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Description
Copilot Gestoria is an innovative SaaS platform powered by AI, tailored specifically for accounting and tax advisory firms in Spain, known as gestorías. By employing a multi-agent system driven by advanced AI models like Claude and Gemini, it streamlines approximately 85% of repetitive tasks.
Notable features include:
- Document Agent: Utilizes OCR technology through Azure Document Intelligence, ensuring compliance with VeriFactu regulations (Orden HAC/1177/2024).
- Tax Agent: Facilitates the automatic creation of various tax models, including 100, 111, 130, 190, 303, and 390, for submission to the AEAT.
- Compliance Agent: Provides real-time validation of fiscal documents prior to submission to the AEAT, along with GDPR compliance assessments.
- Reconciliation Agent: Matches bank statements, keeps track of overdue payments, and forecasts cash flow over a 90-day period.
- Client Agent: Offers a 24/7 AI chat service for clients, employing a hybrid semantic search across more than 100 frequently asked questions.
- Labor Agent: Manages payroll and employment contracts effectively, ensuring a seamless experience for users. Overall, Copilot Gestoria significantly enhances productivity and compliance for Spanish gestorías.
Description
HAQQ is an AI-powered legal work platform built for lawyers and non-lawyers who need faster drafting, research, review, analysis, and legal operations management. The platform combines Legal AI Chat and eFirm practice management so users can manage legal questions, contracts, matters, billing, CRM, documents, hearings, tasks, calendars, financials, KYC, leads, emails, and client portals in one place. HAQQ supports legal drafting, redlining, due diligence, compliance reports, litigation workflows, legal analysis, case summaries, contract drafting, legal research, and risk analysis. Its agentic operating system uses the Justinian Agentic Harness, which includes model selection, tool routing, sub-agent orchestration, memory, guardrails, deep reasoning, lookahead, rollback, and human-in-the-loop review. The platform can work with firm knowledge such as playbooks, policies, memos, templates, precedents, clause libraries, matter history, and other institutional memory. HAQQ connects to live legal sources including web search, statutes, case law, gazettes, regulatory databases, USPTO, EUIPO, and WIPO. Security and governance features include cross-matter isolation, audit trails, role-based access control, anonymization, encryption, GDPR, PDPL, ISO 42001, ISO 27001, and SOC 2 Type II controls. It supports users across MENA, Europe, the United States, South America, Asia, Africa, and more than 80 countries. HAQQ helps legal teams replace scattered tools with one secure system for AI legal work, practice management, collaboration, and client-ready output.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
€9/month
Free Trial
Free Version
Pricing Details
$0
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Copilot Gestoria
Founded
2024
Country
Spain
Website
copilotgestoria.com
Vendor Details
Company Name
HAQQ
Founded
2022
Country
United States
Website
haqq.ai/