Understanding a client company in detail from the very first meeting is the starting point for delivering truly tailored and valuable consulting. To do this, you need complete, reliable data—managed intelligently.

With this in mind, Allcore - a leading player in the Italian consul-tech market for SMEs - developed an innovative solution based on the integration of data and artificial intelligence.

The project, driven by a strong technological foundation, was developed in collaboration with the "Tax Advisor" Delivery Team at Soluzione Tasse and includes:

• Extracting internal data from Allcore’s ERP system

• Integrating external information via Openapi’s APIs

• Processing on European servers using advanced Generative AI models, for clear and easy-to-read summaries, with full respect for privacy

In this process, the data provided by Openapi plays a central role by enriching the client company’s profile with updated and structured information.

Specifically, Allcore has chosen to integrate the Full service of the Company API, which provides access to over 1,300 data points about a single company, using only the VAT number. Most requests to Company Full focus on:

• Corporate data (name, registered office, ATECO code)

• Workforce information (number of employees)

• Financial and economic data

This information—combined with proprietary data from Allcore’s internal systems and processed through AI—creates a comprehensive and easily accessible profile of the client company.

The entire process is activated seamlessly: once the client fills out a questionnaire, the system automatically generates a smart report, delivered directly to the assigned consultant.

As a result, the consultant comes to the first meeting well-prepared, without the need for manual data gathering or verification.

The value created is tangible and threefold:

• For the consultant, who gains instant access to in-depth client data with no manual research

• For the client, who perceives competence, care, and attention right from the first contact

• For the business, which benefits from automated workflows and reduced operational overhead

 

This is a project that fully embodies Allcore’s vision: leveraging data, technology, and artificial intelligence to enhance the quality of consulting and the overall client experience.

 

A winning combination of smart technologies and human expertise—enhanced by the integration of external sources like Openapi’s APIs—that ensures exceptionally comprehensive and up-to-date business analysis.