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FINERGIA

by FINERGIA - Finergia · Since 2020
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ActiveAvailable globallyCloud
Quick facts
VendorFINERGIA - Finergia
Year launched2020
StatusActive
LocationBarcelona , ES
Countries servedGlobal
Languages2
Integrations
Free tier
Free trialYES
Contact salesYES

About FINERGIA

FINERGIA is a financial management software from FINERGIA that provides tools for budgeting, forecasting, and reporting. It combines real-time data analysis, customizable dashboards, and collaborative tools to support informed decision-making. Users can manage multiple financial scenarios and track performance against KPIs with ease. FINERGIA also includes integration capabilities with other financial systems, ensuring data consistency and accuracy. It is designed for finance professionals who need to simplify their financial planning processes and improve reporting accuracy. Key capabilities: budgeting forecasting reporting integration real-time data analysis Best for: finance teams that need comprehensive financial management solutions.

FINERGIA is a specialized financial management software designed to centralize and automate planning, analysis, and management for SMEs and financial consultancies, providing real-time visibility into an organization's economic health. Its User Interface and Ease of Use are highly praised by users for being visually intuitive and robust, making complex financial data "easy and fun" to manage. A unique design element is the Cuadro de Mando (Dashboard), which offers a graphical summary of key performance indicators (KPIs) and liquidity evolution at a glance, allowing directors to monitor compliance with sales, expense, and profitability goals without needing time-consuming manual report preparation. The software’s solid interface is built to make accessing and sharing financial information with partners and stakeholders efficient, minimizing the traditional delays associated with informed decision-making. The Functionality and Features of FINERGIA are comprehensive, focusing on proactive financial forecasting and qualitative assessment. Key features include highly automated Control Presupuestario (Budgetary Control), which automatically generates budgets and detects monthly deviations, and a powerful Tesorería (Treasury) module that predicts liquidity needs, models different scenarios, and forecasts tax liabilities (IRPF, IVA, IS).

Pros & Cons

What users like
  • +Budget creation is automatic and easy to compare monthly.
  • +Real‑time treasury forecasts help anticipate liquidity needs.
  • +Dashboard shows KPIs clearly for sales, expenses, and profitability.
  • +Scenario simulation makes planning flexible and error‑free.
  • +Reports highlight strengths and weaknesses for better decisions.
What users flag
  • Limited customization in report formats.
  • Customer support availability varies depending on demand.
  • Pricing may be restrictive for micro‑enterprises.
  • Some users note delays in receiving updated financial data feeds.

Features

Key features

Dashboard
Visual dashboard to track sales, expenses, profitability, KPIs, and deviations in real time
Financial analysis
Automatic reports on past trends, current performance, and areas for improvement
Budget control
Create annual budgets, simulate scenarios, and detect monthly deviations
Treasury management
Liquidity planning based on collection/payment terms with real‑time comparisons and tax forecasts (income tax, VAT, corporate tax)
Bank connectivity
Connect to banks to visualize movements and balances across multiple entities
Collaboration
Invite partners, executives, and stakeholders to stay informed without preparing manual reports

Additional features

Bank pool
Centralize banking positions and movements for multi‑bank visibility
Tax forecasting
Calculate upcoming tax settlements (income tax, VAT, corporate tax) from financial projections
Business KPIs
Monitor key financial indicators continuously for decision‑making
Automatic reports
Generate insights automatically from uploaded accounting journals
Budget scenarios
Model and compare budget scenarios to avoid errors
Evaluation test
Built‑in assessment to gauge financial management quality

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
2
Interface languages
1
Billing currencies

Interface languages

EnglishSpanish

Billing currencies

🇪🇺EUR

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