Partner
ESG diagnostic
Coming soon
Skills
Your expertise, multiplied.
Skills to sell and deliver your missions, ready-made or built by you.
Pick a skill.
Claire enables a skill
Your firm's method, codified.
A skill describes how to get a task done: which tools to use, which steps to follow, where a human approves. It can call other skills, and attaches to any opportunity, risk or reminder.
Library
01Skills
Sales skills
Proposal, follow-up, engagement letter: to sell the mission at the right time.
Sell
Commercial proposal
Proposal follow-up
Engagement letter
Deliver
Cash forecast
Dividends vs salary
Accounts approval
02Skills
Delivery skills
To deliver the mission itself, using your data and tools.
Sell
Commercial proposal
Proposal follow-up
Engagement letter
Deliver
Cash forecast
Dividends vs salary
Accounts approval
03Skills 
Approve
Always a human in control
Approval steps wherever your expertise matters.
Read the tax return · Pennylane
Read the owner's payroll · Silae
Simulate 3 scenarios
Partner approval
Marc checks the simulation before it goes to the client.
ApproveSell
Commercial proposal
Proposal follow-up
Engagement letter
Deliver
Cash forecast
Dividends vs salary
Accounts approval
You stay in control.
A skill only does what you decided, and nothing reaches a client without your approval.
Read data · Pennylane
Prepare the summary
Approve the summaryApproval required
Approve
Send to the clientApproval required
Skill enabled by Marc
Step executed · Pennylane (read)
Approved by Claire
Sent to the client
Human approval
Add approval steps wherever your expertise matters.
Controlled activation
Admins choose which skills are active and who can use them.
Full traceability
Every action is logged: who, what, when, with which data.
Editable anytime
Adjust a step or turn a skill off, in one click.
Build your own
Cash
Forecast
Investment
Collections
Tax
Dividends vs salary
CIT optimization
Tax credit
Legal
Approval
Secretarial
Business sale
Payroll
Owner's pay
Protection plan
Employee savings
Organized by your missions
The library follows your firm's mission map.
Built in one sentence
Describe your method, Saveria turns it into a skill.
Shared across the firm
One good practice becomes the whole team's practice.
Coming soon
Our partners' skills, in your library.
Partner
Wealth assessment
Coming soon
Partner
Funding search
Coming soon
Partner
Payroll audit
Coming soon
Your next chapter, with Saveria.
Let’s see what Saveria can do for your firm.