval delegations
    Registers and settingsFinanceApproval delegations
    What to check: temporarily transfer your approval authority to someone else (vacations, absences) · Who does it: Account administrator · Time: 15 min
  13. Approval events
    Registers and settingsPlatform and securityApproval events
    What to check: catalog of events that may require approval · Who does it: Account administrator · Time: 15 min
  14. Migrate from the previous system
    Registers and settingsGetting startedMigrate from the previous system
    What to check: bring from the garment maker what is in the previous system or in a spreadsheet, straight into Tenka · Who does it: Account administrator · Time: 15 min
  15. Connected apps
    Registers and settingsPlatform and securityConnected apps
    What to check: the external applications (Claude, ChatGPT, IDEs) authorized by OAuth to talk to your account through MCP. Here whoever… · Who does it: Account administrator · Time: 15 min
  16. Shareholding
    Registers and settingsFinanceShareholding
    What to check: how much of each company the group holds and by which method it enters the consolidation (full with minorities, or… · Who does it: Account administrator · Time: 15 min
  17. Access recertification
    Registers and settingsPlatform and securityAccess recertification
    What to check: the periodic review of who can do what · Who does it: Account administrator · Time: 15 min
  18. SSO / SAML
    Open in the systemSee the screen help
    Registers and settingsPlatform and securitySSO / SAML
    What to check: federated login by SAML: the customer uses its own identity provider (Azure AD/Entra, Okta, Google Workspace) to… · Who does it: Account administrator · Time: 15 min
  19. Operations rails
    Registers and settingsOperationsOperations rails
    What to check: the document RIDES on a rail, and the rail defines what the operation means and does · Who does it: Account administrator · Time: 15 min
  20. Storage usage
    Registers and settingsPlatform and securityStorage usage
    What to check: how much space the account's files take up · Who does it: Account administrator · Time: 15 min
  21. Tenkai on the website
    Registers and settingsPlatform and securityTenkai on the website
    What to check: the support chat that your website shows to visitors · Who does it: Account administrator · Time: 15 min
  22. Team journey
    Registers and settingsGetting startedTeam journey
    What to check: who else is in · Who does it: Account administrator · Time: 15 min
  23. Implementation journey
    Registers and settingsGetting startedImplementation journey
    What to check: guided implementation · Who does it: Account administrator · Time: 15 min
  24. Mirror month
    Registers and settingsGetting startedMirror month
    What to check: prove that Tenka reproduces the accountant's closing · Who does it: Account administrator · Time: 15 min
  25. Migrate from another system
    Registers and settingsGetting startedMigrate from another system
    What to check: bring customers, suppliers, items, chart of accounts and payables/receivables from Omie, Conta Azul, Bling, Nibo or a spreadsheet · Who does it: Account administrator · Time: 15 min
  26. Connector monitoring
    Registers and settingsIntegrationsConnector monitoring
    What to check: the health of the integration, hiding nothing · Who does it: Account administrator · Time: 15 min
  27. Connector reconciliation
    Registers and settingsIntegrationsConnector reconciliation
    What to check: one month at a time · Who does it: Account administrator · Time: 15 min
  28. Integration connector
    Registers and settingsIntegrationsIntegration connector
    What to check: connect Tenka to an ERP that remains the owner of the operation (e.g., Sankhya) and mirror the data here · Who does it: Account administrator · Time: 15 min
  29. Orders sent to the ERP
    Registers and settingsIntegrationsOrders sent to the ERP
    What to check: the queue of what goes from Tenka to the ERP: waiting, accepted with the ERP number, rejected with the ERP's reason, gave up · Who does it: Account administrator · Time: 15 min
  30. Assisted implementation
    Registers and settingsPlatform and securityAssisted implementation
    What to check: the follow-up of the system switch, end to end and on a single page · Who does it: Account administrator · Time: 15 min
  31. Tax setup assistant
    account menu (your avatar, at the right end of the top bar)Tax setup assistant
    What to check: state, tax regime, NFC-e security code (CSC) and A1 certificate, with the SEFAZ test at the end · Who does it: Account administrator · Time: 5 min
  32. WhatsApp usage
    Registers and settingsPlatform and securityWhatsApp usage
    What to check: the month's allowance by message type and, if needed, the credit package · Who does it: Account administrator · Time: 5 min

Week 2Finance module

What this module does: The operation of money: transactions, reconciliations, approvals, renegotiation, closing, accounts and financial registers.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Credit cards
    Registers and settingsFinanceCredit cards
    What to check: each card with its limit, closing day and due day · Who does it: Finance · Time: 20 min
  2. Bank accounts
    Registers and settingsFinanceBank accounts
    What to check: each account with the opening balance at the cutoff date · Who does it: Finance · Time: 20 min
  3. Financial categories
    Registers and settingsFinanceFinancial categories
    What to check: start with the defaults and separate the revenues and costs you want to see · Who does it: Finance · Time: 20 min
  4. Recurring entries
    ReceiveMoney on the moveRecurring entries
    What to check: what repeats: salary, rent, school, electricity. Each rule generates the entry by itself every month · Who does it: Finance · Time: 20 min
  5. Profit centers
    Registers and settingsFinanceProfit centers
    What to check: one per activity whose margin you want to see separately · Who does it: Finance · Time: 20 min
  6. Suppliers
    Registers and settingsFinanceSuppliers
    What to check: import the supplier list (name, tax ID, email); the partner who buys with their own card (1.103.0) is a supplier, with their tax ID and "Partner who gets reimbursed" checked · Who does it: Finance · Time: 20 min
  7. Categorization rules
    Registers and settingsFinanceCategorization rules
    What to check: "shell gas station" becomes Fuel, "hapvida" becomes Health: the imported entry already arrives in the right category · Who does it: Finance · Time: 20 min
  8. Card statements
    Registers and settingsFinanceCard statements
    What to check: the statements of each card by month: open (summing expenses) and closed (became a payable) · Who does it: Finance · Time: 20 min
  9. Annual household bills
    Registers and settingsFinanceAnnual household bills
    What to check: vehicle tax, property tax, insurance, school supplies: the year's amount becomes "set aside this much per month" in the budget · Who does it: Finance · Time: 20 min
  10. Exchange rates
    ReceiveMoney on the moveExchange rates
    What to check: the exchange contract for payment to the exporter · Who does it: Finance · Time: 20 min
  11. Household debts
    Registers and settingsFinanceHousehold debts
    What to check: financing, loans and revolving card credit, with balance, interest and the payoff plan · Who does it: Finance · Time: 20 min
  12. Investments
    Registers and settingsFinanceInvestments
    What to check: savings, CDB, Treasury, funds, stocks and pension, with the position of each investment · Who does it: Finance · Time: 20 min
  13. Card acquirer reconciliation
    ReceiveMoney on the moveCard acquirer reconciliation
    What to check: the card machine statement matched to each sale · Who does it: Finance · Time: 20 min
  14. Approvals
    ReceiveMoney on the moveApprovals
    What to check: who approves payment in each company · Who does it: Finance · Time: 20 min
  15. Net worth
    Registers and settingsFinanceNet worth
    What to check: accounts + investments + assets − statements and debts: the family's net worth on one screen · Who does it: Finance · Time: 20 min
  16. The household's future
    ReceiveFinanceThe household's future
    What to check: the estimate: saving X per month, when you reach Y, and how long the wealth lasts · Who does it: Finance · Time: 20 min
  17. Bank reconciliation
    ReceiveMoney on the moveBank reconciliation
    What to check: import the month's OFX, let it reconcile on its own and check what is left · Who does it: Finance · Time: 20 min
  18. Financial transactions
    ReceiveMoney on the moveFinancial transactions
    What to check: the receivables and payables that sales and purchases generated in the first cycle; the DDA (in the list's menu): the payment slips issued against the CNPJ arrive before the paper · Who does it: Finance · Time: 25 min
  19. Rental contracts
    Registers and settingsFinanceRental contracts
    What to check: each rented property: tenant, value, due date, term, adjustment index and guarantee · Who does it: Finance · Time: 20 min
  20. Financial alerts
    KnowThe cash deskFinancial alerts
    What to check: check proactive watch over the result · Who does it: Finance · Time: 10 min
  21. Center structure
    Registers and settingsFinanceCenter structure
    What to check: organize the profit centers into areas/groups with N levels · Who does it: Finance · Time: 15 min
  22. Treasury contracts
    KnowThe cash deskTreasury contracts
    What to check: check the company's loans, financing and investments · Who does it: Finance · Time: 10 min
  23. Monthly closing
    ReceiveMoney on the moveMonthly closing
    What to check: closes the period · Who does it: Finance · Time: 15 min
  24. Health Score
    Open in the systemSee the screen help
    KnowExploreHealth Score
    What to check: check 0–10 index of financial health (liquidity, margin, growth, concentration, default, runway) with calculation record of… · Who does it: Finance · Time: 10 min
  25. IFRS map — review categories
    KnowExploreIFRS map — review categories
    What to check: check review of the map linking each financial category to the IFRS balance sheet line: what was classified with certainty, what… · Who does it: Finance · Time: 10 min
  26. Category structure
    Registers and settingsFinanceCategory structure
    What to check: organize the categories into packages/groups with N levels · Who does it: Finance · Time: 15 min
  27. Renegotiations
    ReceiveMoney on the moveRenegotiations
    What to check: debt renegotiation agreements closed through the customer portal (self-service) or proposed by the collection agent · Who does it: Finance · Time: 15 min
  28. Partner balance
    ReceiveMoney on the movePartner balance
    What to check: the business partner's current account · Who does it: Finance · Time: 15 min
  29. Receivable and payable types
    Registers and settingsFinanceReceivable and payable types
    What to check: types of financial instrument · Who does it: Finance · Time: 15 min
  30. Retailer fines
    ReceiveMoney on the moveRetailer fines
    What to check: each retailer fine with the cause, the document and the receivable it was deducted from · Who does it: Finance · Time: 15 min

Week 3Sales module

What this module does: Customers, contracts (MRR), products and partners

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Product groups
    Registers and settingsSalesProduct groups
    What to check: the product families you want to see separately · Who does it: Sales · Time: 20 min
  2. Customers
    Registers and settingsSalesCustomers
    What to check: import the customer list (name, tax ID, email) · Who does it: Sales · Time: 20 min
  3. Products
    Registers and settingsSalesProducts
    What to check: what you sell, with the sales unit and the price · Who does it: Sales · Time: 20 min
  4. Price lists and promotions
    Registers and settingsSalesPrice lists and promotions
    What to check: the price of each channel and the promotions with their validity · Who does it: Sales · Time: 20 min
  5. Vouchers and benefits
    Registers and settingsSalesVouchers and benefits
    What to check: what the store owes customers: vouchers, gift cards and cashback · Who does it: Sales · Time: 20 min
  6. Payment terms
    DeliverSales and shippingPayment terms
    What to check: cash, 30/60/90 and the ones you use · Who does it: Sales · Time: 20 min
  7. Club tiers
    Registers and settingsSalesClub tiers
    What to check: the discount that applies automatically based on how much the customer bought · Who does it: Sales · Time: 20 min
  8. Picking TV
    DeliverField and operationsPicking TV
    What to check: the picking queue on a warehouse TV, updating on its own · Who does it: Sales · Time: 20 min
  9. Contracts cockpit
    ReceiveContracts and billingContracts cockpit
    What to check: no contract without an adjustment or without an expiry · Who does it: Sales · Time: 20 min
  10. Exchanges and store credit
    Registers and settingsSalesExchanges and store credit
    What to check: a test exchange: the piece returns to inventory and the value becomes store credit · Who does it: Sales · Time: 20 min
  11. POS — checkout counter
    Registers and settingsSalesPOS — checkout counter
    What to check: open the register, make a test sale, one cash withdrawal and close the register · Who does it: Sales · Time: 20 min
  12. Delivery manifest
    DeliverField and operationsDelivery manifest
    What to check: the day's route with each vehicle's deliveries · Who does it: Sales · Time: 20 min
  13. Textile chain map
    DeliverSales and shippingTextile chain map
    What to check: the map of who sells to whom in the group and outside it; in the Monthly close in kilos section, each company with the right link, the unexplained difference in kg and % of each link checked with management, and the month closed (the month stock locks; reopening only by whoever administers, with a reason) · Who does it: Sales · Time: 20 min
  14. Sales order
    DeliverSales and shippingSales order
    What to check: a test order, from quote to shipping · Who does it: Sales · Time: 20 min
  15. Sales representatives
    Registers and settingsSalesSales representatives
    What to check: each representative with the region and the commission · Who does it: Sales · Time: 20 min
  16. Shipping center
    DeliverField and operationsShipping center
    What to check: the single queue of everything that has to go out: marketplace, carrier, pickup or own delivery · Who does it: Sales · Time: 20 min
  17. Own fleet
    DeliverField and operationsOwn fleet
    What to check: delivery with your own vehicle: capacity, driver and maintenance · Who does it: Sales · Time: 20 min
  18. Consignment and trial sales
    DeliverSales and shippingConsignment and trial sales
    What to check: the piece that goes out on consignment and what comes back · Who does it: Sales · Time: 20 min
  19. Online sales channels
    Registers and settingsSalesOnline sales channels
    What to check: the online store and the marketplaces connected to Tenka; Shopee, Shein and TikTok Shop with each one's seller account and "issue NF-e" on · Who does it: Sales · Time: 15 min
  20. Contract templates
    Registers and settingsSalesContract templates
    What to check: library of contract models/templates with tokens, used to generate the draft · Who does it: Sales · Time: 15 min
  21. Document templates
    Registers and settingsSalesDocument templates
    What to check: proposal, contract, receipt and report written by the company itself in the rich editor, with {{key}} variables that come… · Who does it: Sales · Time: 15 min
  22. Team targets and commissions
    Registers and settingsSalesTeam targets and commissions
    What to check: salespeople and representatives side by side · Who does it: Sales · Time: 15 min
  23. Business partners
    Registers and settingsSalesBusiness partners
    What to check: units, resellers, consultancies and sales channels · Who does it: Sales · Time: 15 min
  24. Commission rules
    Registers and settingsSalesCommission rules
    What to check: the commission of each salesperson and representative · Who does it: Sales · Time: 15 min
  25. Sales return
    DeliverSales and shippingSales return
    What to check: the return of products sold · Who does it: Sales · Time: 15 min
  26. Shipping
    DeliverSales and shippingShipping
    What to check: picking, checking (expected × picked) and shipping of sales orders · Who does it: Sales · Time: 15 min
  27. My stores
    Registers and settingsSalesMy stores
    What to check: the group's stores side by side, live, with the monthly target per store and per salesperson and TV mode · Who does it: Sales · Time: 5 min
  28. Phone register
    Registers and settingsSalesPhone register
    What to check: the stall's phone authorized, the Stone or PagBank card machine and the Bluetooth printer; a test sale without internet · Who does it: Sales · Time: 5 min
  29. Excursions
    Registers and settingsSalesExcursions
    What to check: the resellers' bus: agency, guide, seats, labeled packages and the guide's commission · Who does it: Sales · Time: 5 min
  30. Shipments
    DeliverSales and shippingShipments
    What to check: the sale that goes by carrier or through the bus ticket office, with tracking and progress on WhatsApp · Who does it: Sales · Time: 5 min
  31. Orders at the stores
    Registers and settingsSalesOrders at the stores
    What to check: the stores that sell online and a website order picked at the nearest store or collected there · Who does it: Sales · Time: 5 min
  32. Online shop and live
    Registers and settingsSalesOnline shop and live
    What to check: the retail shop with Pix and card, shipping by table, the live stream with reservation, the model photo and the listing per channel; the store link is shown once, when the store is created: copy it right away (lost it? generate a new one and replace it on Instagram and in the Meta and Google catalogues) · Who does it: Sales · Time: 5 min
  33. What to mark down
    Registers and settingsSalesWhat to mark down
    What to check: the minimum margin, the discount ladder and the first markdown with the result measured · Who does it: Sales · Time: 5 min
  34. Till sales
    Registers and settingsSalesTill sales
    What to check: each store's till and phone sales, to check where the Today and My stores numbers came from: the total at the bottom is the sum · Who does it: Sales · Time: 5 min
  35. License royalties
    ReceiveContracts and billingLicense royalties
    What to check: the license agreement with the royalty (percentage or per piece), the guaranteed minimum and the licensed pieces · Who does it: Sales · Time: 15 min
  36. EDI with the retailer
    Registers and settingsSalesEDI with the retailer
    What to check: if you sell to large retail through the VAN (Neogrid): the credential in the connectors hub (EDI VAN), the channel with the GLNs, the GTIN mapping; the rehearsal order comes in through the simulated VAN; the real VAN needs the server key fingerprint confirmed by the provider · Who does it: Sales · Time: 30 min

Week 4People module

What this module does: Employees, job positions and hourly cost

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Job positions
    Registers and settingsPeopleJob positions
    What to check: the company's job positions, from partner to intern · Who does it: HR · Time: 20 min
  2. Employee cost
    ImprovePayroll and compensationEmployee cost
    What to check: the hourly cost with charges. Send the charge percentages to the accountant to check — it is the number the entire margin rests on · Who does it: HR · Time: 20 min
  3. Roles and costs
    Registers and settingsOperationsRoles and costs
    What to check: the cost and price per hour of each role — it is what the project feasibility uses in the Projects Studio · Who does it: HR · Time: 20 min
  4. Payroll / Period
    ImprovePayroll and compensationPayroll / Period
    What to check: the month's payroll for the customers the firm processes · Who does it: HR · Time: 20 min
  5. Reading trails
    ImprovePeople and developmentReading trails
    What to check: the customer's academy: trail with quiz and certificate; whoever takes the quiz joins the trail on their own · Who does it: HR · Time: 20 min
  6. Hiring
    ImprovePeople and developmentHiring
    What to check: check employee onboarding · Who does it: HR · Time: 10 min
  7. 9-box and calibration
    ImprovePeople and development9-box and calibration
    What to check: check the matrix that crosses performance (a fact of the period) with potential (a bet on a larger scope) and the calibration session… · Who does it: HR · Time: 10 min
  8. Peer review
    ImprovePeople and developmentPeer review
    What to check: check where the peer answers · Who does it: HR · Time: 10 min
  9. Performance review
    ImprovePeople and developmentPerformance review
    What to check: check the review cycle end to end · Who does it: HR · Time: 10 min
  10. Review cycles
    Registers and settingsPeopleReview cycles
    What to check: the period assessed, the scoring scale and the weight between competencies (how it was delivered) and goals (how much was delivered) · Who does it: HR · Time: 15 min
  11. Assessed competencies
    Registers and settingsPeopleAssessed competencies
    What to check: the cycle's ruler, written before the first score · Who does it: HR · Time: 15 min
  12. Terminations
    ImprovePeople and developmentTerminations
    What to check: check employee exit settlement · Who does it: HR · Time: 10 min
  13. Loans
    ImprovePayroll and compensationLoans
    What to check: check the employee's loans and advances paid in installments · Who does it: HR · Time: 10 min
  14. Feedback
    Open in the systemSee the screen help
    ImprovePeople and developmentFeedback
    What to check: check records in under half a minute a feedback in the situation, behavior and impact format · Who does it: HR · Time: 10 min
  15. Vacations
    ImprovePayroll and compensationVacations
    What to check: check vacation request and follow-up (leave taken, selling days/allowance and 13th-salary advance) · Who does it: HR · Time: 10 min
  16. Payroll events
    Registers and settingsPeoplePayroll events
    What to check: catalog of payroll events (base salary, overtime, INSS, FGTS, commission, loan, college scholarship…) · Who does it: HR · Time: 15 min
  17. Payroll (salary movements)
    ImprovePayroll and compensationPayroll (salary movements)
    What to check: check salary/working-hours validity periods by employee · Who does it: HR · Time: 10 min
  18. Onboarding
    ImprovePeople and developmentOnboarding
    What to check: check entry and exit checklists that become tasks with a date and an owner for each person · Who does it: HR · Time: 10 min
  19. Org chart
    ImprovePeople and developmentOrg chart
    What to check: check organizational structure by direct manager · Who does it: HR · Time: 10 min
  20. Roles and autonomy
    ImprovePeople and developmentRoles and autonomy
    What to check: check declares the company's roles (purpose, responsibilities and expectations) and, beside each one, what the person can… · Who does it: HR · Time: 10 min
  21. IDP — individual development
    ImprovePeople and developmentIDP — individual development
    What to check: check each person's development plan · Who does it: HR · Time: 10 min
  22. Leadership pipeline
    ImprovePeople and developmentLeadership pipeline
    What to check: check declares which leadership step each manager is on (managing oneself, managing others, managing managers, managing a function, managing… · Who does it: HR · Time: 10 min
  23. Time clock and workday
    ImprovePayroll and compensationTime clock and workday
    What to check: check daily time record per employee (clock-in and clock-out entries, with two shifts) and monthly hours calculation · Who does it: HR · Time: 10 min
  24. 1:1 preparation
    ImprovePeople and development1:1 preparation
    What to check: check the sheet the leader opens before the conversation · Who does it: HR · Time: 10 min
  25. Labor provisions
    ImprovePayroll and compensationLabor provisions
    What to check: check monthly provision of the vacation and 13th-salary liability · Who does it: HR · Time: 10 min
  26. Team radar
    ImprovePeople and developmentTeam radar
    What to check: check two anonymous readings of the same team · Who does it: HR · Time: 10 min
  27. Recruiting
    ImprovePeople and developmentRecruiting
    What to check: check from the job opening to the first day · Who does it: HR · Time: 10 min
  28. Charges by regime
    Registers and settingsPeopleCharges by regime
    What to check: standard charge templates by regime × employment type (they feed the hourly cost with charges) · Who does it: HR · Time: 15 min
  29. Culture rituals
    ImprovePeople and developmentCulture rituals
    What to check: check defines the recurring meetings that keep alignment alive (with rhythm, audience, agenda anchored in the values… · Who does it: HR · Time: 10 min
  30. Structure simulator
    KnowSimulate before you decideStructure simulator
    What to check: check builds organization scenarios (teams by customer, product, function or mission) and answers with numbers · Who does it: HR · Time: 10 min
  31. Legal tables (INSS/IRRF)
    ImprovePayroll and compensationLegal tables (INSS/IRRF)
    What to check: check legal tables versioned by validity period (INSS, IRRF, family allowance, ceiling and minimum wage) that feed the calculation of the… · Who does it: HR · Time: 10 min
  32. Corporate data
    Registers and settingsPeopleCorporate data
    What to check: legal nature, share capital and incorporation date of the company (one record per company) · Who does it: HR · Time: 15 min
  33. Profit distribution
    ImprovePayroll and compensationProfit distribution
    What to check: check profit sharing by the partners' current ownership · Who does it: HR · Time: 10 min
  34. Partners
    Registers and settingsPeoplePartners
    What to check: partner structure · Who does it: HR · Time: 15 min
  35. Collective agreements
    ImprovePayroll and compensationCollective agreements
    What to check: the union agreement with the wage floor and the term, to check who is paid by the piece · Who does it: HR · Time: 15 min

Week 4Requests & Support module

What this module does: Tickets, kanban, SLA, workflows, templates and automations

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Request statuses
    Registers and settingsOperationsRequest statuses
    What to check: the statuses a ticket goes through, from open to closed · Who does it: Support coordinator · Time: 20 min
  2. Status classification
    Registers and settingsOperationsStatus classification
    What to check: the flow phases that group the statuses and become the Kanban sections; the five system ones come ready, create only your own · Who does it: Support coordinator · Time: 10 min
  3. Request types
    Registers and settingsOperationsRequest types
    What to check: start with the defaults: incident, improvement, question; say which ones deduct from the hour bank · Who does it: Support coordinator · Time: 20 min
  4. Tickets
    DeliverThe day's workTickets
    What to check: open a test ticket and follow it until it closes; the SLA deadline runs on the line · Who does it: Support coordinator · Time: 20 min
  5. SLA policies
    Registers and settingsOperationsSLA policies
    What to check: the response and resolution deadline that each contract promises · Who does it: Support coordinator · Time: 20 min
  6. Sustaining (PSA)
    DeliverThe day's workSustaining (PSA)
    What to check: the assessment of each contract: the month's hour allowance against what the team consumed on requests — what goes over becomes overage · Who does it: Support coordinator · Time: 20 min
  7. Requests kanban
    DeliverThe day's workRequests kanban
    What to check: the team's queue on the board, by status · Who does it: Support coordinator · Time: 20 min
  8. Requests
    DeliverThe day's workRequests
    What to check: open a test one and follow it until it closes · Who does it: Support coordinator · Time: 20 min
  9. Team capacity
    DeliverHours and capacityTeam capacity
    What to check: the team's future utilization, week by week: working hours × projects and requests, with over-allocation flagged · Who does it: Support coordinator · Time: 20 min
  10. Service order
    DeliverField and operationsService order
    What to check: open a test service order, with the technician and the date · Who does it: Support coordinator · Time: 20 min
  11. Deliveries by region
    DeliverField and operationsDeliveries by region
    What to check: the day's deliveries by region: completed, failed and pending · Who does it: Support coordinator · Time: 20 min
  12. Flow metrics
    DeliverThe day's workFlow metrics
    What to check: the team's cycle time and throughput — where the ticket waits · Who does it: Support coordinator · Time: 20 min
  13. Global agenda
    DeliverHours and capacityGlobal agenda
    What to check: a single calendar, with layers you turn on and off · Who does it: Support coordinator · Time: 15 min
  14. Support
    DeliverThe day's workSupport
    What to check: answer customers' conversations (portal) · Who does it: Support coordinator · Time: 15 min
  15. Field measurement
    DeliverField and operationsField measurement
    What to check: recurring field services · Who does it: Support coordinator · Time: 15 min
  16. Team ceremonies
    DeliverThe day's workTeam ceremonies
    What to check: planning, daily, review and retrospective with timebox and factory agenda · Who does it: Support coordinator · Time: 15 min
  17. Received emails
    DeliverThe day's workReceived emails
    What to check: everything that came in through the support inbox and what happened to each message · Who does it: Support coordinator · Time: 15 min
  18. Knowledge base
    DeliverThe day's workKnowledge base
    What to check: the articles that answer "how do I do X?" before it becomes a ticket · Who does it: Support coordinator · Time: 15 min
  19. Daily service order map
    DeliverField and operationsDaily service order map
    What to check: the map of technicians and service orders of the day with proximity-based routing · Who does it: Support coordinator · Time: 15 min
  20. Meeting notes with Tenkai
    DeliverThe day's workMeeting notes with Tenkai
    What to check: paste (or upload) what was said in the meeting and receive an executive summary with the DECISIONS and the ACTIONS · Who does it: Support coordinator · Time: 15 min
  21. Squad room
    DeliverThe day's workSquad room
    What to check: the single view of a team · Who does it: Support coordinator · Time: 15 min
  22. Requests dashboard
    DeliverThe day's workRequests dashboard
    What to check: graphical view of requests · Who does it: Support coordinator · Time: 15 min
  23. Request automations
    Registers and settingsOperationsRequest automations
    What to check: rules that act on their own on requests · Who does it: Support coordinator · Time: 15 min
  24. Request templates
    Registers and settingsOperationsRequest templates
    What to check: request templates · Who does it: Support coordinator · Time: 15 min
  25. Request workflows
    Registers and settingsOperationsRequest workflows
    What to check: configuration of the request flows · Who does it: Support coordinator · Time: 15 min

Week 5Time & Capacity module

What this module does: Time logging, calendar, teams, resources and calendar

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Team calendar
    DeliverHours and capacityTeam calendar
    What to check: each technician's week, with the route's visits · Who does it: Team coordinator · Time: 15 min
  2. Log hours
    DeliverHours and capacityLog hours
    What to check: the consultant logs time on the project, with the billing classification · Who does it: Team coordinator · Time: 15 min
  3. Teams
    Registers and settingsOperationsTeams
    What to check: registration of teams and owners · Who does it: Team coordinator · Time: 15 min
  4. Resources
    DeliverHours and capacityResources
    What to check: resource management and cross-project allocation · Who does it: Team coordinator · Time: 15 min
  5. Calendars
    Registers and settingsOperationsCalendars
    What to check: calendars, holidays and business-day rules · Who does it: Team coordinator · Time: 15 min
  6. Kudos wall
    ImprovePeople and developmentKudos wall
    What to check: check recognition between colleagues tied to the company's values · Who does it: Team coordinator · Time: 10 min
  7. My profit sharing
    ImprovePeople and developmentMy profit sharing
    What to check: check the employee's view of their Profit and Results Sharing · Who does it: Team coordinator · Time: 10 min
  8. Profit sharing
    ImprovePeople and developmentProfit sharing
    What to check: check Profit and Results Sharing · Who does it: Team coordinator · Time: 10 min
  9. Climate & Pulse
    ImprovePeople and developmentClimate & Pulse
    What to check: check anonymous climate and eNPS surveys · Who does it: Team coordinator · Time: 10 min
  10. Stakeholders (SPICE)
    Open in the systemSee the screen help
    ImprovePeople and developmentStakeholders (SPICE)
    What to check: check how the company is doing with Society, Partners, Investors, Customers and Employees · Who does it: Team coordinator · Time: 10 min
  11. Company wiki
    ImprovePeople and developmentCompany wiki
    What to check: check the company's own SOPs, processes and knowledge · Who does it: Team coordinator · Time: 10 min

Week 5Accounting module

What this module does: Accounting classification of categories, chart of accounts, income statement and balance sheet.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Accountant Partner Hub
    ReceiveUp to date with the governmentAccountant Partner Hub
    What to check: the companies the firm serves, in a single dashboard · Who does it: Accountant · Time: 30 min
  2. Accountant Portal
    ReceiveUp to date with the governmentAccountant Portal
    What to check: the inbox of pending items for the accountant to validate each tax assessment before payment · Who does it: Accountant · Time: 30 min
  3. Chart of accounts
    Registers and settingsTax and accountingChart of accounts
    What to check: the firm's standard chart of accounts, or the customer's · Who does it: Accountant · Time: 30 min
  4. Accounting classification
    Registers and settingsTax and accountingAccounting classification
    What to check: which ledger account each financial category belongs to — it is what makes the entry arrive classified · Who does it: Accountant · Time: 30 min
  5. Post entries
    ReceiveAccounting entriesPost entries
    What to check: the month's accounting entries are born from the financial facts; running again does not duplicate · Who does it: Accountant · Time: 35 min
  6. Trial balance
    ReceiveAccounting entriesTrial balance
    What to check: the month's trial balance closes with the statement · Who does it: Accountant · Time: 30 min
  7. General ledger
    ReceiveAccounting entriesGeneral ledger
    What to check: the detail of each account for checking · Who does it: Accountant · Time: 30 min
  8. Accounting income statement
    ReceiveAccounting entriesAccounting income statement
    What to check: the month's result for each customer · Who does it: Accountant · Time: 30 min
  9. Accountant kit
    ReceiveUp to date with the governmentAccountant kit
    What to check: the period's documents ready to deliver: Trial balance, Journal, General ledger, Accounting income statement and Balance sheet · Who does it: Accountant · Time: 30 min
  10. Export entries to the accountant
    ReceiveUp to date with the governmentExport entries to the accountant
    What to check: if the firm uses another accounting system: the entries in the format it imports (Domínio, Alterdata or Questor) · Who does it: Accountant · Time: 30 min
  11. Tax obligations
    Registers and settingsTax and accountingTax obligations
    What to check: each customer's obligations with the month's deadline · Who does it: Accountant · Time: 30 min
  12. Digital books (SPED)
    ReceiveUp to date with the governmentDigital books (SPED)
    What to check: the SPED files generated and checked · Who does it: Accountant · Time: 30 min
  13. Accountant cockpit
    ReceiveUp to date with the governmentAccountant cockpit
    What to check: the assessed obligations waiting for validation; the accountant's inbox: assessed obligations waiting for validation and pending eSocial and EFD-Reinf events; continuous closing: the month's checklist moving every day, not just on the 5th · Who does it: Accountant · Time: 35 min
  14. Tax reform — IBS/CBS simulator
    ReceiveUp to date with the governmentTax reform — IBS/CBS simulator
    What to check: each customer's compliance traffic lights and the impact by NCM, customer and supplier · Who does it: Accountant · Time: 30 min
  15. Balance sheet
    ReceiveAccounting entriesBalance sheet
    What to check: the snapshot of the assets · Who does it: Accountant · Time: 15 min
  16. Block K
    ReceiveUp to date with the governmentBlock K
    What to check: the check of the month's Block K before generating · Who does it: Accountant · Time: 15 min
  17. Sankhya connector
    ReceiveUp to date with the governmentSankhya connector
    What to check: imports and syncs records from an external ERP (v0 = CSV file exported from Sankhya) · Who does it: Accountant · Time: 15 min
  18. Journal
    ReceiveAccounting entriesJournal
    What to check: accounting entries in chronological order (Journal book) · Who does it: Accountant · Time: 15 min
  19. Value added (DVA)
    KnowWhat is left overValue added (DVA)
    What to check: check the management Value Added statement · Who does it: Accountant · Time: 10 min
  20. Value creation (EVA)
    KnowWhat is left overValue creation (EVA)
    What to check: check EVA / Value-Based Management · Who does it: Accountant · Time: 10 min
  21. Fixed assets
    ReceiveAccounting entriesFixed assets
    What to check: fixed assets and depreciation · Who does it: Accountant · Time: 15 min
  22. Tax reform (IBS/CBS)
    ReceiveUp to date with the governmentTax reform (IBS/CBS)
    What to check: the ruler of the tax reform transition (LC 214/2025) · Who does it: Accountant · Time: 15 min
  23. Tax regime simulator
    KnowSimulate before you decideTax regime simulator
    What to check: check compare Simples × Presumido × Lucro Real side by side with your real numbers (revenue, RBT12, payroll) · Who does it: Accountant · Time: 10 min
  24. Local electronic invoicing
    ReceiveUp to date with the governmentLocal electronic invoicing
    What to check: issues, lists and checks the status of electronic tax documents of the account's country (CFDI in Mexico) · Who does it: Accountant · Time: 15 min

Week 6Tenkai module

What this module does: Your company's assistant and its governance: what it knows, where it speaks, what it can decide on its own — and the trail of everything it answered.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

Who it is for: whoever wants to put the Tenka agents to work — the Reconciler, the Buyer, assisted closing, receipt forecast, scheduled questions — with rules written by the company and control over how much each agent can do on its own.

What you have at the end: Tenkai knowing how your company talks, the policies applying to every decision, each agent at the autonomy level you chose and the accountability of each: what it saw, what it decided and how much it saved.

Rhythm: 3 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

Company contextPoliciesAutonomyAgents at workInboxTransparency
  1. Data Tenkai cannot see
    Registers and settingsPlatform and securityData Tenkai cannot see
    What to check: the fields that never go to the AI (Tenkai still knows they exist, so it can say it cannot read them) · Who does it: Account administrator · Time: 15 min
  2. Tenkai channels
    Registers and settingsPlatform and securityTenkai channels
    What to check: what Tenkai can do outside the platform: WhatsApp, email, external agent · Who does it: Account administrator · Time: 15 min
  3. Company policies
    ImproveDigital employeesCompany policies
    What to check: the rules in plain language: "up to 5% discount the salesperson decides; above that it goes to the manager" · Who does it: Account administrator · Time: 15 min
  4. Digital employees
    ImproveDigital employeesDigital employees
    What to check: the showcase: choose the first agent — almost always the Reconciler · Who does it: Account administrator · Time: 15 min
  5. Agent autonomy
    ImproveDigital employeesAgent autonomy
    What to check: each step in SUGGEST (only writes), REVIEW (prepares and you confirm) or EXECUTE — start at SUGGEST · Who does it: Account administrator · Time: 15 min
  6. Digital Reconciler
    ImproveDigital employeesDigital Reconciler
    What to check: import the statement and see the matches the agent proposes · Who does it: Account administrator · Time: 15 min
  7. Agents inbox
    ImproveDigital employeesAgents inbox
    What to check: everything the agents expect from you, in one place · Who does it: Account administrator · Time: 15 min
  8. Tenkai context
    Registers and settingsPlatform and securityTenkai context
    What to check: what Tenkai needs to know about the company, written once; the house glossary: what the acronyms mean, what you call the customer, the product, the department · Who does it: Account administrator · Time: 15 min
  9. Scheduled questions
    ImproveDigital employeesScheduled questions
    What to check: the question that becomes a report: "send me the cash every Monday at 8am" · Who does it: Account administrator · Time: 15 min
  10. Tenkai decision trail
    ImproveDigital employeesTenkai decision trail
    What to check: decision by decision: what the agent saw, what it decided and why · Who does it: Account administrator · Time: 15 min
  11. Digital employees office
    ImproveDigital employeesDigital employees office
    What to check: all agents side by side: status, runs in the month, how much they saved and how much they cost · Who does it: Account administrator · Time: 15 min
  12. Assisted closing
    ImproveDigital employeesAssisted closing
    What to check: the month-end closing checklist generated and measured in the database · Who does it: Account administrator · Time: 15 min
  13. Tenkai Transparency Center
    ImproveDigital employeesTenkai Transparency Center
    What to check: each agent's scoreboard: what it earned, what it cost, what it got wrong; the confidence of each answer and the policy for when the agent hands over to a person · Who does it: Account administrator · Time: 15 min
  14. Receipt forecast
    ImproveDigital employeesReceipt forecast
    What to check: on which day each invoice should come in and the chance of delay · Who does it: Account administrator · Time: 15 min
  15. Tenka Council
    ImproveDigital employeesTenka Council
    What to check: the decision ritual with the agenda ready (business health, goals traffic light, month's result) and the minutes · Who does it: Account administrator · Time: 15 min
  16. Tour 360
    Open in the systemSee the screen help
    ImproveDigital employeesTour 360
    What to check: the guided tour tailored to your industry: garment manufacturing, textile chain, software house or services · Who does it: Account administrator · Time: 15 min
  17. Daily queue
    ImproveDigital employeesDaily queue
    What to check: what needs attention today, in a single list: what is due, what is stuck and what is waiting for you; each person's list for the day: what is due, what is stuck and what an agent left for you to decide · Who does it: Account administrator · Time: 15 min
  18. Tenka showcase
    ImproveDigital employeesTenka showcase
    What to check: what else Tenka does for your industry, what is already in your plan and what requires a module · Who does it: Account administrator · Time: 15 min
  19. Sharing with the partner
    Registers and settingsPlatform and securitySharing with the partner
    What to check: what your account shares with the partner whose benefits program brought it here · Who does it: Account administrator · Time: 15 min
  20. Knowledge by screen
    ImprovePlatform and securityKnowledge by screen
    What to check: check what the AI should know about each screen IN your company · Who does it: Account administrator · Time: 10 min
  21. MCP Server
    Open in the systemSee the screen help
    Registers and settingsPlatform and securityMCP Server
    What to check: connect an AI agent (your company's Claude/ChatGPT) to the tenant's governed context · Who does it: Account administrator · Time: 15 min
  22. AI usage
    Registers and settingsPlatform and securityAI usage
    What to check: Tenkai usage and cost per month · Who does it: Account administrator · Time: 15 min
  23. Tenkai learning
    ImproveDigital employeesTenkai learning
    What to check: check what Tenkai usage taught, turned into a SUGGESTION for you to approve with one click · Who does it: Account administrator · Time: 10 min
  24. Bring in what you already have
    ImproveDigital employeesBring in what you already have
    What to check: check uploads the XMLs of the invoices the company has already received and turns what is inside them into registration proposals · Who does it: Account administrator · Time: 10 min
  25. Digital Buyer
    ImproveDigital employeesDigital Buyer
    What to check: check the digital employee that replenishes inventory before it runs out · Who does it: Account administrator · Time: 10 min
  26. Create an agent by chatting
    ImproveDigital employeesCreate an agent by chatting
    What to check: check the customer writes in plain language what they want · Who does it: Account administrator · Time: 10 min
  27. Board table
    ImproveDigital employeesBoard table
    What to check: check bring a strategic question to the table · Who does it: Account administrator · Time: 10 min
  28. Tenkai action plans
    ImproveDigital employeesTenkai action plans
    What to check: check ask in one sentence ("collect the 12 overdue ones") and see THE PLAN before anything goes out · Who does it: Account administrator · Time: 10 min
  29. Tenkai watch
    ImproveDigital employeesTenkai watch
    What to check: check what Tenkai found on its own and nobody has resolved yet · Who does it: Account administrator · Time: 10 min

How the menu is organized (read before you start) (Tenkai module)

The agents live in Improve ▸ Digital employees. What they know and what they can never see is in Registers and settings ▸ Platform and security.

Where What lives there
Improve ▸ Digital employees Digital employees (the showcase), Agent autonomy, Company policies, Agents inbox, Digital employees office, Tenkai Transparency Center, Tenkai decision trail
Registers and settings ▸ Platform and security Tenkai context, Data Tenkai cannot see, Tenkai channels
The agents work on the data that is already in Tenka. Start with them after finance (and, for the Buyer, inventory) has been running in the system for at least a month.

Where agents usually go wrong

  • Starting at EXECUTE. Without a month at SUGGEST, nobody knows whether the agent gets it right. Raise autonomy step by step.
  • Policy only in the owner's head. The agent follows the written policy; what is not written it cannot guess.
  • Empty context. Without the house glossary, Tenkai does not understand what "MP" or "OC" mean in your company.

Questions Tenkai answers after the implementation

  • "What are the agents waiting on from me today?"
  • "How much did the Reconciler save this month?"
  • "Why did the agent suggest this purchase?"

The gates and the routine (Tenkai module)

Week 1 — what Tenkai knows and what it never sees

Week 1 gate: the glossary written, the sensitive data protected and the first three policies published.

Week 2 — the agents, one at a time

Week 2 gate: the first agent working at SUGGEST for a week, with the inbox cleared every day.

Week 3 — trust and accountability

The routine (10 minutes a day): Agents inbox. Once a month: Transparency Center — and raise to REVIEW or EXECUTE only the step that got the whole month right. ✅ Go-live gate: at least two agents working, each step at the autonomy level the company chose, and the Transparency Center showing what each one saved.

Week 7CRM module

What this module does: Pre-sales: leads, configurable funnel, opportunities (kanban) and conversion to customer/contract.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Opportunities
    SellThe funnelOpportunities
    What to check: the open deals, with value and stage · Who does it: Sales · Time: 20 min
  2. Proposals
    SellThe funnelProposals
    What to check: build a proposal with scope, hours per role and price · Who does it: Sales · Time: 20 min
  3. Push campaigns
    SellMarketing and growthPush campaigns
    What to check: short message to the portal customers · Who does it: Sales · Time: 15 min
  4. Email campaigns
    SellMarketing and growthEmail campaigns
    What to check: email communication to your own base (customers, leads or a segment), with a duplicate-free list, link to… · Who does it: Sales · Time: 15 min
  5. Customer map by region
    SellMarket intelligenceCustomer map by region
    What to check: where your customers are and where revenue comes from, on the map of Brazil by state · Who does it: Sales · Time: 15 min
  6. Meeting scheduler
    SellThe funnelMeeting scheduler
    What to check: creates scheduling links for the customer to pick a free slot on their own · Who does it: Sales · Time: 15 min
  7. Sales cadences
    SellThe funnelSales cadences
    What to check: sequences of touches (email, WhatsApp, task) that do the follow-up on their own · Who does it: Sales · Time: 15 min
  8. Salesperson portfolio
    SellAfter the winSalesperson portfolio
    What to check: the portfolio cockpit by sales owner · Who does it: Sales · Time: 15 min
  9. Customer 360
    SellAfter the winCustomer 360
    What to check: everything about a customer on a single screen · Who does it: Sales · Time: 15 min
  10. Sales dashboard
    SellThe funnelSales dashboard
    What to check: weighted pipeline, monthly sales forecast, funnel by stage, average cycle and loss reasons · Who does it: Sales · Time: 15 min
  11. Customer Success
    Open in the systemSee the screen help
    SellAfter the winCustomer Success
    What to check: portfolio health · Who does it: Sales · Time: 15 min
  12. Forms and surveys
    SellThe funnelForms and surveys
    What to check: public lead-capture forms and surveys (NPS/CSAT) that feed leads and the funnel · Who does it: Sales · Time: 15 min
  13. Funnel (kanban)
    SellThe funnelFunnel (kanban)
    What to check: kanban of opportunities by funnel stage · Who does it: Sales · Time: 15 min
  14. Funnels
    Registers and settingsSalesFunnels
    What to check: sales funnels and their stages (the kanban columns) · Who does it: Sales · Time: 15 min
  15. Ideal customer profile
    SellThe funnelIdeal customer profile
    What to check: the profile of the customers who give margin and pay on time · Who does it: Sales · Time: 15 min
  16. Leads
    Open in the systemSee the screen help
    SellThe funnelLeads
    What to check: contacts being qualified (pre-sales), with dedupe and conversion to customer · Who does it: Sales · Time: 15 min
  17. Market
    SellThe funnelMarket
    What to check: cross the Federal Revenue public database with your portfolio and see how much of your sector's and region's market you… · Who does it: Sales · Time: 15 min
  18. Loss reasons
    Registers and settingsSalesLoss reasons
    What to check: reasons for losing opportunities · Who does it: Sales · Time: 15 min
  19. Customer personas
    SellMarket intelligenceCustomer personas
    What to check: classifies the portfolio by persona/ICP from firmographic criteria (size, CNAE, state, segment) and from… · Who does it: Sales · Time: 15 min
  20. Prospecting
    SellThe funnelProspecting
    What to check: search for companies that are not yet your customers in the Federal Revenue public database · Who does it: Sales · Time: 15 min
  21. Sales cockpit
    SellAfter the winSales cockpit
    What to check: performance by salesperson (leads, conversion, average ticket, value won) with internal benchmark · Who does it: Sales · Time: 15 min
  22. White space
    SellMarket intelligenceWhite space
    What to check: map of what each customer does NOT have yet · Who does it: Sales · Time: 15 min
  23. Customers to contact today
    SellAfter the winCustomers to contact today
    What to check: the five ready-made rules, the consent of who receives and the first day's list on WhatsApp · Who does it: Sales · Time: 5 min

Week 8Profitability & Results module

What this module does: The reading of money: profitability X-ray, live margin, income statements, cash flow, budget, forecasting, actuarial and the result indicators.

The steps below apply to every company that uses the module; your industry's block adds what is specific to your operation.

  1. Default risk
    ReceiveMoney on the moveDefault risk
    What to check: turn on the D-3 and D+1 notices; automatic suspension only when you feel safe · Who does it: Manager · Time: 15 min
  2. Management income statement
    KnowWhat is left overManagement income statement
    What to check: one company at a time and then the two selected: the group · Who does it: Manager · Time: 15 min
  3. Budget
    KnowThe cash deskBudget
    What to check: the month's target per center, for budget × actual from the 2nd month · Who does it: Manager · Time: 15 min
  4. IFRS statement (consolidated)
    KnowWhat is left overIFRS statement (consolidated)
    What to check: the group's result eliminating what one company sold to the other · Who does it: Manager · Time: 15 min
  5. Profitability
    KnowWhat is left overProfitability
    What to check: the margin by customer, by product and by profit center · Who does it: Manager · Time: 15 min
  6. Income statement by category (rollup)
    KnowWhat is left overIncome statement by category (rollup)
    What to check: the group's result with the sale between the companies eliminated (intercompany) · Who does it: Manager · Time: 15 min
  7. Model governance
    KnowSimulate before you decideModel governance
    What to check: check the auditable fact sheets (model cards) of the actuarial core models · Who does it: Manager · Time: 10 min
  8. Actuarial core
    KnowSimulate before you decideActuarial core
    What to check: check the math of risk, VISIBLE (no black box) · Who does it: Manager · Time: 10 min
  9. Actuarial balance
    KnowThe balance sheet and the proofActuarial balance
    What to check: check the ACTUARIAL LAYER BALANCE · Who does it: Manager · Time: 10 min
  10. Public calibration
    KnowThe balance sheet and the proofPublic calibration
    What to check: check the PUBLIC CALIBRATION REPORT · Who does it: Manager · Time: 10 min
  11. Product revenue
    KnowWhat is left overProduct revenue
    What to check: check MRR, margin by product, revenue per customer and recurring-revenue adjustment · Who does it: Manager · Time: 10 min
  12. Investment analysis
    KnowSimulate before you decideInvestment analysis
    What to check: check does the investment pay the cost of capital? NPV, IRR, MIRR, payback and IBC of the flow, discounted by the automatic WACC of the… · Who does it: Manager · Time: 10 min
  13. Month's cash
    KnowThe cash deskMonth's cash
    What to check: check four numbers for whoever looks after cash without being a finance person · Who does it: Manager · Time: 10 min
  14. CFO calculators
    KnowSimulate before you decideCFO calculators
    What to check: check quick decision tools · Who does it: Manager · Time: 10 min
  15. Cards and checks
    KnowThe cash deskCards and checks
    What to check: check the acquirer's fees by card brand, mode and installments (the POS card sale becomes a receivable on the due date, net… · Who does it: Manager · Time: 10 min
  16. Scenarios (what-if)
    KnowSimulate before you decideScenarios (what-if)
    What to check: check simulate hiring/losing a customer/adjusting prices and compare the impact on result, margin and break-even point · Who does it: Manager · Time: 10 min
  17. Results certificate
    KnowThe balance sheet and the proofResults certificate
    What to check: check the monthly seal of what the platform PROVED in the month · Who does it: Manager · Time: 10 min
  18. Cash flow statement
    KnowThe cash deskCash flow statement
    What to check: check 12-month management cash flow statement (direct method) · Who does it: Manager · Time: 10 min
  19. Income statement by packages
    KnowWhat is left overIncome statement by packages
    What to check: check the 12 months of actuals read in the category tree (packages sum their children) with budget and variance of the current version of the… · Who does it: Manager · Time: 10 min
  20. Daily statement
    KnowThe cash deskDaily statement
    What to check: check cash day by day · Who does it: Manager · Time: 10 min
  21. Working capital (Fleuriet)
    KnowThe cash deskWorking capital (Fleuriet)
    What to check: check dynamic working capital model · Who does it: Manager · Time: 10 min
  22. Flow by category
    KnowThe cash deskFlow by category
    What to check: check the category × day-of-month matrix · Who does it: Manager · Time: 10 min
  23. Margin forecasting
    KnowSimulate before you decideMargin forecasting
    What to check: check projection of revenue, cost and margin for the next 6 months from the real income statement trend, in scenarios… · Who does it: Manager · Time: 10 min
  24. Digital twin (what if…?)
    KnowSimulate before you decideDigital twin (what if…?)
    What to check: check the company's what-if simulator · Who does it: Manager · Time: 10 min
  25. Indicators
    KnowExploreIndicators
    What to check: check traffic lights of the financial indicators (liquidity, margin, growth, concentration, default, runway) approximated by… · Who does it: Manager · Time: 10 min
  26. Live margin
    KnowWhat is left overLive margin
    What to check: check where the company makes money, month by month · Who does it: Manager · Time: 10 min
  27. Variance narrative
    KnowThe cash deskVariance narrative
    What to check: check the explanation of the budget variance, written and ready · Who does it: Manager · Time: 10 min
  28. Credit score
    GrowCapitalCredit score
    What to check: the credit score (0 to 1000) of a customer or of the tenant itself, combining the signals that already exist in the system · Who does it: Manager · Time: 15 min
  29. Profitability simulator
    KnowSimulate before you decideProfitability simulator
    What to check: check the quick simulation of a contract's real hourly cost and margin, before signing · Who does it: Manager · Time: 10 min

Week 8Accounting firm

Who it is for: the accounting firm that serves several companies and wants to receive their transactions ready, close the month with bookkeeping and obligations up to date, and track each customer on a single dashboard.

What you have at the end: the customers connected to the firm, entries arriving classified, the trial balance and the accounting income statement coming out of the system, and the month's obligations with deadlines in plain view.

Rhythm: 3 weeks. In each step there are two buttons: Open in the system and See the screen's help, both in a new tab.

Customer companyMonth's transactionsAccounting classificationBookkeepingObligationsMonth closed

How the menu is organized (read before you start) (Accounting firm)

Where What lives there Example in the firm
Receive tax and accounting Up to date with the government (Accountant Portal, Tax assessment, SPED), Accounting entries (Trial balance, General ledger)
Know numbers to decide Management income statement, Account view
Improve people Payroll / Period, Legal tables (INSS/IRRF)
Registers and settings what is registered once Chart of accounts, Accounting classification, Tax obligations
The firm can work in two ways: inside each customer's account, invited by them, or in its own account, receiving the entries that customers export. The steps below apply to both.

Where law firms usually go wrong

  • Category without a ledger account. An entry from an unclassified category arrives at the firm to be classified by hand. Do the Accounting classification before the first month.
  • Customer who does not post the month. Without the month's financial entries in the customer's account, Post entries has nothing to transform. Agree the closing day with each customer.

Questions Tenkai answers after the implementation

  • "Which customers have not yet sent the month's transactions?"
  • "Which obligations fall due this week?"
  • "Did customer X's trial balance close?"

The gates and the routine (Accounting firm)

Week 1 — the firm and the customers

Week 1 gate: at least three customers connected and the chart of accounts with the classification done.

Week 2 — bookkeeping

Week 2 gate: one month posted end to end for at least one customer.

Week 3 — obligations and closing

The accountant's routine (15 minutes a day): Accountant cockpit (what is missing for each customer) and Tax obligations (what falls due this week). ✅ Go-live gate: the month closes through the system for the connected customers, without a deadline-tracking spreadsheet.