AI for finance processes
AI for finance
AI for operational finance processes: expense classification, assisted reconciliation, anomaly alerts and reports — with human control on sensitive steps.
- Clear focus
- Clear scope
- Support in Spanish
More efficiency
Less repetitive manual work.
Faster response
You prioritize the complex.
Tailored
Based on your data and rules.
Real adoption
Training included in agreed scope.
What it is
What is it about?
We aim to reduce repetitive manual work in finance/ops, not replace the accountant or invent magic forecasts.
- Case assessment
- Proposal with scope
- Agreed implementation
- Team guidance
What's included
What does the service include?
Every project is carried out by our technical team, with scope and timelines agreed with you.
Assisted finance
Practical application to your operation.
Defined scope
Deliverables agreed with you.
Integration when needed
Existing telephony, CRM or data.
Clear metrics
No vanity or invented accuracy.
Human handoff
Your team decides the sensitive parts.
Control and permissions
Limits defined in the design.
How we work
Our process
Clear stages, with reviews with you at each one.
Step 1: Analysis
We understand process and data.
Step 2: Proposal
Proposal with pilot and cost.
Step 3: Implementation
We implement and integrate.
Step 4: Follow-up
We measure and adjust.
Benefits
Why choose PortalPBX?
Hands-on work with clear priorities, communication in Spanish, and a plan you can approve or adjust.
Request a quoteMore efficiency
Less repetitive manual work.
Faster response
You prioritize the complex.
Tailored
Based on your data and rules.
Real adoption
Training included in agreed scope.
Support in Spanish
We support you at every stage.
Who is it for?
Who is it for?
Finance backoffice
Many documents and rules.
Multi-company operations
Same logic, several entities.
Operational collections
Case prioritization.
New projects
Start with a solid foundation from day one.
Pricing
Pricing based on your project
Every project is different. We send a custom quote with scope, timeline and cost — no invented rates on this page.
- Custom quote
- Response in under 24 business hours
- Phased, with no commitment
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Frequently asked questions
Frequently asked questions
Clear answers about the service.
See all questionsNo. We are technology/process; accounting stays with your team or firm.
It depends on scope. After analysis we send a proposal with scope, timeline and cost.
A conversation about goals and a written proposal.
We estimate it in the proposal based on deliverables and your reviews.
No. We define realistic metrics and evaluate the pilot.
Ready to move forward with this service?
Tell us about your project and we’ll propose a clear plan, with scope and timeline defined with you.