// SEVENFIN · FINANCIAL BI · CFO AS A SERVICE IN PARTNERSHIP

A senior CFO and the BI
behind every decision
— as a service.

Your company has grown, but finance still decides in the dark. SevenFin pairs the expertise of a CFO with ZDZCloud's financial BI platform: 35 modules, from cash flow to the boardroom, with every number traceable to the exact row of the source spreadsheet.

Honesty seal

Where there is AI, we point it out; where it's roadmap, we say so. The "SevenIA" AI layer is roadmap — today the value lies in BI that adds up and in the human method of financial controlling. Decisions backed by evidence, not guesswork.

35
BI modules cataloged
9
groups, from cash to the boardroom
7
tax types in the tax module (+ CBS/IBS)
100%
traceable to the source row
// The pain

The company grows. Finance keeps deciding in the dark.

Revenue goes up and the number of accounts goes up with it — while controlling stays trapped in scattered spreadsheets, with no single view of cash. The decisions that move the company are made without the data to back them.

📉

No cash visibility

How much comes in, how much goes out, what's left and when it runs short. Without a cash flow that consolidates everything, the owner discovers the squeeze once it has already arrived — not before.

📑

Hostage to the spreadsheet

Every report is assembled by hand, every month starts over from scratch. A number no one can trace back to its source is a number no one truly trusts.

🪑

No CFO in the chair

SMEs rarely have a structured CFO. There's no one to read the numbers with a controller's eye and turn data into decisions for the partners and the board.

⚠️

A pretty dashboard doesn't solve it — a number that doesn't add up solves even less.

The problem isn't a lack of charts. It's the lack of a number you can trust and of someone senior to interpret it. SevenFin tackles both: the platform that adds up to the very last row and the CFO who leads the reading.

// What it delivers

35 BI modules in 9 groups — from Treasury to Board Strategy

A complete Brazilian controlling suite, cataloged into 9 groups that cover the entire financial spectrum: from day-to-day operations to the package that reaches the board table.

01

Management & Overview

The executive dashboard that consolidates financial health in one place — the starting point of the monthly reading.

02

Treasury & Cash

Cash flow (DFC) and treasury position — to see inflows, outflows and surplus before the squeeze.

03

Results (Management DRE)

The management income statement (DRE) in the language of Brazilian controlling, linking revenue, cost and margin.

04

Tax & Compliance

A tax module covering 7 tax types, already supporting Brazil's tax reform (CBS/IBS).

05

Payments & Collections

Accounts payable and receivable, receivables aging and the collections cycle under control.

06

Credit & Working Capital

A read on working capital and credit needs to sustain growth without surprises.

07

Contracts & Recurring Revenue

Contract base and recurring revenue — predictability of what's already under contract.

08

Profitability per Client

Where margin is really born: profitability client by client, with no misleading averages.

09

Risk, Governance & Board

Scenario simulator, diagnostics and the strategy package that reaches the board table.

// Full traceability

Every chart opens down to the source transaction

No number is a black box. Every KPI drills down to the exact spreadsheet rows that make it up — end-to-end auditability where the total always adds up.

SevenFin · drill-down · Cash Flow
KPI Outflows this month consolidated indicator on the dashboard R$ 000.000,00
group Suppliers opens into expense categories R$ 00.000,00
source Row 000 of the imported spreadsheet the exact transaction that makes up the total R$ 0.000,00
Sum of the source rows = KPI value. The total adds up.

(illustrative example · fictitious, masked values · they do not represent real data from any client)

🔒

The "truth only" rule

An indicator without data is hidden along with the reason — never zeroed out or made up. A number in SevenFin means there is substance behind it. It's the brand's same honesty applied to financial data.

// Tax compliance

Ready for Brazil's tax reform, no surprises

The tax module covers 7 tax types and already ships with support for CBS and IBS, the taxes introduced by Brazil's tax reform. The tax burden stops being an end-of-month surprise and becomes part of the same view that supports your decisions.

  • 7 tax types in the same module, in the language of Brazilian controlling.
  • CBS/IBS support — the tax reform treated as part of the model, not as a patch.
  • Traceable to the source, like every SevenFin indicator: the tax number adds up too.
7
tax types covered in the tax module
+ CBS / IBS support · tax reform
Tax compliance integrated into the same living base that feeds cash, results and the board — one place, one number that adds up.
// In partnership

CFO expertise leads. The platform supports.

SevenFin is a two-sided model. The controlling partner operates the platform and provides the CFO advisory; ZDZCloud delivers the technology base that makes every number add up. You hire an outcome, not yet another tool to manage.

The partner leads

A CFO in the chair

The senior controlling expertise that reads the numbers with a strategic eye, prepares the reading for the partners and takes the package to the board table. The method is human — and it's the human who decides.

+
The factory supports

The ZDZCloud platform

Financial BI built on ZDZCloud's .NET 10 base: it ingests the client's own spreadsheets, consolidates them into dashboards and guarantees row-level traceability. Secure per organization by default.

Two sides, one outcome: the partner provides the CFO advisory · ZDZCloud runs the platform that makes the total add up.

// AI + People

Today, decisions are human — backed by evidence SevenIA · roadmap

ZDZCloud is honest about where there is real AI and where it's roadmap. In SevenFin, AI is not in the runtime yet — and we'd rather say so than promise something that doesn't exist.

🧠

Today: BI that adds up + a human method

The real value is already delivered: 35 BI modules, drill-down to the row, the "truth only" rule and a senior CFO leading the reading. Every decision is born from traceable evidence and made by a person.

🗺️

Roadmap: the "SevenIA" layer

An AI layer to speed up the reading of indicators is on the roadmap — still not implemented in the product. When it arrives, it will be a copilot: AI suggests, a person decides. AI + People, not AI instead of people.

💬

Why call the roadmap a roadmap?

Because honesty is our brand. A financial number you can't trace is worth nothing; a promise of AI that doesn't exist, even less. We'd rather deliver the BI that adds up today and call the roadmap by its name.

// Frequently asked questions

What partners and boards ask

Do we need to switch systems to use SevenFin? +
No. SevenFin ingests your finance team's own spreadsheets (cash flow, accounts receivable/payable, management income statement, taxes, contracts) and turns them into a suite of executive dashboards. You start from what you already have — and every indicator remains traceable to the exact source row.
How do I know the dashboard numbers are reliable? +
Through full traceability. Every chart drills down to the exact spreadsheet rows that make it up — the total always adds up. And the "truth only" rule applies: an indicator without data is hidden along with the reason, never zeroed out or made up. A number in SevenFin always has substance behind it.
Does SevenFin already cover Brazil's tax reform? +
Yes. The tax module covers 7 tax types and already supports CBS and IBS, the taxes introduced by Brazil's tax reform. Tax compliance lives in the same living base that feeds cash, results and the board.
Does SevenFin have artificial intelligence? +
Not in the product runtime today — and we prefer to say that clearly. The "SevenIA" AI layer is on the roadmap, not yet implemented. The value delivered now is BI that adds up to the row, combined with the human method of controlling: human decisions, backed by evidence. When AI arrives, it will be a copilot — AI suggests, a person decides.
// Diagnostic conversation

Bring finance out of the dark

A diagnostic conversation to understand where your controlling decides without data, what can be consolidated right away, and how partner-led CFO as a Service makes the total add up again. AI + People: the platform supports, the CFO leads, you decide.