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.

  • Integration with any ERP
  • Fast and secure implantation
  • Connection with audit and closing
  • Support and consultancy
  • No collection of minimum contact period
  • 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.
  • Evolve your integrated products with each other.
  • Add files for specific contexts.
  • View a complete and intuitive platform environment.
Workplace

My Docs

Concentrate financial documents in one place with high governance.
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My docs
My docs

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

Creation of files such as Explanatory Notes, Fund Reports, Financial Statements for audit, according to the requested standard

  • Creation of files such as Explanatory Notes, Fund Reports, Financial Statements for audit, according to the requested standard

Integration of Accountfy's graphs and tables and updates, maintaining the format
  • Integration of Accountfy's graphs and tables and updates, maintaining the format
Access to files as Editor, Reviewer, or Viewer simultaneously
  • Access to files as Editor, Reviewer, or Viewer simultaneously
Storage of version and change histories


  • Storage of version and change histories


Design customization according to company guidelines or using pre-configured templates
  • Design customization according to company guidelines or using pre-configured templates
Workplace

My Spreads

Generate impeccable automatic spreadsheets, with data connected directly to its source.
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tagor-my-spreads

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

Creation of tables from existing data on the Accountfy Platform
  • Creation of tables from existing data on the Accountfy Platform
Table models for Explanatory Notes
  • Table models for Explanatory Notes
Consistency checks for summation controls
  • Consistency checks for summation controls
Combination of accounting and managerial indicators from different sources to structure indicator tables
  • Combination of accounting and managerial indicators from different sources to structure indicator tables
Creation of reports using pre-configured models
  • Creation of reports using pre-configured models
Direct connection of tables in presentations and documents
  • Direct connection of tables in presentations and documents
Workplace

My Slides

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

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

Integration of Accountfy's tables and graphs into presentations
  • Integration of Accountfy's tables and graphs into presentations
Automatic data update maintaining the presentation format
  • Automatic data update maintaining the presentation format
Design customization according to company guidelines or using pre-configured templates
  • Design customization according to company guidelines or using pre-configured templates
Storage of version and change histories
  • Storage of version and change histories
Access to presentations as Editor, Reviewer, or Viewer simultaneously
  • Access to presentations as Editor, Reviewer, or Viewer simultaneously

Understand how it works in practice

My Spreads, My Docs
My Slides

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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