What Agilize does

Agilize Contabilidade is a Brazil-based online accounting firm, founded in 2013 as the country's first fully digital accounting services provider, serving micro and small entrepreneurs across all Brazilian states. The company operates a proprietary cloud platform that delivers subscription-based accounting, tax compliance, payroll, and financial management services, with tiered plans (Starter, Basic, Unique, Plus) priced from R$259 to R$700 per month. A 12-month service commitment unlocks free company (CNPJ) registration as the primary acquisition hook, while bundled wellness benefits through Agilize Multibenefícios (Wellhub gym access and Starbem health consultations) are embedded into all tiers to differentiate from traditional CPA firms.

The underlying technology stack centers on a proprietary accounting platform with domain-specific automation for Brazilian tax regimes, including an automated Fator R (Simples Nacional) tax optimization calculator, a digital invoice generator for international transactions, a real-time financial dashboard with bank reconciliation, and a CLT-vs-PJ salary comparison calculator. The platform is supported by conventional SaaS infrastructure (AWS, Google Cloud, Iugu for payments, Take Blip and Zendesk for support, RD Station for marketing automation, Pipedrive/Close.io for CRM) and is registered with the Conselho Regional de Contabilidade (CRC BA-006027/O) and compliant with LGPD. Distribution is multi-channel: direct self-serve through the website and mobile app, inside sales via phone, WhatsApp, chat, and email, plus a structured partner program with Mercado Livre, Stone, SEBRAE, and Cora, and a customer referral program. The company is headquartered in São Paulo with an additional office in Salvador, employs 400+ people, and has cumulatively served 50,000+ entrepreneurs and opened/regularized 30,000+ companies.

The business model is recurring subscription revenue, supplemented by digital certificate (E-CNPJ A1) issuance, free company registration as a loss-leader with lock-in, and a recently launched (October 2025) international payment-reception product. Agilize has raised R$67 million cumulatively across two institutional rounds—R$7 million from Stone in 2020 and R$60 million from French insurance group Axa in 2024—and has participated in acceleration programs run by Endeavor, Google, and Amazon. Leadership is founder-led under co-founder and CEO Rafael Caribé, with functional leadership across operations, marketing, cybersecurity, and commercial functions.

Name

Agilize

Legal name

AGILIZE SERVIÇOS CONTÁBEIS - EIRELI - ME

Website

https://agilize.com.br

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Salvador

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Monthly Accounting Services Subscription: Recurring monthly subscription services for online accounting, including tax calculation, compliance, financial management, and HR payroll. Three plan tiers available: Basic (R$259/month), Unique (R$450/month with dedicated account manager), and Plus (R$700/month with enhanced features). Pricing varies by company type (service vs commerce) and number of employees. The company also generates revenue from certificate digital sales (E-CNPJ A1 included in Basic plan) and professional services for company registration.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Agilize is a fully digital online accounting firm in Brazil that provides subscription-based accounting, tax compliance, payroll (HR), and financial management services to micro and small businesses and individual professionals. Its proprietary cloud platform automates company registration (CNPJ opening), tax calculations (including Simples Nacional Fator R optimization), bank reconciliation, invoice emission, and personal income tax filing, delivered with human specialist support via WhatsApp, phone, chat, and email. The company also offers specialized accounting verticals for sectors such as healthcare, technology, legal, and engineering, plus a payment tool for receiving international payments.

Product overview

Agilize is a cloud-based online accounting platform offering a tiered subscription model with four main plans (Starter, Basic, Unique, Plus) ranging from budget-friendly to premium with dedicated account management. The platform provides comprehensive accounting services including company registration, tax calculation and filing, financial management, RH/payroll management, and invoice processing. Premium plans include exclusive benefits through Agilize Multibenefícios (Wellhub gym access, Starbem health consultations). The company also offers free complementary tools including an Invoice Generator for international transactions, a CLT vs PJ salary calculator, and a CNAE code lookup tool. A payment solution for receiving international payments in foreign currencies was launched in October 2025.

Differentiator

Problem solved

Functional benefit

Brands

• Agilize Multibenefícios: Exclusive benefits program offering access to gyms, studios, and wellness services
• Agilize Unique
• Agilize Basic
• Agilize Plus
• Agilize Starter

Products and services

• Agilize Online Accounting Subscription Recurring monthly online accounting subscription service for Brazilian micro and small businesses, including full accounting management, tax calculation and filing (with automatic Fator R optimization for Simples Nacional), E-CNPJ A1 digital certificate, multi-channel support (WhatsApp, email, chat, phone), a financial dashboard with bank reconciliation, HR/payroll management, invoice emission, and personal income tax declaration for partners. Available in Basic, Unique, and Plus tiers priced at R$259, R$450, and R$700 per month respectively (with a 20% promotional discount).
• Company Registration (CNPJ Opening) Free CNPJ (company registration) opening service for entrepreneurs who sign up for an Agilize accounting plan with a 12-month commitment, covering full company registration formalities in supported municipalities.
• MEI to ME Migration Service Service for Brazilian entrepreneurs who need to migrate from MEI to ME status, handling the tax regime transition, CNPJ update, and compliance adjustments as the business outgrows MEI limits.
• Specialized Sector Accounting (Healthcare, Tech, Legal, Engineering, Marketing, Consulting) Tailored accounting subscriptions for specific professional verticals in Brazil, including healthcare (doctors, psychologists, dentists, nutritionists, physiotherapists), technology (developers, designers, product managers), legal (lawyers), engineering/architecture, marketing/agencies, and consultants. Each vertical includes expertise on the relevant CNAE codes, professional billing patterns, and tax regime optimization.
• Agilize Multibenefícios (Wellness Benefits Program) Value-added wellness benefits program included with every Agilize accounting plan, granting access to 90,000+ gyms and 3,800+ on-demand fitness classes through Wellhub, plus online consultations with psychologists, nutritionists, and other health professionals through Starbem.
• Payment Solution (International Payment Reception) Payment tool launched in October 2025 that enables Agilize's small and medium business clients to receive international payments in foreign currencies (USD, EUR, and others) alongside their existing accounting subscription.

Quantifiable outcome

• 50,000+ entrepreneurs served
• +3 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration18 records

Feature5 records

Partnerships

Nine partnerships are on record, tiered minor.

• Wellhub (formerly Gympass)minorOthersWellness platform partnership providing Agilize customers access to 90,000+ gyms, studios, and 3,800 on-demand classes through the Agilize Multibenefícios program included in all service plans.
• StarbemminorOthersDigital health platform partnership offering Agilize customers online consultations with psychologists, nutritionists, and other health services through the Agilize Multibenefícios program.
• EndeavorminorOthersGlobal entrepreneurship support organization. Agilize participated in Endeavor's acceleration programs (Scale-up and High Potential Companies Program) for high-impact startups.
• GoogleminorOthersAgilize participated in Google's acceleration program as part of their startup support initiatives.
• AmazonminorOthersAgilize participated in Amazon's acceleration program as part of their startup support initiatives.
• Launchpad AcceleratorminorOthersStartup acceleration program that Agilize participated in as part of their growth trajectory.
• Mercado LivreminorChannel Partner/ Reseller/ DistributorLatin America's largest e-commerce marketplace partner in Agilize's Partner Program, referring entrepreneurs who need accounting services.
• SEBRAEminorChannel Partner/ Reseller/ DistributorBrazilian Support Service for Micro and Small Businesses partner in Agilize's Partner Program, referring small entrepreneurs who need accounting services.
• CoraminorChannel Partner/ Reseller/ DistributorBrazilian fintech partner in Agilize's Partner Program, referring business customers who need accounting services.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Bench (by Employer.com): Bench is a US-based online bookkeeping and accounting service for SMBs combining software with dedicated bookkeepers. It is conceptually analogous to Agilize (human-assisted accounting via platform) but operates in North America rather than Brazil, and at smaller scale.

Broad incumbents

• Xero: Xero is a global cloud accounting platform for SMBs and their advisors, offering bookkeeping, payroll, and tax tools. It is a broad incumbent in the SMB accounting category Agilize operates in, with strong advisor-led distribution outside Brazil.
• QuickBooks (Intuit): QuickBooks is the dominant global SMB accounting platform from Intuit, used by millions of micro and small businesses. It overlaps with Agilize on bookkeeping, tax prep, and invoicing, but is software-first with no bundled service team and is positioned differently in Brazil.

Direct peers

• Conta Azul: Conta Azul is a Brazilian cloud accounting and financial management platform for SMBs, offering bookkeeping, invoicing, and cash flow tools. While more software-led than Agilize's service-led model, it targets the same micro/SMB segment in Brazil and increasingly bundles partner accounting services.
• Omie: Omie provides cloud ERP, accounting, and financial management software for SMBs in Brazil, often used by accounting firms. It competes for the same end customer (Brazilian micro/SMB owners) and overlaps with Agilize on financial management, invoicing, and tax workflows.
• Contador Amigo: Contador Amigo is a Brazilian online accounting platform focused on micro and small businesses, offering tax, bookkeeping, and HR services. It targets the same Simples Nacional and MEI customer base as Agilize with comparable subscription tiers.
• Contabilizei: Contabilizei is Brazil's largest online accounting firm and the most direct competitor to Agilize. It serves micro and small businesses with subscription-based online accounting, tax filing, and payroll — the same core use cases Agilize targets, with a comparable self-serve plus assisted sales model.
• eContabil: eContabil is an online accounting firm in Brazil targeting small and medium businesses with subscription accounting and tax services. It is a direct competitor on product offering, customer segment, and digital-first delivery model.

Others

• Stone: Stone is a major Brazilian payments processor and an investor in Agilize (R$7MM in 2020). It is an ecosystem partner that distributes Agilize to its SMB merchant base, and adjacent to the fintech stack Agilize is building toward with its new payment tool.
• RD Station: RD Station is a leading Brazilian marketing automation and CRM platform, and an Agilize technology partner. It is not a direct competitor but represents the ecosystem of SaaS tools Brazilian SMBs use alongside Agilize's accounting services.

Market position

Strengths4 records

Weaknesses2 records

Competitive moat6 records

Customer concentration

• YouTubeyoutube.com/c/AgilizeContabilidadeOnlineBrasil/feed?sub_confirmation=1
• Facebookfacebook.com/agilizeonline
• LinkedInlinkedin.com/company/agilize
• Instagraminstagram.com/agilizeonline
• Xx.com/agilizeonline

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds2 records

Investors4 records

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

M&A

Investments

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

Frequently asked questions about Agilize