What CADIS does

CADIS is a privately held Brazilian professional services and technology group founded in 1994 and headquartered in the Vila Mariana district of São Paulo. The company delivers integrated accounting, tax, labor, corporate advisory, and financial BPO services to clients across 14-17 Brazilian states, with over 200 collaborators at its owned headquarters. More than 90% of its customer base operates in the food service and restaurant vertical, complemented by a smaller Third Sector / non-profit accounting practice and general SME advisory services.

CADIS combines consulting and outsourcing services with a proprietary software suite comprising five core products: Plainness (real-time business monitoring), Tecnogente (HR management), Bancadis (mega-database for company processes), JAXPos (mobile point-of-sale integrated with payment acquirers and fiscal receipt/NFC-e support), and JAXBus (a delivery order management hub aggregating over 20 Brazilian delivery platforms including iFood, Rappi, UberEats, aiqfome, 99Food, Goomer, and Liuv, with AI-powered fraud detection and customer health alerts). JAXPos was launched in 2016 as one of Brazil's first mobile POS solutions.

The business operates across four revenue streams: accounting and tax consulting (professional services), financial BPO (managed services), technology solutions (subscription/SaaS), and outsourcing services (managed services). CADIS is structured as a group of five related legal entities and has been entirely self-funded since inception, with no disclosed institutional investors. Distribution is sales-led through the São Paulo HQ via direct sales for enterprise clients and remote inside-sales coverage for mid-market accounts across multiple states, supported by content marketing through its website and blog. The group holds ISO 9001 quality management certification.

Name

CADIS

Legal name

CADIS CONSULTORIA CONTÁBIL S/S LTDA.

Website

https://cadis.com.br

Company type

Private

Founded year

1994

Operating status

Operating

Short description

CADIS is a São Paulo-based Brazilian accounting, tax, labor, financial BPO, and corporate advisory firm serving primarily food service and restaurant clients across 14-17 states, complemented by proprietary technology products for delivery, POS, HR, and real-time business monitoring.

Ownership category

akta.pro rank

Product category

Accounting and Business Consulting

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Payroll Services (541214)

SIC

Services-Management Services (8741), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Billing & Revenue Operations (Subscription/Usage Billing, Rating, Order-to-Cash Support) (BPAAAGAD)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting consulting
• Tax advisory
• Restaurant technology
• Financial BPO
• Labor management

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Accounting and Tax Consulting: Core accounting services including bookkeeping, tax planning, fiscal compliance, and regulatory obligations. Services include SPED solutions, labor and social security consulting, corporate tax advisory.
2. Financial BPO: Outsourcing of financial processes including accounts payable/receivable, cash flow management, and financial administration using proprietary Bancadis system.
3. Technology Solutions: Software as a Service and technology licensing including JAXBus hub delivery platform, JAXPos mobile POS, Tecnogente HR system, and Plainness management portal. Modular offerings available.
4. Outsourcing Services: Business process outsourcing for administrative operations, HR department outsourcing, and personnel administration services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

CADIS provides accounting, tax, labor, corporate, and business advisory consulting services alongside proprietary software products (Plainness, Tecnogente, Bancadis, JAXPos, JAXBus) and financial BPO outsourcing for businesses, primarily in the food service sector across Brazil. The company bundles professional consulting, technology solutions, and outsourcing into integrated offerings for restaurants, bars, cafes, and food commerce operators.

Product overview

CADIS offers a unified platform-plus-services portfolio combining proprietary technology products with professional consulting services. The technology suite centers on five core products: Plainness (real-time business monitoring), Tecnogente (HR management), Bancadis (database system), JAXBus (delivery hub), and JAXPos (mobile POS). JAXB.us integrates over 20 food delivery platforms including iFood, Rappi, and 99Food into a single Kanban-style management interface with AI-powered fraud detection and customer health alerts. JAXPos provides mobile point-of-sale functionality on Android devices. The consulting arm delivers tax, accounting, labor, and business advisory services, with coverage across 14 states for consulting and 17 states for technology implementation. Services operate nationally through a matrix structure in São Paulo's Vila Mariana district with over 200 employees. ISO 9001 certified for quality management.

Differentiator

Problem solved

Functional benefit

Brands

• Plainness: Real-time business tracking and management system.
• Tecnogente
• Bancadis
• JAXPos
• JAXBus

Products and services

• Plainness Real-time business monitoring and management system that consolidates daily administrative activities including sales data tracking, electronic invoice issuance, and simplified DRE (Demonstration of Results) consultation accessible via mobile devices. For business owners and managers seeking real-time operational visibility.
• Tecnogente Human resources management system that controls processes for daily labor routines including employee admissions, dismissals, disciplinary sanctions, vacation tracking, absenteeism management, and report generation. For HR departments and personnel administration.
• Bancadis Mega database system for generating company processes, receiving, interpreting, processing, storing, and making information available for client business operations. Enables paperless operations with zero paper goal.
• JAXPos Mobile point-of-sale (PDV Mobile) system integrated with card payment machines and Android devices, enabling mobile checkout without traditional cash register infrastructure. Features fiscal receipt and NFC-e support, with SAT and NFC-e fiscal technologies. For food service businesses, events, and stadium operations.
• JAXBus Delivery order reception hub for restaurants that integrates over 20 delivery platforms (iFood, Rappi, UberEats, aiqfome, 99Food, Goomer, Liuv) into a single Kanban-style management interface. Includes AI for health-related order alerts (lactose intolerance, gluten), fraud detection, and consumer blocking. For restaurant operators managing multiple delivery channels.
• Consultoria Tributária Tax consulting services including tax planning, monophasic taxation (PIS/COFINS), ICMS credits, Simples Nacional guidance, and tax debt regularization. For businesses navigating Brazilian tax compliance.
• Consultoria Trabalhista e Previdenciária Labor and social security consulting covering employee registration compliance, payroll calculations, FGTS management, and labor law adherence.
• Consultoria Contábil Accounting consulting including bookkeeping, financial statement preparation, accounting records management, and compliance with accounting standards.
• Soluções SPED SPED (Sistema Público de Escrituração Digital) solutions for Brazil's electronic bookkeeping and tax reporting systems including fiscal and accounting obligations.
• Financeiro BPO Financial Business Process Outsourcing service handling financial administration, cash flow management, accounts payable/receivable, and financial reporting using the proprietary Bancadis system.
• Consultoria Estratégica de RH Strategic human resources consulting including workforce planning, talent management, and HR process optimization.
• Societário Tributário Corporate tax planning and company restructuring services including regime selection, tax optimization, and merger/acquisition tax due diligence.
• Obrigações Acessórias Accessory obligation management including tax filing, regulatory reporting, and government-mandated compliance submissions.
• Consultoria de Negócios Business consulting including business plan development, market analysis, strategic planning, and company acquisition due diligence.

Quantifiable outcome

• Paperless operations achieved with Bancadis system
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability5 records

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• iFoodcoreTechnology or IntegrationJAXBus delivery hub integrates with iFood platform, one of over 20 delivery platforms connected to CADIS's order management system for restaurants.
• RappicoreTechnology or IntegrationJAXBus hub delivery system integrates with Rappi for unified order management across delivery platforms.
• aiqfomecoreTechnology or IntegrationDelivery platform integrated with JAXBus hub for restaurant order aggregation.
• 99FoodcoreTechnology or Integration99Food delivery platform integrated into JAXBus order management system.
• GoomercoreTechnology or IntegrationGoomer restaurant platform connected to JAXBus delivery hub integration.
• LiuvcoreTechnology or IntegrationLiuv delivery platform integrated with JAXBUs hub system.
• Payment Acquirers (SAT/NFC-e)coreTechnology or IntegrationJAXPos mobile POS system is homologated with payment acquirers for card transaction processing, supporting SAT and NFC-e fiscal technologies across all Brazilian states.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• TOTVS: TOTVS is Brazil's largest enterprise software company offering ERP, HR, and fiscal management solutions. While it serves a broader market, its suite overlaps heavily with CADIS's Bancadis, Tecnogente, and Plainness platforms, particularly for restaurants and SMBs.
• Fortes Tecnologia: Fortes Tecnologia is a long-standing Brazilian accounting and HR software provider for accountants and SMEs. Comparable to CADIS's accounting/tax/HR stack with a heavier emphasis on traditional desktop/legacy software rather than modern SaaS.
• Alterdata Software: Alterdata is a Brazilian ERP/accounting/payroll software vendor serving SMEs and accounting firms nationwide. Comparable to CADIS in providing combined accounting, tax, payroll, and BPO-style solutions, but at a larger scale and broader vertical reach.

Direct peers

• eNotas: eNotas is a Brazilian fiscal automation and electronic invoicing (NF-e, NFC-e, SAT) SaaS that overlaps with CADIS's SPED/fiscal compliance offerings and the Plainness portal's fiscal note issuance capabilities.
• Nibo: Nibo is a Brazilian accounting automation platform that connects accountants and SMEs through cloud bookkeeping and tax tools. Comparable to CADIS as a tech-enabled accounting BPO play targeting small businesses across Brazil.
• Conta Azul: Conta Azul is a leading Brazilian cloud accounting and financial management SaaS for small and mid-sized businesses. It directly competes with CADIS's accounting/BPO offering by automating bookkeeping, invoicing, and tax compliance, and has raised venture capital to scale nationally.
• Omie: Omie is a Brazilian cloud-based ERP/accounting/financial management SaaS platform targeting SMEs and small businesses. It competes directly with CADIS's BPO-plus-software model by offering automated bookkeeping, tax, and fiscal workflows with subscription pricing, and shares CADIS's vertical positioning around Brazilian tax complexity.
• Agilize Contabilidade: Agilize is a Brazilian online accounting firm combining proprietary technology with outsourced accounting services for SMEs. It is highly comparable to CADIS in combining a tech platform with managed services, and competes in the same tax/compliance/BPO market.

Emerging players

• Pontotel: Pontotel is a Brazilian cloud HR and time-clock management platform for SMBs. It competes with CADIS's Tecnogente HR management system in offering admissions, time tracking, and labor compliance functionality for restaurant and retail employers.
• Sowesoft / Consignet (food service POS integrators): Consignet and similar Brazilian delivery/POS integrators offer order aggregation and management tools for restaurants, overlapping with CADIS's JAXBus delivery hub. Comparable in offering multi-aggregator integration to Brazilian food-service operators.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/cadisoficial

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

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 CADIS