Documents arrive however they can.
Email, WhatsApp, paper. Chasing the client every closing period is a job in itself.
AI by industry · Professional services
Senior talent copying data out of a PDF.
Advisory firms, practices and consultancies live on judgement, but spend the hours receiving documents, typing invoices and answering the same thing by email. We come in through document intake and give the hours back to judgement.
Billable hours on support tasks.
Typing invoices and payroll.
Qualified people entering data that is already in the document.
Repeated queries.
The same email answered a hundred times by expensive people.
Four ways in.
The fastest return is in document intake. From there, the client portal and agents over the file.
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01
Document reception and classification
One single channel for the client. Every document classified, validated and filed in its record.
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Invoice and payroll processing
Extraction and posting into the accounting software with human review only on exceptions.
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Client portal
Case status, pending documents and communication in one place. Fewer calls, more margin.
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04
Agent over the client file
It answers queries with the client’s own information, cites the source and escalates to the professional when it should.
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Integration with accounting software
A3, Sage, Contasol, Holded and similar.
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Professional secrecy respected
Data isolated per client, with no model training on your information.
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Scalable to multiple offices
One platform for several offices or brands.
What we bring from what is already running.
Here the closest case already exists and it is ours: Buscafact was born so an SME or an advisory firm could bid for public contracts without spending weeks per offer. That same engine — receive documents, read them, validate them against a reusable file and produce the deliverable — is the one that serves the accounting close, the payroll or a client’s administrative procedure. A practice is, in essence, a machine for processing other people’s documents with its own judgement. We automate the processing; the judgement stays where it is.
Highest-impact use cases
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01
One single document intake channel
The client uploads once and the document arrives classified in their file. No more chasing email and WhatsApp every closing period.
Removes the reminder work in every period.
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02
Invoices and payroll into the accounting software
Automatic extraction and posting with review only on exceptions. The professional validates, does not type.
Frees qualified hours for billable work.
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03
Case status portal
The client sees what is missing and where their case stands. Fewer follow-up calls.
Reduces interruptions to the team.
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04
Agent over the client file
It answers with the client’s real documentation, cites the document and escalates to the professional when the query has consequences.
Absorbs the repetitive query without losing control.
What it is built with.
Before you call us, read this.
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How to automate invoices and orders in a Spanish company
Intake by email or PDF, data extraction, validation against the quote and stock, posting into the ERP and exceptions to a human. Which parts to genuinely automate and which to leave under review, with no black box.
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What an AI agent is and when your company needs one
An AI agent is not a chatbot. It is an autonomous system with a bounded role, controlled access to tools and an auditable log. This is the honest definition, no hype.
- Construction Site, technical office and client seeing the same thing.
- Local government Public decisions on auditable data.
- Education · VET Placements, matching and agreements without the paperwork.
- Public procurement From the notice to the envelope without losing weeks.
- Industry and manufacturing Shop floor, quality and maintenance on live data.
- Logistics and distribution Orders, routes and warehouse without rework.
- Healthcare and clinics Scheduling, documentation and follow-up without friction.
Not sure where to start? Measure your organisation’s AI maturity for free in 3 minutes, or book 30 minutes of direct diagnostic.
Let's start
Let's talk about your operation.
Tell us what costs more than it should. We come back with a concrete plan, realistic timelines and a clear yes or no.
contacto@plantekia.com