Cora bank integration for AI agents that issue and reconcile charges
Cora is a Brazilian digital bank for small and mid-sized businesses, with a business account, issuing of boletos (Brazilian bank payment slips) and Pix (instant payments), payments and integration with management systems. This page is for companies that operate in Brazil. The agent issues boletos, reads the statement and confirms payments received through Cora's integration API, which is made available to the customer with the certificate of their own account.
What AI agents do with Cora
Boleto issued when the sale closes
Once the sale is confirmed, the agent issues the boleto with Pix in Cora using the customer's data and sends it on the customer's preferred channel. The boleto number is saved on the order for reconciliation.
Automatic reconciliation from the statement
The agent reads the payments received in the Cora account and marks the matching invoices as paid in the finance system. Anything that does not match goes to a queue with a suggested customer and amount.
Chasing an overdue boleto
Two days after the due date, the agent reminds the customer with an updated copy. A request for an extension goes to finance to decide before any reply.
Supplier payment with sign-off
Approved supplier invoices become scheduled payments prepared by the agent. The release from the account happens only after approval by someone with the authority to approve it.
Connect Cora 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 Cora, 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 Cora 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 Cora
Questions about Cora and AI agents
Does iTeam integrate with Cora?
Yes, through the integration API that Cora makes available to customers, with the certificate and credentials of your account. The scope is confirmed in the diagnosis.
Can the agent transfer money on its own?
No. Issuing charges and reading the statement are allowed. Any payment or transfer requires human approval and is recorded in the audit trail.
Do I need to change my ERP?
No. The agent bridges the Cora account and the system you already use.
