Process automation
Manual, repetitive routines converted into automatic, reliable, reprocessable flows.
I designed and built, from scratch, a data platform under the group’s control that is today the backbone of reporting, financial automation and systems integration at Grupo Carlessi. Everything runs inside the group’s own infrastructure, with protected access — with no dependency on third-party cloud and no software subscription.
Grupo Carlessi — a consortium, a construction company and a retailer — had six systems that didn’t talk to each other, and important management reports were extracted and checked by hand, one by one, straight from the ERP.
We built, from scratch, a platform that brings those six systems together, automates the reports and the financial side (bank slips, bank remittances) and runs entirely inside the group’s own infrastructure, with no cloud subscription.
Reports now arrive ready and reliable, billing happens on its own and the group has a single source of numbers — all under its own control.
Stores and Mercado Livre
The platform integrates 6 distinct source systems, orchestrates the data pipelines and delivers the results through three channels: BI dashboards, internal applications and automations that send emails, reports and files without human intervention.
Manual processes and internal controls across the group’s areas converted into automatic, integrated and auditable routines.
Manual, repetitive routines converted into automatic, reliable, reprocessable flows.
Standardized, traceable controls and checks with an audit trail.
Systems that didn’t talk to each other consolidated into a single database.
Management information delivered ready and automatic, with no manual extraction.
Calculated automatically, with the results emailed to each sales representative.
Analytical cash flow and short- and long-term balance positions, read from the construction ERP.
Lawsuits with their docket updates refreshed automatically through a court-records API.
Stock position and sales by payment method rebuilt from the ERP and checked against the original report.
Comercial Carlessi sells on Mercado Livre, with stock held in the marketplace’s own fulfillment warehouse (Full). Every sale goes through three systems — the marketplace, the payments account and the ERP — that didn’t talk to each other. The payment for each order was posted by hand and fees were checked by eye. Each listing’s price was calculated one at a time, in a browser extension.
We connected Mercado Livre and Mercado Pago to the data platform. Today every order is checked against the ERP by automatic rules, and payments are posted through a file the ERP imports in bulk. Pricing, purchasing and shipments to Full live in a single tool, with the day’s numbers.
Finance only reviews what is truly an error, and posted payments match what landed in the account, to the cent. Whoever runs the channel decides price and replenishment with real cost, fees, shipping and Full stock side by side.
Every Mercado Livre sale compared with the invoice, the receivable and the payment posting in the ERP, every 30 minutes.
Rules that tell apart a typo, an invoice issued above the sale price and a mismatch between platforms. Finance only gets what belongs to finance.
The amount withheld from each payment split into commission, shipping, installments and coupon — closing on 100% of payments.
What used to be typed receivable by receivable became a file in the bank return format, which the ERP imports in bulk. Each receivable is posted with the date the money was released.
Batches of 57 and 135 receivables posted to the cent, with a zero balance.
Classic and Premium listings carry different commissions, and each listing gets its own price. Cost, taxes, commission, shipping and campaign rebate go into the same calculation.
The formula the team used in a browser extension was reproduced and checked cent by cent before reaching the screen.
Each item’s cost comes from the latest purchase invoice, with excise tax (IPI), freight and tax credits, instead of a percentage estimate.
False cost alerts dropped from 135 to 32.
The shipping charged even without free shipping, and the campaign rebate, which the marketplace pays by reducing the commission. Both were measured and went into the calculation.
Target margin, packaging and rebate applied to dozens of listings at once. Packaging is saved on the product, and the list of changes comes out in Excel.
The marketplace automatically pauses a Full listing when its stock runs out. The tool shows which ones, so they can be priced before being reactivated.
The distribution center’s purchase suggestion, with period and coverage chosen on the spot. It reproduces the ERP’s calculation and shows the working behind each item.
What the marketplace says is in its warehouse, side by side with what the ERP thinks is there.
The marketplace’s shipment suggestion, imported from its spreadsheet, next to the purchase need, with urgency and lead time in plain view.
A daily snapshot of price and cost for the whole catalog. The ERP overwrites the price table and keeps no previous version.
No writes to the marketplace or directly to the ERP database: reads through the APIs and a file imported through the path the ERP itself already uses.
Each tool was validated against the screen it replaces: the pricing extension, the ERP’s purchasing screen, the marketplace’s spreadsheet.
We tried to reproduce the marketplace’s shipment suggestion with our own data. Its math doesn’t match ours, so the tool uses the official number and says where it came from.
An internal web system that centralizes report generation, data input and control, access management and agentic AI integrations. Designed to be extensible by modules on demand: each feature comes in as a self-contained package, without changing the application’s core. Today there are 4 modules in production: Commercial, Consortium, Construction and Legal.
Extensible by modules on demand — each feature comes in without changing the application’s core.
Role-based access control, revocable sessions and an audit log of every relevant action.
Excel and PDF generation in the background, with automatic delivery by email.
AI agents operate the platform respecting exactly the same permissions and audit trail as users.
Management reports once extracted and checked manually in the ERP now arrive ready, automatic and auditable.
A single analytical source of truth over 6 systems that didn’t talk to each other.
Critical financial automation (bank slip issuance, bank remittances and posting of Mercado Livre payments) running without human intervention.
A self-hosted, reproducible platform, fully under the client’s control.
Posting of Mercado Livre payments, once typed receivable by receivable, now goes out in bulk and matches the released amount to the cent.
Finance only gets the flags that belong to it: mismatches between platforms and fees posted to the neighboring order no longer look like errors.
Each listing’s price is built with real cost, fees, shipping and the marketplace’s own rebate, updated every hour.
Purchasing and shipments to Full are planned with the real stock in the marketplace’s warehouse, not with what the ERP assumes.
From integrating legacy systems to financial automation and agentic AI — tell us what you need to solve and we’ll come back with scope, timeline and deliverables.