You don’t have to organize yourself to implant Accountfy. On the contrary, it helps you to structure yourself and prioritize the points of improvement.

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  • Integration with any ERP
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  • Fast and secure implantation
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  • Connection with audit and closing
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  • Support and consultancy
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  • No collection of minimum contact period
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  • Accessible and fair prices

Ensure high governance and flexibility

The very best of financial intelligence technology to optimize Documents, Spreadsheets, Slides and Files.

  • Integrate products to create documents, spreadsheets and presentations.

Automatize a consolidação de dados e centralize informações financeiras, liberando sua equipe para focar em análises e insights, visando decisões mais estratégicas.

  • Evolve your integrated products with each other.

Automatize processos manuais, integre seus sistemas financeiros e substitua planilhas por relatórios dinâmicos e atualizados em tempo real, garantindo eficiência e precisão nas operações.

  • Add files for specific contexts.

Revise dados rapidamente com análises automatizadas e detecção inteligente de inconsistências, usando dashboards intuitivos e relatórios precisos para otimizar processos financeiros.

  • View a complete and intuitive platform environment.

Revise dados rapidamente com análises automatizadas e detecção inteligente de inconsistências, usando dashboards intuitivos e relatórios precisos para otimizar processos financeiros.

My Docs

Concentrate financial documents in one place with high governance.

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Workplace - My Docs

My Docs is a highly customizable document generator that, connected directly to the financial data source, optimizes the creation of mandatory documents

Criação de arquivos como Notas Explicativas, Relatórios para Fundos, Demonstrações financeiras para auditoria, dentro do padrão solicitado


  • Creation of files such as Explanatory Notes, Fund Reports, Financial Statements for audit, according to the requested standard
Integração de gráficos e tabelas Accountfy e atualizações, mantendo a formatação

  • Integration of Accountfy's graphs and tables and updates, maintaining the format
Acesso aos arquivos como Editor, Revisor ou Visualizador de forma simultânea
  • Access to files as Editor, Reviewer, or Viewer simultaneously
Armazenamento de históricos de versões e alterações
  • Storage of version and change histories
  • Design customization according to company guidelines or using pre-configured templates
My Spreads

Generate impeccable automatic spreadsheets, with data connected directly to its source.

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Workplace - My Docs

Have all your spreadsheets within the platform connected to financial data sources.

Criação de tabelas a partir dos dados já existentes na Plataforma Accountfy
  • Creation of tables from existing data on the Accountfy Platform
Modelos de tabelas para quadros de Notas Explicativas
  • Table models for Explanatory Notes
  • Consistency checks for summation controls
Combinação de indicadores contábeis e gerenciais de diferentes origens para estruturar tabelas de indicadores
  • Combination of accounting and managerial indicators from different sources to structure indicator tables
Criação de relatórios, utilizando modelos pré-configurados
  • Creation of reports using pre-configured models
Conexão das tabelas diretamente em apresentações e documentos
  • Direct connection of tables in presentations and documents
My Slides

From data to art: create customized presentations connected with data, with the help of My Slides.

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My Slides

Its presentation generator with effective visual design and content connected directly to the financial data source

Integração de tabelas e gráficos da Plataforma Accountfy às apresentações
  • Integration of Accountfy's tables and graphs into presentations
Atualização dos dados automaticamente, mantendo a formatação da apresentação
  • Automatic data update maintaining the presentation format
Customização do layout de acordo com diretrizes da companhia ou seguir modelos pré-configurados
  • Design customization according to company guidelines or using pre-configured templates
Armazenamento do histórico de versões e alterações
  • Storage of version and change histories
Acesso para apresentações como Editor, Revisor ou Visualizador de forma simultânea
  • Access to presentations as Editor, Reviewer, or Viewer simultaneously

Understand how it works in practice

Want to know more?

See the main questions about our Workplace solution.

What is the Workplace solution?
An optimized solution for creating documents (my docs), spreadsheets (my spreads) and presentations (my slides), integrated with each other, in addition to a product that aggregates files (my files) for specific contexts, allowing actions that streamline the management and governance routine. Finally, it will be possible to create reports as well.
What are the products that comprise the Workplace?
Each product has a set of modules with a number of functions. The My Docs, My Spreads and My Slides products, which are a part of the Workplace solution, counts with the following modules: files and recycle bin. The My Files product, presents, in addition to the “files and recycle bin” modules, the “favorites” module.
How to contract the Workplace solution?
Contact one of our specialists by WhatsApp to Get more information about prices and benefits. You can still ask for a demonstration 100% free of charge to know how our solution works in practice.
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