Customer story · Lev Gestão
Financial expertise, delivered with technology of its own.
With tripaulx Builders, Tiago Martins evolved a CFO as a Service practice built on spreadsheets and VBA into a service with its own financial platform. Clients use MCP to consult their information with AI, while Tiago manages the data and financial work behind the experience.
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- DRE
- Income statements by client
- MCP
- Authorized, read-only AI access
- Passkeys
- Sign-in with device credentials
- 50×
- Reduction in management time per client
50× result reported for this case, compared with the previous spreadsheet and VBA workflow. Tiago Martins’s own method remains at the heart of the service.
Tiago Martins built his CFO as a Service practice around the financial work of his clients. For a long time, that meant a highly manual process supported by spreadsheets and VBA: organizing information, maintaining routines and preparing the view each business needed.
With Builders, that operational knowledge became a financial platform serving multiple clients. Lev Gestão now delivers its expertise through an environment of its own, bringing financial management, client access and AI connections into the service.
The operational result reported for this case is a 50× reduction in management time per client: the work takes one fiftieth of the time required by the previous spreadsheet and VBA workflow. The platform carries forward Tiago Martins’s own method, connecting data, documents and financial routines in its delivery.
“We reduced management time per client by 50 times, while keeping the method I developed over the course of my work. What used to depend on spreadsheets and VBA now happens on a platform built around the way we work.”
01 / Technology embedded in the service
A financial service with its own technology.
Clients continue to hire Lev Gestão for financial management. The application is part of how that service is delivered, so Tiago can offer a richer experience without having to sell a standalone SaaS product. His methods and expertise shape the technology his clients use.
The Builders plan brought that business context into development. An accelerated build turned routines previously maintained in spreadsheets and VBA into a working application, with DRE, cash-flow views and access designed for the team and its clients.
“My financial management method remains at the center of the service. With tripaulx, it gained a platform of its own: today I deliver my experience with embedded technology, without having to turn my business into selling SaaS.”
02 / Financial management in one working environment
Tiago manages the data. Clients gain a working financial view.
The platform brings financial entries, cash-flow views and income statements into a shared workflow. The DRE, Brazil’s income statement, organizes the result by client and period, supporting the analysis delivered as part of the service.
Tiago remains responsible for managing the financial data for the client. The platform gives that work a shared environment: the team manages information across the businesses it serves, and each client consults its own authorized scope. The relationship now includes an ongoing place to access financial context alongside the professional service.
The evolution of a CFO as a Service operation
From the working method to a connected application.
- The expertiseFinancial routines in spreadsheets and VBA
- The buildA platform developed with Builders
- The operationFinancial views and DRE by client
- The connectionAuthorized AI queries through MCP
03 / Documents organized with the financial work
From scattered shared drives to a client document vault.
The service also brings together the client’s documents. Files that previously lived across shared cloud folders now have a place in the platform, organized into categories and folders for each client alongside the financial information Tiago manages.
Every file stored in the document vault is encrypted, with its own encryption key. Client access is scoped, and document views, downloads and changes have an audit trail. This gives the team a protected, traceable environment for managing the documents behind the service.
“Before, clients’ documents were scattered across shared cloud drives. Today, we organize these files in an environment with encryption and an audit trail, alongside the financial management. Clients also use MCP to consult their information with AI, while I continue to take care of the data and the management.”
04 / Connected to the client’s financial tools
Conta Azul and Omie feed the financial workflow.
The platform connects to Conta Azul through its API and incorporates data exported from Omie reports. These inputs feed the financial workflow, bringing information from the client’s existing tools into the environment used to deliver the service.
The software supports the method Tiago Martins developed for managing his clients’ finances. Data sources, documents and financial views come together around that method, preserving the expertise that gives the service its identity.
05 / AI connected to the authorized context
Clients already use MCP to consult their financial context.
Lev Gestão’s clients already use MCP to connect compatible AI tools to their authorized financial information. They can bring the context managed through the service into their AI conversations, with a read-only connection that follows their existing role and client scope.
The experience connects professional care of the data with a new way to explore it. Tiago manages the information behind the service; clients can consult it through the application or MCP. Credentials can be revoked, and MCP does not change financial records.
06 / Access designed around responsibility
Passkeys and scoped access support the operation.
The application supports passkey sign-in, using credentials registered on the user’s device. Authentication is part of a wider access model that separates the application environment and applies permissions on the server.
Within the platform, client accounts are restricted to their own company’s scope; authorized internal staff can work across the clients they manage. This supports a multi-client service while maintaining the boundaries between each client’s information.
07 / A public presence connected to the business
The brand can be discovered. The financial work has its own environment.
Alongside the application, tripaulx helped structure Lev Gestão’s digital presence for organic search and AI discovery. The website presents the brand, its expertise and its services, giving prospective clients a place to understand the business and start a conversation.
The public website and the authenticated financial platform play complementary roles: one supports discovery and the commercial relationship; the other is where authorized users work with financial information.
08 / A broader shift in professional services
Technology becomes part of what the client receives.
Lev Gestão illustrates a practical path for a service business: combine its expertise with software built around delivery. Financial management remains the offer, now supported by its own application and access to AI connected to the client’s context.
This evolution connects with a broader debate about technology in service delivery, explored by Bessemer Venture Partners. That is the editorial connection here: technology becomes part of delivering the service. At Lev Gestão, Tiago continues to manage the client’s data and financial work.
Financial management, delivered with its own technology and the expertise behind the data.How Lev Gestão uses tripaulx Builders
