Services

Three days sitting inside your operation: next to the CEO, with 3-5 department heads, and walking through the workflows end to end (order to invoice to collection, purchasing to warehouse, month-end close). We deliver the process and systems map, the measured baseline, opportunities with a financial value, the 90-day roadmap, and a working prototype that runs on your data (ERP exports or CFDIs, Mexico's e-invoices). It also works as a document for your board or your bank.

Opportunities with a financial value; person-hours and days to close measured in the baseline; conversion to a build

A half-day workshop with your real documents and processes, not generic examples. Each participant leaves with 2-3 of their own workflows up and running. A 30-day follow-up and a list of opportunities that move on to the Diagnostic.

% of participants using AI every week after 30 days; use cases added to the backlog

A neutral decision matrix based on your suite and the way you work. A 30-day pilot with 10 users. A review and cleanup of SharePoint or Drive permissions before turning anything on. Projects and Skills by department, plus an adoption dashboard. You end up with a purchasing decision based on data. Licenses stay in your name.

Weekly active users (target: 60% or more of the department); use cases per user; overexposed folders fixed

An inventory of unsanctioned (shadow) AI use, data classification (what can go into which tool), and an acceptable use policy. A privacy notice and data processor agreements updated to the 2025 LFPDPPP (Mexico's federal data protection law). Vendor criteria (no training on your data, retention, region) and a log of use cases. We tell you clearly which platforms process data outside Mexico.

% of users on the official platform versus personal accounts; use cases logged and approved

A personal assistant built on the platform you already pay for. We configure it with your priorities, your org chart, your key customers, and the way you write. It includes a 7:00 a.m. brief by email or in the app, meeting prep, decision memos, and drafts in your voice. Email and calendar are read-only, with human approval to send. Your human assistant is a co-user and the owner of the copilot.

% of briefs opened; meetings prepared per week; to-dos closed on time; time recovered, measured with a before-and-after log

The step that turns the copilot into “the assistant that actually knows your numbers.” We build a replica of your data (ERP or CFDIs, Mexico's e-invoices) with single definitions of sales, margin, receivables, and inventory, calculated in SQL. On top of it sits a read-only MCP server scoped by role, so you can ask questions in plain language from Claude, Copilot, ChatGPT, or Gemini. Every answer cites the source row. Includes a set of 50 evaluation questions.

Accuracy of 90% or more on the 50-question set; response time for leadership questions (from days to minutes)

Meeting notes become action items with an owner and a due date, and go into your task tool. You dictate your to-dos to the copilot by voice note from the platform's mobile app. There are automatic reminders and a weekly report of leadership's open items. We don't read your WhatsApp chats: you dictate what matters and the system turns it into follow-up.

% of commitments closed on time; overdue items per week

We bring the copilot to the leadership team and to departments such as purchasing, sales, HR, accounting, and the plant. Each department gets its process manual (which comes out of the Diagnostic), templates, shared Skills, and an adoption dashboard. That way the value doesn't depend on a single person.

Weekly active users (target: 60% or more of the department); time per task before and after

Single KPI definitions (sales, margin, receivables, inventory, productivity). Automatic loading from the ERP, CFDIs, and Excel. A web and mobile dashboard with threshold alerts and a weekly review routine with leadership.

Time to close the monthly report (from days to hours); weekly decisions made with the dashboard

We use your CFDI XML files (Mexican e-invoices) from the SAT (Mexico's tax authority), the official tax record of what you sell and buy, with up to 5 years of history. We deliver sales by customer, product, and month; customer concentration; average price trends; suppliers and VAT. We also detect mismatches between the ERP and the SAT and alert you to customers who are cooling off, prioritized for each salesperson. It works with any ERP. The download runs on your infrastructure, and your e.firma (Mexican tax e-signature) never leaves it.

% of revenue concentrated in the top 10 customers; inactive customers detected and sales recovered (measured against a control group); ERP-SAT mismatches resolved

Forecasts by product and branch, reorder points, safety stock, and purchasing alerts, compared against your current method. We use proven statistical models and time-series foundation models, and we treat it as an experiment: baseline, protocol, and result. It requires at least 2 years of clean history, so it usually comes after the Dashboard or the CFDI Radar.

Forecast error (WAPE) versus the current method; days of inventory; fill rate; working capital freed up

A weekly model of inflows and outflows fed by receivables and payables from the ERP, CFDIs, and bank statements. It includes exchange rate scenarios and scenarios where key customers pay late, a cash shortfall alert, and a view ready for the bank.

4-week forecast error below 10%; weeks of advance notice before a shortfall; financing costs avoided

Cost to serve and true margin by customer, product, and channel (discounts, freight, returns, credit). A price waterfall from list price to net price, and discount rules with a minimum margin. Exchange rate adjustments, alerts for sales below margin, and recommendations explained to the salesperson.

Gross margin points recovered; % of quotes below the minimum margin; unprofitable customers renegotiated

A three-statement financial model connected to your real data, with valuation, covenant tracking, a monthly board pack, and investment or expansion scenarios. Reports in Spanish and English for subsidiaries and parent companies.

Time to prepare the board pack; credit obtained or better terms

A reconciliation engine across bank transactions, CFDIs (including payment complements), and ERP journal entries, with an exceptions queue. A report of open items and receivables aging, with advance reminders by email or portal. It's worth it if you have volume, several banks, or several legal entities; if not, we use what your ERP already includes.

Days to close (target: from 10 to 3-5); % of items reconciled with no manual touch (target: 85% or more); days sales outstanding

Packages of 3-5 workflows that come out of the Diagnostic: forms that feed the ERP, automatic reports, alerts, and purchase or expense approvals by amount and department, with evidence and an electronic signature where applicable. Deterministic automation comes first; AI only comes in where it adds value.

Person-hours freed up per month; data entry errors avoided; approval cycle time

Extraction and cross-validation against the CFDI (Mexican e-invoice), the purchase order, and the item catalog, entry into the ERP, and an exceptions queue for human review. CFDIs already come as XML: we don't run OCR on them.

% of documents processed with no intervention (target: 70% or more); minutes per document; error rate

Attended or unattended bots for desktop CONTPAQi or Aspel and for external portals, with monitoring and failure alerts. It requires access to the client's machine or server; that's why we work on site.

Transactions automated per month; failure rate below 2%

Only where a decision is involved, and only after the Diagnostic. An agent with limited tools, human approval for risky decisions, an activity log, and ongoing evaluation with weekly sampling. If the problem is routine, we recommend automation, not an agent.

% of cases resolved without a human, with audited quality; cost per case versus human cost

A quoting web app with pricing and minimum-margin rules, discount approvals, a bilingual PDF with your branding, and follow-up. Optional: a 3D view or renders of the configured product, so fewer orders are configured incorrectly.

Quoting time (from days to minutes); % below the minimum margin; close rate; configuration errors

A pipeline with the real stages of your sales process, email integration, AI-generated conversation summaries and suggested next steps, reminders, and a funnel dashboard. The value is in adoption, which is why we work on site with your sales team.

% of opportunities with a dated next step; sales cycle length; conversion by stage

Answers based on real data from your ERP over web chat and email, with escalation to a person who has the full context, and analytics on why customers get in touch. On WhatsApp Business only as support for serving your own customers, never as a general-purpose assistant or for collections, and validated in writing with the official provider (BSP).

% resolved without a human, with satisfaction equal to or better than the baseline; first response time; cost per conversation

A voice agent that answers, schedules, checks status in your ERP, and transfers to a person. It includes call recording with a privacy notice and a log. We offer it as added capacity and 24/7 service, not as a replacement for staff. We use licensed catalog voices, never clones of real people.

% of calls answered; % resolved; abandonment rate

Sync to a Postgres replica, plus an API and a read-only MCP server, so your data can be used in dashboards and in any assistant (Claude, Copilot, ChatGPT, Gemini). CONTPAQi and Aspel don't have a public cloud API, so it's installed on site with your IT lead or your reseller. We review indirect licensing, for example in SAP Business One.

Sync latency; % of records that match between the ERP and the replica

A mobile app that works offline, with photos, signatures, geolocation, checklists, and ERP integration. The price is based on the workflow design and the integration, not on hours of code.

% of records captured digitally versus on paper; cycle time; findings addressed on time

A bilingual self-service portal: account statements, CFDI (Mexican e-invoice) downloads, orders, and tracking. Suppliers upload documents that are validated against the SAT (Mexico's tax authority). It's connected to your ERP.

% of inquiries resolved through self-service; calls and emails avoided

Photorealistic renders, a 3D web viewer, or a configurator connected to the quoting tool. It's an add-on: it stays lightweight on your site, with a main image that loads right away and 3D only on click, so it doesn't weigh down page loads on mobile.

Quote requests; time on page; configuration errors in orders

Monitoring, quality evaluations, model, platform, and API updates, bug fixes, and support with a response within 1 business day. It includes a quarterly report on the value delivered and up to 3 modules in operation. It starts the month something goes into production.

Incidents resolved within the service level; accuracy on the evaluation set; connector uptime

Everything in the Run Plan, plus a 60-90 minute monthly committee meeting and one visible deliverable a month, chosen from the catalog. It includes a one-page value report, a half day on site, the Executive Copilot for up to 2 executives, and up to 6 modules in operation. Improvements of up to 8 hours are included; new modules or integrations are quoted at a fixed price.

Deliverables completed per month; each module's signed metric against the baseline; renewal

We act as your external AI and data department. Everything in the Evolve Plan, plus 2 days a month on site, a quarterly roadmap, an annual plan and budget before December, an AI committee, and support on technology purchases. It includes the Copilot for 3-4 leadership team members. It's only offered after 6 months on the Evolve Plan with the metric met. It requires your company to name an internal AI owner and a data owner.

Signed metrics met; annual value measured against the cost of the plan; roadmap progress