The AI First financial management platform
Create operational applications with AI Solutions Builder, automate reports, and take your company's financial management to a new level of intelligence and governance.
Over 350 companies in 11 countries trust Accountfy
More than just software
Innovation and technology for the financial management of the future
With Accountfy, you meet today's demands and prepare for tomorrow's challenges. The AI Solutions Builder lets you create custom apps, while our standard modules and reports bring automation and intelligence to your most critical routines. It's the right choice for those seeking efficiency, continuous innovation, and solid governance.
AI Solutions Builder
Create financial applications for customized needs without coding, with the support of AI agents
- Use natural language
- Integrate with ERPs, CRMs and banks
- Governance and security already incorporated
FP&A
From budget to strategy: have more predictability, agility and intelligence in your financial planning
- Agile and reliable scenarios
- KPIs and smart dashboards
- Collaboration with governance
Closing & Consolidation
Modernize your Controllership with automated accounting closing, full integration, and a consolidated view
- Automated and reliable DFs and DFCs
- Flexible multidimensional analysis
- More control and efficiency
Treasury
Treasury management and automation with control, predictability and integration
- Real-time cash flow
- Automated banking integration
- Flexible and strategic projections
Data Builder
Centralize and automate your data processing and create complete workflows with AI support.
- Unified data in one place
- Easy connection to any source
- Intelligent Automation
Reports
Count on dynamic dashboards, support for in-depth analysis, and a suitable and functional layout.
- Instant insights
- Documents in one place
- Automation of spreadsheets and financial models
AI Solutions Builder
Build management apps with AI
fast,
robust,
ready for real use
Build fast, robust, and real-world AI-powered management apps
- Creation by prompts – easy to use, powerful in results.
- Intuitive editing – quick adjustments, without the need for complex development.
- Proven robustness – apps that really work, in critical management.
- Native integration– with Accountfy modules, ERPs and CRMs.
- Flexibility .
AI at every stage of your financial management
At Accountfy, AI goes beyond creating apps: it organizes accounts, reviews data, edits dashboards, builds financial analyses, and automates workflows. It's end-to-end intelligence applied to transform complexity into clarity and free you to make strategic decisions.
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
Rely on intelligent agents to generate reports, suggest codes, review data, and accelerate automation, increasing your productivity within the platform.
AI guided by Accountfy products
An agent is always ready to guide you through using the modules, answer questions, and guide you through your app and report creation journey.
Trustworthy and secure AI
Agentes de IA desenvolvidos com os mais altos padrões de governança e proteção de dados, totalmente integrados à plataforma Accountfy.
What our customers say
Highly recommended on the world's leading software evaluation and selection website
The best decision
At Accountfy, our team of Directors had centralized access to the financial performance
of their own unit, enabling deeper business analysis and helping us make course
corrections to reach greater heights. From the first meeting to implementation, we were
certain it was the right decision. Accountfy's CX and CS team is amazing. Hats off to
them!
Controller, Brasil
E-Learning
Comprehensive and efficient with an intuitive interface
It offers features and the ability to provide real-time financial information,
simplifying the accounting process, and helping you make informed decisions. Integration
with other tools and team collaboration are also strong points. Overall, Accountfy helps
improve financial management and achieve greater operational efficiency.
Financial Manager
Services
I recommend
Good experience! We use it regularly and have had great results. We'd like to explore
more tools within the platform. The ease of importing information and modeling it the
way we want to see it is a plus.
Financial Manager
Investment Management
Agility in reporting information
Eliminating multiple Excel spreadsheets and faster analysis with the balance sheet
import are significant advantages. We've been using the platform for a year and have
been able to optimize the reporting process.
Accounting Coordinator
Accounting
IT Assessment
The implementation process was very effective, adhering to the entire software
implementation methodology, and the end-user training was excellent. I consider the
entire process of negotiation, implementation, and post-go-live support to be excellent.
IT Manager
Health and Well-being
What our customers say
Highly recommended on the world's leading software evaluation and selection website
Security and trust in every detail
SOC-certified and hosted by Google Cloud, our platform meets the highest security investment and management standards. Recognized by Capterra's ease-of-use seal, it combines reliability and simplicity in a single solution.
