MX | US

X-ray of your business. Scan that reveals opportunities. AI that generates impact. Analysis that supports arguments. More productive teams. Better-informed financial decisions. Your data, converted into competitive advantage.

Financial Scan

Your business operates every day .

How often do you take an X-ray of it ?

Your ERP records sales, payments, and costs every day. But that information lives trapped in systems, in reports that no one consolidates, or in financial statements that arrive 10 days after month-end — or even later.

A margin that has been falling for 3 months and no one detects it until the year-end close. An overdue receivables portfolio that grows without triggering collection because no one has an updated list. A liquidity crisis in August that could have been seen in June, before the balance fell below the operating minimum.

Financial Scan is an X-ray of your business, a financial dashboard with multiple modules, implemented based on the systems you already have. It converts your data into financial visibility so you can act promptly, with the update frequency your information allows.

How does it work?

STEP 1 — SYSTEMS & DATA

We evaluate your data sources, the quality of your information, and the update frequency.

STEP 2 — IMPLEMENTATION

We configure the dashboard's analysis modules based on your information, they adapt to your business and operating units.

STEP 3 — UPDATES

Information updates, analysis, model maintenance, and a monthly review session with you.

WITHOUT FINANCIAL SCAN:

X You make decisions with weeks or months of delay

X Alerts arrive when it's already too late

X Margins fall and no one sees it in time

X The overdue portfolio grows without activating collections

X You make decisions based on intuition or stale data

WITH FINANCIAL SCAN:

a) Management visibility between month-end closes

b) You can act promptly

c) Margin trends visible by business unit

d) Urgent collections list with client and amount

e) Decisions based on up-to-date data

When was the last time you took a financial X-ray of your business?

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Digital Productivity Scan

Astructured analysis of a key business process to understand how it operates today and where real improvement opportunities exist to transform your teams´s productivity using tools such as advanced Excel , Power BI and Artificial Intelligence.

We understand how your teams manage information, build reports, and execute a high-impact process. Based on the results of the scan, we design a precise action plan with a roadmap of opportunities that — if of interest to the organization — can be implemented as independent projects in a subsequent phase.

Based on the scan findings, the following solutions can be implemented as independent projects:

Strategic Training

Strategic training is not built on generic outlines, it is built on the team's operational reality.

It focuses directly on the files, models, and reports the team uses in their daily work.

Based on the Digital Productivity Scan findings, we identify specific improvement opportunities in file usage: underutilized databases, formulas that are not being leveraged, dashboards that can be improved, or approaches that can be optimized.

Based on this analysis, we design training sessions fully applied to the actual working files, aimed at optimizing their use, reducing operational friction, and improving the efficiency of the analyzed process.

Task Automation

Is there a recurring activity within a key process that can be defined in clear, repeatable steps?

Then it is a candidate for automation.

The Digital Productivity Scan analyzes the process to assess whether manual, repetitive tasks exist that consume operational time.

When these opportunities are present, the process can be redesigned to convert those tasks into automated workflows, with the goal of freeing up the team's capacity and transforming operational hours into analysis, decision-making, and higher-value work.

We automate, for example:

Excel spreadsheet-based processes.
Consolidation and validation of recurring information.
Manual tasks within financial and analytical processes that consume valuable time.

Executive Insights

We convert financial and operational data into clear, structured, and actionable executive reporting.

We design dashboards that allow leadership to monitor key KPIs, evaluate business performance, and make informed decisions in a timely manner.

We complement traditional visualization with Artificial Intelligence applied to analysis, facilitating the interpretation of information and the identification of relevant deviations.

Aplicaciones típicas:

Strategic KPI tracking
Budget control and variance analysis
Profitability by product, client, or business unit
Commercial and operational performance
Recurring reporting for management and committees

Is your most critical process working well — or just working?

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Signal Artificial Intelligence

Artificial intelligence at the service of your data.

We apply AI selectively, focusing on the points where it generates real business impact. With SAI we combine data science and predictive models so you can extract the real value of your information, make better-informed decisions, and optimize your operations.

Harness the power of data science and machine learning algorithms to:

Extract key information from large volumes of data to understand business performance, risks, and opportunities.

Improve the prediction of essential business variables such as sales, demand, talent turnover, and customer churn.

Support the optimization of inventory management processes and predictive asset maintenance.

Identify useful patterns and relationships that explain business behavior and support strategic decisions.

SAI helps you make better-informed decisions, transforming data into estimates, probabilities, and scenarios that support human judgment and enable more informed risk management.

How is SAI applied?

Early risk detection : increases visibility into warning signals in your operations so the leadership team can act more promptly

Commercial intelligence: models purchasing behavior to improve accuracy in sales and demand forecasts, and identifies customer segments with the highest potential or churn risk..

Strategic visibility: integrates data from all areas of the business to identify the factors behind your results, supporting leadership decisions with greater evidence and less dependence on assumptions

Resource optimization:
Inventory — generates replenishment recommendations based on real demand, seasonality, and lead times.
Assets — monitors behavioral patterns in your equipment to support preventive maintenance decisions.

The answer is already in your data.

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Financial visibility, productivity, artificial intelligence, data analytics for legal cases, AI training, financial modeling. Wherever your business needs it — we're there.

Legal Analytics

Numbers that support your arguments

In litigation, numbers speak just as powerfully as arguments. A solid case theory can be weakened if it is not backed by rigorous financial analysis, or it can be strengthened when the figures are documented, explained, and aligned with the legal strategy.

With Legal Analytics we convert financial, accounting, and documentary information into substantiated technical analysis that supports your legal strategy, so you can make better-grounded decisions — whether in the preventive stage or during proceedings. It is not just about running calculations, it is about telling the story the numbers reveal.

Before Trial

Prepare a numerically substantiated strategy.

When no lawsuit has been filed yet, but you know the conflict is already latent — whether you are anticipating a claim or evaluating initiating one — it is time to prepare with solid information.

We analyze financial statements, bank statements, contracts, invoices, emails, and any relevant document to quantify the economic value of the dispute.

You get a dimensioned economic scenario: a well-founded estimate of the range of economic exposure, whether as a contingency to manage or as a claim in your favor.
You strengthen your arguments with figures that are documented, verified, and methodologically substantiated
You quantify interest, damages, losses, or contractual penalties, providing objective elements to a potential negotiation.

During Trial

Agile processing and substantiated conclusions.

When the trial is already underway, time is the scarcest resource. Opposing parties typically deliver mountains of information within tight deadlines. Our technology and methodology allow you to:

Process and analyze large volumes of information with agility, extracting what is relevant for the legal strategy.
Obtain technically substantiated conclusions to respond to numeric-type claims with greater certainty.
Identify inconsistencies and discrepancies in the opposing party's information, providing analytical elements that can be incorporated into the strategy.
Have a rigorous financial-accounting analysis designed to integrate with the attorney's work and provide technical support for the relevant arguments

Who is LA for?

Law firms

Companies

Expert witnesses

Legal departments

facing cases with a strong financial component and needing reliable technical allies.

preparing for a dispute or already in litigation, wanting their arguments backed by data.

requiring numerical analysis to substantiate opinions or defenses.

seeking specialized technical support for their conclusions.

Is your case any of these?

Quantification of interest default, ordinary, with breakdown by period and applicable rates.
Trust fund analysis to verify compliance with instructions, distribution of returns, and asset management.
Analysis of bank statements and documentary evidence to verify income, expenses, and relevant movements.
Quantification of contractual penalties for breach of contract.
Analysis of the proportionality of interest rates charged relative to the market, to substantiate or challenge claims of usury or excessive charges.
Financial modeling of damage and loss scenarios.
Business valuation in contexts of corporate disputes or dissolution.

Arguments persuade, numbers prove.

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Catalyst AI Training

AI Productivity: Copilot + Excel

Your team already has Excel and Copilot. Are they using them to their full potential?

Most employees use less than 20% of the potential of the tools they already have installed. In one day of AI PRODUCTIVITY training, transform that gap into real productivity — tasks that take hours today will take minutes tomorrow.

According to the Forrester study commissioned by Microsoft (2025)*

9 hrs

Average time saved per Microsoft 365 Copilot user each month

77%

of enterprise Copilot users reported higher productivity

116%

return on investment (ROI) over a three-year period for enterprise implementations.

In 1 day of hands-on training with real business cases, your team learns to use Copilot and Excel as true artificial intelligence tools — not just a chatbot or a translator.

*Time savings, productivity, and ROI figures come from the Total Economic Impact™ study by Forrester Consulting on Microsoft 365 Copilot (2025), commissioned by Microsoft.

These results correspond to Copilot usage across the suite (Microsoft 365) and have not been measured specifically for Excel.

This course is educational in nature and focuses exclusively on the use of Copilot in Excel.

You have AI installed on every computer. Does your team know how to use it?

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Financial Modeling & Valuation

Every business decision has a financial impact. Have you calculated it?

Behind every major decision is an unanswered financial question: How much is my business really worth? Does this project make financial sense? Do I have the cash flow to sustain it? With FM&V we build the model that answers those questions — with historical data, market analysis, business prospective, artificial intelligence, and expert judgment.

So you make decisions with greater information and clarity about the risks.

Financial Modeling

Before committing resources, model it.

The difference between a good decision and a costly one is not always about the opportunity — it is about the prior analysis.

With FM&V we build the financial model that shows you the potential impact of each decision before you execute it.

Business valuation, project evaluation, financing structuring, cash flow management — all supported by historical analysis, business prospective, market context, and scenarios under different assumptions.

The result is not just a number: it is a map of how your business behaves under different conditions.

Artificial intelligence allows us to tailor the financial model to your real case with greater agility, so we can focus on what matters most: the strategic interpretation of the results.

You stop reacting to the numbers. You start anticipating them.