Agentic Starter · From idea to operation

Move beyond manual work. Put an agent to work.

Start with a real business process. Our Agentic Starter path connects AI, tools and people to turn a repetitive task into an intelligent workflow.

Start my Agentic Starter Explore the path
Technologies
Your first AI delivery

One process. One path. Your first agent in action.

Choose a bottleneck and move through four focused steps. Start with a small scope, validate in practice and grow with a clear direction.

Does your team copy data between conversations, CRM and ERP to close a sale? This example connects WhatsApp, Teams, Salesforce and SAP to prepare proposals and route orders without re-entering the same information.
One workflow. Multiple connections.

From opportunity to order, without duplicate work.

Does your team copy data between conversations, CRM and ERP to close a sale? This example connects WhatsApp, Teams, Salesforce and SAP to prepare proposals and route orders without re-entering the same information.

Agents look up the customer and opportunity in Salesforce, check stock and terms in SAP and prepare a proposal. After human approval, the order is recorded in the ERP and the CRM opportunity is updated.

* Illustrative workflow: an example of what integrations make possible. Systems, steps and rules are defined for each operation.

Build a workflow like this

  1. Choose a bottleneck

    Support, documents, sales or operations: we identify a repetitive task worth automating.

    Defined process and objective

  2. Design the workflow

    We map inputs, rules and the points where a person needs to review or approve.

    Workflow and agent boundaries

  3. Build the agent

    We connect the AI model to the tools and data needed to execute the process.

    First version ready to test

  4. Test and improve

    We validate real scenarios, measure results and refine the agent before expanding operations.

    Validated pilot and next steps

Your starting point: Agentic Starter

One priority process, one initial agent and a guided pilot. The path starts with a discovery session to define scope, integrations and timeline.

Build my first agent
Veritaris products

Platforms that move your operations forward.

Our own products connect processes, people and data — with implementation and ongoing development supported by Veritaris.

Processes · AI agents · RPA · Integrations

Veritaris Workspace

Connected operations. Management in control.

One platform to manage robots, AI agents, data integrations and business processes. Fewer disconnected tools and a consolidated view of operations in real time.

  • Visual workflows
  • 7 AI providers
  • Robots and integrations
  • Multiple companies

Who it is for: Managers and executives, process analysts, integration specialists and IT teams.

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Processes from design to execution

BPMN-style visual editor with Portuguese blocks, no-code forms, human approvals, robots, agents and APIs in one workflow. Group tasks that can wait days, a kanban work center and simulation before publishing.

Freedom to choose your AI

Anthropic/Claude, OpenAI, Azure OpenAI, Google Gemini, Groq, Mistral and Ollama: 7 providers and over 25 models. Token tracking, external tools via MCP and platform or customer API keys. Local models on your own server with Ollama.

Managed robot execution

Robot, package and machine registration, queues, schedules and execution tracking. Machine provisioning through Docker or Azure.

APIs and data in one gateway

Connections to PostgreSQL, MySQL, Snowflake, BigQuery, Redshift, Salesforce, SAP, SharePoint, Google Drive, Microsoft Teams, Zabbix, Fácil Espaider, REST APIs, MCP servers and files. Publish sources as secure endpoints with API keys and allowed IP lists.

Visibility for decisions

Consolidated dashboards, metrics, alerts, centralized logs, process execution and deviation tracking, API consumption and exportable management reports.

One platform, multiple companies

Customer data isolation through PostgreSQL Row-Level Security, with company switching under the same login. Architecture designed for over 100 companies. Custom logo, colors, favicon and name for each customer.

Corporate access controls

Microsoft account SSO configured per customer, mandatory two-step verification for administrators, company-specific roles and groups, and audit trails.

Mortgage operations · SaaS · Custom branding

Veritaris Habitatis

From lead to registered contract. All in one place.

A platform for mortgage advisors, banking correspondents and real estate agencies moving beyond spreadsheets to manage deadlines and give customers visibility.

  • Multi-bank simulations
  • Funnel and commissions
  • Customer portal
  • Your own brand

Who it is for: Mortgage advisory firms, banking correspondents and real estate agencies.

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Lead capture and comparative simulations

Branded landing page with financing form and LGPD consent, manual registration and existing CPF/CNPJ detection. SAC and PRICE simulations across Santander, Bradesco, Itaú and Caixa, with up to 8 scenarios: initial and final payments, total paid, interest, insurance, CET and minimum income. Bank eligibility checks, SFH, SFI, MCMV, FGTS and special rates for account holders.

Proposals ready to share

Branded comparative PDF with scenario summaries and the best option highlighted. Custom branding on the landing page, platform light and dark themes and documents.

End-to-end process management

Configurable stages, parallel bank proposals, bank-specific statuses and rejection reasons, checklists and customer document uploads. SLA deadlines and alerts, kanban and complete history.

Informed customers, focused teams

Progress access through CPF/CNPJ and protocol, document uploads and PDF downloads. Email and WhatsApp notifications reduce status requests.

Funnel, performance and commissions

Metrics from lead to contract, approval rate, performance by bank and owner, overdue processes, expected versus received commissions and data exports.

Access and approvals under control

Custom action-level roles, visibility over all, team or personal processes, sensitive data masking, approval owners and deadlines, requester/approver separation and approval inbox. One login for multiple companies.

Security and privacy

Company-enforced MFA, encrypted documents, non-editable audit trails, isolated company data and personal data anonymization when a company is deleted. Dedicated administration for companies, plans, usage and support access.

Habitatis plans

PlanUsersProcesses/monthStorageAdditional features
Essential 5 50 10 GB Core operational features
Professional 20 300 50 GB Automatic stage approval
Enterprise 100 2,000 500 GB All features, custom branding and PDFs without powered by branding

Limits can be adjusted per customer. Ask about implementation and subscription terms.

Mystery shopping · AI · SaaS

Veritaris Inspectaris

See how your customers are served. In every conversation, step by step.

AI agents act as customers on your channels, evaluate every conversation and time each step of your flow. You see where service drifts from the standard.

  • AI as the customer
  • Steps and times
  • Evidence-based scoring
  • Dashboard, API and webhooks

Who it is for: Companies serving customers across channels, and quality, CX and operations teams.

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Your service standard as the benchmark

Register each service channel and its expected flow, step by step, with the planned time for each one. This standard, defined by your company, drives every evaluation.

AI agents acting as customers

Agents talk to your channels as customers, following the scenarios you define. Tests draw on a request package and can run on a recurring basis, keeping pace with your operations.

Evidence-based evaluation, no made-up scores

Language models read each conversation, identify the flow steps and evaluate every criterion. When the conversation has no evidence, the result is recorded as "not observed" or "not performed", never as an estimated score.

The actual time of every step

Each step's duration is measured in the conversation itself and compared with the planned time. You find out where service slows down and which steps are being skipped.

Comparable metrics

Conversations become comparable indicators by channel, step and period, always measured against your registered parameters. Service improvement becomes visible over time.

Results where your team already works

Follow everything in the dashboard or send results to BI, CRM and alerting tools through the public API and webhooks, with no manual exports.

Ethical, secure and under your control

No test runs without a signed authorization from the company and an available package balance. The agent never uses real personal data and never confirms purchases or bookings. Each company's data is fully isolated, and package usage is debited precisely, with no double charges. AWS infrastructure in Brazil (São Paulo), with Anthropic's Claude via Amazon Bedrock.

What we do

Our Services

Complete technology and innovation solutions to drive your business forward.

Software

Custom software development

We build systems, applications and integrations tailored to your business challenges, with scalable architecture and freedom to choose technologies.

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AI & ML

Artificial Intelligence

We implement applied AI solutions: predictive models, natural language processing, computer vision and integration with large language model APIs.

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Automation

Process Automation

We map, optimize and automate operational workflows with RPA, intelligent integrations and digital workflows that eliminate rework and boost productivity.

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Consulting

Process Assessment

We perform a complete business process diagnosis: AS-IS mapping, bottleneck identification, TO-BE proposal and continuous improvement plan.

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Strategy

AI business consulting

We identify where AI can create value, prioritize use cases and design an implementation path aligned with your business processes and goals.

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Data & Integration

Data consulting

We organize data, connect sources and define quality, governance and metrics to support decisions and prepare your company for AI solutions.

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Differentials

Why choose Veritaris?

We combine technical expertise with business vision to deliver real results.

Multidisciplinary Expertise

A team experienced in software development, data science, process management and strategic consulting.

Agile Methodology

Incremental deliveries with full progress visibility, allowing quick adjustments as your needs evolve.

Local Presence + National Reach

Based in Ribeirão Preto/SP with remote service across all of Brazil — the best of both worlds.

Tailored Solutions

Every project is unique. We don't sell ready-made packages — we build the right solution for your specific context.

Continuous Support

We don't just deliver and disappear. We offer post-implementation follow-up to ensure long-term success.

Proven ROI

All our solutions are designed with clear return-on-investment metrics.

+20 Clients Served
+50 Projects Delivered
+5 Years of Experience
About Veritaris

Who We Are

Veritaris is a technology and innovation consultancy based in Ribeirão Preto/SP, Brazil. We operate at the intersection of business strategy and emerging technologies — combining platform-agnostic software development, Artificial Intelligence and automation to transform how companies operate and grow.

Our Mission

To democratize access to cutting-edge technology for companies of all sizes, delivering practical solutions that generate measurable results.

Our Values

Continuous innovation · Full transparency · Results-driven

Your first AI delivery

Will your next process still be manual?

Take the first step with Agentic Starter. Bring a task that takes up your team's time and let's design a path to put AI to work.

Start my Agentic Starter Chat on WhatsApp
Get in touch

Talk to Veritaris

Fill out the form or contact us directly. We respond within 24 hours.

WhatsApp (17) 99652-0296
LinkedIn Veritaris
Address Ribeirão Preto, SP — Brazil
Business Hours Mon–Fri, 9am–6pm BRT
Our location

Ribeirão Preto, SP — Brazil

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