Who approves what the agent reconciles?

A person on your team. The agent prepares and proposes; it does not post anything in your ERP without written authorization from your company, and even with it, it asks permission before each write.

Does it work with my ERP and my banks?

It connects to the ERP you already use and reads your banks' statements. In the consulting session we review which ERP you have, which banks send them and how they arrive.

Is my company too small for this?

There is no minimum size. In the Discovery we see whether an agent pays for itself in your case, and the calculator on this page gives you a first idea with your numbers.

Do I have to change my ERP or CRM?

No. The agent connects to the systems you already use. In the Discovery we review how it connects to each one.

Your team and the Omni Agent people who work on your project, under a confidentiality agreement signed before the first session. The agents run on Anthropic models, on infrastructure dedicated to your company, and read-only by default.

How much does it cost?

An hour with a consultant costs USD 150 + VAT and is charged in pesos at the DOF exchange rate of the payment day. Prices for the Discovery, the implementation and the monthly fee are on the pricing page. We give you the exact amount before you sign.

What if it does not fit in the end?

The contract is signed after the Discovery, never before. If the Discovery shows an agent does not fit your case, we tell you and it ends there.

Do you serve clients outside Mérida?

Yes. We are in Mérida and Mexico City, and sessions are held on Microsoft Teams.

Companies and self-employed professionals with a Mexican tax ID (RFC).

For finance leaders

AI agents for finance

Close the month without chasing entries. They reconcile your banks and follow your collections every day, with your data in .

Book consulting

1 hour on Teams · USD 150 + VAT

Your team stops keying in data and starts comparing it. The agent prepares the reconciliation, flags invoices with issues and leaves the day's collections ready to review. A person on your team approves everything that goes out.

“The most innovative methodology for implementing AI that I have seen in Mexico.”

Marco Andueza, CEO of Hertz Avasa Mexico

What changes in your close

Time, money and capacity, in your month-end close

A close without the chasing. This is what moves in your area.

Time

Fewer days to close

Bank reconciliation, invoice review and collections follow-up can stop being manual tasks. Your indicators: days to close, unreconciled entries and days of receivables.

Money

Data-entry hires you might not make

With market salaries, the calculator projects what the data-entry and reconciliation positions the agent would make unnecessary cost your team.

Productivity

Your team analyzes instead of keying in

The hours that go into typing and matching shift to reviewing exceptions, explaining variances and deciding on receivables.

Availability

It works while you close

It can run 24 hours a day, including month-end: when your team arrives, the reconciliation is ready to review. How much it covers depends on your close process.

Does an agent pay for itself in your finance area?

It starts from a standard case: three accounting clerks who reconcile and review invoices. Change positions and hours to yours.

Which position would you no longer have to hire?How many positions? (up to 10, depends on the process)Hours per month your team reviews the agent

Example with starting values. Change them to yours.

Those positions would cost you per month, with 40% in payroll costs$42,609

Your positions equal, per month, this many hours of human work519 h

Net benefit per month$23,709

You recover the investment in7.3 months

Second-year return125 %

With these numbers, the agent pays for itself.

An agent is designed to run 24 hours a day, every day (about 720 hours a month, compared with about 173 for one person). How much work it takes on depends on the process.

This is a projection based on market salaries and a standard use case, not a guarantee. It varies by company: the more you use the agent, the more value you get; the less you use it, the less it returns.

Every action goes through governance

Tap any piece to see what it does.

Your company's dedicated infrastructure

Corporate governance

The synthetic office

Your agents, organized like a leadership team

Each agent has an area and reports to a coordinating agent, which reports to your general manager.

Action	The agent	The person
Look up	Reads when it needs to	Reviews the audit log whenever they want
Prepare and propose	Builds the document, the figure or the proposal	Reviews and decides
Write to a system	Only with written authorization, and asks permission first	Authorizes or rejects
Serve a customer	Answers using approved rules	Takes the case if there is anger, an exception or a negotiation
Move money	Never; proposes the payment with its support	Authorizes the payment
Decide something legal, tax or strategic	Organizes the information and flags risks	Decides with their accountant or lawyer

Six rules that are not negotiable

The 9 dimensions

Where each request lands

Each dimension has an agent in charge. Tap one to see what kind of request lands there.

From the first hour to go-live

Consulting1 hour
Consulting · 1 hour
One hour on Microsoft Teams with a consultant. Beforehand you fill in a short checklist. On the next business day you receive the minutes of the session.
Discovery6 hours
Discovery · 6 hours
We review the process with you, measure the starting point and define the scope. At the end you decide whether to sign the contract.
Implementation30 to 40 hours
Implementation · 30 to 40 hours
We connect the agent to your systems, test it with your team and put it into service. You pay half at signing and half at go-live, with an option of 3 or 6 interest-free installments.
Maintenancemonthly
Monthly maintenance
Includes the Claude account, the virtual machine, the software the agents run on and one hour of support per week. The minimum contract is 12 months.

Three finance tasks we install

Example · ReconciliationDaily reconciliation of bank accounts against the ERP. The agent prepares the entries and the accountant approves them.

Example · InvoicesReview of received invoices against purchase orders. The agent flags the ones that do not match and your team decides.

Example · CollectionsFollow-up on overdue receivables. The agent prepares the day's messages and a person approves which ones go out.

Tell us how you close your month

Tell us how long your close takes today and we write to you the same business day.

1-hour consulting session on Teams: USD 150 + VAT. Credited toward the Discovery if you hire it within the next 30 days.

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