XCALYCalls, writes, invoices and collects alongside your team. You approve, they execute.
AI Sales Rep 
AI Collector AI Accountant AI Auditor AI Support AI Analyst Point to the pain. The digital employee who covers it steps forward, with their tool ready for your company.
Companies don’t go under for lack of sales. They go under for lack of cash. That’s why the first hire is almost always the Collector.
We don’t sell software. You add a team — sales, finance, quality — coordinated by XCALY, all inside WhatsApp. Built for repair shops, clinics, builders and accounting firms across LATAM.
You fight Excel on Sundays. You don’t know who owes you. Monday’s quote takes you until Friday.
You dictate a voice note: “prepare the Martínez collection.” You review the message and hit send.
You pay for 4 licenses and your team still lives in Excel. The OHS audit is a hell of PDFs the day before.
You swap five programs for one team: it invoices with the DIAN, collects, organizes your processes and tells you how you’re doing.
Generic software doesn’t get your business. Estimates in a notebook, receipts in the glove box.
Snap the parts receipt from the shop floor → booked. The quote goes out dictated by voice.
You’re a data-entry clerk for crumpled invoices. You can’t scale without hiring more expensive people.
Your clients operate over WhatsApp; the AI does the data entry into your panel. You run several from one place.
Not a chatbot: each one has a role, channels and one rule — escalate to your people whatever needs human judgment. For less than a salary, and they don’t quit, don’t rotate, don’t forget.
Anything that spends money or leaves the company waits for your sign-off.
Calls the lead within the first minute, qualifies, quotes with your prices and follows up until the close.
Escalates to your sales team. Discounts and large accounts: your human salesperson.
Watches due dates, reminds over WhatsApp and, if there’s no reply, calls in the tone you set and closes a payment commitment.
Escalates to your finance team. Never threatens or negotiates write-offs. A dispute goes to your team with the recording.
Reads the receipt from a photo, issues the e-invoice, leaves the journal entry ready and reconciles the statement. Your accountant reviews instead of keying data.
Escalates to your accountant. A transaction that doesn’t reconcile reaches a person flagged — it is never forced.
You tell her which standard. She documents processes, KPIs and risks with what she knows about your company, requests evidence from the right people and builds the gap analysis up to the audit.
Escalates to quality and OHS. She shows the gap; you approve the evidence. The system doesn’t sign — you do.
Answers the phone line and WhatsApp around the clock with your knowledge base, opens the case and sends the ticket number by SMS.
Escalates to your service team. An upset customer is talking to a person in under a minute.
Watches the whole company: 22 detectors across receivables, pipeline, tasks and audits. He hands you what’s urgent, ranked by cash impact.
Escalates to you. If there’s no source for a figure, he says so. He doesn’t make up a number.
You can also define a custom employee: you write their job description in plain language and they run on the same engine, under the same permission ceiling.
The same digital employee, the same conversation, on whatever channel your customer is on. And they always say they are an agent.
Calls and answers in natural Spanish. Understands, negotiates and schedules. Anything that moves money is never approved by voice: it lands in your WhatsApp.
We’re an authorized Meta provider: your number verified with the badge, no risk of being blocked. Conversations, voice notes, receipt photos and approvals.
Quotes, invoices, formal follow-ups and evidence requests.
Alerts, reminders and ticket numbers that get read no matter what.
Joins Meet or Zoom, listens and leaves a summary, commitments and tasks created.
Every action starts from something you asked for or something the team detected. Anything that spends money or leaves the company waits for your sign-off. It’s not magic or autonomy: it’s office work done on time.
“How’s cash looking?” → $4,820 came in yesterday, 3 invoices are due today, cash at $18,400.
Reminded over WhatsApp with no reply; called, closed a commitment for Friday and asks you to send the payment link.
“María didn’t answer the quote” → called, cleared up the timing question and drafted the follow-up. It goes out with your OK.
Reads it, classifies it to the right account and leaves the entry. Zero keying.
A $500 package. Leaves the e-invoice queued for your approval.
Clause 7.5 has no evidence. Drafted the request to Quality; sends it when you say so.
Invoiced 4 customers; FE-0412 was issued with the DIAN with its entry ready. Collected 3 payments. Overdue receivables: 2 invoices, the oldest at 18 days.
Cash on the 30th won’t cover payroll unless Mendoza SAS pays. I’ve already prioritized it with the AI Collector. Want to see the 15-day cash flow?
Yes. And send it to me on Fridays.
Scheduled: Fridays 5 PM, WhatsApp and email.
everything is logged in your panel, with who did what
Sole clause: nothing leaves the company without your green light. And her performance is measured by an evaluator she cannot edit.
Mendoza SAS promised to pay on Friday the 19th ($4.2M). I prepared the payment link. Shall I send it over WhatsApp?
María accepted the $500 package. The e-invoice is ready to issue with the DIAN. Shall I issue it?
Clause 7.5 has no evidence: document control. I drafted the request to Quality. Shall I send it?
Whoever promises you the 24/7 robot is selling it before building it. This is exactly what XCALY does not do today.
| Comparison | Generic assistant | XCALY |
|---|---|---|
| What it can do | Reply with text | Call, quote, invoice, book, collect, audit |
| Where you use it | You open another app | In your WhatsApp and on your customer’s phone |
| Who decides | Everything lands back on you | You direct; the team executes with your OK |
Every plan includes selling, invoicing, accounting, collecting and improving. You move up by capacity and by how many digital employees you hire. Human users are not charged per seat.
AI cap included: alerts at 50% and 80% of usage, and a cap with a warning before any charge. On the roadmap: Autonomy plan ($549) — we’ll publish it when it’s ready, not before.
Start alongside your Siigo or Alegra. At the end you see, with your own numbers, what it did for you. If you stay, we handle the migration with you.
Book and leave your number: a digital employee calls you, in Spanish. Five minutes and you draw your own conclusions. No card.
Prefer to talk to a person? Book a 20-minute demo.
