# MargemX: AI, automation and custom software for SMEs > Markdown version of https://margemx.com/en/ · updated 2026-08-12 ## Less manual work. More control and margin. We find where your operation loses time and money, then implement the system that fixes it. Operational diagnostic in 30 minutes. Pilot in 2 to 4 weeks. Internal systems, automations and dashboards your team uses every day. **Outcomes and timelines** - **10×** faster estimating - **+100k€** saved and generated (~60-70k€ in budgeting margin recovered, plus the rest in proposals that would otherwise have been lost) - **30 min** initial diagnostic - **2-4 wks** first pilot If the return is not clear, we tell you straight. 30 minutes, free, no obligation. ## What we build We do not just do "AI, apps and design". We build systems that solve real operations, each front reinforces the others. ### 01. Automation & AI We reduce repetitive work and create reliable flows the team can control. Examples: approvals, internal agents. ### 02. Data & decision support We centralise scattered information so every decision starts from the same reality. Examples: dashboards, business intelligence. ### 03. Systems & applications We build purpose-made tools around the way your team works. Examples: internal portals, web + mobile. ### 04. Interfaces & conversion We create digital experiences that explain value and turn demand into action. Examples: websites, digital product. ## Method: from diagnostic to implementation Four stages, each with a clear decision and a concrete delivery. 1. **Diagnostic** - We map the process, the losses and the highest-impact opportunity. 2. **Priority** - We turn context into an intervention with a clear return. 3. **Build** - We deliver in stages and validate with the people who will use the system. 4. **Operate** - We measure adoption, outcomes and the next point of improvement. ## Case studies: three operations, real outcomes The problem, the system we implemented and the measured change. ### Case 01 · Estimating **Quoting no longer takes weeks, and the margin no longer slips away.** Metric: **4-6h** per quote (was 1 to 3 weeks). Context: company with a slow quoting process, dependent on individual knowledge and hard to scale. - Problem: bills of quantities arrived in different formats and were keyed into spreadsheets by hand. Aggregated chapters hid the real margin, transcription errors surfaced late, and every proposal depended on the memory of whoever built it. - Intervention: the application reads the bill of quantities, organises it into 14 chapters and suggests unit prices with the margin already built in. At each stage it validates quantities, flags what is missing and takes corrections, until it produces a proposal ready to send to the client. - Result: every chapter comes out detailed, with the margin visible to the team and protected in the final proposal. Quality no longer swings with the day or the person, and the quote lands ready to send, with no manual revisions piling up. Before: 1 to 3 weeks per quote · comparison map done by hand · aggregated chapters · quality depending on the day. After: 4 to 6 hours per quote · automatic extraction · 14 detailed chapters · consistent quality. ### Case 02 · Guests & Operations **From booking to check-out, every guest followed to the minute, with no manual work.** Metric: **24/7** guest replies on WhatsApp (previously by hand). Context: accommodation group with guest communication written by hand and operational information scattered across boards and sheets. - Problem: every guest message was written from scratch, replies stopped after hours, and cleaning, arrivals and access information lived in sheets and physical boards. - Intervention: we automated the guest journey on WhatsApp at the key moments of the stay, from booking confirmation to access codes, and connected operations to dashboards the team checks on any device. The team supervises and confirms; the system writes and sends. - Result: the guest gets an immediate reply at any hour, on a channel they already use and read, unlike email. The hours the team used to spend writing now go to guests and operations, the same team supports more units, and the experience shows up in reviews. Before: messages written by hand · no reply after hours · email the guest doesn't read · operations run on boards and sheets. After: automated WhatsApp journey · immediate 24/7 reply · team hours freed up · operations on dashboards. ### Case 03 · Billing & Tax **Every euro of revenue now has a document, and the numbers add up.** Metric: **+9M€** of historical revenue reconciled. Context: accommodation group with billing spread across several platforms and revenue hard to reconcile against issued documents. - Problem: bookings, payments and documents lived in separate systems. Without reconciliation, revenue went undocumented and no one could say how much, or where. - Intervention: we built a tax mirror that matches every booking and every payment against the issued document, flags discrepancies and keeps reconciliation running every day. Management validates exceptions; the checks are done by the system. - Result: more than 9 million euros of historical revenue reconciled document by document, discrepancies identified and under correction, and billing status visible every day, on any device. Decisions about money stopped being about risk and became about certainty. Before: revenue without documents · disconnected platforms · reconciliation impossible · decisions made blind. After: every euro documented · daily automated matching · discrepancies flagged · decisions made with certainty. ## Frequently asked questions **What kind of companies do you work with?** With SMEs facing manual operations, scattered data or decisions without visibility. Sector is secondary; the constraint is the starting point. **How long until results?** The diagnostic is immediate. A first pilot usually takes 2 to 4 weeks; larger systems move in stages. **Do you use AI for everything?** No. We use AI only when it improves the outcome. Often, a strong data model or simple workflow creates more value. **What exactly is the free diagnostic?** In 30 minutes we map the process, isolate three losses and estimate the impact of solving them. No obligation. **How is investment in a system defined?** After the diagnostic. The proposal fixes scope, priority, delivery and return criteria before anything is built. ## Next step Find where your operation loses margin. 30 minutes to identify the first opportunity and decide whether it is worth pursuing. Request a free diagnostic: contact geral@margemx.com or request the diagnostic at https://margemx.com/en/consultoria/