Accounting & Advisory

Serve twice as many clients without doubling the team.

70% of queries received by an advisory firm are recurring questions you've already answered. AI answers them automatically; you focus on the real value.

Get a diagnosis for your firm
HALO Operational Framework

Agentes Trabajadores:
Scale without increasing headcount

In the HALO framework, we don't look for "chatbots". We build Worker Agents that live in your process, make decisions within your boundaries, and generate results 24/7.

Automation of Compliance

Measure the percentage of documents processed unattended vs. manual review. The goal is > 90%.

Worker Agent Examples for this sector

WORKER 01Invoice & Expense Extractor

Extracts data from invoices, tickets, and payroll, detecting duplicates or VAT errors automatically.

WORKER 02Tax Consultation Copilot

Agent trained in local regulations that answers frequent client doubts via WhatsApp or email with legal basis.

WORKER 03Tax Model Auditor

Reviews model drafts (303, 111, 190) looking for inconsistencies before final filing.

Problems we solve

Problems we solve

1

Repetitive WhatsApp queries

When is VAT due? What deductions can I claim? A copilot trained on your regulations answers in seconds.

2

Documentation preparation

Document checklists, authority requests, tax forms. AI prepares 80% of the groundwork before it reaches the advisor.

3

Growth limited by capacity

Each new client means more load for the team. With AI you can grow without operational costs growing at the same rate.

Typical results

70% queries resolved without advisor
+2h/day recovered per advisor
More clients, same team
sectorAsesoria.roi4

How we work

1

2h diagnosis — we identify what to automate first

2

Delivered live in 2-6 weeks

3

Post-launch support included

Frequently asked questions

How long does a typical implementation take?

Most automations are live within 2 to 6 weeks. The initial diagnosis gives you an exact estimate for your specific case.

Do I need an internal technical team?

No. We work directly with the operational lead of the area to be automated. If you have IT, great — but it’s not a requirement.

What if what you deliver doesn’t work?

Full guarantee: if the diagnosis generates no clear value, we refund the €300 in full. For implementations, we include post-delivery support and an adjustment period.

Let's talk about your industry-specific case

Tell us what you need and we will respond in less than 24 hours with a concrete action plan.

Ready to automate?

In the €300 diagnosis we analyse your bottlenecks and deliver an exact automation and ROI plan. Reimbursable on the first project.