Accountfy AI features and pricing (October 2026)

Accountfy is a financial management platform from São Paulo for budgeting, forecasting, closing and consolidation, treasury and reporting, used by midsize and large companies in Brazil and Latin America, with AI agents and an app builder that works from text prompts.

The FP&A module connects actuals, automates projections and compares scenarios, with customizable balance sheet, income statement and cash flow, twelve month projected statements and actual versus budget dashboards. Other modules cover closing and consolidation, treasury with bank connections, a Data Builder for combining data without code, and reports and dashboards. Data comes from market ERPs natively or via API. Accountfy states that more than 350 companies in 11 countries use the platform. Exame reported in May 2024 a Series B of $6.5 million from HDI and Redpoint eventures and offices in Mexico and Colombia.

• Builds finance apps from promptsThe AI Solutions Builder turns a text prompt into a management application with its own analyses and automations. Controllers can create a tool for a recurring question without waiting for IT or building another spreadsheet.
• Answers finance and management questionsAn AI agent with finance and management knowledge answers questions from users inside the platform. Finance staff get support for analyses and interpretation without leaving the planning tool.
• Generates reports and reviews dataA second agent generates reports, suggests code for scripts and reviews data. This speeds up report preparation and the checks before numbers go to management.

• Combines FP&A, closing and consolidation, treasury and reporting in one platform aimed at Latin American companies rather than a planning tool alone.
• Its privacy policy states that data is currently stored and processed on infrastructure in Brazil, while the website names Google Cloud and says it is SOC-certified.
• Lets finance teams build their own applications from text prompts through the AI Solutions Builder.

Accountfy is based in São Paulo. According to the business magazine Exame (May 2024), only 15 percent of revenue came from outside Brazil, and its privacy policy says the platform runs on infrastructure in Brazil.

Data is stored in Brazil according to the privacy policy, and international transfers are possible for support and service providers, so buyers outside Brazil should check data residency and the transfer basis. Ask which ERPs have native connectors, which SOC report type exists, which interface languages are available and whether the AI agents are included in the subscription, since prices are only given after a demo.

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