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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
Relevance AI stands out as a premier platform that enables organizations to develop and oversee autonomous AI agents and collaborative multi-agent teams, streamlining the automation of intricate tasks across diverse areas including sales, marketing, customer support, research, and operations. Its intuitive interface allows users to create AI agents without any programming skills, tailor them to adhere to unique organizational workflows, and easily integrate them with current technology systems. The platform features an assortment of ready-made agents, such as Bosh the Sales Agent, which is specifically crafted to engage prospects, arrange meetings at any hour, and deliver personalized communications, significantly boosting efficiency and scalability. With a strong focus on data privacy and security, Relevance AI is certified as SOC 2 Type II and complies with GDPR regulations, offering flexible data storage options across various regions. By utilizing Relevance AI, businesses can offload mundane tasks to AI agents, which enables their human workforce to prioritize more complex and valuable activities, ultimately fostering business expansion. This innovative approach not only enhances productivity but also positions companies to adapt swiftly to changing market dynamics.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Airtable
Axis LMS
ChatGPT
Cohere
Gmail
Google Cloud Vision AI
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Linear
Integrations
Airtable
Axis LMS
ChatGPT
Cohere
Gmail
Google Cloud Vision AI
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Linear
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
Relevance AI
Founded
2020
Country
Australia
Website
relevanceai.com