en.Wedoany.com Reported - Financial assistant Jota has completed a 150 million BRL ($30 million) Series A funding round, led by Haun Ventures. Also participating in this round are HOF Capital, Alter Global (continuing to follow on since the seed round), Greyhound Capital, and a global team of investors who believe that artificial intelligence will change how people work, make decisions, and manage their finances.

This funding coincides with the launch of Jota 2.0. This version transforms the assistant from a passive question-answerer into a proactive predictor: it automatically categorizes expenses, controls spending, organizes bills, and generates insights without waiting for customer instructions. Initial tests show a 5x increase in user engagement compared to the previous version.

This is Jota's second investment in just over a year. In early 2025, the company raised 60 million BRL in a seed round led by MAYA Capital, with participation from HOF Capital, Big Bets, Alter Global, and North Ventures. Since then, starting from zero, the company has acquired approximately 300,000 customers and reached an annualized transaction volume of 3.5 billion BRL.

Jota's philosophy is that the primary financial interface will be a conversation. Most Brazilian entrepreneurs have never used an Excel spreadsheet; they manage their businesses with their brains and notebooks, manually recording income, expenses, and debts. Jota doesn't require users to learn another system; instead, it understands customer needs and executes actions through text, voice, or photos.

"We want to retire the notebook," said Davi Holanda, founder and CEO of Jota. "Entrepreneurs need to sell, serve, and grow their businesses, not stay up late doing math on paper. Jota is the primary partner for solo operators."

With Jota, entrepreneurs can manage their money without opening spreadsheets, banking apps, or notebooks. It collects payments from customers via WhatsApp or its conversational app, offers credit card payments in up to 12 installments (without a card machine), records debts, and executes payments. Jota proactively reminds users who owes money, which bills are due, and their income and expenses, generates returns on balances while the business operates, and provides insights to help make better financial decisions.

"Our goal was never to create another financial app," Holanda said. "We are building an assistant that helps millions of Brazilians save time, reduce spending, and make better decisions every day. We believe that in a few years, the primary way to manage money will be through conversation."

With the Series A funds, Jota plans to accelerate the development of its artificial intelligence infrastructure and expand the assistant's capabilities, delivering parts of the company's long-term vision ahead of schedule. Areas under research include providing contextual credit at the exact moment a customer needs liquidity.

"The best financial products are those that naturally integrate into people's existing lives and work," said Diogo Monica, General Partner at Haun Ventures. "Jota is exactly that, building an assistant that communicates in the language and manner of Brazilian entrepreneurs on WhatsApp, which they already use. Jota is one of the most promising products we have seen in conversational finance, and we are proud to lead this Series A round."

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