
Jota is an AI financial agent resolving personal and business finances for users in one WhatsApp or app conversation.
jota.aiCrawled Nov 3, 2026
The DDA feature identifies registered invoices by CPF or CNPJ and notifies users via WhatsApp. It can remind users the day before and on the due date if unpaid, with no cost.
The page describes Tap to Pay on Jota, enabling debit, credit (up to 12 installments), and Pix via QR code on Android or iPhone without needing a device.
Jota connects to other banks via Open Finance to display balances, statements, and invoices in WhatsApp or the app, with user authorization.
The page compares Jota, Itaú, BIA, and BB for specific tasks, noting when to choose Jota for account analysis, payments, and WhatsApp reminders. Jota is not a bank.
The credit card statement lists purchases, installments, fees, and the minimum payment due for the month.
The page compares financial tools, focusing on Jota versus Mobills, Asaas, and Conta Azul for expenses, billing, and MEI management.
The page explains how to open a free Jota digital PJ account with no monthly fees, no Pix or bill charges, and interest at 100% of the CDI, all via WhatsApp.
The page lists job openings at Jota, an AI agent that simplifies personal and business finances through WhatsApp conversations.
The page describes Jota’s pricing tiers: free to start or choose Pro, Max, or Enterprise plans.
Jota helps service providers collect monthly fees for classes, groups, and subscriptions using fixed Pix QR codes, monthly reminders, and payment verification.
The page explains how to generate Pix QR codes and use Pix Copy and Paste via WhatsApp with Jota, supporting fixed or open amounts, with no fees for generation and payment notifications.
Jota assists service providers in collecting deposits and installments via Pix QR codes, tracking receivables, and offering installment cards in up to 12 payments.
The page compares alternatives to Nubank PJ and highlights Jota as a digital account for entrepreneurs.
The company’s Jota app allows users to send Pix payments via WhatsApp.
The page provides contact details for Jota customer support: free, human assistance via WhatsApp at (11) 4004-8808 for questions, complaints, and suggestions.
Jota connects to banks, handles collections, payments, and manages finances as requested, all via WhatsApp.
Jota’s privacy practices comply with LGPD, including WhatsApp-encrypted messages, Unico verification, and read-only Open Finance data with revocation options.
The Privacy Policy explains what personal data Jota collects, how it is used, shared, and stored, and user rights under LGPD.
The Terms of Use outline conditions for using Jota’s WhatsApp financial assistant and payment account, operated by Celcoin.
Jota AI enables users to manage financial tasks via WhatsApp or its app by linking to bank accounts. The platform automates Pix payments, bill payments, expense tracking, and client collections. It functions as an AI agent rather than a passive chatbot, directly facilitating transactions and financial oversight.
Oct 2026AI FinderzNews article
Jota, a Brazilian fintech, raises **US$30 million in Series A funding** to expand its AI-driven digital banking platform. The capital will fuel product growth and AI-powered financial tools tailored for entrepreneurs. The round values the company at **US$185 million post-money** and accelerates user acquisition efforts.
Jul 2026Latam RepublicNews article
Jota secures **$30 million in Series A funding**, valuing the Brazilian fintech at **$185 million**. The startup enables small business owners to manage bank accounts and bookkeeping via **WhatsApp**, leveraging an **AI-powered assistant**. The platform simplifies financial operations for micro-entrepreneurs without requiring traditional banking infrastructure.
Jul 2026Hyper LATAMNews article
Jota secures $30 million in Series A funding to scale its AI-driven WhatsApp banking platform. The round, led by Haun Ventures with support from HOF Capital, Alter Global, and Greyhound Capital, values the company at $185 million. This marks Haun Ventures’ first investment in Brazil, highlighting growing investor interest in Latin American fintech.
Jul 2026ArabFoundersNews article