POWERED BY BTOS

Systems that run the workyour business depends on.

B.Terminal builds operational systems that execute recurring business processes across sales, finance, operations, and customer delivery. Routine work happens automatically. Exceptions reach the right person with context. The system stays visible, measurable, and under your control.

Explore

Not another tool your team has to operate.

B.Terminal connects workflows, data, automation, AI, and infrastructure into systems that run defined parts of the business. Your team keeps control of the decisions. The system handles the repeatable work.

Start with BTerminal

You don’t need a full transformation to begin.

Identify the highest-impact revenue problem, modernize your payment operation, or start with a focused engagement.

Free / 5 minutes Find the first question worth answering before choosing a deeper BTerminal engagement. Start the check Managed infrastructure Invoicing, recurring billing, collections and payment operations integrated into the way you work. Explore BT Payments
OPERATING CONTEXTS
  • Professional Services
  • Career & Immigration
  • Financial Services
  • Public Sector Data
  • Health & Wellness
  • Education
  • Real Estate
  • Distribution & Logistics
THE OPERATING PROBLEM

Growth creates operational friction long before companies realize it.

As a service business grows, critical work spreads across spreadsheets, inboxes, CRM systems, payment platforms, dashboards, and manual follow-ups. The result is predictable: work depends on someone remembering, information gets duplicated or lost, handoffs break, payments stall, teams rebuild the same reports, and leadership cannot see what is actually happening. The problem is rarely one missing feature. The problem is that the work itself is not operating as a system.

WHAT B.TERMINAL DOES

We turn business processes into operating systems.

B.Terminal maps a defined business flow, connects the systems involved, automates the repeatable steps, tracks every important event, and routes the exceptions that require human judgment.

A B.TERMINAL SYSTEM KNOWS
  • What should happen next
  • What already happened
  • What failed
  • What can retry automatically
  • What requires a person
  • Who owns the decision
  • How long the process has been waiting

Nothing important should disappear inside an inbox, spreadsheet, or disconnected application.

FIRST SOLUTION

Revenue CollectionFrom accepted agreement to reconciled revenue.

Revenue Collection turns the financial handoff after a sale into a controlled operating flow. When the next step can be automated, the system executes it. When a decision is required, the responsible person receives the exception with the necessary context.

THE FLOW
  1. 01 Contract accepted
  2. 02 Billing terms confirmed
  3. 03 Invoice created
  4. 04 Payment initiated
  5. 05 Failed payment handled
  6. 06 Payment received
  7. 07 Transaction matched
  8. 08 Revenue reconciled
WHAT IT CAN REPLACE
  • Manual invoice creation
  • Spreadsheet tracking
  • Disconnected payment links
  • Repeated payment follow-up
  • Manual reconciliation checks
  • Searching across systems to understand what happened
WHAT IT DOES NOT REPLACE
  • Your commercial decisions
  • Your accounting judgment
  • Your relationship with the customer
Explore Revenue Collection
START WHERE THE OPERATING PRESSURE IS HIGHEST
  • Client Activation

    Payment or approval → onboarding → required information → service readiness

  • Service Delivery

    Active client → workflows → deadlines → SLAs → completion

  • Commercial Flow

    Qualified opportunity → proposal → contract → accepted agreement

Additional solutions are assembled from the same BTOS capabilities as recurring patterns become clear.

SYSTEM BEHAVIOR

Automate the routine. Surface the exception.

Every B.Terminal system follows the same operating principle.

ContractsLeadsPaymentsMessagesTasksDeadlinesClient activity
  1. 01 / Detect

    Business events enter the system

    Events arrive from the applications your company already uses, with a source and a timestamp.

  2. 02 / Act

    The repeatable work executes

    Rules, workflows, integrations, and AI carry out the steps that do not require judgment.

  3. 03 / Verify

    The result is recorded

    The system records what happened, what succeeded, and what failed — every time.

  4. 04 / Escalate

    The exception reaches a person

    When automation cannot continue safely, the case goes to the correct person with context and ownership.

  5. 05 / Measure

    Activity becomes evidence

    Operational data becomes dashboards, alerts, service levels, and proof of what the system actually did.

BT PLATFORM

One platform. Multiple operating capabilities.

Behind every B.Terminal solution is BTOS: the shared operating foundation that connects the capabilities each business flow requires. You do not buy the architecture. You buy the system your operation needs.

Operating capabilities

01
BT PRODUCT

BT Marketing

Capture, prepare, score, and route demand.

Demand enters the system with a source, an owner, and a next action before it becomes a commercial opportunity. B.Terminal connects campaign data, leads, CRM, and revenue; it does not operate media buying.

  • Landing pages and forms
  • Lead routing and scoring
  • Marketing automation
  • Attribution
02
BT PRODUCT

BT Sales

Manage opportunities, proposals, contracts, and accountable next actions.

Qualified opportunities become accepted commercial agreements, with every handoff recorded and every next action owned by a person.

  • CRM and pipeline
  • Meetings and follow-up
  • Proposals and contracts
  • Commercial history
03
BT PRODUCT

BT Finance

Coordinate billing, payments, recovery, and reconciliation.

The accepted agreement becomes an invoice, a payment, a recovery path when it fails, and a reconciled transaction. Platform Payments and Stripe Connect are optional when the business needs them.

  • Invoices and payment links
  • Subscriptions and installments
  • Delinquency recovery
  • QuickBooks and reconciliation
04
BT PRODUCT

BT Operations

Run onboarding, service workflows, SLAs, account health, and renewals.

Clients are activated, work is coordinated against deadlines, and accounts are renewed through a configurable operating framework — not a one-size-fits-all vertical suite.

  • Onboarding and activation
  • Workflows and SLAs
  • Client portals
  • Health and renewal

Applied intelligence

05
BT ADD-ON

BT Intelligence

Turn operational activity into dashboards, forecasts, alerts, and decision support.

Everything the systems already record becomes executive visibility — without anyone rebuilding a report.

  • Cross-core KPIs
  • Forecasts
  • Risk alerts
  • Executive reporting
06
BT ADD-ON

BT AI

Apply classification, extraction, reasoning, voice, and automation where intelligence adds value.

AI is used where interpretation is genuinely required, with a defined human handoff — never as a replacement for the core workflow.

  • Voice and WhatsApp agents
  • Transcription and extraction
  • Scoring and classification
  • Human handoff
THE CONNECTED OPERATION

Marketing → Sales → Finance → Operations

Each core owns its work. The handoffs keep the customer journey connected from demand through renewal.

LIVE OPERATING MAP CONNECTED
  1. 01

    BT PRODUCT

    BT Marketing

    Capture, prepare, score, and route demand.

    Demand enters the system with a source, an owner, and a next action before it becomes a commercial opportunity. B.Terminal connects campaign data, leads, CRM, and revenue; it does not operate media buying.

    BT Sales →
  2. 02

    BT PRODUCT

    BT Sales

    Manage opportunities, proposals, contracts, and accountable next actions.

    Qualified opportunities become accepted commercial agreements, with every handoff recorded and every next action owned by a person.

    BT Finance →
  3. 03

    BT PRODUCT

    BT Finance

    Coordinate billing, payments, recovery, and reconciliation.

    The accepted agreement becomes an invoice, a payment, a recovery path when it fails, and a reconciled transaction. Platform Payments and Stripe Connect are optional when the business needs them.

    BT Operations →
  4. 04

    BT PRODUCT

    BT Operations

    Run onboarding, service workflows, SLAs, account health, and renewals.

    Clients are activated, work is coordinated against deadlines, and accounts are renewed through a configurable operating framework — not a one-size-fits-all vertical suite.

    BT Marketing ↗
ACCOUNTABILITY

The system executes. B.Terminal keeps the system dependable.

B.Terminal is responsible for the technical integrity of the systems we deploy, within the contracted scope. We do not become your outsourced operations staff — we build the system that lets your staff operate with less manual coordination.

  • 01

    Availability and workflow execution

    The platform stays up and the workflows you contracted keep executing. A step that fails without leaving a record is a breach on our side, not a mystery on yours.

  • 02

    Integration monitoring and failure detection

    Broken integrations, unprocessed events, and stalled flows are caught by monitoring — not by you noticing that something never happened, weeks later.

  • 03

    Retry behavior and technical exception routing

    What can safely retry, retries. What cannot is routed with full context to the person named in the agreement. No shared inbox, no queue without an owner.

  • 04

    Platform maintenance

    If the platform, a rule, or an integration is at fault, the correction is our responsibility and runs on the response window set in the agreement.

  • 05

    Event logging and observability

    Every flow leaves an auditable trail: what happened, when, which rule ran, who decided. Reporting shows what completed, what stalled, and what is waiting on you.

PROOF

Measure the operation, not the software.

Every critical workflow produces operational evidence: what was processed, what failed, what required intervention, and how long each step took. Because a system should not merely claim to be working. It should be able to show you.

WHAT A B.TERMINAL SYSTEM CAN REPORT
  • Transactions processed
  • Workflow completion rate
  • Automation success rate
  • Failed events detected
  • Exceptions routed
  • Time to detect failures
  • Time between contract and invoice
  • Time between payment and reconciliation
  • Work completed without manual intervention

Figures appear here as each system produces them in production. This block is never filled with decorative numbers.

PLATFORM IN ACTION

See the system before the promise.

Explore interactive demonstrations based on systems designed for commercial, financial, service-delivery, and decision-making pressure. Demo data is fictional; the operating problems and system patterns are real.

Client pipeline4 due today
Acquisition → Renewal86% on time
BT OPERATIONSops-hub

Ops Hub

Customer lifecycle, team execution, SLA visibility, and account health in one operating environment.

  • Lifecycle visibility
  • Daily action view
  • Customer data in context
Lifecycle commandSLA visibility
Revenue this month$1.24M
Executive KPI reportMargin +3.1 pp
BT FINANCEcfo

CFO Portal

Financial reporting, projections, and executive action plans presented in a system clients can understand.

  • Executive reporting
  • Projection workflow
  • Historical context
Financial commandClient clarity
Health Grant — São Bento$2.4M
Paving — Vila Nova$1.1M
Education — Monte Alto$860k
BT SALESgov-crm

Gov CRM

Complex commercial pipelines, deadlines, commissions, and delivery workflows brought under one source of truth.

  • Pipeline to delivery
  • Deadline visibility
  • Commission context
Commercial commandDelivery visibility
liveQuestion 3 / 8
Tell me about a challenge you led.
BT AImock-interview

Mock Interview AI

Real-time voice assessment and structured scoring embedded into a practical service workflow.

  • Live voice interaction
  • Structured scoring
  • Actionable feedback
Applied intelligenceStructured assessment
PRODUCT TO PROOF

Every product has a next step.

Follow the path from the operating pressure to a working example, then to the conversation that defines the right first scope.

Core products

01BT Marketing
BLUEPRINT FIRSTStart with your operating context

Marketing and Intelligence are scoped against the operation they connect, not sold as disconnected demos.

02BT Sales
LIVE PROOFGov CRM

Complex commercial pipelines, deadlines, commissions, and delivery workflows brought under one source of truth.

03BT Finance
LIVE PROOFCFO Portal

Financial reporting, projections, and executive action plans presented in a system clients can understand.

04BT Operations
LIVE PROOFOps Hub

Customer lifecycle, team execution, SLA visibility, and account health in one operating environment.

Add-ons

05BT Intelligence
BLUEPRINT FIRSTStart with your operating context

Marketing and Intelligence are scoped against the operation they connect, not sold as disconnected demos.

06BT AI
LIVE PROOFMock Interview AI

Real-time voice assessment and structured scoring embedded into a practical service workflow.

HOW WE WORK

Start with one operational flow.

We do not begin by replacing your entire technology stack.

  1. 01Map

    We identify one business process where fragmentation, manual work, or poor visibility creates meaningful cost.

  2. 02Design

    We define the events, rules, integrations, decisions, ownership, and system boundaries required to operate that flow.

  3. 03Deploy

    B.Terminal configures and implements the system on a defined scope and timeline.

  4. 04Operate

    The system executes the workflow, records activity, identifies failures, and routes exceptions to the right person.

COMMERCIAL MODEL

Productized systems. Defined responsibility.

Anything outside the defined scope becomes a new conversation. No unlimited development retainers. No hidden dependency on billable hours.

One-time setup

TIMELINE Defined at kickoff
INVESTMENT One-time fee
COMMERCIAL MODEL Architecture to launch

Architecture, configuration, integrations, migration, and launch of the first operating flow. Clear scope and commercial terms confirmed before kickoff.

Mapping · Configuration · Integrations · Migration · Go-live

Monthly system coverage

TIMELINE Ongoing
INVESTMENT Monthly
COMMERCIAL MODEL Contracted responsibility

Platform operation, monitoring, maintenance, workflow integrity, and the responsibilities defined in the commercial scope.

Monitoring · Maintenance · Workflow integrity · Exception routing

Usage and third-party costs

TIMELINE As incurred
INVESTMENT Billed separately
COMMERCIAL MODEL At cost, with statement

Infrastructure, messaging, payment processing, AI, or external services are billed separately where applicable — never absorbed into margin.

Infrastructure · Messaging · Payment processing · AI
CYBERSECURITY

Security is also a standalone service.

Security is engineered into every BT product. We also assess web applications, cloud, access, and data exposure for systems we did not build.

CONTROL

Not another tool your team has to operate. Your operation stays yours.

B.Terminal is designed around operational ownership rather than lock-in. You retain control over your business rules, your customer relationships, your data, your decisions, and your underlying operation. B.Terminal provides the system that makes those operations executable, observable, and easier to scale.

WHY THIS IS DIFFERENT

Software normally gives your team more things to operate.

01

Traditional software

Your team opens the tool, finds the work, decides what happened, and performs the next action. The software waits to be operated.

02

B.Terminal

The event happens, the system reacts, the action is recorded, and the exception reaches a person only when necessary.

03

Fewer dashboards, not more

The goal is not another screen to check. The goal is less work disappearing between systems.

04

Senior execution

Strategy, architecture, and delivery stay with experienced operators and engineers, from the first decision through production.

CLIENT VOICE

From the people running the systems.

Before this, we had no single place to see our business. Now leads, operations, and finance work inside one platform we actually control.

CEO Career services firm · United States

We were rebuilding the same spreadsheets every week. Now the data arrives automatically and the team works from one operating view.

Operations Director Government data firm · Brazil

The system separates routine activity from what truly needs a person. Our team spends more time with clients and less time reconciling information.

Managing Partner Accounting firm · United States

The platform turned a proven methodology into a structured operation without losing the quality of the client experience.

Founder Wellness practice · Brazil
YOUR NEXT OPERATING STEP

What part of your business still depends on someone remembering what happens next?

Show us the workflow. We will identify what can become a system, what should remain human, and where B.Terminal can establish control first.