Intelligent technology from analysis to presentation with integrated financial reports
Integrate spreadsheets, documents, and presentations with real-time connectivity and perform analyses that transform complex data into strategic insights. Gain agility and governance, maintain regulatory compliance, and facilitate decisions based on always up-to-date data.
More than just software
Enhance your reporting journey with intelligent technology for financial analysis, strategic decision-making, and real-time results tracking
Explore the Reports products:
My Docs
Generate fully customizable financial documents connected to the data source. Automate the creation of explanatory notes, financial statements, and other materials required by audits, with layouts aligned with company guidelines or pre-configured templates, ensuring standardization and compliance.
My Slides
Create professional-looking presentations with a high level of customization, connecting data, tables, and charts directly to their source. Update content automatically and ensure consistency, speed, and accuracy.
My Spreads
Consolidate all company spreadsheets in one place, with automatic generation of standardized tables and data directly linked to their source. Ensure high governance of information with flexibility and eliminate manual rework in financial management.
Analytics
Transform complex financial data into strategic insights with the support of conversational artificial intelligence. Create intuitive and interactive visualizations, analyze indicators in a unified way, and perform cross-analysis with data correlation. Also ensure secure and efficient access control to restricted information.
Transform your financial management with integrated reports all in one place
Gain complete control over your financial performance with intelligent analytics, integrated data, and automated reports. Unify documents, spreadsheets, presentations, and reports on a single platform. Eliminate rework, ensure accuracy, compliance, and governance
Technology that integrates, automates, and streamlines
Key features of Reports
The Accountfy platform adapts to your business needs, offering much more flexibility for businesses with complex finances.
All
Analytics
My Spreads
My Docs
Various sources of information
Connect the source of your analyses directly to existing data in Accountfy, such as accounting ledgers, management ledgers, or various databases.
Creating analyses via code
Use the code block to create various custom analyses with the available data.
Drill down the information
Analyze the information for each series, displaying a detailed table of the value composition.
Cross-analysis based on the correlation of indicators
Make correlations between indicators and filter the data between them, cross-referencing the displayed information.
Organization and resizing of content
Move and resize widgets, charts, and tables, and organize them into sections to keep your dashboard more focused.
Creating analytics using conversational AI.
Converse with the assistant to create analyses using conversational AI.
Connected content
Use the analytics in any document or presentation, keeping the data connected and up-to-date.
Spreadsheet repository and trash can
Create or import spreadsheets in XLSX format, keeping existing formulas, and manage the recycle bin to restore or permanently delete them.
Governance and access management
Invite users such as Advanced, Editor, and Viewer to a spreadsheet. And grant access to the tabs according to their permissions.
Connected data
Retrieve data directly from Accountfy or from external sources via databases. Pull information from the general ledger, financial statements, cash flow statements, and other sources.
Advanced functions (Power Functions)
Utilize predefined logical functions with Accountfy-specific variables to create updatable tables integrated with the source data.
Scripts
Use scripts to create dynamic and intelligent models, automations, and rationales for complex calculations using data from the platform.
Customized views
Create various visualizations with different information sources and customized layouts, such as: Cash Flow Map, Indicators Panel, Cost Location Map, LALUR (Taxable Income Adjustment Statement), Valuation, Transfer Price Control, among others.
Table templates for explanatory notes
Create the main tables for explanatory notes in a standardized way, with information linked to the data source.
Links from tables
Create links from tables to share them with other applications, such as documents created in My Docs and presentations created in My Slides.
Add-on Google
Create links from tables to share them with Google Presentations (Slides) and Documents (Docs).
Document repository and trash can
Create or import documents in DOCx format and manage the recycle bin to restore or permanently delete them.
Access management
Invite users to act as Advanced, Editor, Reviewer, or Viewer in a document.
Connected tables
Connect the tables created in My Spreads, such as explanatory notes tables, indicator tables, management income statements, etc., directly into the document, maintaining the link to the data source.
Editing data directly in the document.
Edit the tables and open the spreadsheet linked to the data source directly.
Customized views
Create diverse file views and reports with a customized and flexible layout.
Extensive formatting
Customize headers and footers, create automatic tables of contents, resize margins, change fonts, colors, sizes, and much more.
Comments and reviews
Make comments and revisions without altering the original document.
Simultaneous access
Access the documents simultaneously with other users who have permission.
Presentation repository and trash bin
Create or import files in PPT format and manage the recycle bin to restore or permanently delete them.
Access management
Invite users such as Advanced, Editor, Reviewer, or Viewer to a presentation.
Connected content
Insert tables and charts from Accountfy directly into your presentation.
Update the content
Update the charts and tables, then synchronize them with the presentation without losing formatting or the link to the source.
Extensive formatting
Customize the layout of your presentation by personalizing fonts, colors, sizes, and much more.
Comments and reviews
Make comments and revisions without altering the presentation.
Simultaneous access
Access presentations simultaneously with other users who have permission.
Discover how our AI can boost your finances
Get assistance from Artificial Intelligence across the entire Accountfy platform. See how it can help your daily life:
AI expert in finance
A virtual partner with in-depth knowledge of finance and management, ready to support your business with intelligence and precision.
AI for analytics and automation
Intelligent agents to generate reports, suggest code, review data, and accelerate automations, increasing your productivity within the platform.
AI driven by Accountfy products
An agent is always ready to guide you in using the modules, answer questions, and guide your journey in creating apps and reports.
Reliable and secure AI
AI agents developed with the highest standards of governance and data protection, fully integrated into the Accountfy platform.
Get all the support you need to ensure the financial efficiency of your business
Customized deployment
Our platform adapts to your business needs and is ready to withstand any adversity.
Strategic partnerships
We have over 40 strategic partners operating globally, including Itaú BBA, Ricoh, EY, KPMG, and Grant Thornton.
Advisory support
Feel free to contact us with any questions about our products or to obtain more information.
Academy
Accountfy's educational environment, with free courses on customizing our products.
Keep your company data protected
Our platform boasts the highest levels of data protection and cybersecurity, with SOC certifications that guarantee best practices in information security, access management, and encryption.
