The digital transformation of economic activities reaches the area of financial strategic planning of businesses. Technological innovations that automate and personalize reports, centralizes data and integrates financial statements with ERP software, are among the trends that will dictate the financial management of companies in 2025
It points to, for example, Deloitte report, for 2025. The finance sector will increasingly focus on the use of big data, analysis and predictive modeling, to guide the business strategy, information text from the consultancy
Although it emphasizes that it will not be, immediately, a 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, 'releasing' the finance area for planning, forecast and other higher value activities.
Those who work in developing and providing technological solutions to the market warn that it is time to leave behind planning and management through spreadsheets, the manual creation of graphs, reports and analyses.It is the assessment of the founder and CEO of LeverPro, Alysson Guimarães
Technology company for financial planning and analysis of medium and large organizations, LeverPro was recognized in 2024 as the best fintech in the country by the Brazilian Institute of Finance Executives (IBEF-SP). Still, the second place in the fintech category of the Ranking 100 Open Startups. The solutions it offers to the market have made the startup stand out in the coveted ranking
"Technology applied to planning and financial management generates", before everything, time saving. The executive and his team do not waste time creating spreadsheets and reports – technology takes care of that. This time is dedicated to analyses and strategic decision-making, that become more effective with technological solutions, because the obtained data is more accurate, centralized and integrated, mark Guimarães
Besides accuracy and assertiveness, technology customizes reports. In an automated and intelligent way, the reports are suitable for the demands of each organization. That is to say, no standardized or generalist documents."Our solution integrates with over 50 ERPs", allowing the professional to work with accurate and up-to-date data,explain the CEO
The adoption of technology by the financial sector leads to the generation of insights, analyses, indicators, graphics, scenario simulation, budget construction, projections and automation of financial statements.Technology removes manual and operational tasks from the planning and finance team, that begins to focus on strategies, in intelligence,reinforces Guimarães