Compliance Matrix
Specific, defensible claims about what exists today and what is still roadmap.
Available today
- Public coverage matrix for banks, NFS-e cities, tax routines, and payment methods.
- Financial records, invoices, expenses, bank import, reconciliation, exports, and month-close workflows.
- Role-based collaboration between business owners, team members, and accountants.
Not promised yet
- No claim of universal bank, city, or tax coverage.
- No A1 certificate custody or Integra Contador automation until credential custody discovery is complete.
- No blanket LGPD compliance claim; only specific controls and processes are described.
| Category | Feature | Status | Note |
|---|---|---|---|
| Financial Management | Accounts receivable & invoicing | Yes | |
| Financial Management | Bank reconciliation | Yes | Manual OFX/CSV import; bank-by-bank support is listed in /cobertura. |
| Financial Management | P&L and management reports | Yes | |
| Financial Management | Cash flow | Yes | |
| Financial Management | Accounts payable (expenses) | Yes | |
| Financial Management | Recurring invoices | Yes | Pro plan |
| Tax | Tax filing (Schedule C) | No | US legacy page only; Brazil beta focuses on Simples routines and accountant handoff. |
| Tax | Automatic NFS-e emission | No | Roadmap; no A1 or Integra Contador custody promised today. |
| Tax | DAS / tax calculation | Partial | Support material and workflows are evolving; accountant remains responsible for filing. |
| Accounting | Chart of accounts | Yes | |
| Accounting | Manual journal entries | Yes | |
| Accounting | Month-end close | Yes | |
| Accounting | Full bookkeeping | No | Accountant's responsibility |
Important
Isafi is a financial and month-close workflow tool, not a substitute for a licensed accountant or official tax filing system. Tax, legal, and accounting obligations remain with the business and its accountant.