For portfolio administrators
Managing a portfolio isn't just collecting. It's reconciling, protecting cash and recovering with method.
Bank reconciliation is one of the biggest operational pains for portfolio administrators. Zoki turns it into a routine that protects cash, prevents wrong charges and unlocks recovery.
- Automatic bank reconciliation (boleto, Pix, OFX)
- Workflows by overdue band
- Structured renegotiation
- Trusted reports for the portfolio owner
Why administrators choose Zoki
Reconciliation, collections, recovery
Bank reconciliation
OFX, CNAB and bank APIs, with auto-matching.
Wrong-charge prevention
Block notices to customers already paid.
Workflows
Sequences by overdue band and customer profile.
Agreements
Parametrized rules for discount and term.
Customer portal
Self-service to pay, renegotiate and download receipts.
Audit reports
Track every movement in the portfolio.
FAQ
Frequently asked questions
Does it work with multiple developers as clients?
Yes. Multi-developer, multi-portfolio, with permissions per portfolio owner.