AUTOMATION FOR ADVISORY FIRMS AND ADMINISTRATIVE AGENCIES
The quarter, without chasing paperwork.Your team advises.
Advisory firms and administrative agencies chase paperwork, answer the same questions and type invoices by hand. Vifer asks, reminds and reads the documents so the team can spend its time advising.
The quarter, live
- 5Files opened
- 5Documents received
- 4Reviewed
What the system did
- 18:12Corporation tax · Aurora SL · Reviewed by the team
- 17:25Self-employed registration · Pau Roca · Reviewed by the team
- 16:09Quarterly VAT · Ferrer Reformas · Filed on time
Alert
Ferrer Reformas' VAT return has been filed on time.
Simulation with fictitious data
In this sector · Advisory firms and administrative agencies
What we build here
Documents that arrive on their own, deadlines watched and clients who do not ask twice.
AI agent
Client assistant
Answers common questions, asks for what is missing and hands anything technical to your team.
What your business gains
The usual questions answered and the technical ones sent to your team.
24/7common questions answered
Example application
Automation
Quarter close
Asks each client for invoices and statements, reminds them and flags what is missing.
What your business gains
The quarter close is requested, chased and sorted on its own.
11/14files complete in the demo
Example application
Custom software
Invoice reading
Incoming invoices are read and left ready to be posted.
What your business gains
Invoices read and classified before you touch them.
0fields typed by hand on this invoice
Example application
Dashboard
Portfolio up to date
Clients fully delivered, pending ones and this week's deadlines.
What your business gains
What is delivered, what is missing and what is due this week.
38files complete in the demo
Example application
The problem
Quarter end: all the paperwork on the last day.
- 01
Documents that do not arrive
Every client delivers in their own way and late, and somebody has to chase them.
- 02
The same questions
Deadlines, forms and what is needed are asked about over and over by phone.
- 03
Invoices by hand
Data that is already in the document gets typed in again.
THE STAR PIECE
Every client knows what to sendand by when.
When the quarter opens, each client gets their own list, invoices are read automatically and anything that doesn't add up reaches the adviser with everything in view.
What usually hurts in this sector
- Each client gets their list on time
- No retyping invoices that are already in the document
- See which files are ready for review
Try it
Q3 VAT · filing in 12 days
- Pons HardwareInvoices and statements for the quarterNo list
- Alba StudioInvoices and statements for the quarterNo list
- Medina GarageInvoices and statements for the quarterNo list
Simulation with fictitious data
I want this in my business →Who sees what
What the client seesWhat the firm sees
Gestoría Vidal
- What to send and by when.
- Reminders on time.
- Answers without waiting.
- Complete files.
- What is missing per client.
- This week's deadlines.
- Invoices read.
- Doubtful items to review.
The pilot
Start with one quarter.
Quarterly VAT, freelancers, one advisor and one quarter.
When the pilot ends you have
- 01Running
The chosen process, live with your data and your tools.
- 02Measured
The before and after figures, counted with the same rules.
- 03Decided
Continue, adjust or stop, with the data in hand.
Questions
Everything you'd askbefore calling us.
Clear answers about what we do, how we work and how to partner with us.
On this page · 5 questions
01Does it connect to my accounting software?
We work on top of the one you already use, without replacing it: through its official connection or, if it has none, through exports. We check it in the diagnosis and, if something cannot be done, we tell you before starting.
02Is my clients' data safe?
Servers in the EU, role-based access and a log of who sees what.
03Does the assistant give tax advice?
No. It answers the common questions using your texts and hands anything technical to a person.
04What if a client sends a crooked photo or an unreadable invoice?
They are asked again with a clear message. If it still can't be read, it goes to someone on the team instead of sitting there.
05How do we start without disrupting quarter-end?
With a small group of clients and a single filing, alongside the way you work today. Before that we run a diagnosis to look at your accounting software and your deadlines.
What we build · 6 questions
01Do you only do automations and agents?
No. We build whatever tool your business needs: apps, customer portals, websites, internal platforms, dashboards, AI agents and automations. Often it's a mix.
02Do you make mobile apps or only websites?
Both. Usually it's a web app that works on the computer and installs on the phone. If your case needs a store app (App Store or Google Play), we plan it in the diagnosis.
03Can you improve what I already have?
Yes. We can connect, tidy up or extend what you already use instead of starting from scratch. First we look at what works and what doesn't.
04Do you work with my sector?
We work with any sector: clinics, retail, real estate, hospitality, logistics, industry, training, services... What changes is the process, and we learn it with you.
05Does it connect to my software?
In most cases, yes: calendar, email, WhatsApp Business, spreadsheets, CRM, management software or online shops. We check before promising anything.
06What if what I need isn't on the website?
That's normal. What you see are examples. Tell us the problem and we'll tell you whether and how we can build it.
How we work · 6 questions
01How does a project start?
With a diagnosis: you tell us your case, we look at your real process and propose where to start, with scope and timeline in writing.
02How long does it take?
It depends on the scope. We prefer to start with a small piece that works soon and grow from there. The exact timeline goes in the proposal.
03Will I see progress during the project?
Yes. We show you working versions from the first weeks so you give feedback on something real, not on documents.
04What do I need to bring?
Knowledge of your business: how you work today, what repeats and what slows you down. The technical part is ours.
05What if I change my mind halfway?
It happens and it's healthy. We talk it through, see how it affects timeline and scope, and put it in writing before changing anything.
06Do you test before delivering?
Yes. We test every piece with real cases from your business before putting it to work, and review it with you.
Budget and ownership · 5 questions
01How much does it cost?
It depends on what needs building. After the diagnosis we give you a fixed written proposal, before starting. No surprises.
02Are there monthly costs?
If the tool needs servers, licences or maintenance, you'll see it itemised in the proposal from day one.
03Who owns what you build?
It's agreed in the contract and we explain it from the start: what is yours, what uses third-party services and what happens to your data.
04What if one day I want to leave?
Your data is yours and can be exported. Exit terms are written into the contract.
05What happens after delivery?
We can continue with support and improvements. What it includes and how it works is agreed in the proposal.
Partner with Vifer · 5 questions
01Do you work with agencies and consultancies?
Yes. If your clients need custom technology, we can build it with you. We discuss it case by case.
02Do you work white-label?
It can be considered. Tell us the kind of project and the agreement you're looking for.
03Can I propose a joint project?
Yes. If you have a client, a network or a sector you know well and want to build something together, write to us.
04I'm a developer or designer, can I work with you?
Write to us with your work. We look for people who care about the details.
05I have a product idea, will you help me launch it?
We can help you turn it into a first product that works and can be shown. We start by understanding the idea and who it helps.
Individuals and founders · 4 questions
01Do you work with individuals?
Yes. If you have a personal project, an association, a club or a business idea, we can build it too.
02I know nothing about technology, is that a problem?
No. You tell us what you want to achieve in your own words and we turn it into a tool.
03Can you build a prototype to show?
Yes: a first version that works and can be tried, to show partners, customers or investors.
04And an app for my community or association?
Yes: bookings, notices, fees, sign-ups or a private space for members. We adapt it to how you're organised.
Nothing matches those words. Write to us and we'll answer.