Digital transformation is reaching the area of financial strategic planning for businesses. Technological innovations that automate and personalize reports, centralize data, and integrate financial statements with ERP software are among the trends that will dictate corporate financial management in 2025.
This is highlighted, for example, in a Deloitte report for 2025. ‘The finance sector will increasingly focus on the use of big data, predictive analytics, and modeling to guide business strategy,’ states the consulting firm’s text.
Although it notes that this will not immediately be a reality for all companies, there will indeed be an intensification of this process. ‘Few finance functions will have a truly touchless back office by 2025. But mundane tasks will become easier to automate through ERP systems and other means, “freeing up” the finance area for planning, forecasting, and other higher-value activities.’
Those developing and providing technological solutions to the market warn that it’s time to leave behind spreadsheet-based planning and management, as well as manual creation of charts, reports, and analyses. This is the assessment of LeverPro’s founder and CEO, Alysson Guimarães.
LeverPro, a technology company specializing in financial planning and analysis for medium and large organizations, was recognized in 2024 as the country’s best fintech by the Brazilian Institute of Finance Executives (IBEF-SP). It also secured second place in the fintech category of the 100 Open Startups Ranking. The solutions it offers have made the startup stand out in this coveted survey.
“Technology applied to financial planning and management primarily saves time. Executives and their teams no longer waste time creating spreadsheets and reports—technology takes care of that. This time is then dedicated to analysis and strategic decision-making, which becomes more effective with technological solutions because the data obtained is more precise, centralized, and integrated,” notes Guimarães.
Beyond precision and accuracy, technology customizes reports. Automatically and intelligently, reports are tailored to each organization’s needs. In other words, no more standardized or generic documents. ‘Our solution integrates with over 50 ERPs, allowing professionals to work with precise and up-to-date data,’ explains the CEO.
The adoption of technology by the financial sector leads to the generation of insights, analyses, indicators, charts, scenario simulations, budget building, projections, and automation of financial statements. ‘Technology removes manual and operational tasks from the planning and finance teams, allowing them to focus on strategy and intelligence,’ reinforces Guimarães.
