FINANCIAL DASHBOARD

Financial Dashboard

Your CFDIs download automatically from SAT every day. Income, expenses, IVA balance, and tax liabilities — always current, no manual entry.

Auto-downloads all your CFDIs from SAT daily
Real-time P&L — income vs expenses at a glance
IVA balance: what you owe vs what you can credit
ISR estimated liability updated every month
Shareable reports for your accountant or investors
Alerts when a new CFDI arrives or a deadline is near

Subscribe

Create your account

We activate your dashboard within 2-3 working days and connect it to your SAT credentials.

Each RFC = one company connected to SAT. Extra RFCs at $99 MXN/mo each.

e.firma / FIEL (optional)

Upload your .cer and .key from SAT so we can connect to your account. Stored encrypted, never shared. You can send them later.

Dashboard activated within 2-3 working days. Cancel anytime.

What You Get

Your business finances, always current

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Automatic SAT Download

We connect to the SAT portal with your credentials and download all incoming and outgoing CFDIs automatically every day — no manual export needed.

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Real-Time P&L

Income vs expenses broken down by month, quarter, and year. See which clients pay the most and which expense categories are growing.

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IVA Balance Tracker

Know exactly how much IVA you owe or can credit before the 17th. No surprises, no scrambling to reconcile at the last minute.

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ISR Estimated Liability

Your estimated ISR provisional payment updated monthly based on actual income and deductible expenses from your CFDIs.

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Deadline Alerts

Push notifications and email reminders before every SAT filing deadline: IVA, ISR, IMSS, payroll — so you never pay a late fee.

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Shareable Reports

One-click PDF reports for your accountant, bank, or investors. Balance sheet, income statement, and cash flow — formatted and branded.

Pricing

By number of entities, not features

Every plan includes all features. Pay more only when you manage more companies.

All prices are + IVA (16%). Charged monthly via Stripe.

Starter

$299 MXN + IVA/mo

1 RFC

+ $149 MXN per extra RFC

One company or freelancer

Daily SAT auto-download
Full P&L dashboard
IVA & ISR tracking
Deadline alerts
PDF reports
MOST POPULAR

Pro

$599 MXN + IVA/mo

3 RFCs

+ $149 MXN per extra RFC

Small group or holding

Daily SAT auto-download
Full P&L dashboard
IVA & ISR tracking
Deadline alerts
PDF reports

Business

$899 MXN + IVA/mo

10 RFCs

+ $99 MXN per extra RFC

Accountants & firms

Daily SAT auto-download
Full P&L dashboard
IVA & ISR tracking
Deadline alerts
PDF reports

All prices + IVA. Each RFC = one company or tax entity connected to SAT.

Ready to Get Your Accounting in Order?

Whether you're a business owner, foreign investor, or vacation rental operator — we're here to help.

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