Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Fiscal Flow is an all-in-one growth and marketing system designed exclusively for accountants and CPA firms. It helps firms replace manual, inconsistent marketing with automated systems that deliver predictable lead flow. By focusing on organic search visibility, Fiscal Flow eliminates the need for expensive Google Ads while building long-term rankings. The platform uses AI to instantly respond to missed calls, engage prospects, and book appointments directly into your calendar. A built-in CRM provides full visibility into your pipeline, showing exactly which leads are progressing and which are stuck. Fiscal Flow also re-engages old prospect lists, frequently converting previously inactive leads into new clients. Automated review requests help firms build a strong online reputation without extra effort. Social media scheduling tools allow firms to manage their brand presence from a single dashboard. Calendar automation removes back-and-forth emails and saves hundreds of hours each year. With minimal technical involvement required, Fiscal Flow delivers measurable growth through proven systems.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
€9/month
Free Trial
Yes
Free Version
No
Pricing Details
$197/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Copilot Gestoria
Founded
2024
Country
Spain
Website
copilotgestoria.com
Vendor Details
Company Name
Fiscal Flow
Founded
2024
Country
United Kingdom
Website
fiscalflow.uk
Product Features
Product Features
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
No
Dynamic Content
No
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
No
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No