Which ChatGPT does it work in?

ChatGPT Business and Enterprise: an admin enables Siglata once for the team. On Pro, Siglata is read-only, in developer mode. On Plus and Free, it doesn't work in ChatGPT on the web. In Codex, each person connects it, on every plan that includes Codex.

Does it work with my ERP?

Two ways: with the ERP's exports, as spreadsheets or CSV, and in the ERP's own pages, like Bling: your AI signs in to the portal with the login you or the company connected, reads lists and tables, clicks, fills in and posts, without seeing the password.

Does the AI send the reminder to the customer?

No. Your AI writes each reminder's text in the spreadsheet, with the invoice, the amount and the due date. Your team sends it.

How does it know the customer already paid?

It looks in the bank statement for a credit with the invoice's amount and the customer's CNPJ. When it finds one, it writes the date in "Paid on" and shows the statement line it came from.

Know what is overdue and who to remind today.

Your AI reads the ERP's receivables, the bank statement and the invoices, and saves what is still unpaid, with the source of every number.

Let's talk

What is still unpaid?

SiglataInvoices3 of 12 records

cliente	valor	vencimento
"Mercado Aurora Azul"	8400	"2026-09-22"
"Empório Lumara"	3200	"2026-09-25"
"Padaria Trigo Bom"	5600	"2026-09-30"

Using Siglata · saving Status and ReminderUsed Siglata · saved Status and Reminder in 3 records

Two invoices are overdue and one is due today: R$17,200.00, of which R$11,600.00 is already overdue. I checked the statement and wrote the three reminders in v5 of the spreadsheet.

v4v5SavedPrevious version kept

Siglata

In SiglataInvoices12 records

StatusOverdue2Due today1Upcoming2Paid7

The Invoices table in Siglata, 12 records.
Row	Customer	Invoice	Due	Amount	Paid on	Status	Reminder
1	Mercado Aurora Azul	1042	09/22	R$8,400	—	—Overdue	—Olá! A nota 1042, de R$ 8.400,00, venceu em 22/09. Pode nos passar a previsão de pagamento?
2	Empório Lumara	1086	09/25	R$3,200	—	—Overdue	—Olá! A nota 1086, de R$ 3.200,00, venceu em 25/09. Pode nos passar a previsão de pagamento?
3	Padaria Trigo Bom	1103	09/30	R$5,600	—	—Due today	—Olá! A nota 1103, de R$ 5.600,00, vence hoje, 30/09. Se o pagamento já foi feito, pode desconsiderar esta mensagem.
4	Padaria Sol	1110	10/02	R$1,400	—	Upcoming	—
5	Mercado Vila Nova	1113	10/05	R$2,900	—	Upcoming	—
6	Casa do Grão	1071	09/20	R$4,100	09/19	Paid	—
7	Empório Serra	1075	09/21	R$6,300	09/21	Paid	—
8	Atacado Rio	1079	09/23	R$9,800	09/22	Paid	—
9	Hortifrúti Bom Dia	1082	09/24	R$1,900	09/24	Paid	—
10	Adega Central	1090	09/26	R$3,700	09/25	Paid	—
11	Quitanda Verde	1094	09/27	R$2,200	09/27	Paid	—
12	Café da Praça	1098	09/28	R$5,100	09/28	Paid	—

TodayRECEBER set-out (versao boa).xlsxCompatibility modeSaved 3 days ago

J7fx=SOMASE(H4:H15;"aberto";E4:E15)-#REF!

ABCDEFIJK1RECEIVABLES — check against the statement every Mon2Itaú + Bradesco · paid = paint it blue3customerNFissueddueAMOUNTpaid?bankstatuscollect4Mercado Aurora Azul104220-Sep09/22/2026R$8,400-xItaúcall!!!5Empório Lumara 108621.0909/253,200.000Itaúok promised the 30th6 Padaria Trigo Bom11032026-09-2209/305.6kOK yesslip resent7padaria sol1110Sep 232-Oct1400yes#N/A8Mercado Vila NOVA111309/24/202605.102,900-PaulaBradesco9CASA DO GRÃO107109/252026-09-20R$4,100Sep 19ITAÚNO10Empório Serra107509/26Sep 21R$630009/21/2026xcheck statement11Atacado Rio107927-Sep09/23/2026R$9,80009/22Itaú12Hortifrúti Bom Dia 108218.0909/24#REF!09/24ok 13 Adega Central10902026-09-1909/263.7k25-SepOK yes14quitanda verde1094Sep 2027-Sep220027.09yespaula15Café da PRAÇA109809/21/202628.095,1002026-09-28PaulaBradesco16open21.500 ?171819202122

Sheet1Sheet2 (2)copy of Sheet1DO NOT USE

Illustrative data. Drag the divider to compare.

Every Monday, the statement against the spreadsheet

Invoices come out of the ERP, payments show up in two banks' statements, and someone colors the paid ones blue, row by row. What is overdue only shows once that check is done.

One question, the open invoices

You ask what is still unpaid. Your AI checks each invoice against the statement, marks what is overdue and writes each customer's reminder as a new version of the spreadsheet, with the previous one kept.

ChatGPT

What is still unpaid?

SiglataInvoices3 of 12 records

cliente	valor	vencimento
"Mercado Aurora Azul"	8400	"2026-09-22"
"Empório Lumara"	3200	"2026-09-25"
"Padaria Trigo Bom"	5600	"2026-09-30"

Using Siglata · saving Status and ReminderUsed Siglata · saved Status and Reminder in 3 records

Two invoices are overdue and one is due today: R$17,200.00, of which R$11,600.00 is already overdue. I checked the statement and wrote the three reminders in v5 of the spreadsheet.

v4v5SavedPrevious version kept

Ask anythingSiglata

The Invoices table in Siglata, 12 records.
Row	Customer	Invoice	Due	Amount	Paid on	Status	Reminder
1	Mercado Aurora Azul	1042	09/22	R$8,400	—	—Overdue	—Olá! A nota 1042, de R$ 8.400,00, venceu em 22/09. Pode nos passar a previsão de pagamento?
2	Empório Lumara	1086	09/25	R$3,200	—	—Overdue	—Olá! A nota 1086, de R$ 3.200,00, venceu em 25/09. Pode nos passar a previsão de pagamento?
3	Padaria Trigo Bom	1103	09/30	R$5,600	—	—Due today	—Olá! A nota 1103, de R$ 5.600,00, vence hoje, 30/09. Se o pagamento já foi feito, pode desconsiderar esta mensagem.
4	Padaria Sol	1110	10/02	R$1,400	—	Upcoming	—
5	Mercado Vila Nova	1113	10/05	R$2,900	—	Upcoming	—
6	Casa do Grão	1071	09/20	R$4,100	09/19	Paid	—
7	Empório Serra	1075	09/21	R$6,300	09/21	Paid	—
8	Atacado Rio	1079	09/23	R$9,800	09/22	Paid	—
9	Hortifrúti Bom Dia	1082	09/24	R$1,900	09/24	Paid	—
10	Adega Central	1090	09/26	R$3,700	09/25	Paid	—
11	Quitanda Verde	1094	09/27	R$2,200	09/27	Paid	—
12	Café da Praça	1098	09/28	R$5,100	09/28	Paid	—

Every number with its source

Tap a status to see the math, the invoice's row in the ERP export and what the statement shows.

The Invoices table in Siglata, 12 records.
Row	Customer	Invoice	Due	Amount	Paid on	Status	Reminder
1	Mercado Aurora Azul	1042	09/22	R$8,400	—	—Overdue	—Olá! A nota 1042, de R$ 8.400,00, venceu em 22/09. Pode nos passar a previsão de pagamento?
2	Empório Lumara	1086	09/25	R$3,200	—	—Overdue	—Olá! A nota 1086, de R$ 3.200,00, venceu em 25/09. Pode nos passar a previsão de pagamento?
3	Padaria Trigo Bom	1103	09/30	R$5,600	—	—Due today	—Olá! A nota 1103, de R$ 5.600,00, vence hoje, 30/09. Se o pagamento já foi feito, pode desconsiderar esta mensagem.
4	Padaria Sol	1110	10/02	R$1,400	—	Upcoming	—
5	Mercado Vila Nova	1113	10/05	R$2,900	—	Upcoming	—
6	Casa do Grão	1071	09/20	R$4,100	09/19	Paid	—
7	Empório Serra	1075	09/21	R$6,300	09/21	Paid	—
8	Atacado Rio	1079	09/23	R$9,800	09/22	Paid	—
9	Hortifrúti Bom Dia	1082	09/24	R$1,900	09/24	Paid	—
10	Adega Central	1090	09/26	R$3,700	09/25	Paid	—
11	Quitanda Verde	1094	09/27	R$2,200	09/27	Paid	—
12	Café da Praça	1098	09/28	R$5,100	09/28	Paid	—

invoice 1042 · Mercado Aurora Azul · Overdue

: Due: Sep 22, 2026. Today: Sep 30, 2026. Days late: 30 − 22 = 8.
: Invoice amount: R$8,400.00.
: Statement from Sep 22 to Sep 30: no R$8,400.00 credit with the customer's CNPJ. "Paid on" stays empty.
: Status: Overdue.
: 8,400 + 3,200 = R$11,600.00
: 11,600 + 5,600 = R$17,200.00

Contas_a_receber_semana_40.xlsx to · Contas_a_receber_semana_40.xlsx v4 · Row 2 · Invoice: 1042 · Due: Sep 22 · Amount: R$8,400.00
NFe_1042.xml to · NFe_1042.xml v1 · Total: R$8,400.00 · Recipient CNPJ: 23.456.789/0001-10
Extrato_Itau_setembro.ofx to · Extrato_Itau_setembro.ofx v1 and Extrato_Bradesco_setembro.ofx v1 · Sep 1 to Sep 30 · no R$8,400.00 credit from that CNPJ

The invoice is 8 days overdue and the payment shows in neither statement. The collection rule asks for a reminder the same day, with the invoice number, the amount and the due date. Olá! A nota 1042, de R$ 8.400,00, venceu em 22/09. Pode nos passar a previsão de pagamento? Olá! A nota 1086, de R$ 3.200,00, venceu em 25/09. Pode nos passar a previsão de pagamento? Olá! A nota 1103, de R$ 5.600,00, vence hoje, 30/09. Se o pagamento já foi feito, pode desconsiderar esta mensagem.

v4v5Saved

Download the example (.xlsx)

Illustrative data.

The collection rule is written down

When an invoice counts as overdue and what each reminder says live in a company skill. Each person works with their own access, and every change stays in the history, with the previous version kept.

Who accesses what

Row	Person	Inventory	Purchasing	Finance
1	You Admin	Can edit	Can edit	Can edit
2	Marcos Purchasing
3	Renata Finance
4	Rodrigo Sales

Click a level to change it. Each person's ChatGPT, Codex or Claude Code follows that person's access.

Today's activity

7:05 AMM
Two invoices are overdue and one is due today: R$17,200.00, of which R$11,600.00 is already overdue. I checked the statement and wrote the three reminders in v5 of the spreadsheet.

Frequently asked questions

4 questions

Which ChatGPT does it work in?
ChatGPT Business and Enterprise: an admin enables Siglata once for the team. On Pro, Siglata is read-only, in developer mode. On Plus and Free, it doesn't work in ChatGPT on the web. In Codex, each person connects it, on every plan that includes Codex.
Does it work with my ERP?
Two ways: with the ERP's exports, as spreadsheets or CSV, and in the ERP's own pages, like Bling: your AI signs in to the portal with the login you or the company connected, reads lists and tables, clicks, fills in and posts, without seeing the password.
Does the AI send the reminder to the customer?
No. Your AI writes each reminder's text in the spreadsheet, with the invoice, the amount and the due date. Your team sends it.
How does it know the customer already paid?
It looks in the bank statement for a credit with the invoice's amount and the customer's CNPJ. When it finds one, it writes the date in "Paid on" and shows the statement line it came from.

Want to see it with your company's invoices?

We'll show it with your ERP's receivables export and a bank statement, in a WhatsApp conversation.

Let's talk contato@siglata.com