Sectors
See what your sales network is doing without chasing anyone.
For brokerages and advisory firms whose consultants work spread across the country.
Financial & advisory
The proof
The time that went into copying data, back with the team.
A working day a week, returned.
A brokerage stopped moving data by hand between spreadsheets and won that time back for its clients.
The typical problem
Every consultant keeps their own record and sends a summary when they can. Management rebuilds the month by hand and, by the time the picture is complete, there is no room left to correct anything.
What we build
The consultant records their activity from their phone the moment it happens. Management sees it all together the same day, and the history stays in a company system. On that base we automate the administrative work that eats hours today: the follow-up alerts and the controls your operations need.
PIP
This project is sold today as a product: PIP, the performance platform for sales networks, contracted per person who uses it.
Frequently asked questions
Frequently asked questions.
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What happens to the history that today lives in each consultant's spreadsheets?
- It is loaded into the system before you start. We collect the spreadsheets in use and import their content, so the team begins with its own activity in front of it. From then on the record belongs to the company and stops living in each person's spreadsheet.
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Does the system leave us compliant with Veri*Factu?
- Yes. If you invoice with a custom-built management program, or with an old one, we adapt it. Every invoice ends up recorded and verifiable before the Spanish tax authority, in line with the new invoicing regulation (RD 1007/2023). We check it against the tax authority's test environment and we resolve how the records are preserved. Without changing your program.
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Does it integrate with the systems and files we already use?
- Yes. The system brings the information together in one place. It connects to the tools and data sources you already use, with automatic checks and the controls your operations need.
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Does the AI decide for us?
- No. The AI does the analysis work so you and your team decide with complete data. It never decides in your place, and you can see where every figure comes from. The detail is in the method.
Let's start with a diagnostic call.
In 30-45 minutes you will know if we can solve your case, and how.