Best Financial Management Software in Brazil

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

PDS Debt Settlement Software automates all aspects of your debt resolution business. Prime Debt Software guides you from the initial quote generation to document management and on to settlement negotiations and settlements. PDS Debt Settlement Software can be used to support any size debt management business. It is flexible and powerful enough to handle large amounts of debt. It is a complete solution that grows with your debt management business and supports you every step. Our debt settlement software is affordable and will make a significant difference in your agency's debt management business. Accounting module allows you the flexibility to use multiple payment plans. These plans can be tailored to your business policy, state and local regulations, and client's individual needs. Clients can pay by ACH, money order or check. They can also pay by cash, check, cash, and phone check. Each counselor can be set up to accept phone payments.

We know about finance and the challenges of financial planning. We also know that the success of your planning is dependent on how fast you can create, analyse, and adapt the plan information. Global business makes planning and analysis more difficult due to the different regional requirements. This is why you need a system which can adapt to local variations within one global planning strategy. It is difficult and time-consuming to do this manually. Our financial planning and analysis software automates all planning activities, which saves time and reduces costs. ORYX Plan can be managed from one environment. Activities and business logic can also be managed and updated by regular team members. This means that you and your finance team have complete plan cycle control and version control.

Deskera ERP helps you automate and centralize your business processes, gain real time insights, improve business control, reduce costs, speed up order fulfillment, and improve customer service. Deskera ERP allows you to manage all aspects of your company, from financial management and inventory control to manufacturing operations. Track transactions, create reports, monitor accounts payable and receivable, create custom financial years schedules, manage multiple currencies, and create invoices. Manage financial processes such as budgeting and forecasting. Bank reconciliation and multi-entity consolidation with ease. Gain visibility into the financial performance of your business, segment roles for users, generate financial reports automatically, track payments and forecast future financials. Track inventory levels and movement in real-time. Stock-level alerts can be generated when stock levels reach critical thresholds. Automate the ordering and restocking process to maintain optimal stock levels.

Reporting and financial consolidation can be a tedious process that becomes more complicated as a company grows. eCons Direct - Financial consolidation software. This software is fully managed and highly customizable. It will help you meet your Financial Consolidation requirements. The financial consolidation platform is user-friendly and offers a consolidation process for all reporting platforms. Consolidation can be done across all divisions of your company, including its legal entity, subsidiaries and joint ventures, as well as associates and partners. Spreadsheet-like interface. Multiple accounting systems can be used, including SAP, Tally and Oracle financials, PeopleSoft, QuickBooks, and Tally. Multiple financial periods can be handled to provide customized and ad-hoc consolidation reports at three levels. Multi-currencies and geopolitical currencies are supported. High-scalable technology platforms and infrastructure. Unique delivery models. High security.

Praxi is a full-fledged Financial Advisory System that manages all aspects of your brokerage. Praxi also includes a complete Client Relations Management system that will help you keep track and grow your client base. Task and action workflow management, tracking, and assessment. Praxi can help you manage your compliance issues. You are always available - All your documents can be stored online in our secure environment. Our needs analysis will quickly help you assess the insurance and investment needs of your client. Need assistance? It's easy! Simply contact your agent or submit a support request. We'll respond within 24hrs! Although the Praxi Manage solution is amazing and includes much more than what you will see here, we wanted only to highlight a few of our features. The setup of your account takes less than four minutes. We can even import data from your existing systems.

CECL FIT helps you comply with the CECL accounting standard. Our web-based CECL FIT solution, in conjunction with our PCBB Advisors will help you determine the best methods to use for your securities groups and loans. CECL FIT is a web-based solution that allows you to easily review your portfolio reserve and test your assumptions. You can also see instant results with CECL FIT. Institutions with a low loss history or none can quickly get started and find the best solution for each loan or securities segment. Executive dashboard that allows you to instantly see the effects of adjustments. Forward Look with realistic and supported forecasts

Fuel is a cloud-based financial department for startups, particularly ecommerce. We offer accounting, financial reporting, analysis and projections. Market analysis is also available. We combine a proprietary technology platform with financial and accounting professionals who analyze client data and provide insights.

Regate automates your accounting and financial management and saves time every day. Integrating 100% with your accounting software means you get real-time accounting that's always up-to-date. Regate was designed to simplify the work of accountants and finance managers and reduce the number and complexity of tools. Regate is an intelligent, collaborative platform that simplifies your day-today accounting, automates and gives you greater control of your business. 90% reduction in invoice and payment processing times Automate the retrieval and creation of accounting entries. You can pay by SEPA transfer or directly with your card without ever connecting to the bank. You can manage your costs and monitor your accounting on one platform. All your accounting data is available in one place. Regate allows you to equip your teams with virtual cards and physical cards that are tailored to each team's needs. You can also follow all of their operations in Regate.

Our solutions make digital banking easy. Our digital banking platform is an award-winning solution that allows financial institutions to use data to engage with customers and create new revenue streams. Your bank will benefit from our market-leading consolidation and merchant mapping technology. Customers also benefit from the automatic sorting and sorting of transactions. For digital channel innovation, consolidate, enrich and optimize personal financial data. With audiences, discover new patterns and high-potential customers segments. Customers can access their bank accounts and credit cards issued by other banks. Our digital banking APIs allow your bank to offer innovative, engaging, and gamified financial solutions to your customers. A proactive and personal financial coach can help you build long-term customer loyalty.

Vaultbox makes it easy to track your net worth and improve your financial situation. vaultbox makes it easy to keep all of your financial information organized and protected in one place. vaultbox's smart legacy function allows users to appoint personal or professional delegates to retrieve and grant access to their family members, business partners, legal representatives, or confidants. A tool to manage your assets/liabilities, and keep an overall view of what your net worth is. A cloud-based legacy management system. Securely accessible from anywhere, a digital safety deposit box that allows you to upload records. vaultbox Essential is a free tool that will get you started with all the essential tools you need. vaultbox Pro's additional storage lets you be more precise and thorough. It also allows vaultbox to use vaultbox's intelligent legacy planning. You can also appoint professional deputies and personal delegates to vaultbox Pro. These are the people you trust to carry out your instructions.

Brightflow AI's forecasting and finance tools will help you make data-driven decisions, control your cash flow and unlock more capital. Brightflow AI provides real-time data across all channels on a single platform to give business owners instant cash forecasts, real time business analytics and new financing options. Predict cash inflows and cash outflows to avoid a cash crunch. Better ordering and operations start with accurate forecasts. Forecast sales based on real-time data and your own patterns. Optimize your creditworthiness and prepare for a loan.

You can now stop downloading the same reports each month. You can now set up your reports only once and we will ensure that they are always current. You can easily swap out the company name on your template to create the same report in seconds for another client. Set up live reports that will automatically refresh without you having to do anything. Discover the underlying variances of your transactions and drill down directly into your Google Sheet. LiveFlow allows you to feed real-time data into your financial model. Import your data, and then write any formulas on top. LiveFlow allows you to connect an unlimited number of QuickBooks companies.

Global trade requires more that cheap transfers and gimmicky metallic cards. Growing businesses cannot afford the solutions which give their biggest competitors an advantage. Who doesn't want to automate payments, plan and manage future cashflows or manage financial risk better? Our intuitive and accessible Treasury solutions are here to help. Connect your system to the modules that you need and no longer will you have to wait for lengthy RFPs. Almost all large businesses manage their international cashflows proactively. HedgeFlows allows small and medium businesses to do the same, without expensive setup or running costs. Get the transparency and low FX fees you deserve for your swift payments and prebooking costs. It's only fair.

Infor SunSystems®, a flexible, intuitive financial management system that is powerful enough to meet today's finance needs and adaptable enough to meet tomorrow’s changing challenges, is easy to use. This finance ERP gives you visibility into every part of a business and transforms financial information into profitable action. All finance and accounting information, from multiple GAAP standards to the most recent IFRS standards, can be accessed in real-time. Split or reassign existing data from ledgers to generate new transactions for intercompany accounts balances. All asset transactions can be posted to the unified ledger. This will give you immediate visibility on the register, profit and loss, and balance sheet accounts. You can take complete control of inventory, purchasing, and sales and access all associated documents.

Figlo has been the undisputed market leader for API-driven calculation services in the institutional market since years. It is an 'invisible force' that drives many online initiatives, including those in the mortgage domain. We also provide the same solution under many other portals, such as holistic planning solutions and comprehensive pension planners. Independently guaranteed calculation services provide a guarantee for accurate tax and social legislation calculations in all phases of the advice process, including orientation, insight, and overview, as well as complete financial planning.

We offer a complete CapEx solution that covers all aspects of CapEx, including: Budgeting and Forecasting, Approvals and CapEx Requests. This will help you to be more efficient and get your money back. CapEx360™, you can track and allocate your money. CapEx360™, which can be customized to your CapEx approval process, allows for multiple workflows and allows budgets to upload or create right within the software. Forecasting and forecasting scenarios are possible to be added and tracked. Capital Budgeting is still managed using spreadsheets and emails from different departments, locations, and sites. This can lead to project delays, overspending, and inaccurate foresight.

Our financial planning and analysis tools are simple, but can handle the complex. Our tools help teams understand the numbers and share that information to improve results. Unit4 Financial Planning & Analysis helps your team understand the real issues and then apply that knowledge to your organization's plans. Our cloud FP&A software gives your employees better and faster ways to put the numbers into action. This includes smarter performance management, planning, budgeting & forecasting, financial consolidation, reporting, visualization & analysis. A flexible, integrated approach is required to meet all financial planning needs of your organization, including planning cash flow, forecasting sales, costs, and revenue, as well as managing operational budgets.

SAP S/4HANA Intelligent ERP system for today's business. A modern ERP system with embedded AI/machine learning that is available on-premise, in the public or private clouds, or in a hybrid setting. SAP S/4HANA, an enterprise resource planning (ERP), system that is future-ready, includes intelligent technologies such as machine learning and AI. It transforms business processes using intelligent automation. It runs on SAP HANA, a market-leading in memory database that offers real time processing speeds and a simplified data model. You can choose from a variety of SAP S/4HANA ERP capabilities that all leverage the latest technologies, intelligent automation, and transform your business processes. Capabilities can be used across all business lines, including finance, supply chain and manufacturing, sales, distribution, and many more.

Plumware Cloud Development Platform allows developers to work remotely from anywhere and access applications without the need for an on-premise infrastructure. This allows business users to eliminate the costs associated with traditional on-premise systems and improve productivity by avoiding time delays. PlumERP financials software speeds up your financial close, allows for strong expense management, streamlines and auditable revenue management, and provides complete real-time visibility to the financial performance of your entire business. It handles all important functions, including general ledger, accounts payable and receivable, comprehensive budgeting, asset accounting and cash management capabilities, and other tools.

The ERP system that powers institutions all over the globe. Access the information you need to facilitate collaboration between departments and improve workflow. A full ERP designed to address the unique challenges of higher education will power your institution. You can choose from SaaS, private clouds, or on-premise options depending on your strategic goals. A single partner can provide deep higher education expertise and product information. Our extensibility tools allow you to extend your ERP suite. Our Shared Technology Platform allows you to scale your system and navigate the systems of your institution.

Accounting is now online, simple, and personalized. Conube can help you in your day-to-day tasks. Conube's online accounting platform makes it easy to automate your company’s accounting, tax, and financial activities. You can customize your attendance by choosing the channel you prefer. Our customer support team is available Monday to Friday to answer any questions. Conube makes it easy to open a company. We are experts in opening companies that provide services. Our step-by-step process was designed to save customers time and bureaucracy. We need to know about your future business! Register to get access to the tool that will help you choose the best company type. With the help of our consultants, you can choose the best format to suit your company once you have registered on our platform. Once you have selected the Best Format, pay the fees and start your plan. Conube makes it easy to open a company.

Have you ever wondered how to manage your company's service finance? Serviceware. This is how. Excellent Enterprise Service Management Serviceware is a unique portfolio that provides solutions for digitizing or automating service processes regardless of the challenges you face in IT, HR or Customer Shared Services. Serviceware has more than 900 customers. Eighteen of the 30 companies that are listed on the German DAX-30 stock exchange are valued customers. Serviceware is essential for corporate performance planning, financial management of IT and shared service companies. Launching an app scheduling. Schedule Serviceware Resources to make painless appointments for your customers and patients. KPMG and Serviceware extend their cooperation. Learn more about our joint service offering to companies in the area of transfer pricing! BARC Planning Survey 20. Serviceware Performance is ranked 37th in the DACH Planning Survey.

Sage 200cloud connects to Microsoft 365 to help you manage your business and take your growth to the next level. Sage Business Cloud is part of it. You can avoid downtime with a solution that is available 24/7, 365 days per year. You can manage your customers and accounts, as well manufacturing, supply chain and business intelligence from anywhere. Sage 200cloud combines the power and productivity that comes with a desktop with the freedom and control that smart, secure software offers. You can also collaborate in real-time with your teams. Our solution supports distributors, manufacturers, and business services. You can control your business and have complete visibility into your operations. Excel allows you to manage multiple companies and access key insights. Get market-leading software that is business-wide and can be customized to grow with your business.

Konsolidator®, automates financial consolidation so you can spend your time generating insights that will add value to your corporate group. Our cloud-based software gives you complete control over your data and reports. It delivers accurate, audit-compliant consolidation every single time. Financial professionals all over the globe are under increasing pressure to provide accurate data, compelling financial reporting, and actionable insights. Modern consolidation is required to meet the ever-changing needs of the finance department. You are wrong to think that financial consolidation solutions must be costly to be efficient and provide high-quality data. Konsolidator®, is the proof. Konsolidator® is a software tool that automates consolidating, produces error-free consolidation and fits within your budget. Eliminate any barriers to efficient consolidation. Konsolidator's subscription-based software is available at a low EUR200 per month and can be used by any size group.