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Automated invoicing

Invoice from a chat: type what you sold, get your stamped CFDI.

In Mexico, invoices are CFDIs: electronic invoices validated through the SAT, the federal tax authority. Our chat bot reads the sale as you type it in plain Spanish, assigns the SAT codes, calculates the taxes and sends back the stamped (timbrada) invoice as XML and PDF. No logging into the SAT portal, no code catalogs, no dictating to anyone. And if your customers ask you for invoices, we build them a portal to do it themselves.

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The problem

Invoicing today means logging into the portal, finding the client, wrestling with the product/service code, choosing a unit of measure, remembering whether it was PUE or PPD (paid in full or in installments) and hoping the stamping goes through. Get something wrong and you cancel and start over. Half an hour per invoice that nobody pays you for.

The promise

You describe the sale in the chat the way you’d tell a colleague, and seconds later you have the stamped CFDI with its XML and PDF.

How invoicing works

From the sale to the stamped invoice, step by step.

No forms, no code catalogs to search, no tax portal. This is everything that happens between opening the chat and getting the invoice: you tap and type, the bot handles the SAT side.

  1. 1

    Pick the company that invoices

    If you invoice under more than one RFC, choose the issuer with one tap. Its tax regime and postal code are already set up.

  2. 2

    Pick the customer

    One you’ve invoiced before, the general public (it builds the global invoice) or a new customer you add right there.

  3. 3

    Type the sale in your own words

    The way you’d tell a colleague. The bot turns it into line items with their SAT product code, unit and taxes.

  4. 4

    Say how you get paid

    Paid now (PUE) or on credit (PPD), payment form and currency. On credit it sets form 99 on its own, as the SAT requires.

  5. 5

    Review the totals and tap Stamp

    VAT and withholdings calculated by law according to your regime and your customer’s. Anything off? You edit it in the same chat.

  6. 6

    The XML and the PDF land in the chat

    Stamped, with its tax folio. The number follows the series: if a stamp fails, the retry reuses it, no gaps.

Invoiced on credit (PPD)? When your customer pays, the same bot issues the payment complement.

Sample conversation and invoice with made-up data · not a real invoice.

Self-invoicing portal

And your customers invoice themselves.

If you sell over the counter or online, we build a portal with your brand: your customer enters their ticket and tax details and downloads their CFDI on the spot. No more emails asking for invoices, no more typing them up by hand.

  • Your brand and your domain
  • XML and PDF downloaded on the spot
  • Connected to your invoicing
Custom quote Quote your portal

What your bot includes

Line items in natural language
You type the sale the way you’d say it. The AI builds the line items and assigns each one a product code, a unit of measure and its taxes.
Several issuing companies
If you invoice under more than one RFC (Mexican tax ID), they all live in the same bot. Pick which one issues the invoice and you’re done.
Global invoice
Sales to the general public are grouped into a global invoice (factura global), at whatever frequency applies to you.
Checks before stamping
It checks the payment method and form (PUE/PPD), the tax details and, if you invoice in a foreign currency, the exchange rate. It warns you before stamping, not after.
Sequential folio numbers, no gaps
Every series is tracked. If a stamping attempt fails, the folio is neither lost nor duplicated: the bot picks the attempt back up.
XML and PDF right away
Both files arrive in the chat as soon as the invoice is stamped, and your history is always at hand when you need to look something up.
What you need

Your certificates and tax details. Nothing else.

To get started we only need your SAT digital seal certificates (CSD) and your tax details. We set up everything else: the PAC (the SAT-authorized provider that stamps your invoices) is included in your plan, so there’s nothing to contract separately and no second platform to deal with.

The bot runs on Telegram for now: it’s free and installs in a minute on a phone or computer. WhatsApp is on the roadmap, with no date yet.

Investment

Clear pricing. No surprises.

A one-time fee to configure it and get it running, plus a monthly fee based on how many invoices you issue. Stamping and the PAC are included.

IMPLEMENTATION · ONE-TIME FEE

Getting it up and running

Initial setup

$2,500 MXN one-time fee
≈ US$140 · billed in MXN

We set it all up, so all you have to do is type.

We register your issuers and certificates with the PAC, configure series and folio numbers, authorize the people who will invoice and test everything end to end before you issue your first real invoice.

I want my bot
  • Issuers and digital seal certificates (CSD) registered with the PAC
  • Series and folio numbers configured for you
  • Authorized users set up to issue invoices
  • End-to-end testing and a guided launch
MONTHLY FEE

Monthly fee by volume

Choose the tier that matches how many invoices you issue each month.

Up to 50 invoices/month

$750 / mo
≈ US$42 · billed in MXN

For companies that invoice occasionally and never want to open the SAT portal again.

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Up to 200 invoices/month

$1,200 / mo
≈ US$68 · billed in MXN

The typical volume of a small business that invoices every day.

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Up to 500 invoices/month

$1,900 / mo
≈ US$105 · billed in MXN

Several series, several issuers and more people invoicing.

Book a call

More than 500 invoices/month

Custom based on your operation

We’ll quote it with you, based on your volume and processes.

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Prices exclude 16% VAT (IVA). The monthly fee covers the annual PAC subscription, stamping and AI usage up to your plan’s limit. No minimum term.

How we work

From the first call to your first invoice.

01

Call and registration

We look at how you invoice today and register your tax details and issuers.

02

Configuration and testing

We set up series, folio numbers and certificates and issue test invoices in a sandbox.

03

Launch

We authorize the people who will invoice and you start issuing for real, with us on hand.

04

Support and improvements

We stay with you: questions, adjustments and any new features the bot picks up along the way.

Frequently asked questions

For now, yes. The bot runs on Telegram, which is free, works on phone and computer and installs in a minute. WhatsApp is on the roadmap, but there’s no date yet and we’d rather not promise it: we’ll let you know when it’s available.

How many hours a month do you lose to invoicing?

Tell us how you invoice today and we’ll tell you whether the bot is a good fit, and what it would take to get it running.

Book a call

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