Boldo Bioma · Internal web app

Calcula

Boldo's in-house finance system: cash, invoices, bills and the accountant.

WebIn ClaudeInternal use

What it does

The cash for the nextsix months

Calcula is the finance system Boldo built for itself. It shows the cash today and a day-by-day forecast for the next six months, so a tight week shows up long before it arrives.

Every morning the bank statement and the invoices issued to Boldo come in on their own, and anything that needs a person lands in one queue, answered with a tap. Calcula issues São Paulo service invoices (NFS-e) directly with the city hall and, at the end of the month, builds the accountant's package and sends it from your own Gmail.

Who uses it

Boldo's partners. Access is granted person by person.

The screens

01 / 05

Today (Hoje): the balance day by day for the next six months, what can be invoiced, and the decisions waiting for you.

Screens with demo data, from made-up clients.

In six stepsHow it works

01Data arrivesThe bank statement and the invoices issued to Boldo come in every morning, and project milestones come from Alinha.
02Things get filedBills, purchase orders and quotes are recorded and matched to the statement. Whatever cannot be resolved goes to the queue (Fila).
03DecideToday (Hoje) shows the cash, the six-month curve and what can be invoiced. Answer the queue with a tap.
04InvoiceWhen a milestone is done, issue the NFS-e in two clicks. The payment is followed until it shows up in the bank.
05PayTeam, bills and recurring costs feed the forecast. Calcula prepares a checked PIX code, and a partner approves it in the bank app.
06Close the monthCheck what is complete in Export (Exportar), then download the package or send it to the accountant from your Gmail.

What’s inside

Features

Cash and forecast

Today's balance from the statement and a daily curve for the next six months, with the tight days marked.

The queue

Every open question in one list, with the amount at stake and a one-tap answer.

Cash book

Month by month: what came in, what went out and what is still expected, matched to the statement.

Service invoices

NFS-e issued and checked directly with São Paulo city hall, with the company's certificate.

Payables and receivables

Bills, recurring costs, purchase orders, quotes, projects and clients, in one place.

Team

Staff, freelancers and the partners' pay, with the next pay day and the cost of the month.

PIX codes

A ready-to-pay PIX code, with the key and the amount checked. Calcula never moves money.

Month close

One click builds the accountant's package: invoices, paid bills, the explained statement and a summary.

Audit trail and backups

Every change is recorded with who did it and when. A daily backup only counts once it is tested.

Claude connector

Ask Claude how the cash looks. Issuing an invoice always needs a person to confirm.

Where it runs

Web

calcula.boldo.ag, which can also be installed as an app with its own window.

Claude

A connector for Claude (MCP), signed in through the Boldo Account.

Security

You sign in with the Boldo Account, and only people on an allow list get in. Removing access in the Account ends the session within 10 minutes.

Calcula never pays anything: its access to the bank is read-only, and there is no payment credential on the server.

The Gmail permission is send-only, kept encrypted (AES-256-GCM), and revoked at Google when you disconnect.

Every change is logged: who, from where, what and when. Backups are checked every day.

Issuing an invoice through Claude needs an explicit confirmation, and the automated assistant cannot do it.

Your data

What Boldo Calcula does with your Google account

Calcula keeps the Gmail permission encrypted on its server and a record of each email it sent (recipients, subject, date and which package went), without the message body.

It reads nothing from your mailbox. Disconnecting Gmail in Calcula deletes the permission and revokes it at Google at the same time.

Technical details: the Google permissions

gmail.sendThe "Send to accountant" button (Mandar pro contador) emails the month's package from your own Gmail address, after a confirmation step, so it lands in your Sent folder. Calcula only sends when you click, and it cannot read your mailbox.

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