Mobile App · Service Business Management
CaixaMEI AI
The service provider's financial copilot: from the quote to the money in hand.
In development and validation. Not yet commercially available.
CaixaMEI AI
- Professional quote
- AI pricing
- Recorded approval
- Work order
Executive summary
CaixaMEI AI is a mobile app built by Vita Munhoz Tecnologia for service providers, self-employed professionals and micro-entrepreneurs — the professional who quotes, works and gets paid from their own phone. Instead of starting from accounting, it organizes the journey they already live every day: send a professional quote, record the approval, track the job with its costs and attachments, bill with a deposit and installments and, at the end, see the real profit of each job — not just what came in. Artificial intelligence steps in where it cuts work and improves a decision: it suggests the price structure and flags when costs or margin look off, but the final word always stays with the user. It is a light experience, designed to handle everything on the device, without the complexity of an ERP.
The revenue shows up. The profit disappears.
- Pricing is done from memory — material, travel, hours and margin estimated without a method, which compresses profit.
- The operation is scattered: the request on WhatsApp, the quote in a text message, the receipt in the photo gallery and the billing in someone's head.
- Deposits, installments and pending balances have no reliable tracking and turn into forgotten money.
- The professional knows how much came in, but not how much was earned after every cost.
- Personal withdrawals and expenses mix with the business and distort the financial picture.
- Traditional ERPs are far too complex for someone who needs to handle everything on their own phone.
Who it's for
- Service providers, self-employed professionals and micro-entrepreneurs who quote and bill from their phone
- Electricians, installers and maintenance and repair professionals
- Painters and staged jobs, with material and labor
- Photographers and creatives who work with deposits, delivery and installments
Key features
What is already implemented in the version under validation.
Professional quote
Client, line items, material, labor, validity and a PDF with the business's identity.
AI pricing
Suggests the price structure and flags a thin margin — the decision is always yours.
Recorded approval
The acceptance is logged and the approved proposal is kept as an immutable snapshot.
Work order
Checklist, attachments, costs and job progress in one place.
Billing and Pix
Deposit, installments, due dates and reminders — with no forgotten money.
Receivables
Deposits, installments and pending balances tracked through to settlement.
Profit per job
Revenue minus material, travel, fees and the other costs you record.
Monthly result
Profit, margin, average ticket and quote-to-job conversion.
Personal and business apart
Personal withdrawals and expenses don't distort the business's financial picture.
Proposal with your brand
A PDF with your identity, terms, versions and sharing in a few taps.
The full service cycle
From first contact to money received, in a single flow: quote, approve, execute, bill and measure the result.
AI where it cuts work
Intelligence applied only where it improves the decision. The recommendation is the AI's; the choice is the user's.
Built for the phone
Light and direct, for the professional who handles everything on the device — not an ERP bent into shape.
Architecture and scalability
- A modular-monolith backend in Java and Spring — room to evolve without the complexity of microservices too early.
- PostgreSQL as the database, with Redis and RabbitMQ for queueing, caching and asynchronous processing.
- Attachments and PDFs kept in object storage (S3), with an admin panel in Angular.
- A mobile app in Flutter for Android and iOS, with full observability from the first release.
Security
- LGPD, consent and data minimization considered from the architecture onward.
- An immutable snapshot of the approved proposal: traceability from acceptance to payment.
- Role-based access control, for when the business grows and takes on a team.
- Data centralized in the cloud with managed backup — nothing depends on a single device.
What changes for the people who use it
Concrete benefits, derived from what the product actually does.
Know the real profit of each job, not just what landed in the account.
Send a professional quote in minutes, straight from the phone.
Organized billing: deposits, installments and due dates without relying on memory.
Personal and business life kept apart, with a financial picture you can trust.
Where the product is, and where it is going
What is marked as implemented has been built and is in validation — it does not mean it is on sale. The rest is a roadmap: intent, not a delivery promise.
Core service cycle
Quote, approval, work order, costs, billing and result — the provider's full journey in one app.
AI pricing and proposals
Price suggestion with margin alerts and a professional PDF proposal, evolving with real usage.
Pix billing and reminders
Integrated Pix billing, automatic due-date reminders and receivables reconciliation.
Team and permissions
Multiple users, role-based permissions and commissions — for the business that takes on a team.
Financial services and expansion
Tax issuance, electronic signature and partner-based financial integrations, with expansion across Latin America.
Frequently asked questions about CaixaMEI AI
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