Omie

What Omie does

Omie is a Brazilian software company that develops a native cloud ERP and CRM platform for small and medium-sized enterprises (PMEs), headquartered in São Paulo and operating a 100+ franchise network across Brazil. The platform unifies sales, financial management, inventory, purchasing, services, CRM, and electronic invoice issuance (NF-e, NFS-e, NFC-e) into a single 100% cloud-based system hosted on AWS, with native AI tax classification (Omie.IA Fiscal) and a proprietary WhatsApp-based conversational interface (Omie no WhatsApp) for ERP operations. Around the core ERP, Omie has assembled an extensive product surface: an embedded digital business account (Omie.Cash, operated via regulated payment institution FitBank), a Mastercard corporate card (Cartão Omie), a marketplace and e-commerce integration hub (Omie.Hub) connecting 13+ marketplaces and 9+ storefronts, point-of-sale systems (Omie.PDV Varejo, Omie.PDV Restaurante), credit products (receivables discounting, real-estate-backed loans via Cashme), and a third-party app marketplace (Omie.Store) — built both organically and through acquisitions of Linker (digital bank, 2021), Conpass (CX platform, 2022), Ergoncredit (credit engine, 2022), and others.

Omie generates revenue primarily through recurring SaaS subscriptions priced from R$99 to R$679 per month and segmented by company revenue bracket and vertical (commerce, services, industry, ecommerce, retail, restaurants, marketing, transport, technology, medical clinics). Subscription revenue is supplemented by usage-based transaction fees on financial operations (PIX at R$0.50, boleto at R$1.99), credit product economics, franchise fees, training and certification programs (Omie.Educação), and app-store commissions. The company employs a hybrid go-to-market combining self-serve product-led growth (7-day free trial, online signup without credit card), inside sales for higher tiers, a national franchise system, and a formal accountant and channel-partner reseller program — serving 180,000+ customers that issue R$38 billion+ in invoices per month. Omie has raised R$580 million in a 2021 Series C (led by SoftBank Latin America Fund) and US$160 million in a 2025 Series D (led by Partners Group), with prior participation from Riverwood Capital, Tencent, Astella, and others, and was selected for Endeavor's Outliers 2026 cohort.

Name

Omie

Legal name

Omie

Website

https://omie.com.br

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Omie is a Brazilian cloud-native ERP and CRM platform serving 180,000+ small and medium-sized enterprises with integrated financial, fiscal, marketplace, and embedded banking features, distributed via PLG, franchises, and an accountant partner network.

Ownership category

akta.pro rank

Product category

Cloud ERP Software

NAICS

Software Publishers (5132)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Retail ERP (Merchandising, POS Back Office) (HDAEAEAD)

akta.pro secondary industries

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA), Risk, Compliance & Controls for Embedded Finance (KYB/KYC/AML, Fraud, Disputes) (FSAGALAK)

Keywords

• Cloud ERP software
• Business management platform
• Embedded fintech services
• Electronic invoicing software
• Marketplace integration hub

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Omie ERP subscription (Omie.ERP, Omie.Multivarejo): Recurring SaaS subscription priced per plan (Omie.ERP Padrão from R$569/month, Omie.Multivarejo from R$679/month) with tiers defined by company revenue bracket (from R$81k/year up to R$4.8M+/year). Includes Omie Cash business account free of maintenance fees. 7-day free trial offered.
2. Omie.Cash transaction fees: Usage/transaction-based fees on financial operations inside the ERP — boleto issuance R$1.99 per settled boleto, PIX R$0.50 per transaction. Account opening and maintenance are free.
3. Credit products (antecipação de duplicatas, empréstimo com garantia em imóvel): Revenue from credit offerings embedded in the ERP — receivables advance (desconto/antecipação de duplicatas) up to R$15M secured-loan products offered via Cashme partner. Credit line subject to risk analysis and customer tenure with Omie.
4. Cartão Omie (corporate card): Corporate Mastercard with zero annual fee; limit set by user-deposit (aportes, min R$100). Revenue derives from card spend / interchange and Mastercard Surpreenda engagement.
5. Payment links (link de pagamento): Card payment link generation and management inside the ERP, with competitive tariffs — generates transaction-based revenue on payment volume.
6. Omie.Store marketplace of complementary apps: Third-party app marketplace ('apps integrados ao sistema') such as Certificado Digital Automático, Omie.Hub, and others — generates marketplace / app-store commission revenue.
7. Omie franchise operation: 100+ Omie franchises across Brazil selling the system and onboarding local SME customers — generates franchise fees and recurring license revenue through franchisees.
8. Omie Educação / training and certifications: Omie Academy free and paid courses, certifications, and Reforma Tributária training (CERTO for accountants). Generates revenue from paid trainings, certification programs, and educational content for entrepreneurs, accountants and franchisees.

Pricing tiers

Go-to-market motion5 records

Distribution channels7 records

Marketing channels11 records

Core offering

Omie develops and sells a native cloud ERP and CRM platform for Brazilian small and medium-sized enterprises (PMEs), integrating financial management, sales, inventory, services, contracts, and electronic invoice (NF-e/NFS-e/NFC-e) issuance. Around the core ERP, Omie monetizes embedded financial services (Omie.Cash digital account, Cartão Omie corporate Mastercard, receivables discounting, credit monitoring) and a commerce layer (Omie.Hub marketplace/ecommerce integration, Omie.PDV retail and restaurant POS). The company distributes via a 100+ franchise network and a national accountant partner channel.

Product overview

Omie operates as a unified cloud ERP platform with an extensible add-on architecture targeted at Brazilian small and medium-sized enterprises (PMEs). The core product is Omie ERP — a 100% cloud-based, multi-module ERP covering sales, financial management, inventory, purchasing, CRM, services, and electronic invoice (NF-e, NFS-e, NFC-e, MDF-e) issuance, with native AI tax classification (Omie.IA Fiscal) and AI-driven WhatsApp interaction (Omie no WhatsApp). Around this core, Omie offers embedded financial services (Omie.Cash digital PJ account, Cartão Omie Mastercard credit card, Desconto de Duplicatas, Monitora credit monitoring), commerce extensions (Omie.Hub marketplace/e-commerce integration hub, Omie.PDV Varejo and Omie.PDV Restaurante point-of-sale systems), an accountant-focused suite (Omie G-Click, Decola CNPJ, Oneflow, Certo, Painel do Contador), document and education add-ons (Certificado Digital Automático, Omie.Educação Academy, Portal Omie, Omie.Store third-party marketplace, Pesquisa Atômica, Radar de Clientes), and acquired capabilities (Linker digital bank, Ergoncredit credit engine, Conpass CX platform). The product suite is sold primarily through the Omie.Multivarejo bundle for retailers and an Omie.ERP Padrão plan starting at R$569/month.

Differentiator

Problem solved

Functional benefit

Brands

• Omie ERP: Core cloud-based ERP system for PMEs covering financial management, sales, inventory, services, CRM, invoicing and more.
• Omie.Cash
• Omie.Hub
• Omie.PDV Varejo
• Omie.PDV Restaurante
• Omie.IA Fiscal
• Omie.Educação
• Cartão Omie
• Omie.Store
• Omie.G-Click
• CERTO
• Omie.IA Fiscal

Products and services

• Omie ERP 100% cloud-based ERP for Brazilian small and medium-sized enterprises, integrating sales, financial management, inventory, purchasing, CRM, services, and electronic invoice (NF-e/NFS-e/NFC-e) issuance in a single platform, with plans segmented by company revenue bracket (from R$81k/year up to R$4.8M+/year) and by segment (Services, Commerce, Distribution, Industry).
• Omie.Cash Embedded digital PJ business checking account integrated with Omie ERP, operated via regulated payment institution FITBANK; supports Pix, TED, boleto issuance (R$1.99 per settled boleto), Pix at R$0.50 per transaction, payment links, automatic bank reconciliation, and access to credit lines including antecipação de duplicatas.
• Omie.Hub Marketplace and e-commerce integration hub that synchronizes inventory, captures orders, emits invoices, manages listings, and handles shipping labels across 13+ Brazilian marketplaces (Amazon, Mercado Livre, Shopee, Magalu, Casas Bahia, Americanas, etc.) and 9+ e-commerce platforms (Nuvemshop, WooCommerce, Wix, Magento, etc.), included in the Omie.Multivarejo plan with unlimited listings.
• Omie.PDV Varejo Point-of-sale (PDV) system for retail stores fully integrated with Omie ERP, with cupom fiscal emission, offline operation, multiple payment methods, integrated weighing, kit sales, pre-sale, TEF integration, and separate retail/wholesale price tables; available as a free mobile app for Android.
• Omie.PDV Restaurante Free mobile POS application for restaurants, bars, snack bars, food trucks, cafes, and bakeries; manages tables, electronic menus, kitchen order routing, offline cupom emission, and integrates with iFood for delivery. Available on Google Play for Android 5.0+ devices and Android Smart POS terminals.
• Cartão Omie Mastercard-branded corporate credit card with a flexible user-defined limit backed by a deposit (minimum R$100), zero annual fee and maintenance charges, automatic reconciliation into the Omie ERP, and Mastercard Surpreenda rewards. Requires Omie ERP customer status and an active Omie.Cash account.
• Certificado Digital Automático Omie Automatic A1 digital certificate renewal solution that prepares a new certificate 40 days before expiry, notifies the user to schedule in-person validation, and bills the cost monthly or annually on the Omie invoice (with annual discount option).
• Desconto de Duplicatas Receivables discounting/antecipação service accessed within the Omie ERP, allowing businesses to discount duplicate invoices and receive payment ahead of schedule to maintain cash flow, with fees of R$1.99 per duplicate.
• Monitora (credit monitoring) Continuous credit situation monitoring service accessed via the Omie ERP financial module that alerts users to relevant changes in the analyzed CNPJ, supporting proactive credit-risk decisions before closing deals.
• Omie.Educação (Omie Academy) Educational platform (academy.omie.com.br) offering free and paid courses, certifications, and specialized tracks such as Reforma Tributária preparation for PMEs and the CERTO mentorship program for accountants, building a community of 200,000+ trained professionals.
• Omie G-Click Process and task management tool designed for accounting offices using the Omie platform, streamlining accounting workflows.
• Oneflow 100% web-based, autonomous accounting system offered as part of the Omie accountant ecosystem for managing client accounting operations.
• Decola CNPJ Complete commercial-structure toolkit for accountants, supporting client acquisition and onboarding with Omie.
• Painel do Contador Accounting and fiscal integration panel that connects accounting offices with their clients' Omie ERP data in real time.
• Certo (Reforma Tributária mentorship) Course and mentorship program for accountants focused on Brazil's Tax Reform (Reforma Tributária) preparation, delivered as paid content and live sessions.
• Portal Omie Complete portal for document management and B2B marketplace operations integrated with Omie ERP.

Quantifiable outcome

• R$38 billion+ in invoices issued per month
• +5 more outcomes

Named customers20 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration44 records

AI capability10 records

Feature8 records

Partnerships

39 partnerships are on record, tiered acquired company, strategic infrastructure partner, major channel integration, channel integration, logistics integration, strategic integration, integration partner and developer-tools partner.

• Ergoncreditacquired companyStrategic or Co-development Partner · 3 August 2022Credit startup acquired by Omie in August 2022 to develop a credit engine that integrates real-time financial and operational data. Initial credit portfolio of R$5 million with target of R$500 million within a year.
• Conpassacquired companyStrategic or Co-development Partner · 3 February 2022Santa Catarina-based customer experience (CX) startup acquired by Omie in February 2022 (Omie's 4th acquisition in 6 months). Conpass's leadership (Ivan Biava) joined Omie as Diretor de CX; operation and team integrated to strengthen Omie's Customer Success division.
• Linker (digital bank)acquired companyStrategic or Co-development Partner · 18 November 2021Digital bank acquired by Omie for ~US$21 million in November 2021 — Omie's third acquisition of 2021 — to expand banking, credit and payment services across markets.
• Amazon Web Services (AWS)strategic infrastructure partnerTechnology or IntegrationAWS is Omie's cloud infrastructure provider. Omie stores customer data in AWS datacenters 'recognized worldwide for rigorous security standards' and is part of the AWS Partner Network (APN), as evidenced by AWS logo on partner wall.
• Mercado Livremajor channel integrationTechnology or IntegrationNative integration via Omie.Hub — automated order capture, stock sync, NF-e issuance, and shipping label retrieval. Also supports Mercado Livre Full fulfillment.
• Amazon (marketplace)major channel integrationTechnology or IntegrationNative integration via Omie.Hub for selling on Amazon Brazil marketplace, including unified stock and order management.
• Shopeemajor channel integrationTechnology or IntegrationIntegrated via Omie.Hub for automated selling on Shopee Brazil.
• Magazine Luiza (Magalu)major channel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Casas Bahiamajor channel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Americanaschannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Netshoeschannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Madeira Madeirachannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Submarinochannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Shoptimechannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Ponto Friochannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Extrachannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Leroy Merlinchannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Nuvemshopchannel integrationTechnology or IntegrationNative integration via Omie Hub for Nuvemshop ecommerce merchants — automated invoice issuance, inventory sync and financial reconciliation (also covered in dedicated Omie blog article).
• Shopifychannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• WooCommercechannel integrationTechnology or IntegrationIntegrated via Omie.Hub for WooCommerce stores.
• Magento (Adobe Commerce)channel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Wixchannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Loja Integradachannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Traychannel integrationTechnology or IntegrationIntegrated via Omie.Hub.
• Correioslogistics integrationTechnology or IntegrationIntegrated via Omie.Hub for shipping/logistics.
• Loggilogistics integrationTechnology or IntegrationIntegrated via Omie.Hub for shipping/logistics.
• Frenetlogistics integrationTechnology or IntegrationIntegrated via Omie.Hub for shipping/logistics.
• Intelipostlogistics integrationTechnology or IntegrationIntegrated via Omie.Hub for shipping/logistics.
• Mandaêlogistics integrationTechnology or IntegrationIntegrated via Omie.Hub for shipping/logistics.
• Data Fretelogistics integrationTechnology or IntegrationIntegrated via Omie.Hub for shipping/logistics.
• iFoodstrategic integrationTechnology or IntegrationIntegration via Omie.PDV Restaurante — auto-import of iFood menu and order capture for restaurants.
• Plugaintegration partnerTechnology or IntegrationPluga connects the Omie CRM to 83+ external tools, enabling no-code integrations.
• FITBank Instituição de Pagamentos Eletrônicos S.A.strategic infrastructure partnerTechnology or IntegrationRegulated Brazilian payment institution (CNPJ 13.203.354/0001-85) that holds the underlying funds for Omie.Cash accounts. Provides the regulated payment-account backbone behind Omie's embedded banking offering.
• Microsoft Power BIintegration partnerTechnology or IntegrationIntegration listed among open-API integrations: 'Power BI — Analise petabytes de dados, use recursos avançados de IA…'.
• Microsoft Excelintegration partnerTechnology or IntegrationOpen-API integration for spreadsheets via OneDrive sharing and collaboration.
• Google Sheetsintegration partnerTechnology or IntegrationOpen-API integration for Google Sheets (formulas, dynamic tables, conditional formatting).
• Postmandeveloper-tools partnerTechnology or IntegrationOpen-API tooling partner for API development and testing.
• Insomniadeveloper-tools partnerTechnology or IntegrationOpen-API tooling partner for API documentation, automation and testing.
• SOAP UIdeveloper-tools partnerTechnology or IntegrationOpen-source Java tool for consuming and testing SOAP web services against Omie's APIs.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bling: Brazilian cloud ERP for small retailers and ecommerce sellers, owned by Nuvemshop. Overlaps with Omie.Multivarejo in online sellers, marketplace integrations and NF-e issuance for small merchants.
• Linx: Brazilian retail-tech and ERP vendor (acquired by StoneCo). Overlaps with Omie.PDV Varejo, Omie.Hub and Omie Multivarejo in omnichannel retail, POS and marketplace integration.
• Conta Azul: Brazilian cloud financial management and ERP platform targeted at very small businesses and individual entrepreneurs. Direct competitor in the lower-end PME SaaS ERP space where Omie's R$99/month tier also competes.

Broad incumbents

• SAP Business One: Global ERP from SAP targeted at small and mid-sized companies. A direct competitor in the mid-market and upper-SME tier as Omie moves upmarket with its Series D-funded expansion.
• TOTVS: Brazil's largest enterprise software company and dominant ERP vendor. Competes with Omie across the SME ERP segment but serves a much broader range of company sizes and verticals with deeper on-prem and cloud offerings.
• HubSpot: Global CRM, marketing and operations platform with growing SMB presence in Brazil. Comparable to Omie CRM and Sales Management modules and a potential alternative as Brazilian PMEs adopt global SaaS.
• Stone Co: Brazilian payments and banking platform serving SMBs through POS and embedded financial services. Comparable to Omie.Cash + Cartão Omie + Desconto de Duplicatas and a potential competitor in SMB credit.
• PagSeguro: Brazilian payments and SMB banking provider (PagBank). Competes with Omie.Cash in the embedded business account and payment-link space and supports Omie.PDV Restaurante on PagSeguro Android Smart POS.

Emerging players

• Bitrix24: Global free/low-cost CRM and project-management SaaS widely adopted by small businesses including in Brazil. Competes with Omie CRM and basic sales-management at the very low end of the market.

Regional players

• RD Station: Brazilian SaaS platform for SMB marketing, sales and CRM acquired by TOTVS. Adjacent competitor in SMB software — overlaps with Omie's CRM and sales-management modules for PME customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/user/omiexperience
• Facebookfacebook.com/omieoficial
• LinkedInlinkedin.com/company/omie
• Instagraminstagram.com/omieoficial
• Xx.com/omieoficial

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries3 records

Funding overview

Funding rounds9 records

Investors17 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Omie