Sans la plateforme
Information about Financial Intelligence lives in separate spreadsheets, and nobody knows which version is current.
Avec Partiu Formatura
6 modules share the same class, graduate and event records.
Finance and management · Financial Intelligence
Finance read from another angle: what will happen, what strayed from the pattern and where the money went
Everything derived from what the company already records: installments, payables and receivables, classes, events, purchase orders and cost centers. It opens with real data, no setup and no data entry. The Executive BI shows six areas in cards that refresh on their own and open the rows behind each number. The Forecast projects revenue, cost, margin and cash from actual payment behavior over the last six months, by company, class and event. Four detectors flag out-of-pattern payments, suppliers above the median, events over budget and classes losing collections. Cost centers gain hierarchy and automatic allocation, cash flow gains scenarios and a default simulator, and targets per indicator become alerts in the bell and by email.
Le problème et la solution
What changes when Financial Intelligence works inside the platform
This is connected information about classes, graduates and events across 6 modules, replacing scattered spreadsheets and messages.
Sans la plateforme
Demander un chiffre prend du temps, parce qu’il faut croiser des données venues de plusieurs endroits.
Avec Partiu Formatura
Executive BI and Forecast and Planning update together, with figures ready for the next meeting.
Sans la plateforme
Le processus dépend de qui est là ce jour-là, et son historique disparaît.
Avec Partiu Formatura
Tout le monde suit le même circuit, avec des actions consignées et des droits par rôle.
Sans la plateforme
Communiquer avec les autres services suppose d’exporter des tableurs et de resaisir les données.
Avec Partiu Formatura
Financial Intelligence shares information directly with other areas of the platform.
Comment ça marche
How information moves through Financial Intelligence
Chaque étape correspond à un module réel de ce domaine. Ce qu’elle produit passe à l’étape suivante sans que personne resaisisse la même information.
What is available in Financial Intelligence
- Executive BISix areas of the business in cards that refresh on their own and open the rows behind the number.7
- Forecast and PlanningRevenue, cost, margin and cash projected from actual payment behavior, by company, class and event.8
- Anomaly DetectionFour detectors with parameters per company flag what strayed from the pattern and respect the decision of whoever handled it.8
- Advanced Cost CentersHierarchy, multiple centers per bill and automatic allocation, without touching the existing records.7
- Advanced Cash FlowForecast, actual and projected by day, with saved scenarios and a default simulator.5
- Targets, Alerts and SettingsTarget per indicator and scope, alert in the bell and by email, separate permissions and a daily routine.5
À la une
Abre com dado real, sem cadastro nem coleta
Seis áreas em cartões que se atualizam a cada 60 segundos e abrem as parcelas, contas e pedidos por trás de cada número. O forecast usa o comportamento real de pagamento dos últimos seis meses, os detectores apontam o que fugiu do padrão e os centros de custo ganham hierarquia e rateio automático. Metas por indicador viram alertas no sino e por e-mail.
Voir à l’œuvre- Comparativo automático com o mês anterior e o mesmo mês do ano passado
- Previsão por turma e por evento, com "vai bater?" e semáforo
- Quatro detectores de anomalia com tratamento que respeita a decisão humana
- Fluxo de caixa com cenários salvos e simulador de inadimplência
- Rateio com prévia, aplicação e desfazer
Executive BI
Six areas of the business in cards that refresh on their own and open the rows behind the number.
- Six areas on one screen: Revenue and Collections, Classes, Events, Purchasing and Suppliers, Expenses by Cost Center and Cash
- Real-time cards, refreshed on their own every 60 seconds
- Automatic comparison with the previous month and the same month last year
- Target overlaid on actuals, with the pace needed to reach it and the reading "closes the month at R$ X"
- Drill-down: clicking the number opens the installments, bills or orders behind it, with filters and CSV export
- Strip with open alerts at the top of the dashboard
- Everything derived from tables that already exist: opens with real data, no setup and no data entry
Forecast and Planning
Revenue, cost, margin and cash projected from actual payment behavior, by company, class and event.
- Revenue forecast from receivables due crossed with actual behavior over the last 6 months: how much is paid on time, within 30 days and later
- Cost forecast from future bills, approved orders and recurrence by category
- Future margin compared with the actual margin of the last 12 months
- Forecast per class: remaining receivables, expected curve, class target, the "will it hit?" answer and a health index with traffic light
- Forecast per event: ticket sales pace against expected cost and budget
- Month-by-month cash projection
- Freeze a version of the forecast and measure its accuracy later, against what happened
- FP&A plan line overlaid when the Financial Planning module exists
Anomaly Detection
Four detectors with parameters per company flag what strayed from the pattern and respect the decision of whoever handled it.
- Out-of-pattern payment: amount above the category or supplier history, paid on a weekend, paid early without discount, possible duplicate or installment settled with a different amount than billed
- Supplier priced above the median
- Event going over budget
- Class with falling collections or above-average delays
- Each detector's parameters adjusted per company
- Treatment flow: new, under review, resolved, ignored or false positive, always with justification
- The pipeline respects the human decision and resolves on its own any anomaly that stopped occurring
- Supplier ranking by accumulated overpricing
Advanced Cost Centers
Hierarchy, multiple centers per bill and automatic allocation, without touching the existing records.
- Center hierarchy with bottom-up consolidation, without changing the current records
- Generate centers per class, event and department without duplicating what already exists
- Multiple cost centers on the same bill
- Allocation rules by percentage, number of graduates, class revenue or equal shares
- Rule applied by category, supplier, source center, description or minimum amount, with an effective period
- Automatic allocation through the pipeline, with preview, apply and undo
- The existing Cost Center View now sees the allocation
Advanced Cash Flow
Forecast, actual and projected by day, with saved scenarios and a default simulator.
- Forecast, actual and projected by day
- 30, 60, 90 and 180 day horizons with minimum balance, the day cash goes negative and capital need
- Saved scenarios: default rate, average delay, expense cut, extra revenue and expense, postpone a category and recover overdue
- Comparison of up to 3 scenarios on the same chart
- Default simulator with a slider that recalculates instantly
Targets, Alerts and Settings
Target per indicator and scope, alert in the bell and by email, separate permissions and a daily routine.
- Targets for 13 indicators, scoped by company, class, cost center or event
- Alerts in the dashboard bell and by email
- Five separate permissions: view, targets, alerts, allocation and configure
- Daily routine at 06:30 that recalculates forecasts, anomalies and alerts
- Eight screens inside Finance, no new module to purchase
Liste de contrôle
Everything included in Financial Intelligence
All 40 features in this area, grouped by module so you can compare systems item by item.
- Six areas on one screen: Revenue and Collections, Classes, Events, Purchasing and Suppliers, Expenses by Cost Center and Cash
- Real-time cards, refreshed on their own every 60 seconds
- Automatic comparison with the previous month and the same month last year
- Target overlaid on actuals, with the pace needed to reach it and the reading "closes the month at R$ X"
- Drill-down: clicking the number opens the installments, bills or orders behind it, with filters and CSV export
- Strip with open alerts at the top of the dashboard
- Everything derived from tables that already exist: opens with real data, no setup and no data entry
- Revenue forecast from receivables due crossed with actual behavior over the last 6 months: how much is paid on time, within 30 days and later
- Cost forecast from future bills, approved orders and recurrence by category
- Future margin compared with the actual margin of the last 12 months
- Forecast per class: remaining receivables, expected curve, class target, the "will it hit?" answer and a health index with traffic light
- Forecast per event: ticket sales pace against expected cost and budget
- Month-by-month cash projection
- Freeze a version of the forecast and measure its accuracy later, against what happened
- FP&A plan line overlaid when the Financial Planning module exists
- Out-of-pattern payment: amount above the category or supplier history, paid on a weekend, paid early without discount, possible duplicate or installment settled with a different amount than billed
- Supplier priced above the median
- Event going over budget
- Class with falling collections or above-average delays
- Each detector's parameters adjusted per company
- Treatment flow: new, under review, resolved, ignored or false positive, always with justification
- The pipeline respects the human decision and resolves on its own any anomaly that stopped occurring
- Supplier ranking by accumulated overpricing
- Center hierarchy with bottom-up consolidation, without changing the current records
- Generate centers per class, event and department without duplicating what already exists
- Multiple cost centers on the same bill
- Allocation rules by percentage, number of graduates, class revenue or equal shares
- Rule applied by category, supplier, source center, description or minimum amount, with an effective period
- Automatic allocation through the pipeline, with preview, apply and undo
- The existing Cost Center View now sees the allocation
- Forecast, actual and projected by day
- 30, 60, 90 and 180 day horizons with minimum balance, the day cash goes negative and capital need
- Saved scenarios: default rate, average delay, expense cut, extra revenue and expense, postpone a category and recover overdue
- Comparison of up to 3 scenarios on the same chart
- Default simulator with a slider that recalculates instantly
- Targets for 13 indicators, scoped by company, class, cost center or event
- Alerts in the dashboard bell and by email
- Five separate permissions: view, targets, alerts, allocation and configure
- Daily routine at 06:30 that recalculates forecasts, anomalies and alerts
- Eight screens inside Finance, no new module to purchase
Want to see Financial Intelligence in your operation?
Demandez une démonstration sur vos propres chiffres, sans engagement. Un échange vous aidera à juger si le module répond à vos besoins.