Accounting software and accounting firms

AI in accounting work without pasting client data into the model.

Emails, invoices, payroll sheets and statements carry CPF and CNPJ numbers, names, salaries and addresses. Rota removes the data that identifies people before AI. The model classifies, summarizes and answers questions without seeing whose document it is.

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Why clean before you use AI in accounting

Accounting professionals already use AI in daily work. The Federal Accounting Council itself asks for attention to privacy and to Brazil's General Data Protection Law (LGPD) when generative AI is used with accounting data.

The firm is accountable for the client data that it processes. Pasting a payroll sheet into an AI chat exposes the salaries and documents of people who do not even know that AI was used.

The accountant does not need to integrate anything. The accounting software that the accountant already uses does the integration once, for all clients.

How it works

The document reaches the system The accounting software sends the text of the email, invoice or statement to the cleaning route. PDFs go through the extraction route.
Rota removes the personal data CPF and CNPJ numbers, names, emails, phone numbers and addresses become placeholders. Amounts, dates and descriptions stay in the text.
AI does the task The model classifies entries, summarizes the client's messages or prepares a reply.
The accountant checks The system shows the result to the accountant, who reviews it and completes it with the client's data.

Example with fictitious data

Before Rota

Olá, aqui é a Patrícia Moura, da Padaria Pão Quente, CNPJ 11.444.777/0001-61. Segue a folha de setembro: Carlos Eduardo Souza, CPF 123.456.789-09, salário de R$ 2.850,00. Dúvidas no (62) 90000-1357.

After Rota

Olá, aqui é a [PESSOA_1], da Padaria Pão Quente, CNPJ [CNPJ_1]. Segue a folha de setembro: [PESSOA_2], CPF [CPF_1], salário de R$ 2.850,00. Dúvidas no [TELEFONE_1].

Fictitious text in Portuguese, processed by the API engine on 6 October 2026, with the placeholder policy.

How to integrate

The accounting software calls the cleaning route before any AI. If it uses Rota models, the chat route already cleans the text before the model.

POST /v1/privacy/clean

curl https://rota-nacional.ia.br/v1/privacy/clean \
  -H "Authorization: Bearer $ROTA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"text": "Folha de setembro: Carlos Eduardo Souza, CPF 123.456.789-09, salário de R$ 2.850,00."}'

Good to know

Amounts, dates and descriptions stay in the text, because the task needs them.
The accountant stays in charge: checks the result and adds the client's data.

FAQ

Frequently asked questions

Direct answers about this use. Did not find yours? Talk to the team.

Can an accountant use it without accounting software?

To test it, yes: the dashboard cleans a text of up to 8 KB in the browser. For daily use, integration is through the API, done by the accounting software or by a partner.

Are amounts and dates also removed?

No. Amounts, accounting dates and descriptions stay, because the task needs them. The data that identifies the person is removed: name, CPF, CNPJ, contact details and address.

How much does it cost for accounting software?

The trial is free for 30 days. After that, Rota models use Pix credit, from R$ 1.20 to R$ 7.20 per million tokens. The volume for all clients of the software is agreed with the team.

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