Finance · Real Estate · HR · Industry

AI agents on real operations.

Fits existing tools, guardrails, measurement, phased scale-up.

Epoka designs and deploys agents mapped to business workflows: scoped pilots, controlled execution, outcome metrics, staged rollout.

Ops

Operations-first AI execution, not decorative experiments.

Work targets concrete chains: documents, approvals, orchestration, reporting. Each pilot is bounded, instrumented, and run with business owners.

3
Client segments
4
Tailored verticals (SME)
14+
Modular agents (start-ups)
  • Agents wired to your systems and existing business rules
  • Explicit control: human escalation, audit trail, clear decision boundaries
  • Metrics tracked before any broad rollout: volume handled, quality, turnaround
  • Delivery in French, English, and Italian

From process friction to agent execution.

No launch theater: one workflow, one objective, one metric at a time.

  1. 01

    Map the workflow as it really runs

    Map the live process: decisions, tools, handovers. Surface time loss and low-risk automation points.

    What you get Current-state map, baseline KPIs, pilot scope
  2. 02

    Design the agent with your operators

    Agent behavior, escalation and controls defined with operators. Optional co-delivery with fractional or strategy partners.

    What you get Agent blueprint, guardrails, target SLA and ROI case
  3. 03

    Deploy, measure, then scale

    Focused pilot, quality and throughput monitoring, then scale of validated scope. Client-side control: explicit logic, dashboards, documentation.

    What you get Production agent, monitoring dashboard, scale roadmap

Fourteen modular agents for start-ups

Hiring, sales, marketing, support, finance/admin and ops/IT: compose on demand, keep human guardrails, and agree KPIs before production.

HR01

Recruitment & talent agent

Role brief, CV triage, scoring and interview prompts: the recruiter keeps final decisions.

Inputs
Job description, candidate pipeline, evaluation grids
Agent
Summarizes, scores, proposes review order
Guardrail
Shortlists and offers validated by a human
Pilot KPI
Pre-screen time · share of relevant interviews
HR02

Onboarding & HR helpdesk agent

New-hire journeys, internal FAQs and recurring HR document prep.

Inputs
Internal process, templates, employee requests
Agent
Replies, pre-fills forms, routes to the right owner
Guardrail
Sensitive cases (leave, discipline) escalated
Pilot KPI
Onboarding lead time · self-served tickets
Sales03

Lead qualification agent

Scoring, ICP/BANT checks, next step and routing to the right seller.

Inputs
Web forms, CRM, product facts
Agent
Enriches, qualifies, recommends the next move
Guardrail
Outbound touches approved by sales
Pilot KPI
Qualified leads · handling time
Sales04

Prospecting & sequences agent

Account research, light personalization and follow-ups synced to CRM.

Inputs
ICP, lists, templates, cadence caps
Agent
Suggests sequences, drafts, and follow-up tasks
Guardrail
Human sign-off before send and channel rules respected
Pilot KPI
Positive replies · meetings booked
Sales05

Sales assistant agent

Meeting notes, nudges, CRM hygiene and short proposal drafts.

Inputs
Notes, emails, CRM history, pricing grid
Agent
Summarizes, proposes follow-ups, updates key fields
Guardrail
Quotes and contractual commitments human-approved
Pilot KPI
Sales cycle · CRM completeness
Marketing06

Content creation agent

Posts, short articles, newsletters and multi-channel variants from a single brief.

Inputs
Brief, tone of voice, proof points and sources
Agent
Produces content packs and a suggested calendar
Guardrail
Publishing approved by marketing
Pilot KPI
Production time · reuse rate
Support07

Omnichannel support agent

Consistent macros across email, chat or ticketing with brand voice.

Inputs
Tickets, help articles, goodwill policy
Agent
Classifies, drafts replies, escalates risk
Guardrail
Refunds and off-script promises are human
Pilot KPI
First response time · CSAT
Support08

Ticket management agent

Triage, priority, suggested ownership and assisted resolution for helpdesks.

Inputs
Ticket queue, SLA map, team availability
Agent
Tags, dedupes, suggests owner and next step
Guardrail
P1/P2 incidents validated by a human
Pilot KPI
Backlog · SLA adherence
Support09

Knowledge base agent

Answers grounded in your internal docs, solved tickets and guides.

Inputs
FAQ, wiki, transcripts of good resolutions
Agent
Retrieves, summarizes, proposes article updates
Guardrail
Sources required; low-confidence answers blocked
Pilot KPI
Ticket deflection · knowledge freshness
Finance & admin10

Invoicing & collections agent

Invoice prep or checks, payment reminders and light receivables follow-up.

Inputs
Signed quotes, due dates, payment methods
Agent
Prepares invoices, sends reminders, summarizes AR aging
Guardrail
Finance sign-off before send when thresholds are hit
Pilot KPI
DSO · collected within 30 days
Finance & admin11

Financial analysis agent

Cash readouts, simple trend views and budget-variance alerts.

Inputs
Bank exports, forecast, fixed/variable costs
Agent
Summarizes gaps, flags anomalies, suggests hypotheses
Guardrail
Investment or fundraising decisions stay human
Pilot KPI
Informal close time · alerts actioned
Ops & IT12

Internal IT support agent

Augmented L1: triage, fix scripts and living runbooks.

Inputs
IT tickets, internal KB, software inventory
Agent
Suggests fixes, links, step-by-step flows
Guardrail
Sensitive access or changes approved by IT
Pilot KPI
L1 resolution · mean time to resolve
Ops & IT13

Project & PMO delivery agent

Notes, risks, milestones and consolidated progress for product or CS squads.

Inputs
Project tools, transcripts, definition of done
Agent
Updates statuses, extracts decisions and actions
Guardrail
Scope and client commitments cleared by a lead
Pilot KPI
Slip vs plan · overdue actions
Ops & IT14

Multi-agent orchestrator

Routes across specialist agents, merges outputs and hands off cleanly.

Inputs
Business goal, constraints, event queue
Agent
Decomposes, calls the right agents, fuses results
Guardrail
Critical steps always include human validation
Pilot KPI
End-to-end time · rework rate

Figures remain directional from pilots; they vary with data, tooling and governance.

Three ways to work with Epoka

Tailored systems for companies and SMEs, modular agents for start-ups, and turnaround missions with flexible payment terms.

Companies & SMEs

Bespoke AI systems mapped to your critical workflows.

  • Finance: wealth management and advisory (IFA/CGP), fund operations (UCITS, AIF, SPV), investment decision support, corporate actions management
  • Real estate: transactions, property operations, coordination and reporting
  • HR: hiring, onboarding, recurring people ops
  • Industry: supply, work orders, quality, field documentation

Start-ups

Modular access without long lock-in: one specialist agent or the full team, switched on when you truly need it.

  • A filterable catalog of agents by function: the examples above are only a sample among many possible use cases.
  • On-demand activation and connection to your existing tools (CRM, helpdesk, billing, ATS…)
  • A constantly evolving catalog, composed and adjusted to your real needs

Companies under stress

Strategic reset, operating refocus and digital execution to stabilize cash and delivery.

  • Diagnostics on cash-generating flows and prioritization of immediate action levers
  • Agents deployed on time-consuming work and business development: prospecting, content creation, billing, collections, customer responses, internal reporting
  • Structured support for measurable outcomes, with a clear priority on cash, treasury and business development

Payment terms

Terms discussed case by case. Every situation calls for its own arrangement.

Another scope? We scope case by case.

Start the conversation

Our mission

AI is no longer reserved for big tech. Epoka ships agents on real operations for SMEs, start-ups and turnaround programs.

Founded in 2026 by Ivan GOKALSING-POUPIA and Pierre-Emmanuel GIUGLARIS: complementary operations and technology profiles, with a focus on accelerating AI adoption in Europe and internationally.

Our values

Excellence

Delivery limited to what is validated in real conditions.

Transparency

Technical choices and scope made explicit.

Tailor-made

Each mission has its own scope and architecture.

Impact

Business metrics over volume of deliverables.

Leadership

Led by two partners with operations and technology profiles. Reinforcement via developers, data engineers and designers as needed.

Ivan GOKALSING-POUPIA

Ivan GOKALSING-POUPIA

Managing Director & Partner

10 years in financial operations and portfolio management at HSBC, Société Générale, BNP Paribas and ArcelorMittal. Ivan brings the operational rigor of demanding environments to AI agent design - because automating a process starts with understanding it from the inside.

Pierre-Emmanuel GIUGLARIS

Pierre-Emmanuel GIUGLARIS

CEO & Partner

With degrees in economics and programming, he became an engineer and technical architect with experience in large financial and services groups. Pierre-Emmanuel designs the automation and AI solutions at the heart of EPOKA. He leverages his deep tech knowledge to select the best talent for each project.

Network of developers and specialists mobilized as required, selected for technical skills and delivery capacity.

Discuss a pilot scope

Share your segment (SME, start-up, turnaround), the agent you need, your tools and any cash constraints: first call to frame feasibility.

or

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Book a meeting

30 min · Google Meet / Zoom