Accountfy
Accountfy is an AI-first financial management SaaS platform based in São Paulo, Brazil, offering FP&A, closing and consolidation, treasury, data automation, and a no-code AI application builder for mid-to-large enterprise finance teams across 11+ countries.
- Company typePrivate
- Founded2017
- HeadquartersSão Paulo, Brazil
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Accountfy does
Accountfy is a SaaS financial management platform headquartered in São Paulo, Brazil, founded in 2017 and serving more than 350 companies across 11+ countries. Its modular product suite covers Financial Planning & Analysis (FP&A), Closing & Consolidation, Treasury (with Cash Flow and Debt Control sub-modules), Data Builder, and Reports, and is targeted at finance departments of mid-to-large enterprises. The platform is built on cloud infrastructure hosted on Google Cloud with SOC 1 and SOC 2 Type 2 certification, and natively integrates with ERPs, CRMs, and banking systems.
The company has repositioned itself as "AI First," launching the AI Solutions Builder in 2025 — a no-code environment that generates custom financial applications from natural language prompts — alongside three domain-specialized AI agents (Steve for finance expertise, Jane for analytics and automation, and Ben for platform guidance). AI capabilities span generative code generation, natural language interfaces, process automation, and anomaly detection, embedded throughout the closing, treasury, FP&A, and reporting workflows rather than isolated to a single feature.
Accountfy monetizes through quote-based annual SaaS subscriptions priced by module and company size, supplemented by usage-based prepaid credits for the AI Solutions Builder (12-month validity) plus a recurring monthly hosting fee for AI-built applications, and optional paid premium support. Go-to-market is sales-led and direct, with implementation and customer success teams supporting post-sale onboarding; distribution is augmented by strategic alliances with EY, Grant Thornton, Seidor, Ricoh, Itaú BBA, and other partners. The company has raised approximately $11M from Redpoint eventures and HDI Seguros across rounds in 2020 and 2021, and has received recognition including Endeavor Miami, PEGN 100 Startups to Watch, EY Entrepreneur of the Year Brazil, and KPMG Emerging Giants.
Accountfy firmographics
Firmographics- Name
- Accountfy
- Legal name
- ACCOUNTFY SERVIÇO DE SOFTWARE LTDA.
- Website
- https://accountfy.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Accountfy is an AI-first financial management SaaS platform based in São Paulo, Brazil, offering FP&A, closing and consolidation, treasury, data automation, and a no-code AI application builder for mid-to-large enterprise finance teams across 11+ countries.
- Ownership category
- akta.pro rank
Accountfy industry classification
Industry- Product category
- Enterprise Financial Management Software
- NAICS
- Software Publishers (513210), Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
- akta.pro secondary industry
- Invoicing, Billing & Accounts Receivable Automation (FSAGAJAC)
Keywords
Where Accountfy is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
Accountfy business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Platform Subscription: Recurring subscription fees for platform access across FP&A, Closing & Consolidation, Treasury, Data Builder, and Reports modules. Pricing is quote-based and tailored to company size and requirements.
- AI Solutions Builder Credits: Prepaid credits consumed for AI Solutions Builder usage including prompts, code generation, and modifications. Credits have 12-month validity and are non-refundable. Independent of monthly fee.
- AI Solutions Builder Monthly Fee: Monthly recurring fee for hosting, processing, and continuous availability of software created via AI Solutions Builder. Remains in effect until cancellation and is not subject to reimbursement for early termination.
- Premium Support: Optional paid additional customer support services for adjustments, corrections, and optimizations, charged by hour or project.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Usage-based | Pay-as-you-go | AI Solutions Builder Credits - Prepaid usage credits for AI functionality |
| Subscription | Monthly | AI Solutions Builder Monthly Fee - Hosting and availability charge |
| Subscription | Annual | Platform Subscription - Core financial management modules |
| Other | Pay-as-you-go | Premium Support - Optional additional support |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels10 records
Accountfy product offering
Product offeringCore offering
Accountfy is an AI-first financial management SaaS platform that provides modular tools for FP&A, Closing & Consolidation, Treasury, Data Builder, and Reports, supported by finance-specialized AI agents. In 2025 the company launched the AI Solutions Builder, a no-code environment that lets finance teams create custom financial applications through natural language prompts, with native integration to the platform, ERPs, and CRMs.
Product overview
Accountfy is an AI-first financial management SaaS platform offering a unified architecture with a core platform and modular solutions. The main product modules include AI Solutions Builder (no-code AI application builder), FP&A (financial planning and analysis), Closing & Consolidation (automated accounting close), Treasury (with sub-modules Cash Flow and Debt Control), Data Builder (data centralization), and Reports (dynamic dashboards). The platform serves FP&A, Controlling, and Treasury functions with AI embedded throughout, and is complemented by Academy training and Advisory Suite consulting services. All modules integrate natively with each other and support connections to ERPs, CRMs, and banks.
Differentiator
Problem solved
Functional benefit
Products and services
- AI Solutions Builder AI-powered no-code platform that lets finance teams create, edit, and run custom financial management applications using natural language prompts, supported by AI agents (Steve, Jane, Ben) and natively integrated with Accountfy modules, ERPs, and CRMs. Intended for enterprise finance teams that need bespoke financial apps without traditional development resources.
- FP&A (Financial Planning & Analysis) Financial planning and analysis module providing agile scenario modeling, KPIs, smart dashboards, and collaborative governance to execute from budget to strategy. Designed for FP&A teams and finance leadership at mid-to-large enterprises.
- Closing & Consolidation Automated accounting closing and financial consolidation module with full integration, automated DFs and DFCs, consolidated views, and flexible multidimensional analysis to modernize controllership. Targeted at controllers and accounting/finance teams at multi-entity enterprises.
- Treasury Treasury management and automation module offering real-time cash flow visibility, automated banking integration, flexible strategic projections, and debt control with automatic modeling. Used by treasury teams at mid-to-large enterprises.
- Data Builder Centralized data processing and workflow automation module with AI support that unifies data from any source in one place, enables easy connections to external data sources, and powers intelligent automation across the platform. Targeted at finance and operations teams needing unified data pipelines.
- Reports Dynamic dashboard and reporting module that delivers instant insights, centralized document storage, and automation of spreadsheets and financial models for in-depth financial analysis. Used by finance teams, controllers, and executives for operational and management reporting.
- Academy Hands-on training service delivered in Portuguese, English, and Spanish that empowers clients and employees with autonomy and accelerates learning on the Accountfy platform.
- Advisory Suite Advisory and consulting services delivered through strategic partners to support implementation and ongoing client success with the Accountfy platform.
- Partner Program Strategic partnership program enabling partners including Itaú BBA, EY, Seidor, Ricoh, Smart CFO, Outliers, Exis, and Grant Thornton to deliver implementation, consulting, and channel distribution services for the Accountfy platform.
Quantifiable outcome
- 350+ companies trust Accountfy across 11+ countries
- +2 more outcomes
Companies that use Accountfy
Customer profileNamed customers10 records
Segments3 records
Ideal customer profiles1 record
Accountfy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability8 records
Feature7 records
Accountfy partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- EYcoreErnst & Young provides consulting and implementation services. Accountfy partners were honored at EY's Entrepreneur of the Year Brazil award, indicating deep partnership relationship.
- SeidorcoreTechnology partner and reseller providing implementation and distribution of Accountfy solutions to their customer base.
- RicohminorStrategic partner providing potential channel distribution for Accountfy solutions.
- Smart CFOminorStrategic partnership focused on CFO-focused solutions and financial management expertise.
- OutliersminorStrategic partner contributing to Accountfy's ecosystem and solution development.
- ExisminorStrategic partner in Accountfy's partner ecosystem.
- Grant ThorntoncoreMajor accounting and consulting firm partnership for implementation and advisory services.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Accountfy competitors and assessment
Company assessmentDirect peers
- Anaplan: Anaplan is a leading enterprise planning and FP&A platform used by global enterprises for budgeting, scenario modeling, and connected planning. It is a direct competitor to Accountfy's FP&A and Closing & Consolidation capabilities in the same target buyer (CFOs and finance teams).
- Pigment: Pigment is a cloud-native business planning platform focused on FP&A, sales planning, and workforce planning. It is a direct peer given its AI-forward positioning and overlapping finance team use cases with Accountfy.
- Planful: Planful is a financial planning and analysis platform for the office of the CFO, covering budgeting, consolidation, and reporting. It directly overlaps with Accountfy's FP&A, Closing & Consolidation, and Reports modules.
- Vena Solutions: Vena provides FP&A software natively integrated with Excel, targeting mid-market and enterprise finance teams for budgeting, forecasting, and reporting. It competes with Accountfy's FP&A and Reports offerings for similar CFO buyers.
Broad incumbents
- Workday Adaptive Planning: Workday Adaptive Planning is the FP&A offering inside the broader Workday enterprise cloud suite. It competes with Accountfy for mid-to-large enterprise finance teams and offers broader HR/finance integration.
- Oracle EPM (Hyperion): Oracle EPM (including Hyperion) is an established enterprise performance management suite covering planning, consolidation, and reporting. It is a broad incumbent that competes for large enterprise finance consolidation and FP&A budgets.
- SAP Analytics Cloud / SAP BPC: SAP's EPM offerings (SAP BPC and SAP Analytics Cloud for Planning) compete with Accountfy's FP&A and consolidation modules for large enterprise customers, especially those standardized on SAP ERP.
Emerging players
- Mosaic Tech: Mosaic is an AI-native FP&A and business analytics platform for finance teams. It overlaps with Accountfy's AI-first positioning and FP&A/Reports modules, though it has been more focused on the US market.
- Cube Software: Cube is an FP&A platform that integrates with Excel, Google Sheets, and ERPs to deliver planning, reporting, and analysis. It targets similar mid-market finance personas as Accountfy.
- Jedox: Jedox provides enterprise planning, budgeting, and forecasting software with strong Excel compatibility. It targets similar finance personas and overlaps with Accountfy's FP&A and scenario modeling capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Accountfy social profiles
Digital presenceAccountfy compliance and trust
Trust signalCompliance2 records
Accountfy financial estimates
Financial estimateRevenue estimate
Valuation estimate
Accountfy leadership team
Management profileNumber of profiles
Profiles3 records
Accountfy funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Accountfy M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Accountfy
What does Accountfy do?
Accountfy is an AI-first financial management SaaS platform that provides modular tools for FP&A, Closing & Consolidation, Treasury, Data Builder, and Reports, supported by finance-specialized AI agents. In 2025 the company launched the AI Solutions Builder, a no-code environment that lets finance teams create custom financial applications through natural language prompts, with native integration to the platform, ERPs, and CRMs.
Is Accountfy a public or private company?
Accountfy is a private company. It is classified as venture growth investor backed and is currently operating.
When was Accountfy founded?
Accountfy was founded in 2017. It employs 51 to 100 people.
Where is Accountfy based?
Accountfy is headquartered in São Paulo, Brazil, in the Latin America region.
How does Accountfy make money?
Four revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are AI Solutions Builder Credits, AI Solutions Builder Monthly Fee and premium Support.
Who are Accountfy's main competitors?
Direct peers on record are Anaplan, Pigment, Planful and Vena Solutions. Broad incumbents are Workday Adaptive Planning, Oracle EPM (Hyperion) and SAP Analytics Cloud / SAP BPC. Emerging players are Mosaic Tech, Cube Software and Jedox.
Does Accountfy have an API?
No public API is recorded for Accountfy.
What industry is Accountfy in?
Accountfy's product category is Enterprise Financial Management Software. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects), with a secondary code of FSAGAJAC, Invoicing, Billing & Accounts Receivable Automation. Its NAICS code is 513210 and its SIC code is 7372.