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BY AREA

The strategic plan in the same place where the figure happens.

Map, scorecard and the diagnostic analyses recorded as data — linked to the metric that measures them and the assumption they support. The plan stops being a January slide reopened in December.

Interfaces in this area
4
What they cover
Map, BSC, SWOT, Porter
Anchoring
In the engine that closes the month
Strategy map in LeverPro, with objectives spread across the plan's four perspectives. 4 interfaces in this area

Companies already operating on LeverPro

  • Mater Dei logo
  • Contabilizei logo
  • Condor logo
  • Fujifilm logo
  • Tenda logo
  • Grupo SEB logo
  • Bem Brasil logo
  • Globo Ventures logo

5 business days

for the P&L to be ready at Distrivisa — before, it only closed on the 15th

Distrivisa

+100

ERPs integrated natively, the Brazilian ones included

12

native surfaces reading the same base

ISO 27001

information security management

WHAT HOLDS IT UP TODAY

The plan is presented in January and reopened in December

They are not about being short-staffed. They are about data sitting in places that do not talk.

  • The plan becomes a slide and vanishes

    Presented in January, reopened in December. Between those dates, nobody measures.

  • The scorecard is filled in by hand

    Someone collects figures from five places and types them in. The collection's delay is management's delay.

  • Diagnosis and plan never talk

    The offsite SWOT and the year's objective are two unconnected documents.

STRATEGIC PLANNING

4 Strategy interfaces, running

Pick from the cards or let it run: when one ends, the next begins. The platform really running, recorded from the interface.

Each interface has its own page, with what to watch at each moment and the questions it raises.

Want to see Strategy running on your own figures?

Book a diagnostic

HOW IT WORKS

From the ERP entry to the interface

  1. The structure is data

    Perspective, objective and relation are objects — they can be read, filtered and measured.

  2. The metric comes from the engine

    What measures the objective is the same figure that closes the month.

  3. Revision is continuous

    Since measuring means reading, revising the plan no longer needs a yearly scramble.

WHO USES IT

What each role takes from this

  • Planning

    Keeps the plan alive instead of reviving it in December.

  • Executive board

    Reads objective and figure on the same screen.

  • CFO

    Links strategy and the close with no translation work between them.

“LeverPro delivered efficiency, speed and lower risk, ending the dependence on multiple spreadsheets and making financial decisions far more reliable.”
Augusto Albernas Borges · Finance Manager
SNEF Brasil · Engineering

QUESTIONS

What people usually ask about Strategy

If yours is not here, ask — we reply within one business day.

Does it have to be a Balanced Scorecard?
The interfaces use the four classic perspectives, but the structure is objectives and relations — other arrangements fit.
Do all the metrics come from the base?
The financial and operational ones the platform integrates, yes. Those from external sources come in through the Integration Hub or by entry, and the difference is made explicit.
How does strategy reach the budget?
Through the link to the assumption. A margin objective underpins a price assumption, and it lives in the same engine.
Can the plan be versioned?
Yes — it is the same versioning mechanism as the budget and scenarios.
Is this a company-wide OKR module?
No. The scope is Wave 1's finance and operations. OKRs from other areas fit the structure, but that is not what the platform delivers today.

RECOGNITION

  • TOP 100 Open Startups, 2025 ranking
  • 1st place at the IBEF-SP Fintech Award 2024
  • NEEX Award, by Exame
  • 100 Open Startups, ranked 2021 to 2024

Four years running in the 100 Open Startups ranking.

HOW YOUR DATA IS KEPT

  • Who gets in

    Corporate authentication through the identity provider the company already uses.

  • Who sees what

    Permission by area and by slice, on the same base — with no copy of the file.

  • Where the figure came from

    A trail from the consolidated figure to the source accounting entry.

  • How the data comes out

    Export guaranteed. The data belongs to your company.

See the Security page

Let's look at your budget cycle

Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.

Book a diagnostic

No spam and no mailing list — we reply within one business day.

What happens in the conversation

  • You tell us how planning runs today
  • We point out what can be solved first
  • Where LeverPro fits into your ERP and your spreadsheets
  • Or we tell you it doesn't make sense, and that's that

How your data is kept

ISO 27001LGPDSSO / SAMLExportable data

Book a diagnostic