--- title: "Accountfy Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Accountfy Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/192417/Accountfy/" page_type: "product" language: "en" --- # Accountfy Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Accountfy ## What is Accountfy? Transform data with financial intelligence and gain powerful insights with our Data Builder product from the Accountfy Platform. Generating final numbers for decision-making has never been easier. Seamless integration with ERPs and other data sources, both natively and via API. Customized data transformation workflow with editable and flexible parameters. Complete control over all imports with auditing at each stage of transformation in active workflows, with data generated at each step. Creation of personalized databases for consumption by platform products. ## What is Accountfy used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Budgeting](https://www.capterra.com/budgeting-software/) Recognitions Best ease of use Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... - Financial Reporting / 2025 Our "Best of" badge program showcases products with the highest ratings... - Financial Reporting / 2025 Do you work for Accountfy?[Manage this product listing](https://www.g2.com/products/accountfy/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Accountfy 4.8 (21) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (21) Ease Of Use 4.2 (643) Value For Money 4.8 (19) Value For Money 4.0 (550) Customer Service 4.9 (20) Customer Service 4.0 (582) ## Accountfy alternatives [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) Highest Rated [OneStream](https://www.capterra.com/p/153745/OneStream-XF/) [4.8 (83)](https://www.capterra.com/p/153745/OneStream-XF/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153745/OneStream-XF/) [Datarails](https://www.capterra.com/p/177451/DataRails/) [4.7 (244)](https://www.capterra.com/p/177451/DataRails/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177451/DataRails/) [Prophix One](https://www.capterra.com/p/139909/Budgeting-Solution/) [4.6 (127)](https://www.capterra.com/p/139909/Budgeting-Solution/reviews/) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/139909/Budgeting-Solution/) ## FAQs about Accountfy Overview ### Which roles and teams benefit most from Accountfy? Accountfy is most used by finance, accounting, and controllership teams that need faster consolidation, reporting, and budget oversight. Financial analysts and FP&A specialists use it for planning and performance tracking, while managers, controllers, and executives rely on dashboards, forecasting, and financial visibility to support decisions and improve governance. Answer based on 21 reviews Overview ### What company size and industries is Accountfy built for? Accountfy is built for midsize businesses and finance teams, with 48% of reviewers from midsize companies and 19% from Information Technology and Services. It also serves small businesses at 38% and enterprises at 14%, with additional adoption in Investment Management and Accounting, each representing 10% of reviewers. Answer based on 21 reviews Features and Usability ### What are the key features of Accountfy? Accountfy offers accounting and financial management features such as general ledger, income and balance sheet, and profit/loss statement support. It also includes budgeting and forecasting, cash flow management, consolidation/roll-up, KPI monitoring, customizable reports, dashboards, role-based permissions, audit trail, and third-party integrations. Integrations ### Which third-party tools and platforms does Accountfy integrate with? Accountfy connects natively to Oracle E-Business Suite and TOTVS ERP for accounting data import and enterprise resource planning workflows. These integrations cover core finance and ERP connections, giving Accountfy a focused integration set for organizations that need to move data between accounting systems and reporting processes. Answer based on 4 reviews Getting Started and Support ### What training and onboarding options does Accountfy offer? Accountfy provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided instruction, while documentation and videos give teams written and visual reference material for self-paced learning and feature review. Answer based on 1 reviews Getting Started and Support ### What customer support options does Accountfy offer? Accountfy provides a knowledge base and chat support. Reviewers describe the support experience as fast, helpful, and easy to work with, especially during implementation and post go-live. Users also note that the team understands questions and ideas for product customization clearly. Answer based on 2 reviews ## Features AI summary Based on 5,408 Financial Reporting reviews Capterra data shows that buyers of financial reporting software rank the following features as their top priorities: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) Accountfy supports all three of the features reviewers rate highest: **Accounting**, **Income & Balance Sheet**, and **Profit/Loss Statement**. Together, these capabilities give teams a clear view of financial performance, make it easier to track assets and liabilities, and help businesses monitor profitability with greater accuracy. Accounting 4.7 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Income & Balance Sheet 4.9 (10) 100.00% of 10 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Profit/Loss Statement 5.0 (11) 109.09% of 11 reviewers that rated this feature as important or highly important A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time General Ledger 5.0 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions Data Import/Export 4.8 (14) 100.00% of 14 reviewers that rated this feature as important or highly important Import and export data to and from software applications Budgeting/Forecasting 4.7 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Accountfy 48 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Projections: Estimate or forecast of a future scenario based on the study of present trends - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Single Sign On: Allow users to access multiple services after entering their login credentials once - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (21) 4.5 Based on 21 reviews ## Pricing Value for money 4.8 (19) ### Starting price Free trial not available Value for money 4.8 (19) 4.8 Based on 19 reviews ## Integrations [ TOTVS ERP](https://www.capterra.com/p/191104/TOTVS-BI/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (20) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (20) 4.9 Based on 20 reviews ## User reviews Overall rating 4.8 Based on 21 reviews Filter by rating 5(16) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent RF Rildo F. Software Data Scientist Information Technology and Services ### "The amazing Accountfy platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 5, 2025 I absolutely recommend everyone who has the PROTHEUS TOTVS environment to take advantage of the full potential of the ACCOUNTFY platform to optimize their environment. Pros The commitment of the entire team and the quality of all project deliveries. Cons We have not had the possibility of personal contact either in our company or in any Accountfy office, to strengthen this partnership. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JN Joel N. Analista Financeiro Sênior Consumer Services ### "Ótima ferramenta!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 2, 2024 Ótima ferramenta, prática e funcional! Melhor ferramenta de análise financeira até o momento pra mim! Pros A possibilidade de ajustar linhas colunas de forma prática e rápida na parte de fluxo financeiro e afins Cons Olha sinceramente não achei/lembro de nenhum ponto negativo. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor September 10, 2024 Olá, Joel! Ficamos felizes em saber que está gostando da nossa plataforma e das melhorias geradas! Pode contar com o apoio dos nossos times de onboarding e sucesso do cliente para ter sempre a melhor experiência em gestão financeira. LG Lais G. Coordenadora Contábil-fiscal Paper & Forest Products ### "Cliente Satisfeito" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 5, 2024 Desde a contratação até a implantação da plataforma sempre fomos muito bem assistidos. Hoje com a plataforma funcionando tivemos um grande ganho nos prazos de entrega das informações para análise. Pros Além de auxiliar na elaboração de Demonstrações e Reports, a plataforma é de fácil utilização. Cons Algumas dificuldades que tinhamos na elaboração das Demonstrações foram resolvidas com as novas melhorias e produtos disponibilizados. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 12, 2024 Olá, Lais! Ficamos contentes em saber que nossa plataforma tem economizado seu tempo e que nossas melhorias tiveram um impacto positivo. Continuaremos aprimorando nossos recursos para melhorar ainda mais a sua experiência. EA Elizangela Aparecida S. Analista Contábil Accounting ### "Avaliação Accountfy na visão de operacional" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 26, 2024 Pros O que mais gostei foi a facilidade de obter as informações, os consultores entendem a nossa dificuldade e nos retornam com rapidez e solução. Tudo o que foi prometido no começo do projeto foi entregue. Cons De não podermos acompanhar como foi montada as Demonstrações no sistema, isso dificultou um pouco quando fomos fazer sozinhos, mas os consultores nos deram o suporte. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 2, 2024 Olá, Elizângela! Obrigada pelo seu feedback positivo! Agradecemos o reconhecimento ao nosso suporte técnico. Nossa equipe está sempre pronta para ajudar e garantir que você obtenha o máximo de nossa plataforma. JP Joao Paulo R. Analista Financeiro Paper & Forest Products ### "Sistema integrado de demonstrações e análises financeiras" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 26, 2024 Experiência satisfatória até o momento, atendendo todas nossas necessidades desejadas na parte contábil/financeira. Pros Utilização de lançamos do ERP a nível de razão integrado a relatórios e apresentações gerenciais, além da possibilidade de projeções e automações de processos de análise. Cons Em alguns momentos o sistema tem certa lentidão para atualizar os dados e/ou exportar informações. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 2, 2024 Olá, João! Agradecemos seu comentário! Estamos constantemente trabalhando para expandir nossas capacidades de integração e é ótimo saber que você está aproveitando a flexibilidade que oferecemos. Sandra M. Head de Controladoria Information Technology and Services ### "Plataforma Accountfy" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 25, 2024 Pros Possibilidade de criar visões gerenciais, de forma mais mais eficiente, integrando melhor as diferentes informações e oferecendo uma interface intuitiva, cheia de funcionalidades que facilitam bastante nosso trabalho. Cons Dificuldade na implantação, necessitando de customizações. Reasons for choosing Accountfy Possibilidade de customização e construção de cenários. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor August 2, 2024 Olá, Sandra! Agradecemos seu feedback e lamentamos saber que você encontrou dificuldades no setup inicial. Estamos trabalhando em melhorias para simplificar esse processo e ofereceremos mais tutoriais e suporte para facilitar a sua experiência. Pode contar com o apoio do nosso time de sucesso do cliente para ter sempre a melhor experiência em gestão financeira. MF Mateus Filipe T. Team Leader de Planejamento Outsourcing/Offshoring ### "Avaliação Who X Accountfy" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 July 25, 2024 Como um dos principais responsáveis pela implementação da Accountfy na Who, posso afirmar que existem dois momentos na história do fechamento financeiro, pre e pós Accountfy, e imensurável o ganho, confiabilidade e praticidade que a ferramenta trouxe para nosso time. Pros Encontramos na Accountfy a ferramenta perfeita para automatizar nossos processos de DRE e Orçamentos, podemos afirmar que a parde de DF e de Forecast são as mais utilizadas pelo nosso time e trouxeram uma evolução em todos os nossos processos, agora conseguimos divulgar os resultados no segundo dia útil do mês subsequente. Cons A parte de relatórios e dashboards deixa muito a desejar devido à complexidade em gerar os painéis, além de uma extrema lentidão para atualização quando dentro do Dash existe um maior volume de gráficos Alternatives considered [ERP Senior](https://www.capterra.com/p/190259/ERP-Senior/) [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reasons for choosing Accountfy A praticidade e o custo beneficio oferecido pela Accountfy foi superior as outras ferramentas que foram medidas. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 31, 2024 Olá, Mateus! Ficamos contentes em saber que a automação tem economizado seu tempo! Continuamos aprimorando nossos recursos e em breve, teremos novidades para melhorar sua experiência com dados e painéis. IB Isabela B. Coordenadora de controladoria Leisure, Travel & Tourism ### "Avaliação de Satisfação do Sistema" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 24, 2024 Pros A ferramenta de relatórios financeiras é fantástica e a atendente no período de incubação era super solicita. Cons Importação demorada e alguns ajustes são difíceis de realizar. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 31, 2024 Olá, Isabela! Agradecemos o reconhecimento ao nosso time de implantação. Nossa equipe está sempre pronta para ajudar e garantir que você obtenha o máximo de nossa plataforma. CM Cristiano M. Especialista Information Technology and Services ### "Automatização e praticidade na Consolidação e Notas explicativas." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 23, 2024 Gosto muito, precisei aprender sobre a ferramenta e o \[conteúdo sensível escondido\] me deu todo o suporte e aprendizado necessário. Hoje já temos a ferramenta funcionando e já trouxe grandes ganhos e agilidade, além da precisão dos relatórios. Pros Ele é um sistema fácil de manusear e de adaptar as mudanças que a empresa já realizou em sua estrutura societária. Cons As vezes demorar para atualizar os números, mas nada tão ruim, acredito que com o tempo isso tende a melhorar. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 29, 2024 Olá, Cristiano! Ficamos felizes em saber que está gostando da nossa plataforma e das melhorias geradas! Pode contar com o apoio dos nossos times de onboarding e sucesso do cliente para ter sempre a melhor experiência em gestão financeira. WD william D. Controller Internet ### "Usabilidade" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 23, 2024 Uma ótima ferramenta, muito fácil de modular e atualizar, e com excelente integração junto aos principais ERPs. Pros O que mais me chama a atenção no produto é fácil usabilidade, juntamente com a integração junto ao meu ERP. Cons Facilidade em visualização e fácil compartilhamento de dados e painéis. Reasons for choosing Accountfy Reputação do produto, facilidade na implantação e integração ao ERP da companhia garantida. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor July 29, 2024 Olá, William! Seu feedback é muito importante para nós. Estamos em constante melhoria e, em breve, teremos novidades para melhorar sua experiência com dados e paineis. [View all Reviews](https://www.capterra.com/p/192417/Accountfy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.