Accountfy strengthens its global presence
Trusted by over 350 clients from various sectors in 10 countries, Accountfy aims to solidify its position as a SaaS platform in financial technology across the USA and Latin America.
- Por Equipe Accountfy
Accountfy was founded with the purpose of supporting companies’ financial governance with excellence through an intelligent platform offering multiple solutions. Cutting-edge technology, innovation, and reliability are some of the pillars guiding this journey of digital transformation.
The strategy to expand global presence focuses on renowned business partnerships that contribute to the sales and implementation of the platform worldwide. Keep reading to learn more!
With the launch of the new Accountfy Platform, introducing new solutions and products, the global initiative has gained more strength. The goal is to bring financial innovation to organizations of all sizes and segments, from startups to large corporations, as well as financial consultancies and investment funds.
What does global presence mean?
In the face of growing competition among organizations, being present in various parts of the world has become a significant advantage and is essential for a company’s growth and success.
Global presence is the ability of an organization to establish itself in different countries and regions to serve local markets, adapting to various cultural, economic, and regulatory contexts. This often becomes a significant challenge. Strategic partnerships play a crucial role in reaching new markets and audiences efficiently and on a large scale.
Accountfy boasts operational efficiency with over 500 economic groups and more than 40 partners in Latin America and the USA. Continue reading to understand better.
Enhanced financial intelligence
The new Accountfy Platform (Smart Financial Platform) is all-in-one, meaning everything is in one place. It represents a new concept with integrated solutions for various stages of financial journeys through independent products that meet the specific needs of each company.
There are six major solutions: Controllership, FP&A, Treasury (TMS), Workplace, Insights & Intelligence, and Connectivity & Data. They can be combined in any way that best suits the interests and strategies of the area.
Ten innovative products were created, forming a modular basis for customized solutions:
- Data Builder
- Closing & Consolidation
- Budget & Forecast
- Performance & Management
- Cash Flow
- Debt Control
- My Docs
- My Spreads
- My Slides
- Analytics
For all the details about the solutions and products, visit our website.
The main goal is to enhance the work of Accounting, Controllership, Treasury, FP&A (Financial Planning and Analysis), Service Provision, Advisory Board, the CEO (Chief Executive Officer) and the CFO (Chief Financial Officer).
Accountfy Platform is borderless
In seven years of existence, Accountfy has acquired more than 350 clients in Brazil, the USA, and Latin America. Besides offices in São Paulo and Rio de Janeiro, its presence extends to Miami, Florida, USA. In addition to Brazil, other countries served are:- USA
- Mexico
- Puerto Rico
- Costa Rica
- Panama
- Colombia
- Peru
- Chile
- Uruguay
Business Partners: maximum flexibility and scalability
To cross borders and bring high-level financial management to thousands of companies worldwide, it is essential to join forces with prominent names in the international market to position ideally, capitalize on opportunities, and achieve exponential growth in each region. The main business partners of Accountfy outside Brazil are: Ricoh Digital Services, Seidor, Outliers Consulting, SmartCFO, and Exis Consulting. All these companies, besides being quality references in their respective segments, undergo rigorous training and capacity-building processes. “Our client service strategy through partnerships is fundamental to ensure our continuous growth and maintain high-quality standards in our implementation processes. The strong relationship we have with relevant companies in the financial area supports our commitment to delivering the best service solutions”, emphasizes Goldwasser Neto, CEO and Co-founder of Accountfy.
Ricoh: expansion in the Latin American market
The implementation of technological solutions and the digitization of financial processes and services are on the rise in the Latin American market. This creates a favorable environment for solutions like those of Accountfy.
Together with Ricoh Digital Services, a leading multinational in integrated digital services present in over 12 countries directly and in 30 countries through distributors, Ricoh Smart Finance By Accountfy was born – a joint solution from our intelligent platform to enhance the financial sector of organizations in Latin America.
Alejandro Tomas, Vice President of Digital Services and Innovation at Ricoh Latin America, attended the Accountfy Experience – an innovation and governance event – and reinforced that the alliance strengthens the company’s purpose of supporting clients in their business’s digital solutions, improving processes, and increasing productivity.
Tagor: Accountfy in the USA
The internationalization process of Accountfy gained a special identity for the North American market: Tagor is the name of our company in the USA.
The brand positioning was created based on three values: technology, breadth, and people, highlighting the existence of a place for productive routines, intelligent debates, and relevant decisions.
In the American market, the differentiators are not local service and price, but the case study. Its operation aims to enable different companies to benefit from technological solutions for financial management, allowing better business performance and a transparent view of the company’s financial health.
3 steps to cross new borders
To advance on the path of global presence, we have highlighted three main steps taken by Accountfy to go further:
1 – Investments
Accountfy invested R$ 20 million in the new platform to meet the market demand for more integrated, complete, and functional systems. The forecast is to grow 80% in 2024, doubling the number of clients. This means growing even more in Brazil and consolidating its operations in Latin America and the USA.
More than half of the capital will be directed to developing new products: exchange, insurance, investment, derivatives, and generative AI.
2 – Artificial Intelligence
The application of artificial intelligence (AI) in the Accountfy Platform is conducted strategically and innovatively. With an eye on the future of management, the goal is to transform clients’ daily routines, providing an optimized and more efficient experience through practical and intelligent solutions.
Additionally, AI in Accountfy offers numerous additional benefits, such as precise performance reviews, proactive identification of improvement opportunities, and error detection. All this contributes to significantly increasing the efficiency and accuracy of financial operations, allowing clients to achieve a new level of excellence in financial management.
3 – Constant Evolution
The goal of Accountfy is to evolve the platform to cover 100% of the CFO’s journey after ERP, making it even more efficient and integrated. And the evolution is not limited to the platform.
The idea is, besides expanding the product and service portfolio, to develop the career of employees/users through a training solution with educational paths such as the Accountfy Academy. Over the years, we have introduced remarkable advancements. Our mission is to be our clients’ innovation partner in finance.
Want to know how Accountfy can be your ideal partner in financial innovation? Visit www.accountfy.com and learn more.