ACCOUNTING PROCESS AUTOMATION AND TRANSACTIONAL ANALYSIS USING THE CONTAWEBBI PLATFORM

Abstract

The automation of accounting processes through the use of digital platforms represents a significant advance for organizations seeking to improve financial management and facilitate data-driven decision-making. In this work, the ContaWeb-BI platform was studied, as it is a tool that seeks to automate some critical accounting tasks, generate key performance indicators, project future operations, and detect fraud risks based on an analysis of transactional data. The methodology used was an instrumental case study with direct functional observation and analysis of related documents, as well as monitoring of ContaWeb-BI functionalities against functional capability standards and requirements found in the literature.

The results demonstrate that the ContaWeb-BI platform has a high degree of compliance (over 90%) in operational functionalities such as automated data loading, key performance indicators generation, supplier analysis, quantification of future purchases, and fraud detection. Furthermore, opportunities for improvement were observed in the product recommendations module, particularly in scenarios where historical data density was scarce. The platform demonstrated a modular, intuitive, and adaptable architecture, making it a tool with potential for adoption by small and medium-sized businesses in their digital accounting transformation processes. In summary, it can be concluded that the ContaWeb-BI platform not only automates operational accounting tasks but also enables advanced analytical capabilities that strengthen organizations' financial and strategic governance.