Hubsoft integration with BTG Pactual

About BTG Pactual

BTG Pactual is a Brazilian investment bank headquartered in São Paulo. The BTG Pactual Empresas platform offers business accounts, cards, receivables advances, and business credit. For the ISP, BTG's business account works as a collection bank: integration credentials come from the bank's own developer portal.

What the integration does

The integration uses BTG's billing API (V2) and Automatic PIX API.

• Bank slip: issuance, due date changes, and cancellation of bank slips from Hubsoft.
• Bank slip with PIX: registering the bank slip generates a PIX QR Code with the same details. The subscriber pays by barcode or PIX on the same document.
• Automatic settlement: BTG notifies Hubsoft via webhook when the bank slip is paid, and the invoice is settled. Hubsoft's billing verification routine checks payments if a notification does not arrive.
• Settlements sent to the bank: with the option enabled, payments received at the company and full discounts are also sent to BTG.
• Automatic PIX: the subscriber authorizes recurring payments once, and subsequent monthly fees are debited on the agreed date. Activation can be completed through the Subscriber Portal and Customer App.

What you need

• A BTG Pactual Empresas account and access to the developer portal enabled for your user.
• An app created in BTG's portal, in production, with the billing scopes.
• A PIX key in the BTG account for bank slips with PIX.
• Hubsoft's Financial Module, included in the license.

How to activate

1. In BTG's developer portal, create the app with the billing scopes and copy the Client ID and Client Secret.
2. In Hubsoft, under Configuration > Integrations > Payment, add BTG Pactual version v2 with the credentials and account ID.
3. Copy the callback URL generated by Hubsoft and register it in the BTG app as the redirect URL and as the webhook for the bank slip paid event.
4. With the app active in BTG, go to Actions > Generate Authorization Code in Hubsoft and authorize access using the bank login.
5. Test under Actions > Test Integration and create BTG's billing method under Configuration > Finance > Billing Method.
6. For Automatic PIX, add BTG under Configuration > Integrations > PIX with branch, account, minimum recurring amount, and retry policy, then link it to the billing method.

The step-by-step guide with screenshots is in the Hubsoft wiki: BTG Pactual bank slip and BTG Pactual Automatic PIX.

Limitations

• Version V1 of the bank slip integration was discontinued in May 2026. Anyone still using V1 must migrate to V2, according to the migration guide.
• With BTG, the available PIX option is Automatic PIX. The one-time PIX QR Code is included with the bank slip in the bank slip with PIX option.
• When editing the app in BTG's portal, the Client ID and Client Secret may change. Check the values in Hubsoft after each change.
• Automatic PIX does not apply an early-payment discount: the authorized amount is the invoice's full amount.

Frequently asked questions

Why do I need to generate an Authorization Code?

BTG requires the account holder to log in to the bank and authorize API access. Without this authorization, Hubsoft cannot issue bank slips.

Does the integration send settlements to BTG?

Yes, when the option to transmit settlements is enabled in the integration. Payments received at the company and full discounts are sent to the bank.

Does the subscriber need to authorize Automatic PIX every month?

No. Authorization is completed once in the subscriber's banking app and applies to subsequent charges.

I already use V1. Do I need to create everything again?

No. The existing app in BTG is reused. Just update the scopes and webhook in the portal, change the version in Hubsoft, and generate a new Authorization Code.

Reviewed on 10/10/2026.