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
V7 is an enterprise AI platform designed to automate complex workflows across private markets, insurance, and real estate investment. It focuses on document-intensive processes where teams need to extract information, analyze context, generate outputs, and move work through multiple stages with consistent controls. Private market use cases include deal screening, due diligence, investment memos, portfolio reporting, LPA analysis, dataroom-to-IC memo workflows, and CIM-to-CRM deal creation. Insurance teams can use V7 for submission ingestion, underwriting triage, policy review, and claims processing. Real estate investment teams can apply the platform to deal analysis, underwriting, lease abstraction, and portfolio reporting. V7 provides Workflow Agents, a Context Graph, document generation, Knowledge Hubs, reusable Skills, agent templates, and document automation capabilities. Integrations and MCP support allow workflows to connect with external systems and give teams flexibility in how they use large language models. The platform is designed so workflows can be built once, deployed across teams, and improved over time as institutional knowledge and processes evolve. V7 is intended for investment firms, insurers, real estate organizations, and enterprise operations teams that want to automate complex knowledge work without relying on disconnected point solutions.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Axis LMS
No
ChatGPT
No
Claude
No
Cogito
No
Gemini
No
Gemini Enterprise
No
JSON
No
OpenAI
No
Zapier
No
Integrations
Axis LMS
Yes
ChatGPT
Yes
Claude
Yes
Cogito
Yes
Gemini
Yes
Gemini Enterprise
Yes
JSON
Yes
OpenAI
Yes
Zapier
Yes
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
Yes
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
Yes
Vendor Details
Company Name
Copilot Gestoria
Founded
2024
Country
Spain
Website
copilotgestoria.com
Vendor Details
Company Name
V7
Founded
2018
Country
United Kingdom
Website
www.v7labs.com