{"id":4473,"date":"2024-09-26T21:13:33","date_gmt":"2024-09-27T00:13:33","guid":{"rendered":"https:\/\/site-novo.dattos.com.br\/solucoes\/conciliacao-de-contas-de-clientes\/"},"modified":"2026-02-08T18:01:07","modified_gmt":"2026-02-08T21:01:07","slug":"conciliacao-de-contas-de-clientes","status":"publish","type":"solucoes","link":"https:\/\/www.dattos.com.br\/es\/solucoes\/conciliacao-de-contas-de-clientes\/","title":{"rendered":"Concilia\u00e7\u00e3o de Contas de Clientes"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"4473\" class=\"elementor elementor-4473\" data-elementor-post-type=\"solucoes\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ffac4a4 e-con-full e-flex e-con e-parent\" data-id=\"2ffac4a4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-4a43df9c e-con-full e-flex e-con e-child\" data-id=\"4a43df9c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-704a5cc1 e-con-full e-flex e-con e-child\" data-id=\"704a5cc1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1b8df5a7 elementor-widget__width-initial elementor-widget-tablet__width-inherit elementor-widget elementor-widget-heading\" data-id=\"1b8df5a7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Concilia\u00e7\u00f5es de Contas de Clientes\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ed00752 elementor-widget__width-initial elementor-widget-tablet__width-inherit elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"7ed00752\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Automatize suas concilia\u00e7\u00f5es de contas de clientes, garantindo que os valores recebidos estejam corretamente registrados e em conformidade com os lan\u00e7amentos cont\u00e1beis..<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11196f92 elementor-align-left elementor-widget__width-auto elementor-widget elementor-widget-button\" data-id=\"11196f92\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#agendar-demo\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Hable con un especialista<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-782dc47a e-con-full e-flex e-con e-child\" data-id=\"782dc47a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-64a898b4 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"64a898b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">Como a Dattos resolve?<\/h4>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-33e3b0f0 e-con-full e-flex e-con e-child\" data-id=\"33e3b0f0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-36334fd4 e-con-full e-flex e-con e-child\" data-id=\"36334fd4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c646a30 elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-image\" data-id=\"c646a30\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"136\" height=\"151\" src=\"https:\/\/www.dattos.com.br\/wp-content\/uploads\/2024\/09\/conciliation-icon.png\" class=\"attachment-large size-large wp-image-24559\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6808444b e-con-full e-flex e-con e-child\" data-id=\"6808444b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55ba97b3 elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget-tablet__width-inherit elementor-widget elementor-widget-heading\" data-id=\"55ba97b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Precis\u00e3o nas Concilia\u00e7\u00f5es\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-28823ece elementor-widget__width-inherit elementor-widget-tablet__width-inherit elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"28823ece\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">A Dattos automatiza a concilia\u00e7\u00e3o entre os valores recebidos e os registros de contas a receber, fazendo a leitura autom\u00e1tica dos extratos banc\u00e1rios e das faturas emitidas, a plataforma identifica rapidamente quaisquer inconsist\u00eancias, como pagamentos duplicados, valores faltantes ou diverg\u00eancias entre o valor recebido e o previsto.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1152c641 e-con-full e-flex e-con e-child\" data-id=\"1152c641\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-405f9018 e-con-full e-flex e-con e-child\" data-id=\"405f9018\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d821ca4 elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-image\" data-id=\"d821ca4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"138\" height=\"136\" src=\"https:\/\/www.dattos.com.br\/wp-content\/uploads\/2024\/09\/like-icon.png\" class=\"attachment-large size-large wp-image-24501\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6ca5d171 e-con-full e-flex e-con e-child\" data-id=\"6ca5d171\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7e6d99b8 elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-heading\" data-id=\"7e6d99b8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Redu\u00e7\u00e3o de Riscos\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-682f4b5b elementor-widget__width-inherit elementor-widget-tablet__width-inherit elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"682f4b5b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Minimize o risco de erros manuais, garantindo que todas as receitas estejam corretamente contabilizadas e os dados estejam sempre atualizados. Maior confian\u00e7a em relat\u00f3rios financeiros e elimina\u00e7\u00e3o de problemas relacionados a auditorias e conformidade regulat\u00f3ria.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9492415 e-con-full e-flex e-con e-child\" data-id=\"9492415\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-e381e6b e-con-full e-flex e-con e-child\" data-id=\"e381e6b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b815cc2 elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-image\" data-id=\"b815cc2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"145\" height=\"146\" src=\"https:\/\/www.dattos.com.br\/wp-content\/uploads\/2024\/09\/check-icon.png\" class=\"attachment-large size-large wp-image-24537\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3ebab824 e-con-full e-flex e-con e-child\" data-id=\"3ebab824\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7416ec5d elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-heading\" data-id=\"7416ec5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Vis\u00e3o Centralizada\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1839afdb elementor-widget__width-inherit elementor-widget-tablet__width-inherit elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"1839afdb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Tenha uma vis\u00e3o clara e em tempo real das concilia\u00e7\u00f5es de contas de clientes, permitindo o acompanhamento do status de cada transa\u00e7\u00e3o, a atribui\u00e7\u00e3o de responsabilidades, a anexa\u00e7\u00e3o de documentos e a defini\u00e7\u00e3o de prazos, proporcionando uma governan\u00e7a robusta sobre os dados financeiros.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62f8a7a0 elementor-widget elementor-widget-menu-anchor\" data-id=\"62f8a7a0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"agendar-demo\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-22f2df9c e-flex e-con-boxed e-con e-child\" data-id=\"22f2df9c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-393e24ae e-con-full e-flex e-con e-child\" data-id=\"393e24ae\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4435217f elementor-widget elementor-widget-image\" data-id=\"4435217f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"259\" height=\"259\" src=\"https:\/\/www.dattos.com.br\/wp-content\/uploads\/2024\/09\/users-icon.svg\" class=\"attachment-large size-large wp-image-4131\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f2803a4 elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-heading\" data-id=\"7f2803a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Completa el formulario al lado y agenda una demostraci\u00f3n<\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-589e4360 elementor-widget__width-inherit elementor-widget-tablet__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"589e4360\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Garantice datos m\u00e1s confiables y reduzca tiempos mediante la automatizaci\u00f3n de tareas manuales<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3fbe70c8 e-con-full e-flex e-con e-child\" data-id=\"3fbe70c8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7cf2e27e elementor-widget__width-inherit elementor-widget elementor-widget-html\" data-id=\"7cf2e27e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t <!-- Formul\u00e1rio em Portugu\u00eas -->\r\n\r\n\r\n<!-- Formul\u00e1rio em Espanhol -->\r\n\r\n  <div id=\"hubspot-form-es-v2\"><\/div>\r\n<script charset=\"utf-8\" type=\"text\/javascript\" src=\"\/\/js.hsforms.net\/forms\/embed\/v2.js\"><\/script>\r\n<script>\r\n  hbspt.forms.create({\r\n    portalId: \"24368585\",\r\n    formId: \"805222a4-8a40-4077-b778-f8bb99b0a553\",\r\n    region: \"na1\"\r\n  });\r\n<\/script>\r\n\r\n\r\n<!-- Formul\u00e1rio em Ingl\u00eas -->\r\n\r\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Garanta que os valores recebidos estejam devidamente registrados <\/p>","protected":false},"featured_media":24912,"menu_order":0,"template":"","segmento":[],"departamento":[31,41,39,34],"processos":[28],"class_list":["post-4473","solucoes","type-solucoes","status-publish","has-post-thumbnail","hentry","departamento-contabil","departamento-controladoria","departamento-csc","departamento-fiscal","processos-conciliacoes-automatizadas"],"_links":{"self":[{"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/solucoes\/4473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/solucoes"}],"about":[{"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/types\/solucoes"}],"version-history":[{"count":6,"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/solucoes\/4473\/revisions"}],"predecessor-version":[{"id":33917,"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/solucoes\/4473\/revisions\/33917"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/media\/24912"}],"wp:attachment":[{"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/media?parent=4473"}],"wp:term":[{"taxonomy":"segmento","embeddable":true,"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/segmento?post=4473"},{"taxonomy":"departamento","embeddable":true,"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/departamento?post=4473"},{"taxonomy":"processos","embeddable":true,"href":"https:\/\/www.dattos.com.br\/es\/wp-json\/wp\/v2\/processos?post=4473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}