How do I set up a ContaAzul connection to Cortex?

Start by adding ContaAzul as a data source inside your Kondado account and authenticate with your platform credentials. Then choose Cortex as the destination, select the pipelines you need, and define your update schedule. Within minutes, your selected financial data begins flowing into Cortex ready for visualization.

What kind of financial dashboards can I build with ContaAzul and Cortex?

You can build dashboards that monitor cash flow, outstanding receivables, payable obligations, and sales performance in one place. Many teams create visual summaries for leadership meetings that combine revenue trends with expense categories. This makes it simple to identify seasonal patterns and adjust budgets before the end of the quarter.

How frequently does ContaAzul data refresh in Cortex reports?

You control the refresh schedule inside Kondado, selecting the exact interval that matches your planning cycle. Automated updates keep your Cortex charts current without requiring manual uploads. This flexibility lets finance teams check morning numbers during busy closing periods and switch to less frequent updates during quieter weeks.

Which KPIs can I track using ContaAzul data in Cortex?

Popular metrics include days sales outstanding, payable aging, gross sales by product, and cost center breakdowns. By combining the Accounts Receivable: Collections pipeline with Sales Details, you can measure collection efficiency alongside product profitability. Operations teams often track these indicators weekly to improve working capital and forecast revenue more accurately.

Does Kondado offer pre-built report templates for ContaAzul?

Yes, ready-made dashboards are available to help you get started quickly. You can use the Conta Azul Looker Studio Report or the Conta Azul Power BI Report as a foundation, and both can be adapted to your branding and KPI preferences. These report templates save setup time and give your team a professional layout for financial reviews from day one.

Can I share Cortex dashboards with team members who do not have a ContaAzul login?

Cortex allows you to share visual reports with colleagues through standard sharing features, so viewers do not need direct access to your accounting platform. This is helpful for marketing and operations teams that need financial context but should not see sensitive transactional details. You decide who sees each dashboard, keeping insights accessible across departments.

What data from ContaAzul can I visualize in Cortex?

You can bring in customer registration details, open contracts, payable records, and complete sales information. Specific pipelines include People Registration: Details, Contracts, and Sales Items, giving you access to contact data, contracting party status, and line-item transaction records. This broad coverage lets you build everything from high-level executive summaries to detailed operational views in Cortex.

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How to Visualize ContaAzul Data in Cortex

Kondado lets you replicate your ContaAzul accounting and financial data directly into Cortex, so you can build visual reports that help you track cash flow, monitor sales performance, and manage expenses without any technical setup. Whether you run an agency or a growing SMB, turning raw financial records into clear charts makes it easier to spot trends and act quickly. Simply choose ContaAzul as your data source, select Cortex as your destination, and pick the pipelines you want to visualize. Your data stays current on a configurable schedule, updating as often as every five minutes or once a day depending on what your business needs. This means your operations and finance teams always have fresh numbers to support daily decisions.

With Kondado’s Via Kondado connection, you can send 13 ContaAzul pipelines and 571 fields directly to Cortex without intermediate databases or complex configuration, enabling up-to-date financial visibility for your team.

Our prices start from $19 USD/month, and you can try Kondado for free for 14 days with no credit card required

By combining ContaAzul’s financial records with Cortex’s visualization capabilities, you can create dashboards that show exactly where your business stands at any moment. For example, the Accounts Receivable pipeline helps you track overdue payments and expected cash inflows, while the Accounts Payable pipeline gives you a clear view of upcoming obligations and reconciliation status. You can also use the Sales pipeline to analyze transaction trends, product mix, and revenue patterns over time. Together, these connected datasets in Cortex empower your team to make confident decisions about budgeting, collections, and growth strategy without waiting on manual spreadsheets.

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ContaAzul data available in Cortex

available pipelines

571

extractable fields

Available integrations

Integration	Description
People Registration: Details	Includes fields such as uuid, name, and email, along with information on active status and person type, either INDIVIDUAL or LEGAL.
People Registration	Contains data such as document, phone, and address, including details like neighborhood, city, and state, along with active status.
Accounts Payable	Presents information on financial obligations, including id, expected payment date, and reconciliation status.
Accounts Payable: Categories	Includes financial categories with fields such as id, name, and type, along with information on whether they should be considered as cost in the DRE.
Accounts Payable: Cost Centers	Provides data on cost centers, including id, name, and active status, along with a custom code for internal organization.
Accounts Receivable	Contains information on amounts receivable, including id, due date, and collection status, along with financial details.
Accounts Receivable: Categories	Includes accounts receivable categories with fields such as id, name, and type, along with information on whether they are considered revenue.
Accounts Receivable: Cost Centers	Provides data on cost centers related to accounts receivable, including id and name, along with active status.
Accounts Receivable: Collections	Includes information on collections, with fields such as id, status, and due date, along with relevant financial details.
Contracts	Contains data on contracts, including id, contracting party name, and status, along with associated financial information.
Sales	Data on sales transactions, including fields such as id, sale date, and total amount.
Sales Details	Detailed information on each sale, such as sale id, product, quantity, and unit price.
Sales Items	List of sold items, including fields such as item id, description, quantity, and value.

People Registration: Details

Includes fields such as uuid, name, and email, along with information on active status and person type, either INDIVIDUAL or LEGAL.

People Registration

Contains data such as document, phone, and address, including details like neighborhood, city, and state, along with active status.

Accounts Payable

Presents information on financial obligations, including id, expected payment date, and reconciliation status.

Accounts Payable: Categories

Includes financial categories with fields such as id, name, and type, along with information on whether they should be considered as cost in the DRE.

Accounts Payable: Cost Centers

Provides data on cost centers, including id, name, and active status, along with a custom code for internal organization.

Accounts Receivable

Contains information on amounts receivable, including id, due date, and collection status, along with financial details.

Accounts Receivable: Categories

Includes accounts receivable categories with fields such as id, name, and type, along with information on whether they are considered revenue.

Accounts Receivable: Cost Centers

Provides data on cost centers related to accounts receivable, including id and name, along with active status.

Accounts Receivable: Collections

Includes information on collections, with fields such as id, status, and due date, along with relevant financial details.

Contracts

Contains data on contracts, including id, contracting party name, and status, along with associated financial information.

Sales

Data on sales transactions, including fields such as id, sale date, and total amount.

Sales Details

Detailed information on each sale, such as sale id, product, quantity, and unit price.

Sales Items

List of sold items, including fields such as item id, description, quantity, and value.

See all available data →

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How to create ContaAzul dashboards in Cortex

Visualize your data automatically — no spreadsheet exports or custom scripts.

Connect Your ContaAzul Account

Log in to Kondado and add ContaAzul as a new data source by entering your credentials. This creates the direct link that pulls your financial records into the platform.

Select Cortex as Destination

Pick Cortex from the destination list so your replicated data lands directly in the visualization tool. Kondado also supports destinations such as Power BI and Looker Studio if your team expands to other reporting platforms later.

Build Dashboards and Configure Refresh

Open Cortex and use your replicated ContaAzul data to create charts that track cash flow, sales, and payables. Set your preferred refresh schedule in Kondado to keep those dashboards updated automatically.