Clear answers, grouped by topic.

BeFinanceAI is a fintech platform that uses artificial intelligence to support verifications, transactions, and everyday financial tasks. It keeps documents, requests, and their status in one organized workspace, with an exclusive AI agent, BeFinance Agent, to help you prepare and review your work.

Businesses, entrepreneurs, and finance teams that want clearer, more organized financial operations: one place to see what’s been verified, where each request stands, and what needs a decision.

By keeping every step visible and every sensitive action in your hands. Documents and amounts stay attached to the request they belong to, each request shows its stage in plain language, and payments wait for your explicit confirmation.

You can ask BeFinance Agent questions and make requests in plain language. It can review information, summarize activity, point out what’s still outstanding on a request, and prepare tasks, such as a payment, for your review. The agent examples on this site are an interactive demonstration that uses sample data.

No. BeFinance Agent prepares tasks for you to review. Sensitive actions, such as payments, are presented as drafts with their details visible, and they move forward only after you confirm them. On this demo site, the agent’s drafts and payments are never sent.

The whole draft: the payee, the account it’s paid from, the invoice, the amount, the payment date, and a reference, along with the checks behind it, such as matching the invoice to its purchase order.

In the interactive demo, you can adjust the amount, payment date, and reference, and a checkbox asks you to confirm that you’ve reviewed the payee, amount, and payment date. Confirming the payment only ends the simulation: no payment is sent.

It can draft the follow-ups for you. When a document is missing or needs a clearer copy, the agent prepares a message asking for it, and the draft waits for your review. In the demo, drafts are labeled “Draft · Not sent” and are never sent.

Yes. Each request shows its current stage in plain language, such as received, under review, or ready for confirmation, together with its details, documents, and recent activity.

Received means the request has arrived with its first details. Under review means its documents and details are being checked. Ready for confirmation means everything is in place and the request is waiting for you to confirm it. Completed means nothing more is needed.

Each document attached to a request has its own status, such as Verified, Checking details, Needs a clearer copy, or Not received. A short note explains it, and when something is needed, the document shows a suggested next step.

Read the Platform page for an overview of what BeFinanceAI organizes and how each request moves forward.

Then try the product demo, a simulated workspace with sample data where you can also ask BeFinance Agent. Nothing you do there is sent.

The help center walks through each part, step by step.

No. Every request, document, transaction, name, and amount on this site is illustrative sample data, and no real transactions are performed. The BeFinance Agent demo runs in your browser with responses prepared in advance from that sample data, not a live AI service.

No. The form checks what you enter, then shows “Demo complete. No information was sent.” Your details aren’t sent or stored, and no one receives them.

An address that includes a language, such as /de/faq, always opens in that language. For other addresses, the site uses the language you last chose, then your browser’s preferred languages, then English.

You can switch at any time with the language menu or the language list at the bottom of the page. Read more about how the language is chosen.

One cookie, and no tracking. When you choose a language or answer the language suggestion, a cookie named NEXT_LOCALE remembers your choice for one year. There are no analytics, advertising, or third-party trackers.

Read more about cookies and tracking on this site.

Clyde is BeFinanceAI’s AI assistant. It answers questions about the platform, BeFinance Agent, and this site, but it can’t see or change any account, and its answers can be wrong.

Your messages go to BeFinanceAI’s server, then to DeepSeek, the AI provider that writes Clyde’s answers, which may process them outside Brazil and Europe. Card, account, and ID numbers, passwords, email addresses, and phone numbers written in common formats are removed first, but some can get through, so please don’t share personal or financial details.

BeFinanceAI’s server keeps no message text. Read what Clyde sends and keeps.