Artificial Intelligence / Agentic AIAGENTIC AI

Three agents.
One way to move forward.

Samy, Arwen and Dotty: three specialized agents that connect WhatsApp with your accounting, team coordination and business operations.

Reference photography
01 / Accounting firmsSamy

Client information, documents and follow-up.

02 / Leaders and teamsArwen

Context and summaries in WhatsApp groups.

03 / Businesses with ERP systemsDotty

Customers, quotes and sales through WhatsApp.

FOR ACCOUNTING FIRMS

Samy
Your clients’ information, organized.

An agent for accounting firms that helps receive and organize client information, identify missing documents and follow up through WhatsApp. This provides a foundation for supporting the firm’s work.

01

Information comes first

Helps collect documents, organize each client’s information and identify missing items using the firm’s criteria.

02

Follow-up through WhatsApp

Supports information requests and follows up on outstanding items through WhatsApp, using the dates and guidelines set by the accounting team.

03

Professional judgment stays with your team

The scope is adapted to the firm’s processes and each client’s jurisdiction. Professional judgment, reviews and filings remain the accounting team’s responsibility.

Let’s talk about Samy
FOR LEADERS AND TEAMS

Arwen
The context your team needs to move forward.

An agent that supports leaders and teams in their WhatsApp groups by retrieving context and preparing conversation summaries.

01

Conversation summaries

Helps identify topics, decisions and outstanding items without revisiting every message.

02

Shared context

Surfaces relevant information from conversations to help the team coordinate.

03

Participation defined by your team

Its scope and the groups it joins are agreed before implementation.

Let’s talk about Arwen
FOR BUSINESSES WITH ERP SYSTEMS

Dotty
Keep your sales operation within reach.

An agent that connects WhatsApp with your company’s ERP to look up customers, prepare quotes and support sales recording.

01

Customers and quotes

Uses authorized ERP information to answer questions and prepare sales proposals.

02

From quote to sale

Can email a quote when requested and record a sale through the approved workflow.

03

Integration with controls

Permissions, validations and actions are defined with your company before connecting the system.

Let’s talk about Dotty
THE NEXT STEP

Your next project
starts with
a conversation.

Tell us what needs to change in your organization. Let’s explore the challenge, the priorities and the path forward together.

Argentina
Av. Jujuy 2156, Distrito Tecnológico
Buenos Aires, ArgentinaUnited States
6303 Blue Lagoon Drive, Suite 400
Miami, FL 33126