We assess your process and move it to the simplest tool that solves it well: a SaaS platform we already run or, if none fits, an AI process built for you. That lowers our costs, and we pass those savings on to your fee.
Get your process assessed freeEvery process you hand us follows the same path. The key question is simple: is there already a system that does it well, or does it need to be built?
We map how it runs today: steps, documents, timing, common errors and who approves.
We check whether a platform we already master solves it well, without forcing it.
We configure, connect and migrate the data. No custom development.
A professional reviews every output. The hours we save show up in your fee.
We don't start with the most sophisticated option. We use the simplest tool that solves the process well, and only move up a level when the previous one falls short.
Standardized instructions an AI model follows the same way every time.
When: recurring judgment tasks that today depend on who does them.
Example: classifying expense descriptions, or drafting the reply to a Chilean IRS (SII) request from the supporting documents.
A program that runs fixed steps over files and data, in seconds.
When: matching, reconciliations and uploads that always follow the same rule.
Example: reconciling bank statements against the general ledger, or matching the SII purchase and sales register against the books.
An AI that takes in information, decides the next step and acts within defined rules.
When: multi-step processes with varied cases arriving all month long.
Example: receiving supplier invoices, validating them and getting them ready for acknowledgement, or running preventive collections and logging every reply.
An application of your own, with screens, users and connected data.
When: the process needs your team to interact with it every day.
Example: a cash flow dashboard connected to your banks, or a portal where management approves the week's payments.
From left to right, each level handles more complex processes and takes longer to build.
In a traditional finance function, most hours go into keying in, matching and reconciling. Those are exactly the hours AI does better and faster.
Manual operation:
With our method:
Our cost per process is lower than a manual operation, and we don't keep the difference: we pass it on to our clients in the monthly fee.
Fewer manual hours, a lower fee for you.
Every AI output is reviewed by a specialist on the team before it is delivered.
Close by the 10th, VAT return on time, Previred before the 13th. The tool changes; the commitment doesn't.
Payments, filings and key decisions always go through your approval.
Not necessarily. The first step is assessing your process as it runs today. If what you use already solves it, we work on top of it; if a SaaS platform we run does it better, we propose it; and if none fits, we build the solution with AI.
No. AI does the repetitive work: keying in, matching, reconciling and classifying. Reviews, decisions and professional responsibility remain with our team.
It depends on the process and its volume. In the free assessment we review how many manual hours it takes today and how much can be automated, and that is reflected in the proposal we send you.
Yes. The method is applied process by process. You can hand us just one, for example payroll or collections, and keep the rest as it is.
In 30 minutes we assess the process that worries you and tell you whether it fits a SaaS platform or is better built with AI, and what it would cost. No commitment.
Book your free Assessment
