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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

Pillar2 stands out as a cutting-edge SaaS platform designed to mitigate risks, streamline operations, and enhance global compliance and reporting for Pillar Two by reinforcing tax control frameworks and optimizing end-to-end processes. This solution accommodates all essential OECD model calculations alongside local legislative mandates, automates the generation of XML-based GIR and forthcoming QDMTT returns, and guarantees precise calculations of any due top-up taxes, providing comprehensive audit trails that log every modification, user interaction, and timestamp. Users can easily import data through Excel or API from both central systems and local operations, which minimizes errors and conserves valuable time; additionally, an extensive dashboard integrated with GenAI insights tracks tax positions, upcoming deadlines, and identifies anomalies. The platform also implements role-based access control to maintain least-privilege permissions while ensuring secure data storage either in the UK or the EEA, which facilitates effective collaboration between internal teams and external consultants. Continuous enhancements are supported through automated offsets and allocations, alongside options for manual adjustments and structured review workflows, ensuring the system evolves to meet changing needs. This comprehensive approach ultimately fosters a more efficient and reliable compliance environment for users.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

Microsoft Azure
Microsoft Excel
Microsoft Power BI
XML

Integrations

Microsoft Azure
Microsoft Excel
Microsoft Power BI
XML

Pricing Details

€9/month
Free Trial
Free Version

Pricing Details

No price information available.
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

TaxModel International

Founded

2011

Country

The Netherlands

Website

tax-model.com/taxsuite/pillar2/

Product Features

Product Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

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