Existing systems

Integration begins with your current information—not a required platform

Novex can assess information from accounting systems such as Siigo or Siesa, CRM platforms, operational applications, databases, and spreadsheets. These are examples, not requirements. The available access—existing reports, controlled exports, database connections, or APIs—is evaluated before scope is defined.

  • Commercial and accounting definitions aligned
  • Source records connected and made traceable
  • Measures aligned with organizational objectives
  • Local tax, withholding, and currency rules documented where relevant

Your data stays where you need it

Information remains under client control. Delivery can use approved local infrastructure or cloud services according to security and operational requirements.

Fully bilingual delivery

Meetings, documentation, and reporting in Spanish or English, for each audience.

Multi-currency

Transactions in any currency, reported in yours. Conversion rules documented and agreed, not buried in a formula.

Sector knowledge

Experience across biotechnology, healthcare, and utilities—in the commercial operation, not only the reporting built on top of it.

Examples of sources that can be assessed
Accounting platformsCRM systemsOperational applicationsDatabasesExcel files

Compatibility and effort depend on the reports, exports, database access, or APIs actually available. Novex confirms the access method before proposing an implementation.

Let us talk for twenty minutes

Tell us about the decision your organization needs to make and the information that would provide greater clarity. The initial conversation focuses on the decision, the figures involved, and the most appropriate next step.

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