Asesorías Vadillo — Custom Multi-Office ERP with AI Email Classification & Omnichannel Alerts

Multi-office ERP system to manage Tax, Accounting, Labor, and Legal departments with interdependent case workflows, WhatsApp/Telegram alerts, and built-in Artificial Intelligence for incoming email.

The Challenge

Client requirement

Centralize operations across multiple advisory offices, prevent critical tasks from stalling between departments (e.g., Tax waiting on Accounting), and automatically classify hundreds of incoming client emails into the right case file.

The Pyramica Solution

Engineering & implemented architecture

Custom role-based ERP featuring interdependent case management, SLA and urgency tracking, automated notifications via Email, Telegram bot for staff, and WhatsApp for clients, plus an AI email reader that assigns incoming messages to each client case and evaluates tone and urgency.

Impact & Results

Business value delivered

  • Automated AI classification of incoming emails directly into each client’s case file
  • Full visibility and dependency control across Tax, Accounting, Labor, and Legal areas
  • Real-time staff alerts via Telegram and automated client status updates via WhatsApp