Prepare sophisticated, automated, customizable, and easy-to-use KPI monitoring reports and accompanying notes to meet the particularities and needs of your operation.
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.
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.
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.
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.
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.
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.
With Accountfy you can go beyond text in accessible language to explain and detail closed figures.
Use images, charts and tables to complement your explanatory notes without relying on design tools.
Integrate your accompanying notes with the financial statements in an automated way according to your standards and replicate the process for the following months.
With our platform, you organize your primary and secondary notes and automatically associate them with the different structures of the financial statements.
Save more time for strategic review of results by automating operations with Accountfy.
Choose the period and view the data in tables, charts and statements and filter the information by companies, cost centers, business units.
Edit text formatting features, color palette, customizable tables and zoom scale with our native editor.
Create global variables and classify them by categories. Your reports will be automatically updated according to the data defined on the platform.
Notice trends quickly and know where to search to optimize results, with strategic and 100% customizable views.
Enrich your presentation and highlight your figures with our different types of charts (serial, pie, Pareto, bridge or radar charts).
We have a base with several dashboard models for ordinary purposes in the accounting area that can be customized according to your needs;
Link the charts created in the dashboard module for presentation and accompanying notes and ensure the visual data is readable.
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 onboarding process is carried out by a team of accounting and finance specialists.
Support prepared to answer questions and resolve technical problems via chat and email whenever needed.
Deployment without coding. Our system's intuitive interface does not require additional work for your IT team.
Training during the implementation phase, ensuring a successful transition to the platform.
How to use the platform safely, protecting the data confidentiality and integrity.
Use resources to extract deeper insights and make better-informed business decisions.
We ensure sensitive information and content confidentiality by recording our actions, accesses, and permissions.
Increased security: native dual-factor authentication and encrypted cloud solution for storing data.
Strict culture of compliance and a series of behaviors that preserve all our customers' information.
We have been selected for Endeavor Miami’s ScaleUp Program Spring Cohort 2022, one of the most significant growth acceleration programs.
For the third year in a row, we have been selected for the 100 Startups to Watch ranking by PEGN.
Our partners were honored in the 25th edition of Entrepreneur of the Year Brazil, promoted by EY, in the Emerging category.
We are part of a select group of technology companies in a program for business development and acceleration.
Read the FAQ about our platform
When preparing documents and presentations via Accountfy, the user can blend text, graphs, images and tables, whether they are generated automatically from templates available on the platform or customized and prepared based on data from the Trial Balance/Journal or from external sources (reports of accounts receivable or payable, fixed assets operations, etc.).
Yes, when creating an explanatory note, the user can choose to link it to one or more structures of the Balance Sheet, for instance. The link is done in an automatic manner, so that whenever the numbering of the note in question is changed, the accounting statement shall also be changed, avoiding matching errors.
The exports can be performed to PDF, Word, PowerPoint and Excel formats.
Yes, after elaborating a document or presentation, the user will be able to create copies, making updated versions from a base document.
Yes, the tables prepared are not limited to the information imported to the platform from the Trial Balance/Journal. With the “Customizable Table” function, the user can import information contained in spreadsheet files (Excel or CSV) and create tables with the desired layout, thus customizing the contents of his reports and presentations.
Yes, when the tables once created take as a basis the data from the platform and are linked to the reference date of the document or presentation prepared, you just need to update the reference date so that the content is updated on an automatic manner.
When the tables once created take as a basis the data from the Trial Balance/Journal and a new upload is carried out, substituting the data imported previously, you just need to update the document so that the new amounts are taken into account.
In order to ensure that the summation of the structures suffers no variation due to the rounding of decimal places or scale, the amounts from Explanatory Note version tables created in Accountfy are analyzed by an algorithm, guaranteeing the accuracy of the sum of the lines.
