01
Distributors and importers
We organize inquiries, quotations, and follow-up across your sales channels and CRM or ERP.
- Capture inquiries from email, forms, or WhatsApp
- Quotations prepared with approved data
- CRM updates and next-step assignment
Advanced AI. Integrated into your operation.
We help established small and midsize businesses turn their interest in AI into practical solutions. We work alongside your team to connect information, automate recurring tasks, and implement systems that support your day-to-day operations.
Where we start
A concrete process for every operation
We work with your team to connect systems, organize information, and keep decisions under control.
02
Accounting firms and outsourced finance teams
We organize documents and follow-up to reduce repetitive work during review and month-end close.
- Extract fields from invoices and purchase orders
- Flag uncertain data for review
- Track missing documents and exceptional cases
Operational assessment
A paid, focused engagement, separate from the initial conversation. We map the process, establish a baseline, review access and data, evaluate the tools you already use, and provide a business case with an implementation recommendation. The cost is defined in a proposal based on scope.
Request an operational assessmentFAQ
Questions before getting started
These answers explain the scope, investment, and process control.
Still have a question? Ask usWhat happens in the first conversation?
We'll discuss a recurring process and assess whether there's a good starting point. This initial conversation is free of charge.
How does the operational assessment differ from that conversation?
The initial conversation helps determine whether there's a good starting point. The operational assessment is a paid, focused engagement: we map the workflow, observe the current situation, review access and data, evaluate your existing software, and provide an implementation recommendation.
Do I have to replace my ERP or CRM?
Not necessarily. We first evaluate native features and available integration paths. Configuring what you already have may be better than building something new.
Does AI make decisions for my team?
Not for decisions that require commercial or professional accountability. Your team retains control over pricing, approvals, and commitments.
How is the cost determined?
Each project is priced according to its scope. After the initial conversation, or the assessment when applicable, we'll send you a proposal outlining the work, responsibilities, and cost.
What does this look like in practice?
An example using sample data: at a distributor, an inquiry received by email becomes a structured request for quotation. An ambiguous item is sent to a reviewer, and the system prepares a draft quotation that a person approves before sending.
How we work
From observed process to usable operation
We combine operational judgment, engineering, and implementation to decide when to configure, integrate, or build.
An important process is waiting for clarity
Let's talk about your inputs, systems, and reviews. We'll help you define a concrete next step.
Get guides to prepare for your next pilot
We'll send practical guidance on automation, integration, and operational review. You can unsubscribe at any time.
Free. Unsubscribe any time.
Contact
Tell us what you need
Describe your situation and Altaverio will reply by email to arrange a first conversation. A proposal follows once the scope is clear.
info@altaverio.com