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CASE STUDY

Learn about Órama, which improved its financial management and started saving more than 14 hours of work every month with Accountfy's help

Rafaela Nissenbaum, Head of Transformation and Results Management at Órama, describes how working with Accountfy has been a very fruitful partnership, one that has allowed the company to grow in a sustainable and organized way.

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About Órama

Órama is an investment platform with a fully online structure. A pioneer in this sector in Brazil, the company offers access to the best services to the public at large, 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 in the industry, Órama has been recognized as one of the most innovative financial services companies by Amazon Web Services. Órama was named best broker twice in a row and, in 2019, received the Yubb Award for best investment company. A pioneer in the concept of Zero Rate, Órama promotes financial education through e-Books, blogs, videos and its YouTube channel, which features clear, simple and qualified content to guide investors.

 

Working towards more organized and reliable financial management

With the exponential growth Órama has seen since 2014, it became imperative to:

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

Growth requires more customers and that means an increased volume of financial data needs to be organized and interpreted. For Nissenbaum, the automation of financial statements and better visualization of numbers were essential to implementing effective management capable of agile decision making.

 

Organization and centralization of information with a clear view of finances and results

When Nissenbaum reached out to Accountfy, the platform was still in the ideation phase. Despite this, Nissenbaum recognized the benefits the platform could bring to Órama, and 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 that had previously been manual, as well as the reliability of information and the maintenance of history, which were all essential to future strategizing. The platform’s customization features were also a significant element in this process because they were capable of adapting to the company’s needs.

With Accountfy’s implementation, the departments of Results Management and Controllership and Accounting save about 7 hours each per month. Nissenbaum also states that she expects this boost in efficiency should grow even more as Órama continues to utilize the platform to its full potential.

 

Practicality in budget management and taking advantage of the platform resources

With all the information available on Accountfy, managing budgets and making comparisons between budgeted and actual outcomes has become more simplified and increasingly practical. Nissenbaum also notes that the company has found the platform incredibly useful in the analysis of competitors, utilizing non-proprietary information found in official sources.

“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.”
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.

Has Órama's story also inspired you?

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