6 análises financeiras GRATUITAS para o Omie e Conta Azul
You already make accurate entries in your Omie or Conta Azul, but when you need to create a specific financial analysis for management… the standard report doesn't cut it? In this edition of Treasy in Practice, we show you how to transform your ERP data into ready-made financial analyses, without spreadsheets or traditional BI — directly in Treasy and using only the free plan. In this live stream, you'll see in practice: 00:00 – Why ERP reports (Omie, Conta Azul) are not sufficient for financial analysis 00:20 – The problem: finance stuck in spreadsheets or traditional BI (DAX, complexity, and dependency) 00:36 – The objective of the live stream: 6 free financial analyses in Treasy using the Free Plan 01:46 – Context: when the ERP doesn't deliver managerial vision and financial planning 02:57 – The most common pain points in finance and controlling 04:29 – Getting started with Treasy (hands-on) 04:44 – Prerequisites for performing analyses in Treasy 📊 The 6 free financial analyses shown in the episode 07:53 – 1) Monthly cash flow generation analysis (inflows – outflows) 10:21 – 2) Revenue composition (where the billing comes from) in Omie and Conta Azul 12:08 – 3) Expense composition Administrative 14:04 – 4) Historical comparison (actual vs. previous year) 15:38 – 5) Financial seasonality analysis 17:15 – 6) Different time views (daily, weekly, quarterly, annual) All this integrated into your ERP without creating reports from scratch and without depending on third parties. 👉 Create your free account on Treasy and follow the live stream step by step: https://web.treasy.com.br/cadastro?re... or 👉 Talk to a specialist and we'll help you take the next step in your Financial Maturity: https://www.treasy.com.br/fale-com-es... 👉 If you have any questions, leave them in the comments — they may become the topic of a future episode of the series. This is Treasy in Practice: every week, a real financial challenge solved in practice.

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