About us
We build the instruments.
You fly.
PILOTO is a Mexican consulting and technology firm. We build our own platforms and strategic solutions so companies serve their customers better, operate with control and grow with purpose.
Born in Morelia · Based in León, Guanajuato · International reach
More than an ERP
We started implementing systems and have done it for 25 years. Along the way we saw that a company's biggest problems are not solved by one piece of software: they live in how it serves its customers, how it grants and collects a loan, how it complies with the SAT and how it protects its operation. That is why PILOTO is now a house of platforms: our own products, built in Mexico for Mexican problems, plus the consulting to connect them to each operation.
Platforms and strategic solutions
Six capabilities, one way of working.
Customer experience
WhatsApp Universal, Aloh and AI agents over chat and voice.
02Financial services: SOFOM and SOFIPO
Piloto Finance, the full credit cycle for lenders.
03Tax technology
Contápolis, tax accounting with AI built on doctoral research.
04Operations and ERP
Piloto ERP, as an Official Odoo Partner.
05Cybersecurity
Aperio Security, zero-trust microsegmentation.
06Reputation and brand intelligence
Loreh, strategy, media and reputational intelligence.
A customer experience platform
Every conversation with context. Every customer, one single story. We design and run the platform companies use to serve, sell and collect across all their channels.
- WhatsApp at scale. Several lines via QR with no Meta paperwork, a multi-agent inbox, your own team app, campaigns and collections.
- A cloud contact center. Aloh brings the web phone, extensions, predictive dialer, recording and transcription of every call.
- AI agents that actually solve. Valentina answers by voice 24/7 and our chat agents reply, book and create opportunities; when a person is needed, they hand off with the full context.
- Connected to the operation. Every message and call lands in the customer file, next to their orders, loans and invoices.
100% of channels centralized and 40% less response time in our customer projects.
Technology for SOFOMs and SOFIPOs
The full credit cycle, from application to collection. Piloto Finance is the platform lenders, SOFOMs and SOFIPOs in Mexico run on.
- Field origination. A mobile app for loan officers with AI reading of the INE ID, document photos, home visits with GPS and signature.
- Individual and group loans. Community banking, solidarity groups with cross promissory notes, cycles and renewals.
- Risk and compliance. Círculo de Crédito inquiries authorized by NIP, a score-based credit policy, AML and a digital file per cycle.
- Collections and reconciliation. Four amortization methods, payment waterfall, automatic bank reconciliation, WhatsApp reminders and a customer portal.
AXIS Financiera, Zennit.mx and Century 21 trust our technology.
Tax technology · Unique in Mexico
Accounting that feeds itself, backed by doctoral research
Contápolis was born from doctoral research at Universidad La Salle Bajío: an AI model that learns to classify each CFDI into its accounting account and SAT grouping code. There is no other study of its kind for Mexican CFDI.
- 01
Downloads every CFDI
Issued and received, straight from the SAT with your e.firma, up to 5 years back.
- 02
Classifies with AI
Each receipt goes to its account and SAT grouping code, learned from hundreds of thousands of real CFDI.
- 03
Closes with less effort
Electronic accounting, reconciliation and monthly closings without retyping.
- 04
Made for Mexico
Built for the Mexican tax framework, not adapted from abroad.
- 25years in ERP
- 35implementations
- 4countries
- 300active users
- 100%client retention
- 7own platforms
How we work: the PILOTO Method
Zero Bullsh*t. If it depends on us forever, we didn't finish the job.
1 · Understand
First we understand what is really going on.
2 · Prioritize
We choose what really matters.
3 · Implement
We build it and put it to work.
4 · Transfer
So it works without depending on us.
Companies that trust PILOTO
Frequently asked questions
What is PILOTO?
A Mexican consulting and technology firm that builds its own platforms for customer experience, financial services, tax technology, ERP, cybersecurity and reputation, and the consulting to connect them to each company's operation.
Do you work with SOFOMs and SOFIPOs?
Yes. Piloto Finance covers the full credit cycle, individual and group lending, credit bureau, compliance, collections and bank reconciliation. AXIS Financiera, Zennit.mx and Century 21 trust our technology.
What makes Contápolis unique?
Its AI accounting engine comes from doctoral research at Universidad La Salle Bajío on how to classify CFDI automatically. There is no other study of its kind for Mexican CFDI.
Do you only implement Odoo?
No. We are an Official Odoo Partner, but we also build and run our own platforms that integrate with any operation.
Where are you based?
PILOTO was born in Morelia and is now based in León, Guanajuato, with clients in Mexico and abroad.
How much does it cost to work with you?
It depends on the scope. We define it in a first 30-minute conversation, free of charge.
Here, you are the pilot.
We give you the instruments. Tell us about your operation in a 30-minute conversation.