Reach a new level of financial management with Accountfy's FP&A solution.
Integrate multiple data sources and provide greater agility and flexibility to controlling and finance teams. Ensure much greater accuracy in strategic decisions.
More than just software
The complete platform to make your Controllership and FP&A more efficient.
Discover our main FP&A solution products:
Budget & Performance
Connect data, automate projections, compare scenarios, and track KPIs in real time. With collaboration, governance, and dynamic dashboards, Budget & Performance provides accuracy, speed, and intelligence for strategic decisions.
Reports
Enhance your FP&A deliverables with Reports features and gain a complete experience tailored to your company's needs, ensuring consistency, agility, and control at every stage.
Data Builder
Unify data and automate your transformations. Data Builder integrates systems and ERPs without coding, transforms data with intelligent workflows, and keeps it up-to-date for accurate analysis across the entire platform.
AI Solutions Builder
Create applications and automate tasks simply and securely. With AI Solutions Builder, develop custom apps for FP&A with embedded governance, full integration, and support from Accountfy's artificial intelligence.
We have the solution for financial automation and integration.
Your company's Controlling and FP&A departments need to be automated and integrated to ensure greater predictability in day-to-day operations. If you're looking for a robust platform to boost your team's efficiency, schedule a conversation with one of our specialists.
Technology that integrates, automates, and streamlines
Main features of the solution
The Accountfy platform adapts to your business needs, offering much more flexibility for businesses with complex finances.
All
Budget & Performance
Data Builder
Reports
AI Solutions Builder
Financial Statements
Customizable balance sheet (BP), income statement (DRE), and cash flow statement (DFC) with drilldown, management adjustments, variable income (AV) and variable income (AH), and trial balance upload, ledger or generation of a management ledger from the bank statement.
Multiple projection scenarios
Management of different projected scenarios with categorization, definition of responsibilities and control of completion deadlines.
Projections
Customized templates for sales projections, expenses, payroll, etc. Access control,status tracking and deadline notifications.
Projected Financial Statements
Projected BP, DRE and DFC for 12 months with vertical and horizontal analysis of the result and view by cost center, branch and other business dimensions.
Indicators
Economic-financial and operational indicators calculated automatically based on data from financial statements or modeling, applicable to realized and projected scenarios.
Comparison of Actual vs. Budgeted
Customizable comparative dashboard for analysis between actual and projected data, with visualization by different periods and scenarios (actual vs. budgeted).
Collaborative analyses
Creation of comments, alerts, and review workflows applied to Financial Statements and Projected Statements.
Integration
Integration with market ERPs and other data sources natively or via API.
Data transformation with financial intelligence.
Intelligent workflows with editable and flexible parameters for processing data, creating management reports, allocations, combining multiple sources, and more.
Customized transformations
Creating transformations using the Python language, with the flexibility to develop specific rationales that adhere to business needs.
Workflow monitoring
Monitoring the import process (logs) for all created workflows and in each of the stages of the data upload, transformation, and processing phases.
My Spreads
Spreadsheets with governance, connected to data sources, with advanced functions, automation via scripts, and linking to documents and presentations for updating.
My Docs
Customizable management documents with access control, simultaneous access, comments,review, and direct connection to My Spreads spreadsheets.
My Slides
Customizable management presentations with access control, simultaneous access, comments,review, and direct connection to My Spreads spreadsheets.
Analytics
Interactive dashboards for viewing and analyzing financial and operational data, customizable charts, drilldown, dynamic filters, and access control.
Ai Solutions Builder
Creation of customized applications for automation and optimization of financial and operational controls and processes in the FP&A area.
Discover how our AI can boost your finances.
Get assistance from Artificial Intelligence across the entire Accountfy platform. See how it can help your daily life:
AI expert in finance
A virtual partner with in-depth knowledge of finance and management, ready to support your business with intelligence and precision.
AI for analytics and automation
Intelligent agents to generate reports, suggest code, review data, and accelerate automations, increasing your productivity within the platform.
AI driven by Accountfy products
An agent is always ready to guide you in using the modules, answer questions, and guide your journey in creating apps and reports.
Reliable and secure AI
AI agents developed with the highest standards of governance and data protection, fully integrated into the Accountfy platform.
Get all the support you need to ensure the financial efficiency of your business.
Customized deployment
Our platform adapts to your business needs and is ready to withstand any adversity.
Strategic partnerships
We have over 40 strategic partners operating globally, including Itaú BBA, Ricoh, EY, KPMG, and Grant Thornton.
Advisory support
Feel free to contact us with any questions about our products or to obtain more information.
Academy
Accountfy's educational environment, with free courses on customizing our products.
Keep your company data protected.
Our platform boasts the highest levels of data protection and cybersecurity, with SOC certifications that guarantee best practices in information security, access management, and encryption.
