Agilize

About Agilize

Agilize positions itself as a pioneering online accounting platform in Brazil, engineered to simplify the complex financial landscape for micro, small, and medium-sized enterprises (SMEs).

The company was founded in Salvador, Bahia, in 2013 by a team of six partners: Rafael Caribé (CEO), Marlon Freitas (CMO), Adriano Fialho, Alberto Vila Nova, Ernesto Amorim, and Rafael Viana. The venture originated from the founders' own frustrations with traditional accounting services while running a previous systems development company. CEO Rafael Caribé, a computer science graduate, identified a significant opportunity to automate and clarify accounting processes through technology, even without a formal accounting background himself. This fusion of tech expertise and accounting knowledge—one of the partners is an accountant—formed the foundation of Agilize. The founders' journey began with the challenge of creating a more transparent and efficient communication channel between accountants and clients.

Agilize's business model is centered on a subscription-based service that provides comprehensive, automated accounting solutions. It targets a broad market of entrepreneurs across Brazil, serving over 25,000 clients in more than 600 cities. The platform is designed as a one-stop-shop, allowing business owners to manage their financial obligations efficiently and ensure compliance with Brazilian regulations. Revenue is generated from monthly fees for its accounting services, which include managing tax and payroll processes, handling bureaucratic tasks, and providing financial insights. This approach enables clients to focus on their core business operations rather than getting bogged down by administrative complexities.

The core service is a digital accounting platform that streamlines routine tasks, accessible through an intuitive online interface. Key features include tools for managing tax documents, digital certificates, and financial indicators. The company has expanded its offerings to include specialized services like Agilize Unique, which provides a dedicated account manager and expert consulting, and Agilize RH, which is developing HR-related benefit products. A significant milestone was its first funding round of R$7 million from Stone in 2020, followed by a substantial R$60 million (approximately $9-10.4M USD) round in late 2024, led by French insurer AXA with participation from L4 (B3's venture capital fund) and existing investor Stone. The company has also participated in accelerator programs from Google, Endeavor, and Amazon Web Services, underscoring its solid growth trajectory.