Enterprise AI
Alianza OS
Kuarco OS integrated into the operation of an audit, accounting, and advisory firm
- Client
- Grupo Alianza
- Year
- 2026
- Category
- Enterprise AI
- Technology
- Kuarco OSAgentes de IALLMsNext.jsPostgreSQL
The project
Grupo Alianza is a Panamanian audit, accounting, and tax advisory firm with more than 15 years of experience and six specialized service networks: accounting, consulting, CPA audit, payroll outsourcing, legal, and technology. We integrated Kuarco OS as the operating system of its business: requests, quotes, service proposals, and sales follow-up connected in a single flow across all its networks, with AI agents that speed up the preparation of every proposal.
alianzaauditores.comWhat we built
- Centralized requests and client records across the six networks
- AI agent to prepare quotes and service proposals
- Sales pipeline by service network and stage
- Automatic follow-up on sent proposals
- Sales performance dashboard
- Traceability of every decision
The challenge
- 01Audit, accounting, and advisory proposals assembled by hand
- 02Client information scattered across emails and spreadsheets
- 03Opportunities going cold without follow-up
- 04Little visibility into the pipeline across the six service networks
Results
+$180k
Proposals generated in 3 months
Requests, quotes and proposals in a single system
Sales follow-up without manual tasks
Pipeline visibility for leadership
Next step
Which workflow in your company would be the next case?
In a 30 to 45 minute session, we review the operation and define where to start.
No commitment · Response within 24 hours