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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
Knolli serves as an AI copilot platform that allows users to create, deploy, and expand tailored AI copilots and agents without the necessity of coding by converting knowledge, documents, datasets, and proprietary materials into engaging, conversational assistants. This platform features a no-code workspace where individuals, teams, and businesses can articulate their concepts in simple terms, enabling Knolli to automatically organize uploaded materials into a functional AI copilot. Additionally, it ensures data is organized and safeguarded through encrypted private knowledge bases while seamlessly integrating with tools like CRMs, file storage systems, and databases to provide real-time data for contextually relevant interactions. Knolli accommodates a multi-agent framework that allows various specialized agents to operate within a single copilot, offers pre-designed templates for frequent scenarios, and supports custom branding and white-label solutions. Users can also benefit from comprehensive analytics to track performance, usage metrics, and return on investment. Moreover, Knolli enhances productivity by providing workflow automation, which empowers copilots to carry out complex tasks and synchronize with current systems effortlessly. This robust set of features makes Knolli a versatile solution for organizations looking to leverage AI effectively.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Amazon Web Services (AWS)
Calendly
Canopy
Claude
Dropbox
Google Drive
Google Sheets
HubSpot CRM
IBM Cloud
Instantly
Integrations
Amazon Web Services (AWS)
Calendly
Canopy
Claude
Dropbox
Google Drive
Google Sheets
HubSpot CRM
IBM Cloud
Instantly
Pricing Details
€9/month
Free Trial
Free Version
Pricing Details
$39 per month
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
Knolli
Country
United States
Website
www.knolli.ai/