Generate financial statements automatically, collaboratively, and consistently across accounting or management sources. Gain agility in analyzing and interpreting results with our standardized reports and intelligent alerts.
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Replace manual tasks with intelligent algorithms for data crossing and automatic analysis of inconsistencies without losing the flexibility to upload accounting files or integrate with your ERP. Rely on our technology to guarantee information security, encryption, and access control.
Perform management traceable adjustments and have documented and easily accessible justifications. Create comments line by line in an organized way and share them with users. Establish a communication flow directly on the platform, request a review of information from those responsible and manage tasks.
Perform analyzes in a flexible manner and compare the participation of accounts and cost centers in financial statements.
Configure automatic alerts, based on percentage or absolute values, to control what has been done, income and expenses. Monitor history and evolution of values over periods to define goals and cost reductions.
Replace manual tasks with intelligent algorithms for data crossing and automatic analysis of inconsistencies without losing the flexibility to upload accounting files or integrate with your ERP. Rely on our technology to guarantee information security, encryption, and access control.
Perform management traceable adjustments and have documented and easily accessible justifications. Create comments line by line in an organized way and share them with users. Establish a communication flow directly on the platform, request a review of information from those responsible and manage tasks.
Perform analyzes in a flexible manner and compare the participation of accounts and cost centers in financial statements.
Configure automatic alerts, based on percentage or absolute values, to control what has been done, income and expenses. Monitor history and evolution of values over periods to define goals and cost reductions.
Obtain standardized and reliable reports, based on management data or Trial Balance and General Ledger data.
Prepare and control the Statement of Income for the Year in an automated, agile, safe and accurate way, ensuring data credibility and saving time for analysis.
Prepare the complete set of your company's financial statements in an integrated manner and from the same database.
Choose the method to analyze and generate structured reports without relying on spreadsheets or wasting hours.
With Accountfy, the whole process is kept in a single place.
Our platform alerts you when there are errors when importing a general ledger file or uploading trial balances, avoiding rework, and ensuring accurate data.
Make comments and configure automatic, percentage, or absolute alerts to facilitate and control budgets, income, and expenses.
Manage and monitor the progress of revision tasks. Assign people responsible, deadlines, and levels of urgency and notify those responsible about changes.
Get accurate and reliable information quickly with our standardized managerial reports
Choose the type, carry out the analysis, and, in a few clicks, have clear and organized calculation results.
Choose which analysis you want to use and count on the likelihood of seeing all analyses at the same time on the screen.
Compare the performance of Realized against previous periods, integrating the data directly with your financial statements.
Zup found in Accountfy the solution to have its information and management reports centralized and streamlined its entire analysis and decision-making process.
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The onboarding process is carried out by a team of accounting and finance specialists.
Support prepared to answer questions and resolve technical problems via chat and email whenever needed.
Deployment without coding. Our system's intuitive interface does not require additional work for your IT team.
Training during the implementation phase, ensuring a successful transition to the platform.
How to use the platform safely, protecting the data confidentiality and integrity.
Use resources to extract deeper insights and make better-informed business decisions.
We ensure sensitive information and content confidentiality by recording our actions, accesses, and permissions.
Increased security: native dual-factor authentication and encrypted cloud solution for storing data.
Strict culture of compliance and a series of behaviors that preserve all our customers' information.
We have been selected for Endeavor Miami’s ScaleUp Program Spring Cohort 2022, one of the most significant growth acceleration programs.
For the third year in a row, we have been selected for the 100 Startups to Watch ranking by PEGN.
Our partners were honored in the 25th edition of Entrepreneur of the Year Brazil, promoted by EY, in the Emerging category.
We are part of a select group of technology companies in a program for business development and acceleration.
Read the FAQ about our platform
Yes, it is possible to do this integration through our native integrations, our integration plugins, by consuming our Application Programming Interfaces (APIs), or also through our data extractor.
At the time of uploading the information, the platform issues alerts when the data is inconsistent (for instance, when the totals of debits and credits are different). In addition, it informs which accounts are pending classification and link to the accounting statement structures, displaying the information only when all classifications are completed.
Yes, if it is necessary to adjust the information, the user can carry out a new upload of the Trial Balance or the Journal. In this case, the values will be automatically reprocessed and updated, being reflected in the financial statements, indicators, graphs, reports and presentations prepared.
Yes, the user can enter comments on the amounts and variations of specific accounting accounts, as well as request reviews of these amounts from other users of the platform. In this way, the entire communication flow can be monitored and recorded in Accountfy, without needing to exchange emails between those involved.
Yes, with one click, the user can view the accounting accounts that compose a specific structure of the Balance Sheet, for instance, as well as, when the upload is done via Journal, he can access and analyze the entries in question. So, in order to assess a balance composition in greater detail, the user doesn’t need to access the Enterprise Report Planning (ERP).
Yes, the platform is flexible and allows the user himself to include, edit or delete the accounting statements structures in a quick and easy manner through the drag-and-drop technology.
Yes, there are various possibilities of access configuration. For instance, it is possible to allow a user to access only a specific accounting statement or only the accounting statements of a specific company or branch office. It is also possible to limit the users’ access to certain Accountfy modules, according to the company’s security policies.
Yes, through the Management Adjustment function, the user can carry out adjustments between the accounting statements structures according to his viewing and reporting need. By means of filters, it is possible to view the information considering the adjustments made or not, i.e., the original information is kept on the platform.
No, since it is possible to import the data from each company considering its own accounts plan, without needing to unify the information in order to carry out the upload.
Yes. The user can not only carry out the calculation of indicators using the information contained in the accounts or structures of the accounting statements, but also combine this information with external data (volume of sales, number of clients, etc.). The indicators can be followed up in the Financial Statements module, as well as being used for the elaboration of graphs, presentations and reports.
