Almost all large and medium-sized Brazilian companies (98%) still do not use automation in the financial area, according to a survey released by LeverPro at the end of 2024. This means that they carry out their operations manually, many times from spreadsheets. This dynamic is out of sync with the current competitive context, in which companies need to manage their resources strategically, make assertive decisions and reduce the room for mistakes
"The number is alarming", because automating financial operations stopped being a competitive advantage many years ago. Today, it is a necessity for any company that wants to ensure the reliability of its data, your analyses and decisions, Wilder Gouveia analysis, Financial Director of theYou are welcome., distributor of technological solutions for the B2B market
A recent survey conducted by McKinsey & Company revealed that companies that implement financial automation reduce operational costs by up to 25% and increase reporting accuracy by more than 30%. This can be done through specialized systems, of ERPsEnterprise Resource Planning) a RPAs (Robotic Process Automation), that execute, monitor and manage operations. The idea is to promote information security and enable professionals in the field to prioritize other activities
In addition to analyzing a large volume of data and generating accurate reports, these tools can perform specific tasks in different areas of the finance department. In the accounts payable department, enable the scheduling of payments, the automatic conference of documents and the control and analysis of recurring expenses; in accounts receivable, facilitate the sending of charges, the monitoring of receipts in real time and the preparation of revenue reports
Already in the management of notes, automation allows validating XMLs, issue electronic invoices and handle returns and adjustments. Regarding supplier management, the tools perform continuous updates of registration data, ensure tax and regulatory compliance, and carry out integrated contract management. Finally, in the scope of the reports, provide real-time analysis, consolidation and integration of financial data, in addition to scenario forecasting
Thus, the finance department can evolve to become a strategic center — so much that, according to the Global Digital Operations Study report, carried out by PwC, 72% of companies that automate financial operations observe significant improvements in their ability to respond to market demands
Sebrae shows that companies that automate financial processes reduce the time spent on these tasks by up to 70%, demonstrating that automation not only addresses current challenges, but it can also be part of a long-term growth strategy, when well implemented
"It is a challenge to choose the right system", but it exists. To make an assertive decision, it is necessary to think about technology from a strategic point of view, assessing the needs of your company and choosing the solution that best fits the business profile, finalizes Gouveia
