Contplan Contabilidade
Contplan Contabilidade is a Brazilian accounting and consulting firm in Porto Alegre serving 1,200+ brands across SMB, mid-market, and enterprise tiers via Smart, Agile, and Outsourcing subscription plans. It integrates with 400+ ERPs and delivers tax, payroll, consulting, and M&A support.
- Company typePrivate
- Founded1989
- HeadquartersPorto Alegre, Brazil
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Contplan Contabilidade does
Contplan Contabilidade Ltda is a Brazilian accounting and business consulting firm headquartered in Porto Alegre, Rio Grande do Sul. Founded in 1989 by CEO João Barbieri, the firm serves more than 1,200 brands across Simples Nacional, Lucro Presumido, and Lucro Real tax regimes, spanning micro and small enterprises through medium and large companies in sectors including retail, banking, pharmaceuticals, and food services. The firm operates a three-tier subscription model (Smart for micro/small businesses, Agile for growing companies, Outsourcing for large enterprises), with monthly retainers that scale to client size and complexity.
The technology stack is built around a cloud-based customer portal providing 24-hour access to documents, BI dashboards, and reports, alongside a proprietary integration platform connecting to more than 400 ERP systems. The Outsourcing tier embeds Contplan specialists directly inside the client's ERP for real-time accounting and payroll work. Customer service is operated through the Agidesk platform with SLAs, supplemented by WhatsApp, phone, and email channels. Add-on modules cover payroll management, tax intelligence/diagnostics, strategic consulting, company registration services, M&A and audit support, and international reporting.
Revenue is generated primarily through monthly subscription retainers across the three plans, supplemented by project-based professional services such as company opening, tax planning, and consulting engagements. The go-to-market is sales-led and direct, with no third-party reseller channel: clients are acquired via website contact forms, WhatsApp, phone, and email, then onboarded through a structured transition process from prior accounting firms. Distribution is domestic to Brazil with international reporting support for clients with cross-border operations, delivered entirely by Contplan's in-house multidisciplinary team of accounting, tax, HR, corporate, and finance specialists.
Contplan Contabilidade firmographics
Firmographics- Name
- Contplan Contabilidade
- Legal name
- Contplan Contabilidade Ltda
- Website
- https://contplan.com.br
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Contplan Contabilidade is a Brazilian accounting and consulting firm in Porto Alegre serving 1,200+ brands across SMB, mid-market, and enterprise tiers via Smart, Agile, and Outsourcing subscription plans. It integrates with 400+ ERPs and delivers tax, payroll, consulting, and M&A support.
- Ownership category
- akta.pro rank
Contplan Contabilidade industry classification
Industry- Product category
- Accounting Services
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)
- 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), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG), International Payroll & Contractor Payments (FSAMAIAC)
Keywords
Where Contplan Contabilidade is headquartered
LocationHeadquarters
- HQ city
- Porto Alegre
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
Contplan Contabilidade business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Accounting and Tax Services: Monthly retainer fees for comprehensive accounting, tax processing, payroll management, and corporate services. Pricing tiered by company size and complexity (Smart, Agile, Outsourcing plans)
- Business Opening Services: CNPJ registration, business permits, municipal and state registrations, negative certificates
- Consulting Services: Tax planning, financial diagnosis, pension studies, and strategic consulting engagements
- Outsourcing Services: Exclusive accounting services working directly in client's ERP, with dedicated account managers and strategic meetings
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | SMART Plan - For micro and small businesses in initial growth phase |
| Subscription | Monthly | AGILE Plan - For growing companies seeking strategic partnership |
| Subscription | Monthly | OUTSOURCING Plan - Exclusive for companies requiring precision and strategic vision |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Contplan Contabilidade product offering
Product offeringCore offering
Contplan Contabilidade provides outsourced accounting, tax, payroll, and corporate management services to Brazilian businesses through three subscription tiers (SMART for micro/small businesses, AGILE for growing companies, and OUTSOURCING for large enterprises). The firm delivers its services via a 24/7 online customer portal, integration with 400+ ERP systems, and a multidisciplinary specialist team, with additional offerings including company registration, tax intelligence diagnostics, strategic consulting, and M&A/audit support.
Product overview
Contplan Contabilidade offers a tiered accounting service portfolio with three main plans (SMART, AGILE, and OUTSOURCING) plus add-on modules. SMART serves micro and small businesses with basic accounting, while AGILE targets growing companies with strategic features including BI dashboards and ERP integration. OUTSOURCING is the premium tier offering direct work within the client's ERP, exclusive account management, and international reporting. All plans include the Portal do Cliente for 24-hour access to documents and processes. Additional specialized services include payroll management, tax intelligence, strategic consulting, company registration, and M&A audit support.
Differentiator
Problem solved
Functional benefit
Products and services
- Plano SMART
- Plano AGILE
- Plano OUTSOURCING
- Portal do Cliente
Quantifiable outcome
- 1,200+ brands served across multiple industries
- +2 more outcomes
Companies that use Contplan Contabilidade
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
Contplan Contabilidade technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature5 records
Contplan Contabilidade partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- AgideskcoreAgidesk platform used for customer service management with SLA (Service Level Agreement) capabilities, enabling differentiated and systematic customer support with service level commitments
Scale indicators5 records
Recent moves1 record
Expansion highlights5 records
Contplan Contabilidade competitors and assessment
Company assessmentEmerging players
- Conta Azul: Brazilian SaaS accounting/ERP platform serving SMBs. While not a services firm, it targets the same SMB customers as Contplan's Smart tier and increasingly bundles accounting services, blurring the lines with traditional firms.
Direct peers
- Agilize: Tech-enabled Brazilian accounting firm offering online accounting, tax and payroll for SMBs and growth companies. Competes with Contplan across all three tiers with a more digital-first delivery model and broader geographic footprint.
- BDOC: Brazilian accounting and tax outsourcing firm serving mid-market and enterprise clients with technology integrations. Closely comparable to Contplan's Outsourcing tier and large-customer base in Brazil.
- Contabilizei: Brazil's largest digital accounting firm, serving SMBs across Simples Nacional and Lucro Presumido with an online onboarding flow and tiered monthly plans. Directly competes with Contplan's Smart and Agile tiers on price, technology and self-service onboarding.
Broad incumbents
- Deloitte Brazil: Big 4 firm operating in Brazil across audit, consulting, tax and financial advisory. Competes with Contplan on Outsourcing-tier enterprise mandates, particularly M&A, audit support and international reporting.
- PwC Brazil: Big 4 firm with extensive Brazil practice covering assurance, tax and advisory. Competes with Contplan for high-end Outsourcing and M&A engagements for large enterprises.
- BDO Brazil: Global tier-2 advisory and accounting network with Brazilian operations across audit, tax and outsourcing. Competes for enterprise Outsourcing work, particularly on M&A support and international reporting.
- Grant Thornton Brazil: Global tier-2 audit and advisory network with a Brazil practice serving mid-market and enterprise clients. Competes with Contplan's Outsourcing tier for larger mandates requiring audit-grade accounting and consulting.
Others
- Totvs: Largest Brazilian enterprise software vendor offering ERP, financial and HR systems that Contplan integrates with. Acts as an enabling technology partner/competitor ecosystem rather than direct services competitor.
- Thomson Reuters (Domínio/ONvio) Brasil: Provider of accounting, tax and ERP software widely used by Brazilian accounting firms. As an infrastructure/software provider, it is an ecosystem enabler rather than direct competitor.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Contplan Contabilidade social profiles
Digital presenceContplan Contabilidade financial estimates
Financial estimateRevenue estimate
Valuation estimate
Contplan Contabilidade leadership team
Management profileNumber of profiles
Profiles1 record
Contplan Contabilidade funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Contplan Contabilidade M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Contplan Contabilidade
What does Contplan Contabilidade do?
Contplan Contabilidade provides outsourced accounting, tax, payroll, and corporate management services to Brazilian businesses through three subscription tiers (SMART for micro/small businesses, AGILE for growing companies, and OUTSOURCING for large enterprises). The firm delivers its services via a 24/7 online customer portal, integration with 400+ ERP systems, and a multidisciplinary specialist team, with additional offerings including company registration, tax intelligence diagnostics, strategic consulting, and M&A/audit support.
Is Contplan Contabilidade a public or private company?
Contplan Contabilidade is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Contplan Contabilidade founded?
Contplan Contabilidade was founded in 1989. It employs 11 to 50 people.
Where is Contplan Contabilidade based?
Contplan Contabilidade is headquartered in Porto Alegre, Brazil, in the Latin America region.
How does Contplan Contabilidade make money?
Four revenue lines are on record. Accounting and Tax Services are the primary driver. The others are business Opening Services, consulting Services and outsourcing Services.
Who are Contplan Contabilidade's main competitors?
Conta Azul is listed as an emerging player. Direct peers are Agilize, BDOC and Contabilizei. Broad incumbents are Deloitte Brazil, PwC Brazil, BDO Brazil and Grant Thornton Brazil. Others are Totvs and Thomson Reuters (Domínio/ONvio) Brasil.
Does Contplan Contabilidade have an API?
No public API is recorded for Contplan Contabilidade.
What industry is Contplan Contabilidade in?
Contplan Contabilidade's product category is Accounting Services. Its primary akta.pro industry code is BPAAAGAC, General Ledger & Close (Journal Entries, Month-End Close, Reconciliations), with a secondary code of BPAAAGAA, Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments). Its NAICS code is 54121 and its SIC code is 7370.