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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
SignalsHQ is an innovative platform that leverages artificial intelligence to automate tax processes for small and mid-sized tax firms across the United States, enhancing tax research, document management, and compliance operations. By providing quick access to reliable, legally sound tax information, our solution minimizes the need for manual work and reduces the likelihood of mistakes. It also streamlines the extraction of data, the creation of working papers, and the drafting of documents, all while maintaining top-tier security standards. With SignalsHQ, firms are empowered to transition from traditional filing activities to more strategic advisory roles, enabling them to operate with greater confidence and improved efficiency. This shift not only enhances productivity but also allows firms to better serve their clients in an ever-evolving tax landscape.
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
No price information available.
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
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Copilot Gestoria
Founded
2024
Country
Spain
Website
copilotgestoria.com
Vendor Details
Company Name
SignalsHQ
Founded
2024
Country
United States
Website
signalshq.io
Product Features
Product Features
Corporate Tax
Compliance Management
No
Data Import / Export
No
Data Verification
No
Electronic Filing
No
Exception Notification
No
For Nonprofits
No
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
No
Tax Planning
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No