Income reports and accompanying notes

Prepare sophisticated, automated, customizable, and easy-to-use KPI monitoring reports and accompanying notes to meet the particularities and needs of your operation.

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1.Agile report creation

2.Accessible and updated KPI's

3.Integrated and consistent data

Agile report creation

Automate the development of notes, reports and graphs without relying on spreadsheets or design tools. Customize layouts that help tell the story of your figures that can be accessed from wherever you are.

Accessible and updated KPI's

Keep the main performance indicators of your financial health accessible and updated in an organized and secure manner. Notice trends quickly and know where to optimize with strategic and 100% customizable views.

Integrated and consistent data

Have data integrated directly with your statements, without the need to get data from spreadsheets or external documents, ensuring accurate and coherent information in your reports and accompanying notes.

Accompanying Notes

Keep your documents secure and organized by creating accompanying notes

With Accountfy you can go beyond text in accessible language to explain and detail closed figures.

Ilustração simplificadado módulo de notas explicativas da plafataforma com o modal criar nota ativo
  • Additional visual features

    Use images, charts and tables to complement your explanatory notes without relying on design tools.

  • Full integration

    Integrate your accompanying notes with the financial statements in an automated way according to your standards and replicate the process for the following months.

  • Primary and secondary notes

    With our platform, you organize your primary and secondary notes and automatically associate them with the different structures of the financial statements.

Ilustração simplificadado módulo de notas explicativas da plafataforma com o modal criar nota ativo
Presentations and reports

Keep your documents secure and organized by creating accompanying notes

Save more time for strategic review of results by automating operations with Accountfy.

Ilustração simplificadado módulo de report da plafataforma com o modal inserir tabela e criar variável global ativos
  • Filter diversity

    Choose the period and view the data in tables, charts and statements and filter the information by companies, cost centers, business units.

  • Complete customization

    Edit text formatting features, color palette, customizable tables and zoom scale with our native editor.

  • Contextual menu for global variables

    Create global variables and classify them by categories. Your reports will be automatically updated according to the data defined on the platform.

Ilustração simplificadado módulo de report da plafataforma com o modal inserir tabela e criar variável global ativos
Dashboards

Sophisticated and customizable dashboards to meet your particular needs

Notice trends quickly and know where to search to optimize results, with strategic and 100% customizable views.

  • Different types of charts

    Enrich your presentation and highlight your figures with our different types of charts (serial, pie, Pareto, bridge or radar charts).

  • Editable pre-configured templates

    We have a base with several dashboard models for ordinary purposes in the accounting area that can be customized according to your needs;

  • Wide use

    Link the charts created in the dashboard module for presentation and accompanying notes and ensure the visual data is readable.

GRI Club shows the significance of result consolidation.

The GRI Club identified Accountfy as a solution to consolidate its results and provide accurate reports that facilitate communication with stakeholders.

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The convenience of a SaaS platform with the support of an entire team specialized in financial management

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

Do you want to know more about Reports?

Read the FAQ about our platform

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