# AI automation for CFDI invoices and business documents > AI that reads and validates CFDI invoices, contracts and records: SAT validation, matching against purchase orders and posting to your ERP. Page: https://chilaquil.mx/en/solutions/document-automation · Versión en español: https://chilaquil.mx/soluciones/automatizacion-documental.md Module 02 · Document automation · [Solutions](https://chilaquil.mx/en/solutions.md) 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 ## What it solves **Less manual data entry. More control over every document.** If your team types the same fields from hundreds of documents a month, that time can go back to work that needs judgment. - **Repetitive data entry.** The same fields are copied from the PDF into the system, one by one, every day. - **Errors found too late.** A mistyped tax ID or a cancelled invoice only shows up at month-end close. - **Scattered checks.** SAT status, purchase orders and contracts are checked in different tools. - **No traceability.** Nobody knows which document a figure came from or who approved it. ## How it works **From the inbox to your ERP, with a person on every exception.** 1. **Intake.** Email, supplier portal or shared folder. 2. **Reading.** CFDI 4.0 XML, PDF and scans with text recognition. 3. **Validation.** Tax ID and status with the SAT, plus your business rules. 4. **Matching.** Against purchase orders, contracts or records. 5. **Posting.** Entry in your ERP and a log of every step. Exception: When a figure doesn’t match, the document goes to a person with the difference highlighted. Their decision is recorded in the log. ## Scope **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 ## What you get **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. ## Use cases **Where it usually starts.** Illustrative scenarios. In every project we define up front what will be measured. ### Finance: 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. ### Administration: 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. ### Sales: 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. ## Integrations Connects to what you already use: ERP, SAT · CFDI, Company email, Shared folders, SQL databases, Custom APIs. ## Questions **About document automation.** ### Does it work with PDF or scanned invoices? Yes. When there is an XML we use its data; if there is only a PDF or a scan, we read the document and flag low-confidence fields for review. ### What happens when a figure doesn’t match? The document goes to a review queue with the difference highlighted. A person approves or corrects it, and their decision is recorded. ### Does it connect to my ERP? Yes, through its API or the import tools you already use. During the assessment we review how each document is recorded today. ### Where are the documents stored? In your cloud or on private infrastructure, with access control. They are not shared with third parties for other purposes. **How many documents does your team type in each month?** ## Contact In the free assessment we review your current process and tell you what to automate first. We reply within 24 h. - Email: contacto@chilaquil.mx - Phone and WhatsApp: +52 56 3791 2905 (https://wa.me/525637912905) - Telegram: https://t.me/chilaquilmx - X: https://x.com/chilaquilmx - Form: https://chilaquil.mx/en/#contacto - Hours: Monday to Friday, 9:00 to 18:00 (Mexico City time) - Languages: Spanish and English ## Other modules - [AI agents for operations](https://chilaquil.mx/en/solutions/ai-agents.md): They run complete tasks —capture, validate, follow up— and escalate to a person when something doesn’t add up. - [Knowledge assistants](https://chilaquil.mx/en/solutions/knowledge-assistants.md): They answer with the source cited, drawing on your manuals, policies and internal knowledge bases. - [Predictive analytics](https://chilaquil.mx/en/solutions/predictive-analytics.md): Models trained on your history to anticipate demand, risk or churn, explained in business language. - [AI inside your systems](https://chilaquil.mx/en/solutions/ai-integration.md): We connect models to your ERP, CRM and WhatsApp so AI works where your team already works. - [AI-powered digital products](https://chilaquil.mx/en/solutions/ai-products.md): Web platforms and mobile apps with AI at their core, built with the same engineering discipline as always.