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Technology and governance applied to regulated accounting
Discover the features that make accounting management more integrated, automated, and aligned with pension sector requirements.
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Integration with origin modules

Accounting entries are automatically generated from transactions in source departments, reducing rework and inconsistencies.

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Automated bookkeeping

Securely and efficiently record all transactions, eliminating manual intervention.

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Generation of books and statements

Prepare accounting books, trial balances, and balance sheets based on legal requirements and entity-specific parameters.

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Tax obligation filing

Generate and transmit files such as ECD, ECF, DCTF, EFD-Contributions, and DIRF quickly and with consistent data.

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Calculation records and reconciliations

Easily and traceably perform detailed calculations like PIS/COFINS and asset reconciliations.

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Dashboards and pending issue management

Monitor processes in real time and address discrepancies through clear, up-to-date reporting.

Ensure accuracy and agility for the accounting department
Discover how to automate processes, stay compliant, and deliver reports with confidence.
Our products for your business
Dashboards and pending issue management
Monitor processes in real time and address discrepancies through clear, up-to-date reporting.
DCTF and DIRF
Automatically generate and validate these filings through cross-checked module data.
Digital Bookkeeping (ECD)
Automate ECD file generation based on existing entries and records in the platform.
EFD Contributions
Create and submit PIS/COFINS records using centralized solution data.
Pending Issues Dashboard and Balance Sheet Sign-Off
Monitor pending items and complete sign-off using integrated digital signature capabilities
Tax Bookkeeping (ECF)
Produce the ECF file in an integrated way, meeting fiscal audit requirements from Brazil’s Federal Revenue Service.
Trial Balances and Balance Sheets
Issue and submit statements by plan, with consolidation for submission to PREVIC.

More efficient and secure accounting

Discover how automation, integration, and compliance boost your accounting team’s performance.

Minimize errors and optimize workflows

Automatic entries reduce risks and eliminate cross-department inconsistencies.

Always in compliance

The solution aligns with regulations from Brazil’s IRS, PREVIC, and other oversight bodies.

Lean operations without compromising deliverables

Increase productivity without sacrificing quality in financial statements and tax filings.

Centralized data overview

Manage accounting information with greater clarity, security, and audit support.

Strategic decision-making support

Detailed, visual reports give you the foundation to plan, adjust, and control operations.

Faster responses to regulators

With real-time visibility and management of pending items, your team acts confidently and proactively.

Accounting with scale, precision, and reliability

Our figures reflect our commitment to providing secure, compliant support for the accounting and tax responsibilities of pension management.
156

Clients

R$ 572 billion

In processed assets

755

Plans processed

1.5 million

Active participants processed

438,000

Monthly benefits paid

to retirees and beneficiaries

Leaders trust Evertec

Discover how our solutions have driven transformation and growth for large companies.

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Clic Air: Taking off towards efficiency and security in your payments with Evertec

FinanCard launches its new digital wallet linked to a prepaid Mastercard processed by Evertec

Discover our solutions for your business

Learn how our platforms and services help your institution grow, from digital transformation to regulatory compliance.