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CASE STUDY

Find out how Órama improved its financial management and saved over 14 hours of work per month with Accountfy's help

Rafaela Nissenbaum, Head of Transformation and Results Management at Órama, tells how Accountfy has been a very positive partnership and has allowed the company to grow in a sustainable and organized way

About Órama

Órama is an investments platform with a fully online structure. A pioneer in this segment in Brazil, the company gives access to the best products for the entire public, regardless of the client’s income range, profile or objectives. It acts in a transparent and independent manner, to democratize access to investments and maximize profitability.

Created in 2011 by experienced professionals, Órama was awarded by Amazon Web Services as one of the most innovative companies in financial services, twice in a row as the best broker and, in 2019, the best investment company by the Yubb Award. Pioneer in the concept of Zero Rate, promotes financial education through e-Books, blogs, videos and on its YouTube channel, which has clear, simple and qualified content to guide investors..

 

Challenges for a more organized and reliable financial management

From 2014, with the exponential growth experienced by Órama, it became imperative to:

  • automate financial statements and;
  • optimize the control and budget comparison process (Actual x Forecast).

Growth requires more customers and volume of financial data to be organized and interpreted. For Nissenbaum, the automation of financial statements and better visibility of numbers was essential for an effective management, with quick decision making.

 

A platform that offers organization, centralization of information and a clear view of finances and results

When Rafaela met Accountfy, the platform was still in the ideation phase, while the founders were in charge of São Conrado Capital, an M&A boutique. Recognizing all the benefit that the platform could bring to Órama, she chose to promptly implement it in the company.

“At the beginning of the work, we had Gold's (Goldwasser Neto, Accountfy CEO) fundamental support . He showed us ways to explore the financial statements, which brought a new panorama about the company to our daily routines."
Rafaela Nissenbaum – Rafaela Nissenbaum, Head of Transformation and Results Management at Órama

The first step was to organize the existing financial data and automate the financial statements, ensuring the optimization of processes hitherto manual, the reliability of information and the maintenance of history, essential for future planning. The platform’s customization features also contributed greatly to this process, adapting to the company’s needs.

With Accountfy’s implementation, the departments of Results Management and Controllership and Accounting save about 7 (seven) hours each per month. Nissenbaum also states that, when using the full potential of the platform, this economy should grow even more.

 

Practicality in budget management and taking advantage of the platform’s full potential

With all the information available on Accountfy, managing budgets and making comparisons between budgeted and actual scenarios has become more practical. Rafaela also mentions using the platform to help in the analysis of competitors, through the open information found in official sources.

"Accountfy was essential for us to have an in-depth view of the company. Using the platform helped us build our models and made all the information and analysis much clearer for decision making.”
Rafaela Nissenbaum – Rafaela Nissenbaum, Head of Transformation and Results Management at Órama

The goal now is to expand the toll’s usage and migrate several controls to it. The first step will be to carry out all budget planning in Accountfy, using the revision workflow to optimize the process. For now, we work on the platform with consolidated numbers, but the managers of each cost center will start to centralize this activity there.

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