Understand
We map processes, data and systems. We prioritize by impact and feasibility. The roadmap is delivered with a business case and grounded prioritization.
Real automation,from strategy to operation.
Solutions designed to stay in production. We design, build and operate the automation of leading companies, in Brazil and abroad, with proprietary platforms and deep business knowledge.
We build the automation that sustains the operation of leading companies. Process first. Technology next.
How we work
The problem comes before the technology
We were born inside a consultancy with decades of Tax, Audit and Advisory. We know the operation from the inside. That is why we lead digital transformation starting with the process, not the tool.
Build
Architecture, integration and development with the same team that ran the diagnosis. No handoffs between vendors, no loss of context.
Operate
Delivery does not end at go-live. We monitor results against the baseline and evolve the solution while the operation is running.
Where we act
Three layers, one continuous flow
Strategy defines what matters. Data shows where the value is. Execution puts everything into production.
Strategydirection and governance
Intelligencedata that decides
Executionvalue in operation
Architecture
Architecture before execution
Technology environments grow faster than their documentation. Our architecture work restores the big picture and defines the executive design of each initiative.
Enterprise Architecture
A faithful picture of the technology landscape: systems, connections, redundancies and risks. It establishes the current state and what needs to evolve.
Solution Architecture
The executive design of each initiative. How the solution will be built, integrated and scaled, defined before development.
A living inventory of the architecture
We implement SAP LeanIX to keep the architecture permanently up to date and connected to investment decisions. The most frequent cases in our practice:
- Migration to SAP S/4HANA
- System integration after a merger or acquisition
- IT cost rationalization
- Managing obsolescence risks
Gartner Leader · EA Management5 consecutive years
Digital transformation
Transformation led, from plan to result
Digital transformations rarely fail for lack of technology. They fail for lack of leadership: disconnected initiatives, competing priorities and results without measurement. Our Digital Transformation Office exists to ensure that leadership.
The leadership, from plan to number
- Roadmap and prioritization of initiatives by return
- Governance model with clear roles and authority levels
- Alignment across technology, processes and people
- Monitoring with metrics and baseline per initiative
Technology is rarely the limiting factor
Acquiring technology is the simplest step. The challenge is getting the organization to absorb the change: redesigning processes, training teams and sustaining the gains after implementation. That is the role of the DTO.
TTargetHHarnessRRealizeUUnlockSScaleTThrive
our leadership framework · six phases, one journey
Aim and prepare
Target · HarnessA business case with estimated return, an opportunity map and a roadmap in which the first delivery funds the next ones.
Build and prove
Realize · UnlockAutomation, data and AI entering pilot with indicators defined beforehand. The gain is demonstrated, not promised.
Scale and sustain
Scale · ThriveRollout with service levels, an executive tracking dashboard and a continuous pipeline of new initiatives.
Governance is not bureaucracy: it is what sets transformations that scale apart from projects that do not hold up.
Proprietary platforms
Software born from practice
Our platforms automate routines that our own consultants used to run by hand. Each module solves a real compliance and tax pain.
SaaS · web + APIs · alertsOne platform, three modules. Apter Data Hub concentrates the continuous monitoring the operation needs to decide with confidence.
Background Check
Continuous due diligence of clients, suppliers and employees. Aligned with AML/CFT rules and ready for the monitoring requirements of the Brazilian Tax Reform.
TaxShield
Management of tax risks and opportunities. Simulators and monitoring to navigate the Brazilian Tax Reform transition, from IBS and CBS to split payment.
Operational Transfer Pricing
Transfer pricing handled as an operational routine: recurring calculation and margin monitoring throughout the year, to the OECD standard.
Tax analytics at scale
Taxverse (powered by Alteryx) processes volumes of tax data unfeasible in spreadsheets: ECD, ECF and EFD calculation memos, PER/DCOMP generation, cross-checks between DARF, DCTF and NF-e, and conversion of SPED for analysis. The tax team moves from manual processing to analysis.
Applied AI
AI applied with production discipline
Most AI pilots never reach production. The reason is rarely the model: it is a process with no owner, unprepared data and results with no baseline. Our AI practice addresses exactly these points, with a product at the center.
Apter AI Gateway
Product · AI governanceA single entry point for all of the company AI. Who accesses, what they can do, with which data and at what cost: everything goes through the Gateway, everything stays auditable.
Who uses itBusiness teamsCorporate systemsAgents
Apter AI Gatewaycontrol layer
- Identity and role-based corporate permissions
- Anonymization of sensitive data before the model
- Auditing of prompts, responses and agent actions
- Cost and consumption visible per area
What it connectsClaudeOpenAI · GeminiOpen models
distributes skills by profileconnects agents via MCPone contract, many models
AI consulting, end to end
Map processes and opportunities
Readiness diagnosis and a portfolio prioritized by impact and feasibility.
AI governance
Policy, controls and Responsible AI. Maturity that grows with each round.
Flows with market AIs
Implementation with Claude, OpenAI, Gemini and open models.
Agentic enterprise
Agents connected to systems via MCP, always with guard-rails.
Skills on demand
Specialized knowledge codified and distributed via Apter Skills.
Custom AIs
Proprietary solutions when the case justifies the investment.
First
Adoption
AI in people hands, over the processes that already exist. Fast gain, controlled risk.
Then
Integration
AI connected to the systems. Automations and agents take on specific steps of the flow.
Finally
Autonomy
Processes running with supervision and metrics. Scale without growing headcount at the same rate.
We start with the highest-return case
High volume, a clear rule and measurable impact, with an owner in the operation. We measure the previous scenario to prove the result. The return of the first case funds the next ones.
Why Apter Digital
What you take away, in practical terms
One partner, end to end
Diagnosis, build and operation with the same team. Fewer vendors to coordinate.
People who understand the operation
Decades of Tax, Audit and Advisory behind every project. Command of the business language.
Platforms in production
Apter Data Hub and Taxverse running with real clients.
Reference partnerships
SAP LeanIX and Alteryx integrated into our practice, with a certified team.
Frequently asked questions
The essentials, in a few lines
What does Apter Digital do?+
We are the technology practice of Apter Consultoria. We deliver automation and technology from strategy to operation: enterprise architecture, data and analytics, proprietary platforms and AI applied with governance.
What is Apter Data Hub?+
Our SaaS platform with three modules: Background Check (continuous third-party due diligence, aligned with AML/CFT), TaxShield (tax risks and opportunities, focused on the Tax Reform) and Operational Transfer Pricing (continuous calculation and monitoring to the OECD standard).
What is Taxverse?+
Our tax analytics solution, built on Alteryx. It processes calculation memos (ECD, ECF, EFD), generates PER/DCOMP, cross-checks DARF, DCTF and NF-e and converts SPED for analysis.
When should you use SAP LeanIX?+
When the architecture needs to become a living inventory. The most common cases: migration to S/4HANA, integration after a merger or acquisition, cost rationalization and obsolescence management.
What is the Digital Transformation Office?+
The structure that leads digital transformation end to end: a prioritized roadmap, a governance model and metrics per initiative, with the THRUST framework (Target, Harness, Realize, Unlock, Scale and Thrive) organizing the journey into six phases.
What is the Apter AI Gateway?+
The single entry point for the company AI. It applies corporate identity and role-based permissions, anonymization of sensitive data, auditing of prompts and agents and cost visibility per area, connecting teams and systems to Claude, OpenAI, Gemini and open models.
How do you keep AI projects from stalling at the pilot?+
By applying production discipline to each initiative: a case selected by impact, a baseline measured before deployment and governance established from the first case.
How does a project start?+
With a short diagnosis. We map processes, data and systems, prioritize by impact and feasibility and return a roadmap with a business case. Execution starts with the highest-return case.
Shall we talk?
Ready to turn
technology into value?
Bring us your challenge. We come back with a readiness diagnosis and a clear path to where automation delivers return first.