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From recruiting to accounting, everything connected by processes

At the heart of TAI is a process engine. It notices what happens in every system and moves the work forward: by rule when a rule is enough, with AI when a step needs judgment, with a person when the decision is theirs.

systems on one foundation
32
business events that trigger automations
200+
ready-made processes across 14 sectors
70
person record, shared by every system
1

How the platform is organized

Four layers, each with one job. That split is what makes operations automatic without making them opaque.

  1. How you run it

    Tali and agents

    Ask in plain language and Tali does it, with the same permissions you have on screen. The AI agent your company already uses connects through the MCP server.

  2. The core

    Processes

    Boards, drawn flows and automations set the path of the work: who does it, in what order, by when, who approves and what happens next.

  3. Who runs each step

    Automation and AI

    Rules handle most of it: calculate, move, notify, generate. AI steps in where judgment is needed, like reading a document or understanding a request, and a rule checks what it proposed.

  4. Where the data lives

    Systems

    Recruiting, HR, payroll, time tracking, performance, service desk, finance, accounting and more, all on the same record of people, companies and structure.

One hire, from job posting to accounting entry

A real process moving across the platform. For each step, who runs it: a rule, AI or a person.

Who runs the step Rule AI Person
  1. 1

    Recruiting

    The job is approved and posted Rule

    The requisition goes through the cost center's approval limit and onto your branded careers page.

  2. 2

    Sourcing

    Candidates arrive ranked AI

    AI finds matching profiles and explains why each one fits the job.

  3. 3

    Selection

    The manager chooses Person

    Interviews, feedback and the offer live in the same pipeline. The decision belongs to the hiring manager.

  4. 4

    Onboarding

    The new hire signs up on their own AI

    They get the invite, send documents from their phone and sign. AI reads the documents and checks them against what was typed.

  5. 5

    Organization

    They join the structure Rule

    Role, salary band, cost center and manager come straight from the job. Nobody types anything twice.

  6. 6

    Time clock

    Time tracking starts on day one Rule

    Clock in by app, kiosk, QR badge or face recognition, under the collective agreement's schedule.

  7. 7

    Payroll

    Payroll calculates and asks for approval Person

    Earnings, deductions and charges are calculated from the time clock. HR reviews and approves.

  8. 8

    eSocial

    Events go to the government Rule

    Events are sent and totals reconciled, with readiness checked beforehand.

  9. 9

    Finance

    Tax slips become payables Rule

    Salaries, FGTS and taxes enter the cash flow with the right due dates.

  10. 10

    Accounting

    The accounting entry is posted Rule

    Payroll and finance posted to the chart of accounts, ready for the trial balance and P&L.

No spreadsheet in between. No system to integrate.

Every system on the platform

Subscribe only to what you need. Anything outside your plan doesn't show up as an empty screen.

People and talent

  • Organization

    The structure that gives context to everything else.

    • Companies, branches and org chart
    • Roles with salary bands
    • Cost centers with approval limits
    Learn more : Organization
  • Recruiting

    From job requisition to hire, with your own careers page.

    • Candidate pipeline and talent pool
    • Careers page with your brand and address
    • Offer letters and AI fit matching
    Learn more : Recruiting
  • Sourcing

    Active candidate search on LinkedIn.

    • Up to 20 matching profiles per search
    • Explained fit score
    • Filters out wrong level, area and region
    Learn more : Sourcing
  • Performance

    Reviews and continuous follow-up.

    • 90°, 180° and 360° reviews
    • 1:1s with automatic agenda and minutes
    • Development plans, OKRs and KPIs with alerts
    Learn more : Performance
  • Talent

    Who is ready, who might leave, who succeeds whom.

    • 9-Box with calibration committee
    • Succession planning
    • Attrition risk radar
    Learn more : Talent
  • Behavioral profile

    DISC and diagnostics for people and teams.

    • DISC, culture and engagement
    • Individual and team diagnostics
    • AI-written report
    Learn more : Behavioral profile
  • Training

    Courses and learning paths.

    • Courses, lessons and quizzes
    • Automatic enrollment
    • Certificates and completion reports
    Learn more : Training
  • Surveys and climate

    Forms, surveys and organizational climate.

    • 21 question types and conditional logic
    • Climate surveys with guaranteed anonymity
    • Pulse and action plans
    Learn more : Surveys and climate
  • Psychosocial health

    Psychosocial risk assessment under NR-01.

    • COPSOQ III with 9 dimensions
    • Burnout and mental health scales
    • LGPD consent and minimum group sizes
    Learn more : Psychosocial health
  • Feedback and recognition

    Continuous feedback and a culture of recognition.

    • Feedback between peers and managers
    • Recognition wall
    • Gamification with badges and rankings
    Learn more : Feedback and recognition
  • My team

    The dashboard for those who lead.

    • Pending 1:1s, feedback and reviews
    • Team time clock and attrition risk
    • Employee journey moments with a script
    Learn more : My team

HR and payroll

  • Digital onboarding

    New hires send their data and documents themselves.

    • Invite and form on the phone
    • Document review and signature
    • Employee record created without retyping
    Learn more : Digital onboarding
  • Time clock

    Official time tracking, from clock-in to closing.

    • REP-P under Ordinance 671
    • App, kiosk, QR badge and face recognition
    • Hour bank and timesheets in bulk
    Learn more : Time clock
  • Payroll

    The whole month in stages, with approval.

    • Variables, calculation, approval and tax slips
    • 13th salary, termination, raises and payroll loans
    • Payslips and annual income statements
    Learn more : Payroll
  • eSocial

    Events sent and reconciled.

    • Periodic events submission
    • Totals reconciliation
    • Readiness checked before sending
    Learn more : eSocial
  • Vacation

    Vacation by labor law, no mental math.

    • Entitlement periods tracked
    • Splitting and sold days
    • Manager approval
    Learn more : Vacation
  • Documents

    Electronic document management.

    • Folders, versions and permissions
    • Approval flow
    • Electronic signature
    Learn more : Documents

Operations and service

  • Processes

    The engine that connects every system.

    • Boards with stages, SLAs and approval limits
    • Drawn flows with AI steps
    • Events and webhooks
    Learn more : Processes
  • Service desk

    Support for customers and for your team.

    • Email, WhatsApp, widget and portal
    • SLA in business minutes and macros
    • Help center and satisfaction
    Learn more : Service desk
  • Tasks and projects

    Boards, hours and projects by client.

    • Kanban with subtasks
    • Time tracking with a timer
    • Hour approval and reports
    Learn more : Tasks and projects
  • Health and safety

    Risks, incidents and risk management program.

    • Risk inventory and 5x5 matrix
    • Incidents, accident reports and corrective actions
    • Risk program as PDF
    Learn more : Health and safety
  • Corporate TV

    A digital noticeboard on the company's TVs.

    • Pair a smart TV with a code
    • Images, videos and birthdays
    • Full-screen urgent notices
    Learn more : Corporate TV
  • Decision inbox

    Everything waiting for your approval, in one place.

    • Approvals from every system
    • Deadline and context for each request
    • Decide on screen or through Tali
    Learn more : Decision inbox

Finance, tax and accounting

  • Finance

    Payables, reconciliation and cash flow.

    • Payables and receivables with installments
    • Statement reconciliation and Open Finance
    • Boleto, PIX and cash forecast
    Learn more : Finance
  • Tax

    Simples Nacional calculation and obligations.

    • Simples calculation and DAS slip
    • Service invoice (NFS-e) issuing
    • Withholdings and tax alerts
    Learn more : Tax
  • Accounting for firms

    The client portfolio closed month by month.

    • Monthly closing for the whole portfolio
    • NCM, CEST and CFOP classification
    • OFX and PDF reconciliation into Domínio
    Learn more : Accounting for firms
  • Bookkeeping

    Entries from what already happened.

    • Payroll, finance and tax entries
    • Trial balance and P&L
    • Ledger and journal
    Learn more : Bookkeeping
  • Connected firm

    The accounting firm and the company on one foundation.

    • Calculated tax slip becomes a payable
    • Company consent
    • Dedicated access for the accountant
    Learn more : Connected firm

AI and connections

  • Tali

    The platform's AI agent.

    • Does by conversation what the screen does
    • Confirms before saving
    • Answers with cards, not just text
    Learn more : Tali
  • MCP server

    Connect the AI agent you already use.

    • Works with ChatGPT, Claude and Gemini
    • Access via OAuth or token
    • Same permissions as the screen
    Learn more : MCP server
  • API and webhooks

    So your systems can talk to TAI.

    • Documented REST API
    • Signed webhooks with retries
    • Inbound address to trigger flows
    Learn more : API and webhooks
  • ERP integration

    The platform next to the ERP you already have.

    • Payroll sent to the ERP
    • Log of every submission
    • Spreadsheet import

The engine that connects everything

Processes don't live in a separate system. They listen to what happens in every system and act in every one of them.

Process boards

For work that goes through people.

  • Stages, fields and public forms
  • Approval by manager or by amount
  • SLA, comments and history

Automations

When something happens, something gets done.

  • Triggered by event, deadline or schedule
  • Combined conditions
  • Action in any system on the platform

Drawn flows

For work with different paths.

  • If/else, wait and loop
  • A person's decision, with reminders
  • Dry runs and versions

Events and webhooks

The platform speaks and listens.

  • Over 200 business events
  • Signed webhooks with retries
  • Other systems trigger flows
Explore the process engine

Expense reimbursement

Employee sends the receipt
AI reads the receipt
Do amount and category match?
Yes
Under the limit: approved
No, or not sure
Manager decides in the decision inbox
Becomes a payable in Finance
A flow drawn on the platform. Each step's color shows who runs it. Rule AI Person

Start with ready-made processes

70 templates across 14 sectors. Install them with a wizard and adjust them to how your company works.

Sectors with templates

  • People management
  • HR operations
  • Recruiting and selection
  • Training and development
  • Finance
  • Purchasing and supply
  • Sales
  • Marketing
  • Technology
  • Legal
  • Administration and facilities
  • Quality and operations
  • Workplace safety
  • Leadership and management

Three examples, three ways to start

  • Someone asks

    Purchase request

    Purchasing and supply

    Form, quotes, approval by amount and purchase order issued.

  • An event triggers it

    New hire welcome

    People management

    A completed onboarding opens tasks, access requests and a welcome email.

  • The calendar triggers it

    End of probation

    HR operations

    Days before it ends, the manager receives the review to decide.

AI only where it makes a difference

Automation doesn't require AI. Rules handle most of the work; AI steps in for four situations, and what it proposes gets checked.

  1. AI

    Read unstructured documents

    A receipt, invoice or PDF statement becomes checked data.

  2. AI

    Understand free text

    A support request arrives classified and in the right queue.

  3. AI

    Write for a person

    1:1 minutes, a reply to a customer, a review summary.

  4. AI

    Decide the ambiguous case

    When rules don't cover it, AI suggests. When unsure, a person decides.

AI proposes. Rules check. People decide what only they can decide.

And to run it all, Tali

The platform's AI agent does by conversation what you do on screen: look things up, create records, approve, build reports and set up processes. Always with your permissions, and confirming before saving.

TAI has an MCP server that connects with the AI agents on the market, such as ChatGPT, Claude and Gemini.

What holds true in every system

  • One set of permissions

    What you can't see on screen, Tali and connected agents can't see either.

  • A trail of everything

    Every change records who made it, when and through which path.

  • Strong confirmation

    Paying, submitting, approving and publishing require a second gesture.

  • Privacy by default

    Anonymous surveys only show groups of five people or more.

  • One record

    People, companies and structure are registered once and serve every system.

  • Subscribe by system

    Start with one and turn on others when it makes sense.

When your industry needs something of its own

We build custom systems on the same foundation, with the same process engine.

See specialized systems
  • Real estate

    Property valuation, commission splits, property and transfer taxes.

  • Building maintenance

    Monthly maintenance reports for public-sector contracts.

  • Payroll run in an ERP

    Automatic review of payroll calculated in another system.

Questions about the platform

Do I need to subscribe to every system?
No. You subscribe to the systems you need and turn on others when it makes sense. Anything outside your plan doesn't show up.
Can I start with just one system?
Yes. Most companies start with what hurts most, like payroll, time tracking, service desk or recruiting, and the process engine works from the first system.
Do I need AI to automate?
No. Triggers, conditions, approvals and automatic actions run on rules. AI is one kind of step, used where there is a document to read, text to understand or an ambiguous case to decide.
Does the platform replace my ERP?
It covers people, HR, payroll, operations, finance and accounting. If you keep an ERP, the platform works alongside it through integration, API and webhooks.
Does it work with the AI agent I already use?
Yes. TAI has an MCP server that connects with the AI agents on the market, such as ChatGPT, Claude and Gemini, always with the same permissions the user has on screen.

Bring a process that lives in a spreadsheet today

In 30 minutes you'll see that process running on the platform, with your own structure on screen.

👋 Want to see Tali executing a real process from your company?

Schedule a free demo