AGENTIC ERP
afínate
with Lucía
The employee that runs the sales, operations and finances of your company
FIG. 00 · LUCÍA AT HER OFFICE, 24 HOURS A DAY
The AI agent
that brings your software to life
WHAT IT DOES · N.º 02
Sales quotation
Commercial brochure
Process infographic
Risk matrix
1 / 4
Contract
Contract addendum
Promissory note
Delivery record
Delivery note
Service report
Clearance certificate
Coverage certificate
Reservation certificate
1 / 9
Sales invoice
Credit note
Debit note
Income receipt
Payment receipt
Withholding certificate
Trade reference
Welcome assessment
Account statement
Operating reports
1 / 10
Purchase order
Quotation brief
Brochure brief
Infographic brief
Risk matrix brief
1 / 5
Insurance policy
Booking confirmation
Contract brief
Addendum brief
Promissory note brief
Delivery record brief
Delivery note brief
Service report brief
Clearance brief
Coverage brief
1 / 10
Supplier e-invoice and fee invoice
Credit / debit note
Income receipt
Payment batch
Bank statement
Tax return
Journal entries
Opening balance
Master lists
Registry, chamber and bank
1 / 10
1 / 0
1 / 0
Statement of financial position
Statement of comprehensive income
Statement of cash flows
Statement of changes in equity
1 / 4
1 / 0
1 / 0
Electronic sales invoice
Debit note
Credit note
POS equivalent document
Electronic payroll
Supporting document
RADIAN
1 / 7
1 / 0
1 / 0
Executive summary
1 / 1
Three things you can ask her
Lucía afinate · Business account Three things you can ask her
Lucía afinate · Business account FIG. 02 · THE FULL CYCLE