Contadi Assessoria Empresarial

What Contadi Assessoria Empresarial does

Contadi Assessoria Empresarial is a privately held Brazilian accounting and business advisory firm founded in 1984 and headquartered in Flores da Cunha, Rio Grande do Sul, with additional branches in bairro Otávio Rocha and Caxias do Sul. The firm positions itself as a "contabilidade consultiva" providing full-spectrum services including CNPJ formation, ongoing accounting and tax advisory under Simples Nacional, Lucro Real, and Lucro Presumido regimes, payroll, income tax preparation, tax planning, business plan development, and comprehensive fiscal/contábil review. It serves SMBs, mid-market companies, large enterprises, multinationals, and entrepreneurs across Brazil and internationally, with stated coverage of 400+ client companies and a 40+ year operating history.

The firm's product architecture is an integrated portfolio rather than a modular SaaS platform. Its core differentiator is the BPO Financeiro service, offered in five subscription tiers (Bronze R$350, Silver R$400, Gold R$490, Rural R$990, Emission R$1,590 per month) that bundle accounts payable/receivable management, bank reconciliation, NF/NFS-e and boleto issuance, cash flow reports, and tiered levels of analyst support. Technology components include Power BI-customized dashboards (Painel Gerencial), NFP-e portal registration and parametrization, ERP and accounting software integration, XML/DANFE generation, and daily bank reconciliation. The firm operates with approximately 41+ collaborators and conducts business primarily through WhatsApp Business and website contact forms under a sales-led GTM, with senior partner Adilson G. de Oliveira positioned as the lead consultation figure.

The revenue model combines recurring monthly subscriptions (BPO Financeiro tiers) with project-based professional services (accounting, tax advisory, CNPJ opening, fiscal reviews). No funding rounds, institutional investors, parent companies, M&A activity, partnerships, or public capital markets exposure are disclosed. Distribution is purely direct — website forms, WhatsApp, and three physical offices — with no reseller, marketplace, or channel partner program. Geographic reach is claimed to extend across all Brazilian states and internationally, though operational density is concentrated in the Serra Gaúcha region of Rio Grande do Sul.

Name

Contadi Assessoria Empresarial

Legal name

Contadi Assessoria Empresarial

Website

https://contadi.com.br

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

Contadi Assessoria Empresarial is a Brazilian accounting and business advisory firm in Rio Grande do Sul serving 400+ SMBs, enterprises, and rural producers with tax compliance, BPO Financeiro subscriptions, and consulting across Simples Nacional, Lucro Real, and Lucro Presumido regimes.

Ownership category

akta.pro rank

Product category

Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC)

akta.pro secondary industries

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA), Accounts Receivable (Invoicing, Cash Application, Deductions) (BPAAAGAB), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• Accounting services
• Tax advisory
• Financial BPO
• Payroll services
• Business consulting

Headquarters

HQ city

Flores da Cunha

HQ country

Brazil

HQ region

Latin America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. BPO Financeiro (Financial Outsourcing): Monthly subscription-based financial process outsourcing services including accounts payable/receivable management, bank reconciliation, invoice issuance, and financial reporting. Offered in tiered plans (Bronze, Silver, Gold, Rural, Emission) with different service levels and volumes.
2. Accounting Services: Ongoing accounting advisory and compliance services including CNPJ opening, accounting monitoring, fiscal advisory, and tax planning for companies under Simples Nacional, Lucro Real, and Lucro Presumido regimes.
3. Tax Advisory and Optimization: Specialized tax consultation analyzing fiscal and tax structure to identify optimization opportunities, reduce tax burden for production and export companies.
4. Specialized BPO Plans: Vertical BPO offerings including Rural BPO for agricultural producers and Invoice Emission BPO for high-volume issuers, with monthly pricing tiers.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Contadi Assessoria Empresarial is an accounting and business advisory firm that provides outsourced financial and tax services to Brazilian companies. Its core offerings include company registration (CNPJ opening), ongoing accounting and fiscal advisory, tax planning and reduction, payroll processing, income tax filing, electronic invoice emission, and tiered Financial BPO packages (Bronze, Silver, Gold, Rural, and Emission) that handle accounts payable/receivable, bank reconciliation, and cash flow reporting.

Product overview

Contadi Assessoria Empresarial is a full-service accounting and business advisory firm operating as a single integrated service portfolio rather than a platform-plus-modules architecture. The core offering spans company registration (Abertura de CNPJ), ongoing accounting and tax advisory services, financial management, and specialized BPO Financeiro packages. The BPO Financeiro service is offered in five tiers (Bronze, Prata, Ouro, Rural, and Emissão de Notas) ranging from R$350 to R$1,590 monthly, providing scalable financial outsourcing from basic invoice issuance to comprehensive daily bank reconciliation with Power BI dashboards. Supporting services include payroll, income tax preparation, tax planning, and a management dashboard (Painel Gerencial) delivering real-time strategic indicators. The company serves businesses under Simples Nacional, Lucro Real, and Lucro Presumido regimes across all Brazilian states and internationally.

Differentiator

Problem solved

Functional benefit

Products and services

• Abertura de CNPJ
• Assessoria Contábil / Acompanhamento Contábil
• Assessoria Fiscal / Planejamento Tributário
• Redução Tributária
• Gestão Financeira / Consultoria Financeira
• BPO Financeiro - Plano Bronze
• BPO Financeiro - Plano Prata
• BPO Financeiro - Plano Ouro
• BPO Financeiro - BPO Rural
• BPO Financeiro - Emissão de Notas
• Folha de Pagamento
• Imposto de Renda
• Emissão de NF
• Plano de Negócio
• Revisão Contábil, Tributária e Fiscal
• Regularidade Fiscal / Regularização da Empresa

Quantifiable outcome

• Transfer to Contadi completed in under 2 weeks with zero bureaucracy
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature6 records

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Conta Azul: Brazilian SMB financial management platform combining accounting software with adjacent services for small businesses, overlapping with Contadi's SMB and tax advisory segments.
• Omie: Brazilian cloud ERP and management platform with integrated accounting and financial services for SMBs, addressing the same fiscal and bookkeeping needs as Contadi but via a software-led model.

Direct peers

• Quicko: Brazilian online accounting firm focused on subscription accounting, tax, and labor advisory for small and mid-sized businesses—directly comparable to Contadi's core contabilidade offering.
• Nibo: Brazilian accounting and BPO platform targeting accountants and SMBs with bookkeeping, tax, and outsourced financial workflows—competing head-on with Contadi's BPO Financeiro tiered plans.
• Contabilizei: Largest digital accounting platform in Brazil, offering subscription-based accounting, tax, and payroll services to SMBs under Simples Nacional and Lucro Presumido—directly competing with Contadi's core book and BPO Financeiro plans.
• Agilize: Digital-first Brazilian accounting firm providing subscription accounting and tax services to SMBs across Brazil, serving the same Simples Nacional and Lucro Real/Presumido client base as Contadi.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/contadi-assessoria-empresarial

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Contadi Assessoria Empresarial