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Portal Exacon Help

How to sign in, follow the Tax, Accounting, Payroll and Taxes dashboards and run your finances in Reconciliation.

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Most searched

• First sign-in
• When data updates
• Switching currency
• Importing a bank statement

Modules

• Tax

  Sales, purchases, customers, suppliers, products and regions, from your invoices.

  • Overview
  • ABC curve
  • How numbers are calculated
• Accounting

  Income statement, balance sheet, ratios, payroll and expenses, from the SCI trial balances.

  • Reading the income statement
  • Ratios
  • Numbers that don’t match
• Payroll

  Headcount, hires, terminations, turnover, leaves and the full cost of your people.

  • Turnover and other metrics
  • Total people cost
  • Terminations
• Reconciliation

  Bank statements, classification of entries, receipts, payables and receivables.

  • Reconcile the month
  • Import the statement
  • Rules
• Taxes

  Federal taxes paid and pending tax issues for each company.

  • Reading a paid tax slip
  • Types of pending issues
  • Clearance certificate

Just getting started

Three steps from the welcome email to your company’s numbers. Pages are in Portuguese for now.

1. Sign in

   With the access the Exacon team created for you.

2. Pick the company

   Choose one company or all of them together.

3. Know your data

   Where each number comes from and when it updates.

Didn’t find what you need?

The FAQ gathers the questions the Exacon team hears most, and the glossary explains the terms on screen.