The digital transformation of economic activities reaches the area of financial strategic planning of businesses. Technological innovations that automate and personalize reports, centralize data, and integrate financial statements with ERP software are among the trends that will shape corporate financial management in 2025.
This is what a Deloitte report points to, for 2025. "The finance sector will increasingly focus on the use of big data, analysis, and predictive modeling to guide business strategy," states the consulting firm's report.
Although it is emphasized that it will not be an immediate reality in all companies, there will indeed be an intensification of this process. Few financial 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' the finance area for planning, forecasting, and other higher-value activities.
Those who develop and provide technological solutions to the market warn that it is time to leave behind planning and management through spreadsheets, manual creation of charts, reports, and analyses.This is the assessment of LeverPro's founder and CEO, Alysson Guimarães.
LeverPro, a technology company for financial planning and analysis of medium and large organizations, was recognized in 2024 as the best fintech in the country by the Brazilian Institute of Finance Executives (IBEF-SP). Still, second place in the fintech category of the 100 Open Startups Ranking. The solutions it offers to the market made the startup stand out in the coveted survey.
"Technology applied to planning and financial management primarily generates time savings. Executives and their teams do not waste time creating spreadsheets and reports – technology takes care of that. This time is dedicated to analysis and strategic decision-making, which become more effective with technological solutions because the data obtained is more accurate, centralized, and integrated," notes Guimarães.
In addition to accuracy and assertiveness, the technology customizes the reports. Automatically and intelligently, the reports are tailored to each organization's needs. In other words, no standardized or generic documents."Our solution integrates with over 50 ERPs, allowing professionals to work with accurate 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 takes the planning and finance team away from manual and operational tasks, allowing them to focus on strategies and intelligence," reinforces Guimarães.
