Accounting · Finance
Month-end close takes
8 days because someone
has to download it all by hand.
A synthetic accounting assistant that downloads, reconciles and prepares — close drops to 2 days.
I want an accounting assistantDownloads
Retrieves electronic invoices from SAT, your email and supplier portals. Classifies them automatically by cost center, project or account.
Reconciles
Compares bank statements against your accounting records, detects discrepancies and generates a reconciliation report ready for your CPA.
Prepares
Produces workpapers, VAT summaries and supporting schedules for your tax filings. Your accountant reviews and signs — the agent does the legwork.
Frequently asked questions
What accounting processes can it automate?
Invoice downloading and classification, bank reconciliation, accounts payable/receivable reconciliation, workpaper preparation for tax filings, and VAT summaries. Each implementation is calibrated to your specific processes and accounting software.
What accounting systems does it integrate with?
CONTPAQi, SAP Business One, QuickBooks, Aspel, and any system with API or structured export. We also work with Excel if that's your current setup — we automate from where you are, not where you wish you were.
Who reviews the agent's work?
Your CPA or accountant does the final review and sign-off. The agent handles the repetitive gathering and classification; the professional makes accounting and tax judgments. It frees up your team's time for higher-value work.
What if an invoice has an error or is missing?
The agent flags it, documents the discrepancy and notifies your accountant for resolution. It never silently skips a document with issues.
Is it compliant with Mexican tax authority (SAT) requirements?
It automates within current SAT rules: CFDI 4.0 downloads, cancellation verification and complement validation. Tax interpretation decisions remain with your licensed accountant.
How long to go live?
4 weeks. The first week we map your current closing process and identify the highest-value automation points. The agent goes live on week 4 with your actual data.
Close the books in 2 days instead of 8.
Talk to Luz and find out which accounting processes are automatable in your company.
Sin costo · sin llamadas · hablas con un agente al instante