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Daniel, your Finance expert. Working for you.

Photo of Daniel, agent for finance and law
Daniel helps you make sense of your numbers. He’ll calculate profits, review your expenses, analyze taxes, and guide you to better decisions.

‍He gives you clear answers—instantly. An expert who’s by your side every day, no stress, no complications.
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Discover Finance

Work mentor included

Agent available 247 in taclia or WhatsApp
Available 24/7 from WhatsApp
Photo of Daniel, agent for finance and legal
Whatever it is, Daniel answers you

Daniel will work for you. Ask him whatever you want.

From saving on taxes to drafting clear contracts. Your agent helps you decide and comply with confidence.
Collections & billing

Collections & billing

Tax doubts

Tax doubts

Costs & margins

Costs & margins

Budgets & control

Budgets & control

Examples of real questions

Sample question to agent Daniel about collections and invoicing
  • I invoiced $800 to a company that still hasn't paid me. When and how should I follow up?
  • I have included several concepts in a single invoice. Is it well detailed or should I separate it? Attached photo 📷
  • I have 3 outstanding bills this month. How can I sort the receipts so I don't run out of cash?
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Examples of real questions

Sample question to agent Daniel about tax doubts
  • I bought a camera to record videos. Can I put it as an expense this quarter?
  • Give private lessons to 2 students without an invoice. Can they sanction me?
  • This quarter I invoiced $2,400. What should I check before filing my Sales Tax return?
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Examples of real questions

Sample question to agent Daniel about costs and margins
  • I charge $180 per month for maintenance at a clinic. Am I properly evaluating my time and costs?
  • Between materials and hours spent, this project came out just right for me. How do I adjust prices without losing the customer?
  • I'm applying a 10% margin because I was advised to. How do I know if that works for my case?
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Examples of real questions

  • I want to send a quote to a construction company. How can I make it more convincing without giving up margin? Attached PDF 📄
  • Last month I overspent. What 3 things should I review to avoid repeating it this month?
  • I have good months and weak months. How can I organize myself so that I don't always put out fires?
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Manage wisely and without assumptions

He helps you manage your finances with a clear mind.

He helps you manage your numbers with a cool head.
He helps you manage your numbers with a cool head.
Start talking to Daniel

FAQs.

How does Daniel know what to answer?
Daniel understands what you ask him and answers with judgment, clarity and close language, without unnecessary technicalities.
Do I need to have accounting training to understand it?
No, Daniel answers clearly and without technicalities, even if you've never seen an invoice with withholding.
When can I write to Daniel?
Always. He's available in taclia's chat or on WhatsApp.
What type of response will I receive?
Direct, contextualized and judicious. He doesn't fill you with links: he gives you the answer you need.
Can I save his answers?
Yes. Everything is saved in the chat history, either in taclia or on WhatsApp.
What if I have a rare question?
Explain him clearly and he adapts. Daniel doesn't improvise, he fits the context.
Why is it better than searching on Google?
Why doesn't he throw 10 items at you. He gives you the exact answer, designed for your case.

Daniel is just the beginning. Try it all now.

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