Accountfy Partner Network

We are excited to bring your expertise in financial planning and accounting to our financial management platform. Our goal is to help companies improve their accounting and FP&A operations, streamline data consolidation and automate workflows in a matter of seconds.

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What is the Accountfy Partner program?

The Accountfy Partner Program was carefully developed to offer utmost flexibility and scalability of services, aiming to meet the specific financial management needs of our customers.

Business partner

A business partner takes the lead role throughout the entire sales procedure, including prospecting potential clients, leveraging sales meetings and platform demos, developing business proposals, negotiating and executing contracts.

Our sales assistants and integration specialists are available to expedite platform demos and provide technical support throughout the implementation

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Service Partner

A service partner assists Accountfy during the clients’ deployment process to prepare their accounting records and make the most of the platform’s capabilities.

Our Integrations Specialists are available to help with technical support throughout the implementation process.

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Accountfy Academy

We provide a training platform dedicated to the implementation modules.

On the platform, the partner will find different training courses, such as Understanding the Platform, Troubleshooting, Safe Use, Adapting to New Functionalities, among others.

We are Itaú BBA partners

On the one hand, all the agility and disruption of a startup. On the other hand, the strength of the largest bank in the southern hemisphere in terms of market value. United, our mission is to bring high-level financial management to thousands of companies in Brazil.

The Integrated Management solution connects the three main financial areas of a company: treasury, controlling and FP&A, in an absolutely automated and smart way.

Contact your Officer and learn about the special conditions of the Integrated Management solution

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The result of much work and extra fuel to raise our quality standards.

Do you have further questions? Click here and visit our FAQ center.

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