AI automation for CFDI invoices and business documents
We read XML, PDF and scans, validate every field against the SAT and your rules, and post it to your ERP. Exceptions go to a person; everything else flows on its own, with every field traceable.
- In
- XML · PDF · scans
- Out
- Validated data in your ERP
- Human review
- On every exception
Less manual data entry. More control over every document.
- Problem_01
Repetitive data entry
The same fields are copied from the PDF into the system, one by one, every day.
- Problem_02
Errors found too late
A mistyped tax ID or a cancelled invoice only shows up at month-end close.
- Problem_03
Scattered checks
SAT status, purchase orders and contracts are checked in different tools.
- Problem_04
No traceability
Nobody knows which document a figure came from or who approved it.
From the inbox to your ERP, with a person on every exception.
- 01 · Intake
Email, supplier portal or shared folder.
- 02 · Reading
CFDI 4.0 XML, PDF and scans with text recognition.
- 03 · Validation
Tax ID and status with the SAT, plus your business rules.
- 04 · Matching
Against purchase orders, contracts or records.
- 05 · Posting
Entry in your ERP and a log of every step.
When a figure doesn’t match, the document goes to a person with the difference highlighted. Their decision is recorded in the log.
What your team types the most.
We start with the document that takes the most hours and add the rest on the same foundation.
- CFDI income and expense invoices
- Payment complements
- Credit notes
- Purchase orders
- Contracts
- Customer records
- Expense and travel receipts
- Tax status certificates
- + whatever your operation needs
A solution in production, not an endless pilot.
- A production workflow connected to your ERP and inboxes.
- An exceptions queue and a log for every document.
- Documented validation rules that are easy to adjust.
- Code, models and documentation: 100% yours.
- Deployed in your cloud or on private infrastructure.
- Metrics agreed in the assessment and periodic reports.
Where it usually starts.
- Example_01Finance
Supplier invoices in accounts payable
Every CFDI is validated with the SAT and matched against its purchase order; only differences go to review.
Measured →data entry time per invoice
- Example_02Administration
Expense and travel reports
Receipts are read on upload and checked against the expense policy before they reach approval.
Measured →days to close an expense report
- Example_03Sales
Customer onboarding records
Data is extracted from IDs, proofs of address and tax certificates, and anything missing is flagged before signing.
Measured →incomplete records at signing
Connects to what you already use
- ERP
- SAT · CFDI
- Company email
- Shared folders
- SQL databases
- Custom APIs
About document automation.
How many documents does your team type in each month?
In the free assessment we review your current process and tell you what to automate first. We reply within 24 h.