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Accounting firms with 20+ clients lose hours on CFDI configuration, manual SAT compliance and chaotic multi-client management. We automate invoicing, audit and regulatory compliance with Microsoft Power Platform — without replacing your existing accounting software.
3 minutes · No commitment · Response within 24 hours
The problem
Tax changes, withholding table updates, new CFDI schemas. The firm relies on someone "remembering" to update. A compliance failure means direct fines.
Each client requires different invoice setup, withholdings, concepts. Generic invoices rejected by SAT, RFC errors, unreconciled summaries.
Dozens of clients with different calendars, distinct accounting requirements and scattered communications. Nobody knows who's due when or what information is missing.
Manual entry changes, contradictory entries and lack of who did what and when. Internal audits uncover inconsistencies nobody can explain.
What the data says
The SAT raises the operational bar for invoicing and reporting every year. CFDI 4.0, supplements, withholdings and Carta Porte are minimums. On top sits LFPDPPP via INAI on hundreds of clients’ personal data in a single firm. A breach or a calculation error hits more than the firm — it replicates across its entire book.
Figures as published by the cited sources. Your firm’s specific risk — calibrated to your book, your volumes and your tenant — is surveyed with a pointed diagnostic.
The solution
Each client with their tax profile, withholding tables, CFDI schemas and delivery calendars automatically configured and updated.
Automatic CFDI generation compliant with SAT, pre-stamping validation, automatic rejection of malformed files and smart retries.
Automatic alerts for tax changes, regulatory update checklists by client and pre-audited reports ready for SAT.
Visibility of closure status by client, delivery deadlines, portfolio size by region or sector and non-compliance alerts.
Log of who changed what, when and why. Automatic entry reconciliation, anomaly detection and inconsistency alerts.
3-minute no-commitment assessment. Find out exactly where your compliance risks and automation opportunities are.
Free diagnostic · No commitment
Answer 10 accounting-firm-specific questions and get a personalized diagnostic with concrete quick wins.
3 minutes · No commitment · Response within 24 hours