Reinvent financial BPO with real technology.

Give your consultancy a platform that goes beyond tools. With innovation, applied intelligence and strategy, you can scale results with authenticity, efficiency and control.

Accountfy Advisory Suite:

specialized SaaS technology for consultancies that want to lead the market

Technological innovation and high-level financial intelligence for consultancies that want to go beyond the obvious.

Transform your financial delivery with the All-in-One platform created for modern consultancies.

Manage multiple clients simultaneously, with fully independent, secure environments and granular access control.

Gerencie múltiplos clientes simultaneamente, com ambientes totalmente independentes, seguros e com controle granular de acessos.

All-in-One

Controllership, FP&A, Treasury, Workplace (collaboration), Insights & Intelligence (Analytics), Data Connectivity – all unified.

White Label Global

The first global white label platform for medium and large consulting and auditing firms. Personalize the entire experience with your brand and strengthen your identity in the market.

AI Agents

Identify areas of concern and receive constant insights from AI agents on the platform. All to accelerate financial digital transformation.

Main benefits

Centralization

All in one place.

Unify reporting, budgeting, cash flow, and accounting data into one connected, organized, and auditable platform.

Productivity

Less effort, more delivery.

Automate operational tasks and focus on generating value for the customer.

Scale

Grow without increasing staff.

Serve more customers with consistency and quality, without having to hire more people.

White label

Platform with your brand.

It's like your own solution, with your brand at the center of the customer experience.

Artificial intelligence

Automation with real intelligence.

Count on automatic suggestions, alerts and predictions to speed up analysis and decisions, all trained with real data.

New Recipes

More than efficiency, value generation.

Offer consultative services with high perceived value and increase your revenue per client.

More than a platform: your strategic ally to scale your BPO with efficiency, value and financial intelligence

Discover the ideal model to transform your consultancy into a reference in the market, generating new opportunities for your business.

Accountfy is guided by a team of experts who have in-depth knowledge of the challenges faced by the finance department.

We have been operating since 2017

supported by world-leading companies in the sector

There are more than 500 economic groups

of all sectors and sizes using Accountfy

Clients in +10 countries

in Latin America, USA and we continue to expand

20 years of experience

with experienced professionals who have experienced the transformations of the financial market

Team of experts

formed by accountants, former auditors and experienced analysts

+ 40 partners worldwide

such as Itaú BBA, Ricoh, EY, KPMG, Grant Thornton and more

Join over 350 companies that are transforming their financial management with Accountfy

From operational to strategic: transform your consultancy with AI and automation. Accountfy is the foundation of this evolution.

Let's transform the way you deliver value together?

Offer more strategy, technology and results to your clients with our partnership.

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