Business Solutions
Accounting
Revolutionize electronic invoicing and digital receipts (CFDI) management in your organization with technological tools to manage, process, and automate accounting and tax operations .
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Minimize the risk of fines from fiscal authority
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Complete transparency over tax information
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Significantly reduce operating costs
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Process large volumes of invoices and receipts
Each module, whether individually or combined, offers an accessible web experience with real-time information from any device, providing security and operational adaptability.
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The Invoicing Module helps businesses create, send, and manage invoices electronically, streamlining the billing process and improving efficiency. It simplifies and optimizes CFDI management, issuance and validation. This module includes invoice validity verification with the fiscal authority (SAT), detecting potential irregularities.
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The Fiscal Vault Module is an advanced corporate solution that centralizes, organizes, and protects CFDI to ensure transparent and risk-free tax management. This module includes automated invoices download from SAT systems, advanced and customized reports, executive dashboards that consolidate income and expenditure, blacklist check, and a powerful tax comparison tool to contrast SAT's information, identifying inconsistencies and potential risks.
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The Expense Verification Module optimizes and simplifies corporate expense management through a comprehensive solution that combines automation, artificial intelligence, and advanced analytics. This module includes two key components: Travel Expense, which centralizes the management and approvals of expenses according to corporate policies; and E-Capture, an AI-powered tool that automatically digitizes and extracts data from scanned invoices, tickets, and receipts, eliminating manual capture and reducing errors.
Invoicing Module
Software for managing Digital Invoices and Receipts (CFDI), ideal for companies looking to automate their invoicing, improve taxes and payments traceability, and optimize relationships with customers and suppliers.
Key Features
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Automatic issuance of CFDI.
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Real-time SAT validation.
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Mass invoice processing.
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Acquirer Portal for viewing and approving invoices.
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Self-billing for point-of-sale tickets.
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Advanced business analytics with purchasing, sales, and customer behavior dashboards.
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Preventive diagnosis of fiscal risks.
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Payment addenda.
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Manual invoicing available.
Exclusive Differentiators
✅ Predictive analysis of tax risks and proactive auditing.
✅ Advanced reconciliation engine to detect discrepancies in VAT, income tax, and payroll.
✅ Early warnings of blacklisted suppliers or canceled invoices.
Tangible Benefits
💰 Reduce errors and inconsistencies associated with manual invoicing and thus the risk of fines for non-compliance with taxes.
⏱ Save time issuing and validating invoices.
📊 Keep track of all invoices and payments in one place.
🔒 Enhanced security with encryption, access control, supplier validation, and receipt protection.
📈 Integrated business intelligence for commercial and financial analysis of sales, purchases, and exports.
Fiscal Vault Module
A digital platform to extract, organize, analyze, and safeguard digital invoices and receipts (CFDI) using the tax authority (SAT) records. Assess risks and inconsistencies, ensuring optimal tax management. Ideal for companies looking to digitize document management and make decisions based on accurate data.
Key Features
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Automated extraction and storage of CFDI from the SAT.
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Centralized management of multiple RFCs on a single platform.
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Real-time validation of CFDI and alerts for changes due to blacklists and cancellations.
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Proactive risk detection through comparative analysis.
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Executive dashboards with analysis of tax risks and inconsistencies.
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Advanced reporting for audits and strategic decision-making.
Exclusive Differentiators
✅ Automated comparison against SAT records to detect critical discrepancies.
✅ Cloud backup and disaster recovery of data.
✅ Scalable technology for growing companies.
Tangible Benefits
🔍 Reduce the risk of fines for tax inconsistencies.
⏳ Save time on manual tax audits and reviews.
📊 Complete transparency of income and expenses.
🔒 Data protection with encrypted storage and controlled access.
📈 Business intelligence to optimize tax strategies.
Expense Verification Module
A digital tool that helps businesses automate and streamline the process of verifying employee expenses, ensuring accuracy, compliance, and efficiency. It provides features like receipt scanning, automated policy enforcement, approval workflows, and integration with accounting systems. This software can significantly reduce manual effort, minimize errors, and improve financial transparency.
Key Features
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Comprehensive expense management with automated receipt recording.
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Intelligent approval flows based on roles and corporate policies.
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Integration with payroll and accounting systems.
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AI engine (E-Capture) for ticket/receipt/invoice digitization.
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Expense approvals from mobile and web devices.
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Proactive alerts for out-of-policy or duplicate spending.
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Analytical dashboards with expense and travel metrics.
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Collaborative self-management via a mobile app to report expense receipts.
Exclusive Differentiators
✅ Automated document capture.
✅ Advanced rules engine that applies tax and corporate policies in real time.
✅ Two-way integration with payroll systems for automatic deductions.
Tangible Benefits
⏱ Reduces refund processing time.
💰 Save on corporate expenses and reduce unauthorized spending.
📊 Full visibility into expenses by project, department, or employee.
🔍 Guaranteed compliance with tax policies and regulations.