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What is Copilot Gestoria?

Copilot Gestoria is a cutting-edge SaaS solution driven by AI, specifically designed for accounting and tax advisory firms in Spain, commonly referred to as gestorías. Utilizing a sophisticated multi-agent system that incorporates advanced AI technologies such as Claude and Gemini, the platform automates around 85% of repetitive tasks, greatly improving efficiency. Among its standout features are: - Document Agent: Implements OCR technology using Azure Document Intelligence to adhere to VeriFactu regulations (Orden HAC/1177/2024). - Tax Agent: Automatically generates various tax models, including 100, 111, 130, 190, 303, and 390, ready for submission to the AEAT. - Compliance Agent: Ensures real-time validation of fiscal documents before they are sent to the AEAT, while also conducting GDPR compliance evaluations. - Reconciliation Agent: Provides services for matching bank statements, monitoring overdue payments, and predicting cash flow for the next 90 days. - Client Agent: Delivers a round-the-clock AI chat support system for clients, utilizing a hybrid semantic search covering over 100 common inquiries. - Labor Agent: Effectively oversees payroll and employment contracts, providing a smooth user experience. In summary, Copilot Gestoria not only boosts productivity but also enhances compliance and operational efficiency for Spanish gestorías, making it an indispensable tool in the industry.

What is Brisc AI?

Brisc represents an innovative insurance software solution powered by AI that seeks to boost efficiency, simplify workflows, and enhance decision-making for insurance teams by automating complex operational tasks across various domains, such as carriers, managing general agents (MGAs), reinsurers, and brokers. The software features a suite of dedicated AI agents that act as digital employees, adeptly managing responsibilities like reconciling bordereaux with financial statements, extracting and verifying submissions and claims data, and prioritizing submissions based on underwriting criteria while following defined business protocols and processes. Equipped with a user-friendly natural language AI interface and a centralized hub called Brisc Insights, users have the capability to ask questions, gather instant insights, and collaborate with agents to refine workflows, generate reports, and automate labor-intensive tasks. Furthermore, Brisc is constructed on a powerful AI framework that consolidates data, sustains contextual comprehension, and continually adapts, utilizing advanced technologies that allow it to understand, analyze, and act on intricate insurance documents. This groundbreaking approach not only enhances operational efficiency but also allows insurance professionals to dedicate more time to strategic initiatives, ultimately driving growth and innovation within the industry. By minimizing the routine burden of operational duties, Brisc transforms the role of insurance teams, enabling them to prioritize high-value activities that can lead to better outcomes for their clients.

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Integrations Supported

Adobe Acrobat Reader
Azure Marketplace
Azure OpenAI Service
ChatGPT
Claude
Microsoft Azure
Microsoft Excel

Integrations Supported

Adobe Acrobat Reader
Azure Marketplace
Azure OpenAI Service
ChatGPT
Claude
Microsoft Azure
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

€9/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Copilot Gestoria

Date Founded

2024

Company Location

Spain

Company Website

copilotgestoria.com

Company Facts

Organization Name

Brisc AI

Date Founded

2023

Company Location

Canada

Company Website

brisc.ai/

Categories and Features

Categories and Features

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