Alterdata integration with AI agents
Alterdata is a Brazilian business software company, with systems for accounting firms, personnel administration and ERP for companies in many sectors. This page is for companies and firms that operate in Brazil. The agent reaches Alterdata systems through the integrations made available to customers and partners, or through exported reports, depending on the product you have. The scope is confirmed in the diagnosis.
What AI agents do with Alterdata
Monthly documents chased
The agent reminds the firm's clients to send statements, invoices and payroll by the agreed date. What arrives is checked and filed in the right folder.
Client questions answered
Questions such as the amount of a tax payment slip or a tax due date are answered with the data already processed. Planning questions go to the accountant.
Check before closing
The agent compares exported entries with statements and invoices and flags discrepancies. The accountant reviews before the month is closed.
Payment slips delivered and confirmed
Generated payment slips are sent to the client with the due date, and the agent confirms receipt. Late payments trigger an alert.
Connect Alterdata once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Alterdata, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Alterdata and what it cost, all on record.
Ready-made AI teams that use Alterdata
Often used together with Alterdata
Questions about Alterdata and AI agents
Does iTeam integrate with Alterdata?
Yes, depending on the Alterdata product you use: through the integrations made available to customers and partners, or through exported reports. The exact scope is confirmed in the diagnosis.
Is clients' tax data protected?
Yes. Each agent accesses only the clients and documents you allow, and every action goes into the audit trail. Sending payment slips and tax answers can require the accountant's approval.
What if my Alterdata system is installed on a server?
In that case, we evaluate read-only access to the local database or scheduled report exports.
