Mitra — The AI operating system for your company

AI that builds systems connected to your ERP, CRM and databases, where Digital Workers operate, analyze and act on your data for you.

Book a demo → See how it works

agent.mitralab.io

Unified Model of Data

SAP

Sankhya

TOTVS

Oracle

Salesforce

Excel

APIs

HubSpot

ACME Corp

Dev

User

Onboarding Flow 2

⚠Create a Sales CRUD...

✓Create login screen with ...

Analytics Dashboard 2

○Integrate notification API...

✦Create a Dashboard screen...

Customer Portal 1

✕Configure advanced filters...

Dashboard

Budget planning overview

● Sterilex (2026) STARTED

Net Revenue

5.8M

↗ +12.3% vs control

EBITDA

1.2M

↗ +8.7% vs control

EBITDA Margin

20.6%

↗ +2.2pp vs control

Consolidated P&L Current vs Control

Line	Control	Current	Impact
Gross Revenue	6.840M	7.164M	+324K
(-) Taxes	-622K	-651K	-29K
= Net Revenue	6.218M	6.513M	+295K
(-) COGS	-2.1M	-2.0M	+100K
= Gross Profit	4.118M	4.513M	+395K
(-) Payroll	-1.8M	-1.7M	+100K
(-) Operating Exp.	-890K	-850K	+40K
= EBITDA	1.1M	1.2M	+100K

Budget progress

Approval status of cost centers

⏳ Pending

📤 Submitted

✅ Approved

❌ Rejected

Manage workflow →

What shall we build?

Describe your task and Mitra builds it for you

Send a new message...

ACME Corp

Dev

User

Onboarding Flow 2

⚠Create a Sales CRUD...

✓Create login screen with ...

Analytics Dashboard 2

○Integrate notification API...

✦Create a Dashboard screen...

Customer Portal 1

✕Configure advanced filters...

Nome

Describe what the agent should do...

Acessos

ERP Sankhya

E-mail

Agendamento

Every day at 8:30 AM

Margin Auditor

Executando...

Auditing invoices in Sankhya. Progress:

Pending invoices identified

Purchase orders compared

Approval decisions

Report email sent

Budget_Filial_SP.xlsx

01/2023

02/2023

03/2023

(=) Gross Revenue

307.621

346.665

356.888

(-) Taxes

-30.000

-21.762

-28.138

(-) Transfers

-60.000

-43.524

-56.276

(=) Net Revenue

217.621

281.379

272.474

(-) Payroll

-83.600

-88.000

-94.800

(-) Outsourcing

-50.000

(=) Gross Profit

34.021

93.379

77.674

(=) Net Profit

24.021

83.379

67.674

P&L (original)

Revenue

Expenses

MITRA AI

Mitra FP&A

Dashboard

Budget Planning

Net Revenue

R$ 771.5K

↗ +8,2%

EBITDA

R$ 205.1K

↗ +12,4%

Margin

26,6%

↗ +2,1pp

DRE Consolidado vs Controle

LINHACONTROLEATUALIMPACTO

Gross Revenue5.840M5.841M+0.8K

(-) Taxes-622K-324K+298K

= NET REVENUE5.840M771.5K

(-) COGS-455K-558K-103K

= GROSS PROFIT5.839M205.1K

Budget approved

6 of 8 centers

Connect your systems

SAP

HubSpot

Sankhya

APIs

TOTVS

Excel

ORA

Oracle

Salesforce

Mitra connects all

What shall we build?

Describe your task and Mitra builds it for you

+ Project ▾

Build a Budget Planning system using my scope|

📄

Budget_Planning_Scope.pdf

PDF • 2.4 MB

✓

Replace spreadsheets

X Sales_Control_2026.xlsx

	Salesperson	Value	Status
1	Carlos Silva	R$ 12.400	Closed
2	Ana Costa	R$ 8.750	Proposal

↓

MITRA AI

Sales Management

TOTAL PIPELINER$ 67.450,00

CONVERSION RATE34,2%

Agents ● 4 active

🛎

Support

47 tickets

💰

Finance

23 NFs

⚙

Operations

15 tasks

📊

Sales

31 leads

RECENT ACTIVITY

Finance processed Invoice #3892 3 min ago

Support resolved ticket #892 8 min ago

Operations completed deploy v2.4.1 12 min ago

+300 companies already build and operate with Mitra

HOW IT WORKS

An AI that works as an employee of your company.

Connects

Accesses your ERPs, CRMs, data warehouses, and APIs, reading and writing across all company systems in real time.

SAP, Sankhya, TOTVS, Oracle
Salesforce, HubSpot, and any CRM
REST APIs, databases, and files

Builds

Creates custom integrated systems for your processes, replacing critical spreadsheets with tools that have governance and traceability.

Integrated budget planning
CAPEX and headcount control
CRM and dashboards by department

Operates

Executes entire end-to-end processes like financial closing, commission calculations and reconciliation, without human intervention, every day.

Daily financial closing
Commission calculation and recording
Bidirectional system integration

Analyzes

Monitors KPIs, detects deviations, and sends alerts before you need to ask. Executive reports generated automatically.

Real-time budget variance
Proactive alerts before the crisis
Board pack generated automatically

Low-autonomy AI: only suggests

Mitra: connects, builds, operates, and analyzes

Connect all your systems

ERP, CRM, HCM, spreadsheets, APIs, and data warehouses converge into a single data model, with real read and write access. Connect once. Available for everything.

SAP, Sankhya, TOTVS, Oracle, any ERP
Salesforce, HubSpot, any CRM
REST APIs, databases, data warehouses
Spreadsheets, files, and legacy systems

Mitra AI

ERP

CRM

API

XLS

HCM

Build custom systems

Describe the process. Mitra builds the integrated system with your business rules, governance and controlled access by department. Ready in weeks, not months.

Budget planning and control
CAPEX and headcount projection
Custom CRM and management systems
Custom analytics and BI by department

Budget

CAPEX

Headcount

Digital Workers that operate and analyze

Autonomous agents with full access to all systems. Execute end-to-end processes, monitor KPIs, and send alerts, without human intervention, every day.

Automated daily financial closing
Commission calculation with HR recording
Proactive alerts before problems become crises
Executive reports generated automatically

Financial Reconciler

1,247 records processed

Active

Commission Manager

384 sales calculated

Processing

Budget Monitor

12 cost centers monitored

Active

WHO IS IT FOR

Every role has a pain point. Mitra solves them all.

From the controller's office to the shop floor, see how every area gains real agility with the platform.

CFO / Controller

Financial closing without intermediate spreadsheets

Connect the ERP and Data Warehouse, automate P&L, cash flow and dashboards. Decisions based on up-to-date data, not manual consolidations.

Automated P&L Fast closing Cash flow

Book a demo

Building the closing dashboard. Progress:

Consolidated P&L

Cash flow

ERP Connectors

Variance alerts

Add alert when margin drops more than 2 p.p.

Send a message...

Claude Sonnet 4.6

Interface Desktop

Closing Mar/26

Net Revenue

R$44M

+8,2%

EBITDA

21,1%

-2,3 p.p.

Cash Flow

+R$2,1M

Surplus

CAPEX

87%

On track

Controller

Governance and traceability in every entry

Single database with RBAC, immutable history and automatic validations. Eliminate the risk of spreadsheets without audit trails and version everything securely.

Audit Validation RBAC

Book a demo

Setting up governance and traceability. Progress:

Automatic validation

RBAC configured

Immutable history

Variance alerts

I want an alert when variance exceeds 5% in the cost center.

Send a message...

Claude Sonnet 4.6

IT Manager

All integrations ready without a 2-year project

Native connectors for SAP, Sankhya, TOTVS, Oracle and dozens more. REST APIs, webhooks and databases. Business creates, IT governs.

Native APIs Governance Low-code

Book a demo

ERP

ERP Mitra Sankhya

Active

HubSpot

Active

Data Lake BigQuery

Active

API

API REST

Active

Admin

Finance

Sales

+ Project

Claude Sonnet 4.6

Operations Team

Digital Workers that execute processes autonomously

Agents that deeply understand each business process and execute them without errors, delays, or intermediate spreadsheets.

Automation Real-time OEE Reports

Book a demo

4 active agents

Closing

Generating P&L

Active

Budget

Variance > 5%

Active

Commissions

47 salespeople

Active

OEE

Real time

Active

+ Project

Claude Sonnet 4.6

Analytics Expert

Real-time intelligence with conversational BI

Executive dashboards, analytical AI and Self-Service BI integrated. Ask in natural language, get contextual analysis and proactive alerts.

Dashboards Conversational BI Alerts

Book a demo

Building the executive dashboard. Progress:

KPIs configured

Conversational BI

Proactive alerts

Compare EBITDA margin with the same period last year.

Send a message...

Claude Sonnet 4.6

Interface Desktop

Executive Dashboard

EBITDA Margin

21,1%

-2,3 p.p.

Net Revenue

R$44M

+8,2%

Avg OEE

79,4%

+4,1 p.p.

Custo Fixo

R$8,3M

+R$320k

Process Owner

The system no ERP on the market can deliver

Connect your ERP and other sources, create custom workflows and interfaces. Automate calculations and business rules on a single platform, from concept to deploy.

Interfaces Workflows Integrated AI

Book a demo

Creating sales pipeline with Kanban. Progress:

Full CRUD

Pipeline Kanban

CRM Integration

Commission rules

Add estimated value column to the Kanban.

Send a message...

Claude Sonnet 4.6

Interface Desktop

Pipeline de Vendas

Leads

Ind. Alfa

R$120k

Log. Beta

R$85k

Farma Rio

R$95k

Qualific.

Varejo Sul

R$210k

Auto Norte

R$165k

Proposal

Tech Corp

R$340k

Grupo Delta

R$175k

Agro Max

R$290k

Closed

Mega SA

R$520k

Logis Plus

R$410k

SUCCESS STORIES

Real results in real companies.

Vulcaflex

-50%

less rework in budget consolidation across departments

MANUFACTURING · RUBBER

"We went from dozens of spreadsheets to a single system integrated with the ERP. The finance team gained hours per week."

Controller Vulcaflex

View full case

JS Peças

-70%

reduction in budget cycle time with full closing automation

AUTO PARTS · 22 STORES

"The budget process that used to take weeks now runs in days, with centralized data and no intermediate spreadsheets."

CFO JS Peças

View full case

140+

stores integrated with 40% more accurate sales forecasts

DEALERSHIPS · MIDWEST

"With Mitra, each store has real-time visibility of its performance. Before, everything was consolidated manually."

Operations Manager Saga

View full case

FREQUENTLY ASKED QUESTIONS

Everything you need to know about Mitra

What is Mitra and how does it work?

Mitra is an enterprise AI platform that connects your systems (ERP, CRM, data warehouses), builds custom applications, and deploys autonomous agents (Digital Workers) that execute end-to-end processes. Mitra reads and writes to your systems in real time, with governance and traceability — it's not just a data query or visualization tool.

Does Mitra replace my spreadsheets? Even the most complex ones?

Yes. Mitra transforms spreadsheets into complete corporate applications, keeping all business logic (formulas, rules, validations) with access control, change history, and integrated dashboards. Companies like JS Pecas and Vulcaflex completely eliminated spreadsheets from critical processes like budget planning and production control.

How long does it take to implement Mitra?

The first system can be operating in weeks, not months. Mitra uses AI to accelerate building: you describe the process and the platform generates the system structure automatically. Typical deployment of a complete module (like budget planning) takes 2 to 4 weeks, up to 10x faster than traditional development.

Do I need an IT team or developers to use Mitra?

No. Mitra was designed so that business areas build their own systems, with IT handling governance and approval. The platform uses AI to generate complete systems from natural language descriptions — you describe what you need and Mitra builds screens, workflows, and rules automatically, without anyone needing to code. IT ensures architecture, access control, and integrations, without needing to allocate developers.

How does Mitra integrate with my ERP and other systems?

Mitra natively connects with the leading ERPs (SAP, Sankhya, TOTVS, Oracle), CRMs (Salesforce, HubSpot), BI tools (Power BI, Tableau), and any system via REST API. The integration is bidirectional: Mitra reads and writes data in real time, without manual ETL or intermediate spreadsheets.

What are Mitra's Digital Workers?

Digital Workers are autonomous AI agents that execute complete processes without human intervention. They access your systems, process data, make rule-based decisions, and send results automatically. Examples: daily financial closing, commission calculations, budget monitoring with proactive alerts, and automatic generation of executive reports.

Is Mitra secure? How does governance work?

Mitra operates with role-based access control (RBAC), complete audit trails, and full traceability of every Digital Worker action. The platform allows IT to define governance policies — access profiles, permitted tables, and authorized functions — while business operates autonomously within approved boundaries.

What results have similar companies achieved?

Our clients report results such as: 70% reduction in financial closing time (JS Pecas), 50% less rework in budget consolidation (Vulcaflex), 40% more accuracy in projections (Saga). With over 300 systems in production at companies from R$30M to R$5B, Mitra has proven its value in manufacturing, dealerships, healthcare, distribution, and other sectors.

Besides budgeting, what other processes does Mitra automate?

Mitra handles any process that today depends on spreadsheets or fragmented systems: budget planning, cash flow, P&L, CAPEX control, headcount management, custom CRM, pricing, purchase requisitions, recruitment, satisfaction surveys, project management, analytics, and any corporate workflow.

How can I start using Mitra?

Schedule a demo focused on your industry. Our team analyzes your critical processes and shows how Mitra can replace your spreadsheets with intelligent systems and Digital Workers operating autonomously. The demo is personalized — no generic presentation.

Dashboard

An AI that works as an employee of your company.

Connects

Builds

Operates

Analyzes

Connect all your systems

Build custom systems

Digital Workers that operate and analyze

Every role has a pain point. Mitra solves them all.

Financial closing without intermediate spreadsheets

Governance and traceability in every entry

All integrations ready without a 2-year project

Digital Workers that execute processes autonomously

Real-time intelligence with conversational BI

The system no ERP on the market can deliver

Real results in real companies.

Your industry. Your systems. Your agents.

Ready for AI that truly acts in your company?

Everything you need to know about Mitra

Talk to a specialist and bring this model to your team

Demo scheduled!