{"id":2104,"date":"2020-04-27T13:47:25","date_gmt":"2020-04-27T16:47:25","guid":{"rendered":"https:\/\/www.equals.com.br\/?p=2104"},"modified":"2025-07-16T11:32:33","modified_gmt":"2025-07-16T14:32:33","slug":"escolher-software-de-gestao-financeira","status":"publish","type":"post","link":"https:\/\/equals.com.br\/en\/blog\/escolher-software-de-gestao-financeira\/","title":{"rendered":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira"},"content":{"rendered":"<p><span data-contrast=\"auto\">Estar\u00a0<\/span><span data-contrast=\"auto\">em\u00a0<\/span><span data-contrast=\"auto\">um cargo de lideran\u00e7a\u00a0<\/span><span data-contrast=\"auto\">requer tomar decis\u00f5es\u00a0<\/span><span data-contrast=\"auto\">estrat\u00e9gicas\u00a0<\/span><span data-contrast=\"auto\">o tempo inteiro.\u00a0<\/span><span data-contrast=\"auto\">Gestores n\u00e3o escolhem propriamente um software<\/span><span data-contrast=\"auto\">\u00a0de gest\u00e3o financeira<\/span><span data-contrast=\"auto\">, escolhem uma solu\u00e7\u00e3o<\/span><span data-contrast=\"auto\">\u00a0para a gest\u00e3o financeira<\/span><span data-contrast=\"auto\">. Por isso, \u00e9 importante saber o que se quer e, mais ainda, do que realmente precisa.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p>Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa. Antes de saber para onde se vai, \u00e9 necess\u00e1rio determinar onde se est\u00e1.<\/p>\n<p><span data-contrast=\"auto\">Por isso, recomenda-se\u00a0<\/span><span data-contrast=\"auto\">avaliar se as funcionalidades de um software de gest\u00e3o financeira v\u00e3o\u00a0<\/span><span data-contrast=\"auto\">por<\/span><span data-contrast=\"auto\">\u00a0um fim \u00e0s tarefas manuais, se o investimento requerido para adotar a tecnologia \u00e9 vi\u00e1vel para o neg\u00f3cio, se a capacidade de customiza\u00e7\u00e3o da ferramenta vai permitir integra\u00e7\u00f5es<\/span><span data-contrast=\"auto\">\u00a0para obter uma vis\u00e3o completa<\/span><span data-contrast=\"auto\">, se a empresa ter\u00e1 escalabilidade ao adotar o software<\/span><span data-contrast=\"auto\">\u00a0e<\/span><span data-contrast=\"auto\">\u00a0se o tempo h\u00e1bil para a implementa\u00e7\u00e3o vai trazer os resultados almejados<\/span><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">1. Quais funcionalidades v\u00e3o ajudar no dia a dia?<\/span><\/b><span data-contrast=\"auto\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Adotar um software de gest\u00e3o financeira em toda a cadeia produtiva do setor permite acabar com as desconfian\u00e7as causadas\u00a0<\/span><span data-contrast=\"auto\">pel<\/span><span data-contrast=\"auto\">os processos manuais<\/span><span data-contrast=\"auto\">\u00a0que podem expor o neg\u00f3cio a fraudes<\/span><span data-contrast=\"auto\">, al\u00e9m de evitar ser lesado pelas adquirentes<\/span><span data-contrast=\"auto\">\u00a0por meio de auditoria<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">\u00a0Veja a seguir<\/span><span data-contrast=\"auto\">\u00a0outras funcionalidades que um software de gest\u00e3o financeira<\/span><span data-contrast=\"auto\">, como\u00a0<\/span><span data-contrast=\"auto\">Equals<\/span><span data-contrast=\"auto\">, possui<\/span><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.equals.com.br\/blog\/auditoria-financeira-entenda-o-que-e-e-como-preparar-a-empresa\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><b><span data-contrast=\"none\">Auditoria<\/span><\/b><\/a><b><span data-contrast=\"auto\">\u00a0de taxas e terminais:<\/span><\/b><span data-contrast=\"auto\">\u00a0valida\u00e7\u00e3o do cumprimento das taxas contratadas\/praticadas em cada bandeira e plano de parcelamento.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Gerenciamento de\u00a0<\/span><\/b><a href=\"https:\/\/www.equals.com.br\/blog\/fluxo-de-caixa-saiba-como-fazer-o-controle-eficiente-na-empresa\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><b><span data-contrast=\"none\">fluxo de caixa<\/span><\/b><\/a><b><span data-contrast=\"auto\">:\u00a0<\/span><\/b><span data-contrast=\"auto\">fluxo de caixa de acordo com a posi\u00e7\u00e3o mais atual considerando inclusive as antecipa\u00e7\u00f5es.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Cancelamentos e\u00a0<\/span><\/b><a href=\"https:\/\/www.equals.com.br\/blog\/chargeback-como-evitar\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><b><span data-contrast=\"none\">chargebacks<\/span><\/b><\/a><b><span data-contrast=\"auto\">:\u00a0<\/span><\/b><span data-contrast=\"auto\">controle, apura\u00e7\u00e3o e notifica\u00e7\u00e3o sob os cancelamentos e\u00a0<\/span><span data-contrast=\"auto\">chargebacks<\/span><span data-contrast=\"auto\">\u00a0recebidos.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.equals.com.br\/blog\/conciliacao-bancaria\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><b><span data-contrast=\"none\">Concilia\u00e7\u00e3o banc\u00e1ria<\/span><\/b><\/a><b><span data-contrast=\"auto\">\u00a0<\/span><\/b><b><span data-contrast=\"auto\">e de\u00a0<\/span><\/b><a href=\"https:\/\/www.equals.com.br\/blog\/conciliacao-de-cartoes\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><b><span data-contrast=\"none\">cart\u00f5es<\/span><\/b><\/a><b><span data-contrast=\"auto\">\u00a0<\/span><\/b><b><span data-contrast=\"auto\">transparente:<\/span><\/b><span data-contrast=\"auto\">\u00a0apura\u00e7\u00e3o dos valores efetivamente creditados na conta banc\u00e1ria da sua empresa.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Leia tamb\u00e9m:\u00a0<\/span><a href=\"https:\/\/www.equals.com.br\/blog\/transparencia-nas-transacoes\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><span data-contrast=\"none\">Transpar\u00eancia nas transa\u00e7\u00f5es: veja o que ocorre por tr\u00e1s da venda!<\/span><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">2.<\/span><\/b><b><span data-contrast=\"auto\">\u00a0<\/span><\/b><b><span data-contrast=\"auto\">Se facilita o dia a dia<\/span><\/b><b><span data-contrast=\"auto\">,<\/span><\/b><b><span data-contrast=\"auto\">\u00a0quer dizer que \u00e9 f\u00e1cil de usar?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">A l\u00f3gica deve ser exatamente esta. Para saber como a ferramenta funciona, \u00e9 interessante solicitar demonstra\u00e7\u00f5es da usabilidade no dia a dia. \u00c9 imp<\/span><span data-contrast=\"auto\">ortante que a implementa\u00e7\u00e3o do software impacte<\/span><span data-contrast=\"auto\">\u00a0positiva e principalmente<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"auto\">o trabalho de todos que a utilizarem diretamente.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">3.\u00a0<\/span><\/b><b><span data-contrast=\"auto\">E se precisar customizar<\/span><\/b><b><span data-contrast=\"auto\">?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">N\u00e3o s\u00e3o todos os softwares que oferecem\u00a0<\/span><span data-contrast=\"auto\">personaliza\u00e7\u00f5es nos processos. A\u00a0<\/span><span data-contrast=\"auto\">Equals<\/span><span data-contrast=\"auto\">\u00a0trabalha com customiza\u00e7\u00f5es a partir das necessidades do<\/span><span data-contrast=\"auto\">\u00a0neg\u00f3cio de seus clientes<\/span><span data-contrast=\"auto\">, principalmente do segmento varejista.<\/span><span data-contrast=\"auto\">\u00a0A personaliza\u00e7\u00e3o da ferramenta<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"auto\">para empresas do varejo<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"auto\">que necessitam de informa\u00e7\u00f5es constantes sobre confer\u00eancia de caixa,\u00a0<\/span><span data-contrast=\"auto\">resulta<\/span><span data-contrast=\"auto\">\u00a0em mais efici\u00eancia e precis\u00e3o n<\/span><span data-contrast=\"auto\">os dados<\/span><span data-contrast=\"auto\">\u00a0financeir<\/span><span data-contrast=\"auto\">os<\/span><span data-contrast=\"auto\">.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">4.\u00a0<\/span><\/b><b><span data-contrast=\"auto\">O software faz integra\u00e7\u00f5es com outros sistemas<\/span><\/b><b><span data-contrast=\"auto\">?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">A dificuldade de centralizar informa\u00e7\u00f5es na \u00e1rea financeira afeta muito os resultados das empresas que ainda n\u00e3o utilizam um software\u00a0<\/span><span data-contrast=\"auto\">financeiro<\/span><span data-contrast=\"auto\">. Por isso, se a empresa onde voc\u00ea trabalha utiliza\u00a0<\/span><span data-contrast=\"auto\">algum<\/span><span data-contrast=\"auto\">\u00a0<\/span><a href=\"https:\/\/www.equals.com.br\/blog\/vendas-no-cartao-integradas-ao-erp\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><span data-contrast=\"none\">ERP<\/span><\/a><span data-contrast=\"auto\">, por exemplo, \u00e9 crucial\u00a0<\/span><span data-contrast=\"auto\">escolher um software de gest\u00e3o financeira que fa\u00e7a integra\u00e7\u00f5es.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Com as integra\u00e7\u00f5es<\/span><span data-contrast=\"auto\">,<\/span><span data-contrast=\"auto\">\u00a0o fluxo de informa\u00e7\u00f5es vai se tornar mais transparente e seguro<\/span><span data-contrast=\"auto\">; e as decis\u00f5es estrat\u00e9gicas<\/span><span data-contrast=\"auto\">\u00a0ser\u00e3o<\/span><span data-contrast=\"auto\">\u00a0mais r\u00e1pidas e assertivas.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">5.\u00a0<\/span><\/b><b><span data-contrast=\"auto\">O software de gest\u00e3o financeira fornece relat\u00f3rios<\/span><\/b><b><span data-contrast=\"auto\">\u00a0relevantes<\/span><\/b><b><span data-contrast=\"auto\">?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Al\u00e9m de trocar informa\u00e7\u00f5es com seguran\u00e7a entre setores e dentro do pr\u00f3prio departamento financeiro, \u00e9 importante que o sof<\/span><span data-contrast=\"auto\">tw<\/span><span data-contrast=\"auto\">are de gest\u00e3o financeira forne\u00e7a relat\u00f3rios\u00a0<\/span><span data-contrast=\"auto\">com<\/span><span data-contrast=\"auto\">\u00a0melhor visualiza\u00e7\u00e3o<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"auto\">\u00a0Al\u00e9m de acompanhar a sa\u00fade financeira do neg\u00f3cio, os relat\u00f3rios possibilitam identifica\u00e7\u00e3o de oport<\/span><span data-contrast=\"auto\">unidades e\u00a0<\/span><span data-contrast=\"auto\">maior poder de negocia\u00e7\u00e3o para negociar taxas com adquirentes, por exemplo.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Neste sentido, os tr\u00eas tipos de relat\u00f3rios mais\u00a0<\/span><span data-contrast=\"auto\">relevante<\/span><span data-contrast=\"auto\">s s\u00e3o de fluxo de caixa,\u00a0<\/span><span data-contrast=\"auto\">chargeback<\/span><span data-contrast=\"auto\">\u00a0e auditoria de taxas.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Acesse:\u00a0<\/span><a href=\"https:\/\/www.equals.com.br\/blog\/entenda-a-importancia-e-como-analisar-relatorios-financeiros\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><span data-contrast=\"none\">Entenda a import\u00e2ncia e como analisar relat\u00f3rios financeiros<\/span><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">6. D\u00e1 para usar na nuvem?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Optar por plataformas 100% online traz muitos benef\u00edcios para o neg\u00f3cio. Al\u00e9m da aces<\/span><span data-contrast=\"auto\">sibilidade e\u00a0<\/span><span data-contrast=\"auto\">possibilidade de fazer o controle financeiro\u00a0<\/span><span data-contrast=\"auto\">de onde voc\u00ea estiver. Pensando nisso, a\u00a0<\/span><span data-contrast=\"auto\">Equals<\/span><span data-contrast=\"auto\">, que nasceu 100% online,<\/span><span data-contrast=\"auto\">\u00a0<\/span><span data-contrast=\"auto\">oferece<\/span><span data-contrast=\"auto\">\u00a0um <a href=\"https:\/\/www.equals.com.br\/blog\/app-equals-ios\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\">app<\/a>\u00a0<\/span><span data-contrast=\"auto\">vinculado a plataforma com o objetivo de aumentar a produtividade dos usu\u00e1rios e entregar mais efici<\/span><span data-contrast=\"auto\">\u00eancia para o controle financeiro dos seus clientes.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">7.<\/span><\/b><b><span data-contrast=\"auto\">\u00a0A plataforma \u00e9 atualizada de acordo com as demandas do mercado?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Como as necessidades mudam com o tempo, um sistema de gest\u00e3o financeira precisa ser frequentemente\u00a0<\/span><span data-contrast=\"auto\">melhorado<\/span><span data-contrast=\"auto\">.\u00a0<\/span><span data-contrast=\"auto\">Quando o software \u00e9 constantemente\u00a0<\/span><span data-contrast=\"auto\">atualiza<\/span><span data-contrast=\"auto\">do h\u00e1 um risco menor de falhas no controle financeiro, al\u00e9m de facilitar a integra\u00e7\u00e3o com outros sistemas.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">8.\u00a0<\/span><\/b><b><span data-contrast=\"auto\">O que os clientes falam sobre esse software<\/span><\/b><b><span data-contrast=\"auto\">?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Uma das melhores formas de avaliar o desempenho de uma marca \u00e9 perguntar\u00a0<\/span><span data-contrast=\"auto\">a opini\u00e3o dos\u00a0<\/span><span data-contrast=\"auto\">clientes.\u00a0<\/span><span data-contrast=\"auto\">Utilize os canais digitais onde a empresa est\u00e1 presente e verifique o que as pessoas falam\u00a0<\/span><span data-contrast=\"auto\">sobre ela<\/span><span data-contrast=\"auto\">.\u00a0<\/span><span data-contrast=\"auto\">Acesse depoimentos que a marca disponibiliza por meio de cases dos clientes que ela atende.<\/span><span data-contrast=\"auto\">\u00a0Fa\u00e7a isso o quanto antes.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">9. Como \u00e9 o atendimento dessa marca?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">Ponto essencial para que a ado\u00e7\u00e3o do software de gest\u00e3o financeira d\u00ea certo: o atendimento. Na\u00a0<\/span><span data-contrast=\"auto\">Equals<\/span><span data-contrast=\"auto\">, o problema do cliente \u00e9 problema de todos<\/span><span data-contrast=\"auto\">.\u00a0<\/span><span data-contrast=\"auto\">O atendimento da\u00a0<\/span><span data-contrast=\"auto\">Equals<\/span><span data-contrast=\"auto\">\u00a0\u00e9 muito diferente quando comparado com o mercado.\u00a0<\/span><span data-contrast=\"auto\">Com pessoas que entende<\/span><span data-contrast=\"auto\">m<\/span><span data-contrast=\"auto\">\u00a0a realidade do cliente,\u00a0<\/span><span data-contrast=\"auto\">dedicadas a ajudar com efici\u00eancia e agilidade.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Acesse tamb\u00e9m:\u00a0<\/span><a href=\"https:\/\/www.equals.com.br\/blog\/diferenciais-da-ferramenta-equals\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\"><span data-contrast=\"none\">6 diferenciais da ferramenta\u00a0<\/span><span data-contrast=\"none\">Equals<\/span><span data-contrast=\"none\">\u00a0que o seu neg\u00f3cio precisa conhecer<\/span><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Pergunta b\u00f4nus: O que devo fazer<\/span><\/b><b><span data-contrast=\"auto\">\u00a0se ainda tenho d\u00favidas<\/span><\/b><b><span data-contrast=\"auto\">?<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/h2>\n<p>Conte com a Equals para resolv\u00ea-las. Nosso blog est\u00e1 repleto de conte\u00fados sobre gest\u00e3o financeira. E se voc\u00ea deseja tirar suas d\u00favidas diretamente com nosso time, \u00e9<span class=\"TextRun SCXW146722154 BCX0\" lang=\"PT-BR\" xml:lang=\"PT-BR\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW146722154 BCX0\" data-wac-het=\"1\">\u00a0s\u00f3<\/span><\/span><span class=\"TextRun SCXW146722154 BCX0\" lang=\"PT-BR\" xml:lang=\"PT-BR\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW146722154 BCX0\" data-wac-het=\"1\">\u00a0clicar <a href=\"https:\/\/www.equals.com.br\/experiencia\/?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\">aqui<\/a>.<\/span><\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\" data-wac-het=\"1\">\u00a0<\/span><\/p>\n<p style=\"text-align: center;\"><strong>Nenhuma outra empresa tem um problema exatamente igual ao seu e ningu\u00e9m tem solu\u00e7\u00f5es como as que constru\u00edmos com a\u00a0Equals.\u00a0<\/strong><\/p>\n<p><a href=\"https:\/\/conteudo.equals.com.br\/servicos?utm_source=blog&amp;utm_medium=artigo&amp;utm_campaign=escolher_software\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-1780\" style=\"width: 100%!important;\" src=\"https:\/\/www.equals.com.br\/wp-content\/uploads\/2020\/09\/Como-a-Equals-ajuda-grandes-empresas-prestadoras-de-servi\u00e7os.png\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Estar\u00a0em\u00a0um cargo de lideran\u00e7a\u00a0requer tomar decis\u00f5es\u00a0estrat\u00e9gicas\u00a0o tempo inteiro.\u00a0Gestores n\u00e3o escolhem propriamente um software\u00a0de gest\u00e3o financeira, escolhem uma solu\u00e7\u00e3o\u00a0para a gest\u00e3o financeira. Por isso, \u00e9 importante saber o que se quer e, mais ainda, do que realmente precisa.\u00a0 Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":2115,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31,46,2],"tags":[],"class_list":["post-2104","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-conciliacao-financeira","category-gestao-financeira"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Perguntas para fazer antes de escolher um software de gest\u00e3o financeira | Equals<\/title>\n<meta name=\"description\" content=\"(Portugu\u00eas do Brasil) Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira | Equals\" \/>\n<meta property=\"og:description\" content=\"{:pb}Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa.{:es}Entenda melhor o que um gestor precisa saber antes de fazer uma das escolhas mais importantes para um neg\u00f3cio: escolher um software de gest\u00e3o financeira.{:}\" \/>\n<meta property=\"og:url\" content=\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\" \/>\n<meta property=\"og:site_name\" content=\"Equals\" \/>\n<meta property=\"article:published_time\" content=\"2020-04-27T16:47:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-16T14:32:33+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1900\" \/>\n\t<meta property=\"og:image:height\" content=\"1266\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Marketing\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Marketing\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\"},\"author\":{\"name\":\"Marketing\",\"@id\":\"https:\/\/equals.com.br\/#\/schema\/person\/07bdfab6431ceddaa9464e938fa9df82\"},\"headline\":\"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira\",\"datePublished\":\"2020-04-27T16:47:25+00:00\",\"dateModified\":\"2025-07-16T14:32:33+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\"},\"wordCount\":992,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/equals.com.br\/#organization\"},\"image\":{\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg\",\"articleSection\":[\"Blog\",\"Concilia\u00e7\u00e3o financeira\",\"Categoria 1\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\",\"url\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\",\"name\":\"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira | Equals\",\"isPartOf\":{\"@id\":\"https:\/\/equals.com.br\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg\",\"datePublished\":\"2020-04-27T16:47:25+00:00\",\"dateModified\":\"2025-07-16T14:32:33+00:00\",\"description\":\"{:pb}Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa.{:es}Entenda melhor o que um gestor precisa saber antes de fazer uma das escolhas mais importantes para um neg\u00f3cio: escolher um software de gest\u00e3o financeira.{:}\",\"breadcrumb\":{\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage\",\"url\":\"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg\",\"contentUrl\":\"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg\",\"width\":1900,\"height\":1266,\"caption\":\"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"In\u00edcio\",\"item\":\"https:\/\/equals.com.br\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/equals.com.br\/#website\",\"url\":\"https:\/\/equals.com.br\/\",\"name\":\"Equals\",\"description\":\"Concilia\u00e7\u00e3o de vendas com cart\u00f5es de cr\u00e9dito\",\"publisher\":{\"@id\":\"https:\/\/equals.com.br\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/equals.com.br\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/equals.com.br\/#organization\",\"name\":\"Equals\",\"url\":\"https:\/\/equals.com.br\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/equals.com.br\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/equals.com.br\/wp-content\/uploads\/2025\/03\/cropped-favicon.png\",\"contentUrl\":\"https:\/\/equals.com.br\/wp-content\/uploads\/2025\/03\/cropped-favicon.png\",\"width\":512,\"height\":512,\"caption\":\"Equals\"},\"image\":{\"@id\":\"https:\/\/equals.com.br\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/equals.com.br\/#\/schema\/person\/07bdfab6431ceddaa9464e938fa9df82\",\"name\":\"Marketing\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/equals.com.br\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/0f3fdaefcd9468d475bb8fe5943f4230cfb68142a86b015efb9cb8c84ef4c84e?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/0f3fdaefcd9468d475bb8fe5943f4230cfb68142a86b015efb9cb8c84ef4c84e?s=96&d=mm&r=g\",\"caption\":\"Marketing\"},\"url\":\"https:\/\/equals.com.br\/en\/blog\/author\/marketing\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira | Equals","description":"(Portugu\u00eas do Brasil) Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/","og_locale":"en_US","og_type":"article","og_title":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira | Equals","og_description":"{:pb}Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa.{:es}Entenda melhor o que um gestor precisa saber antes de fazer uma das escolhas mais importantes para um neg\u00f3cio: escolher um software de gest\u00e3o financeira.{:}","og_url":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/","og_site_name":"Equals","article_published_time":"2020-04-27T16:47:25+00:00","article_modified_time":"2025-07-16T14:32:33+00:00","og_image":[{"width":1900,"height":1266,"url":"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg","type":"image\/jpeg"}],"author":"Marketing","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Marketing","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#article","isPartOf":{"@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/"},"author":{"name":"Marketing","@id":"https:\/\/equals.com.br\/#\/schema\/person\/07bdfab6431ceddaa9464e938fa9df82"},"headline":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira","datePublished":"2020-04-27T16:47:25+00:00","dateModified":"2025-07-16T14:32:33+00:00","mainEntityOfPage":{"@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/"},"wordCount":992,"commentCount":0,"publisher":{"@id":"https:\/\/equals.com.br\/#organization"},"image":{"@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage"},"thumbnailUrl":"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg","articleSection":["Blog","Concilia\u00e7\u00e3o financeira","Categoria 1"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/","url":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/","name":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira | Equals","isPartOf":{"@id":"https:\/\/equals.com.br\/#website"},"primaryImageOfPage":{"@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage"},"image":{"@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage"},"thumbnailUrl":"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg","datePublished":"2020-04-27T16:47:25+00:00","dateModified":"2025-07-16T14:32:33+00:00","description":"{:pb}Independentemente do tamanho do neg\u00f3cio, a ado\u00e7\u00e3o de um software de gest\u00e3o financeira precisa considerar as necessidades reais da empresa.{:es}Entenda melhor o que um gestor precisa saber antes de fazer uma das escolhas mais importantes para um neg\u00f3cio: escolher um software de gest\u00e3o financeira.{:}","breadcrumb":{"@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#primaryimage","url":"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg","contentUrl":"https:\/\/equals.com.br\/wp-content\/uploads\/2020\/04\/blogpost-Perguntas-para-fazer-antes-de-escolher-um-software-de-gest\u00e3o-financeira.jpg","width":1900,"height":1266,"caption":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira"},{"@type":"BreadcrumbList","@id":"https:\/\/equals.com.br\/blog\/escolher-software-de-gestao-financeira\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"In\u00edcio","item":"https:\/\/equals.com.br\/"},{"@type":"ListItem","position":2,"name":"Perguntas para fazer antes de escolher um software de gest\u00e3o financeira"}]},{"@type":"WebSite","@id":"https:\/\/equals.com.br\/#website","url":"https:\/\/equals.com.br\/","name":"Equals","description":"Concilia\u00e7\u00e3o de vendas com cart\u00f5es de cr\u00e9dito","publisher":{"@id":"https:\/\/equals.com.br\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/equals.com.br\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/equals.com.br\/#organization","name":"Equals","url":"https:\/\/equals.com.br\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/equals.com.br\/#\/schema\/logo\/image\/","url":"https:\/\/equals.com.br\/wp-content\/uploads\/2025\/03\/cropped-favicon.png","contentUrl":"https:\/\/equals.com.br\/wp-content\/uploads\/2025\/03\/cropped-favicon.png","width":512,"height":512,"caption":"Equals"},"image":{"@id":"https:\/\/equals.com.br\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/equals.com.br\/#\/schema\/person\/07bdfab6431ceddaa9464e938fa9df82","name":"Marketing","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/equals.com.br\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/0f3fdaefcd9468d475bb8fe5943f4230cfb68142a86b015efb9cb8c84ef4c84e?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/0f3fdaefcd9468d475bb8fe5943f4230cfb68142a86b015efb9cb8c84ef4c84e?s=96&d=mm&r=g","caption":"Marketing"},"url":"https:\/\/equals.com.br\/en\/blog\/author\/marketing\/"}]}},"_links":{"self":[{"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/posts\/2104","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/users\/42"}],"replies":[{"embeddable":true,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/comments?post=2104"}],"version-history":[{"count":16,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/posts\/2104\/revisions"}],"predecessor-version":[{"id":3311,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/posts\/2104\/revisions\/3311"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/media\/2115"}],"wp:attachment":[{"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/media?parent=2104"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/categories?post=2104"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/equals.com.br\/en\/wp-json\/wp\/v2\/tags?post=2104"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}