Banco do Brasil Integration for AI Agents
Banco do Brasil is one of the largest banks in Brazil. It gives business customers an API portal covering statements, collections, Pix and payments. Pix is Brazil's instant payment system, and a boleto is a Brazilian bank payment slip. The agent uses the Banco do Brasil APIs enabled for your company's account on the BB Developers portal, with the customer's credentials and certificate. It never moves money without approval.
What AI agents do with Banco do Brasil
Statement reconciliation
The agent pulls the account statement and matches each inflow and outflow to the open items in your ERP. Anything that does not match goes into a queue with a suggested entry.
Chasing overdue boletos
Using the overdue list from the collections API, the agent sends a reminder on WhatsApp or email with a duplicate boleto and records the payment promise.
Pix received, settled in the ERP
When a Pix arrives, the agent identifies the customer by amount and transaction identifier and settles the right invoice. Ambiguous cases are left for finance to decide.
Payments with approval limits
The agent builds the day's payment batch from accounts payable and sends it to whoever holds approval authority. Without their OK, nothing is sent to the bank.
Connect Banco do Brasil once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Banco do Brasil, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Banco do Brasil and what it cost, all on record.
Ready-made AI teams for this work
Bank reconciliation team
Bank lines, Stripe payouts and ledger entries are matched each morning. You only see what did not match, with a reason.
Accounts payable team
Invoices arrive by e-mail and in shared folders. The team reads them, checks them and lines them up for your approval before the due date.
Collections team
Before and after each due date, customers get a clear reminder with a payment link. Disputes and promises to pay go to your team.
Cash flow forecast team
Every week the projection is rebuilt from your books, open invoices and bills, with a plain note on what changed and why.
Bookkeeping team
Transactions are categorized as they come in, receipts are matched, and the month-end close starts with a short list of questions.
Often used together with Banco do Brasil
Questions about Banco do Brasil and AI agents
Does iTeam integrate with Banco do Brasil?
Yes, through the business APIs on BB Developers, which require your company to be a bank customer and to enable the credentials and certificate. We confirm which APIs your account has during the diagnosis.
Can the agent transfer money?
Not without human approval. The default is reading statements and handling collections. Any payment goes through the approval limit your company defines and is recorded in the audit trail.
Do I need to change banks or ERP?
No. The agent works with the account you already have and your current ERP, connecting the two.
