Only 46% of enterprises can integrate and centralize their data efficiently

The digital transformation of economic activities reaches the area of strategic financial planning of business. Technological innovations that automate and customize reports, centralize data and integrate financial statements with ERP software, are among the trends that will dictate the financial management of companies in 2025.

This is what Deloitte's report points out, for 2025.“The finance sector will increasingly focus on the use of big data, analytics and predictive modeling, to guide the business strategy”, says the consultancy.

Although it emphasizes that it will not be immediately a reality in all companies, there will 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, ̄releasing the area of finance for planning, forecasting and other activities of greater value”. 

Those who work developing and providing the market with technological solutions warn that it is time to leave in the past planning and management through spreadsheets, manual preparation of graphs, reports and analyzes.It is the evaluation of the founder and CEO of LeverPro, Alysson Guimaraes.

A technology company for financial planning and analysis of medium and large organizations, LeverPro obtained in 2024 the recognition of the best fintech in the country by the Brazilian Institute of Finance Executives (IBEF-SP). Also, the second place in the fintech category of the Ranking 100 Open Startups. The solutions it offers to the market made the startup stand out in the coveted survey.

“Technology applied to planning and financial management generates, first of all, time savings. The executive and his team do not waste time making spreadsheets and reports 5 technology takes care of this. This time is dedicated to analysis and strategic decision making, which become more effective with technological solutions, because the data obtained are more accurate, centralized and integrated”, says Guimaraes.

In addition to accuracy and assertiveness, the technology customizes the reports.In an automated and intelligent way, the reports are appropriate to the demands of each organization. That is, no standardized or general documents.“Our solution has integration with more than 50 ERPs, allowing the professional 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, analysis, indicators, graphs, scenario simulation, budget construction, projections and automation of financial statements.“Technology takes from the planning and finance team manual and operational tasks, which starts to focus on strategies, in” intelligence, reinforces Guimaraes.