Historical series Itaú BBA launches “Gestão Integrada” (Integrated Management), a financial and accounting management solution
São Paulo, May 4, 2023 – Itaú BBA has launched a new financial management solution in partnership with Accountfy, a technology company hosted in Cubo Itaú. Integrated Management by Accountfy is a platform that consolidates, automates and transforms managerial data into information for strategic decision-making. By organizing managerial and accounting information, customers will have an easier and more transparent view of their companies’ financial health and will be able to make better decisions.
The tool, which is accessible from any device, connects to any management system, including the simplest forms of control used by smaller companies. It allows the optimization of consolidation processes and monthly closing, reports and explanatory notes, even modeling for projections of financial statements, such as DRE (Income Statement), Balance Sheet, and Cash Flow, freeing up the time and capacity of financial managers for activities that actually build value for the business.
“We want to solve our clients’ problems with the best solutions in the market, whether they are proprietary or developed by Itaú BBA clients, who end up also becoming partners of the bank,” said Márcio Domingues, Director of Commercial Banking at Itaú BBA. “By having tools that facilitate the financial management of their business, companies can focus on what really matters: selling more, with lower costs, to increasingly satisfied clients.”
In the case of Integrated Management, Itaú BBA’s chosen partner was Accountfy, a company that already has more than 500 medium and large clients and that really understands the reality of a company’s treasury. Technically, the platform, which works in the cloud, centralizes and organizes accounting data from the trial balance or ledger generated by the ERP (management system). It integrates the financial entries made in the ERP, turning them into management information, without spreadsheets and human error, ensuring the consistency of information and bringing reliability to CFOs and better governance to companies.
Furthermore, the tool will provide a safe and fast channel for exchanging information with financial institutions, aimed at helping companies obtain better conditions with banks.