Agente Documental · In development
Agente Documental is a desktop app for accounting and professional firms. It watches the scanner folder, splits each stack into documents, proposes which client each one belongs to, what it is and its date, and leaves it filed and searchable. You confirm every step.
What we have learned building Agente Documental alongside a working accounting firm.
Nobody scans sheet by sheet. A fifty-page stack goes into the feeder and out comes a single PDF with invoices, statements and tax forms from several clients mixed together. Splitting it by hand is the first hour lost every day.
The stack mixes clients, so someone has to read each document, find the tax ID and decide who it belongs to. A document in the wrong folder is worse than one not filed at all, because nobody looks for it there.
If the archive depends on how each person named the file that day, finding an invoice from the third quarter means opening PDFs one by one. And in the end the client gets asked for it again.
The statement that never arrived or the tax notice stuck inside a stack surface when there is no time left. The problem is not the document you have, it is the one you do not.
It holds years of closed periods and a team that knows it by heart. Whatever helps has to sit in front of it, not ask you to replace it.
If this sounds like any Monday at your firm, we are building Agente Documental for you.
I want early accessA chain of steps with stops. The machine proposes, you confirm, and nothing is filed without your sign-off.
The scanner drops the PDF into the usual folder, on the computer or on the NAS. If you slip a separator sheet between documents, the split comes out exact.
You see the stack as thumbnails with the proposed splits, and move, add or remove a split with one click. No stack moves on without your confirmation.
For each document it proposes the client from its tax ID, the type and the date, with the area of the page it read them from highlighted. If it is not sure, it does not guess, it asks you.
The document is stored in the cloud and appears in your NAS folder, organised by client, year and type. The original scan is kept whole.
Search by client, type, date or any word in the document, and use it as you would in the file explorer, to drag it into an email, copy it or open it.
Agente Documental files nothing on its own. What does not add up is not assigned to a client, it goes to review.
Every proposal shows the area of the page it comes from, so you can see why and correct it in a second if needed.
The original scan is not deleted or moved until the archive confirms it holds it intact, and it is kept for good. The data stays in the European Union.
The first version solves the paper intake of a tax advisory firm, and does it well. The rest comes next, in the order the Early access firms ask for it.
We are opening Agente Documental to the first 20 firms before anyone else. It is a deal, and it runs both ways.
Tell us how documents reach you today, through which channels, how many a month and where they end up, and we send back in writing where your time goes and which part can be automated. It is useful even if you never end up using Agente Documental.
We will write to you when Early access places open. Nothing else.
You are on the list
We will write when places open. If you told us how documents reach you, the review reaches you first.
It could not be sent. Write to us at [email protected]
Agente Documental is built by Tamia Innova Lab, an AI engineering lab based in Lanzarote. If you would rather talk it through before signing up, write directly to the person building it.