Period
Pick the date range you want to review: a month, a quarter or the year.
Your suppliers' invoices arrive straight from the SAT.
Sync your received CFDIs with your e.firma, on demand or automatically. Sort them into expense categories, see how much you buy from each supplier, open the line items of every invoice and confirm your suppliers aren't on the SAT blacklists. If you'd rather have suppliers upload their invoices, the supplier portal validates them before they go to your ERP.
Your expenses in order, without typing invoices.
Five steps with your received CFDIs. Downloading and categorizing by supplier run on their own; you review what matters. Sample data.
- Received CFDIs
- 84 May
- Total
- $124,500 MXN
- VAT
- $17,172 MXN
01
Sync
Sync with the SAT
With your e.firma
TypeReceived
PeriodMay 2026
Credentiale.firma
Sync automatically
84 CFDIs downloaded
02
Review the CFDI
Received CFDI
XML downloaded from the SAT
IssuerXENON INDUSTRIAL ARTICLES
RFCXIA190128J61
MethodPPD
Subtotal$4,500.00
VAT 16%$720.00
Total$5,220.00
Valid at the SAT
03
Categorize
Expense category
Maintenance
Category
Maintenance
Assigned to this CFDI
Remember for
XIA190128J61
CFDIs that arrive from this supplier
History
12 CFDIsapply
From this supplier, uncategorized
Filter by category or “Uncategorized”
04
Check the supplier
SAT blacklists
Supplier checked
XI
XENON INDUSTRIAL ARTICLES
XIA190128J61 · 69-B, 69 and 49 Bis
Not listedHistory
Premium: automatic re-checks and alerts
05
Summarize by supplier
Summary by supplier
XENON INDUSTRIAL ARTICLES
Total · May 2026
$38,280.00 MXN
CFDIs6
VAT$5,280.00
Of the month's spend31%
See their CFDIs
Eight filters to find any received CFDI.
Combine filters and the totals bar recalculates for what you're viewing: subtotal, discounts, VAT, IEPS, withholdings and total.
Supplier
Type the name or the RFC; the system detects which one it is.
Currency
Review invoices in pesos, dollars or another currency separately.
Payment method
Separate PUE CFDIs (single payment) from PPD ones (installments or deferred).
REP status
Find the PPD invoices whose payment complement is still pending or already received.
CFDI status
Show only valid ones or only cancelled ones.
UUID, series and folio
Go straight to an invoice when your supplier or accountant gives you the reference.
Expense category
Filter by your categories or by “Uncategorized” to finish sorting.
Categorize once, it's remembered per supplier.
Assign an expense category to a CFDI and have it remembered for that supplier. It applies to their uncategorized history and to the CFDIs that arrive in the next syncs.
- Create your own expense categories, with a name and a color.
- Assign the category to a CFDI and set it to remember that supplier.
- Apply it to that supplier's CFDIs you already had without a category.
- CFDIs that arrive when you sync are categorized by the rule.
Rules by supplier
Expense categories · example
Ifthe supplier isXIA190128J61
Maintenance
Ifthe supplier isFuel supplier
Fuel
Ifthe supplier isPhone provider
Utilities
Ifthe supplier isOffice landlord
Rent
Ifthe supplierhas no rule
Uncategorized
Applied when you syncAlso to your uncategorized history
Your received CFDIs, organized and verified.
Everything you were invoiced, in the same place where you invoice.
SAT sync
Download your received CFDIs with your e.firma, on demand or automatically. Included with a limit; unlimited with Premium.
Expense categories
Create your own, assign them per CFDI and remember them per supplier for their history and what arrives next.
Summary by supplier
How many CFDIs, subtotal, VAT and total per supplier, with its category and share of spend.
Line items per CFDI
Open an invoice and see its line items: description, quantity, unit, unit price, discount and amount.
Blacklists
Check the SAT 69-B, 69 and 49 Bis lists against everyone who invoiced you. Included with a limit; unlimited with Premium.
Pending REP
Spot your suppliers' PPD invoices that still don't have their payment complement.
Export to Excel
Take the received CFDIs you filtered to Excel for your accountant or your accounting system.
Vault (Premium)
Download your received CFDIs as a ZIP by year, month and document type.
Supplier portal
Your suppliers upload their XML and PDF, they're validated automatically and approved invoices go to your ERP. Our team sets it up with you.
Bank reconciliation
Upload your bank statement as CSV or Excel and reconcile the bank's movements. It isn't a direct connection to your bank.
Google Drive and DropboxNew
Send your invoices' XML and PDF files to your Google Drive or Dropbox.
AI assistantNew
Ask “how much did I spend with this supplier?” and it answers with your data. It finds CFDIs, takes you to the right screen and exports to Excel.
What you catch before the close.
With your received CFDIs in one place, problems show up while you can still fix them.
Supplier on a blacklist
A supplier appears on the SAT's 69-B list.
You see it when you check the lists against your received CFDIs. With Premium, re-checks are automatic and you get an email alert.
PPD invoice without REP
You paid an invoice in installments and the supplier hasn't sent their payment complement.
Filter by “PPD · REP pending” and ask for it before you close the month.
Status differs from the SAT
A received CFDI that has a different status at the SAT.
SAT reconciliation (Premium) compares your received CFDIs and emails you the differences.
Uncategorized expense
CFDIs arrived from a new supplier with no category.
Filter “Uncategorized”, assign one and remember it for that supplier.
Where the money goes
You want to know how much you bought from each supplier this month.
The summary by supplier gives you CFDIs, VAT, total and share for each one.
Invoices in dollars
Some suppliers invoice you in another currency.
Filter by currency to review them separately, with their own totals bar.
How much did I spend with this supplier?New
You need the number for a meeting and don't want to build a report.
Ask the AI assistant: it answers with your data and, if you need it, exports it to Excel.
Duplicate invoice
A supplier sends you the same invoice twice.
In the supplier portal, automatic validation catches the duplicate before it reaches accounts payable.
Bank movements to reconcile
You're closing the month and some bank movements haven't been reviewed.
Upload your bank statement as CSV or Excel and reconcile them in the app, without connecting your bank.
Your suppliers upload their invoices, validated before they reach you.
With the supplier portal, each supplier uploads their XML and PDF. Your team approves, rejects or flags each one, and approved invoices go to your ERP: SAP, Oracle, CONTPAQi Comercial or an in-house system.
- Automatic validation: structure, SAT status, RFC, amounts, purchase order and duplicates.
- Approve, reject or flag each invoice, with notifications to the supplier.
- Suppliers see the history of their invoices and their payment dates.
- Connects to any ERP, including in-house systems.
Our team sets up the portal and the connection to your ERP with you.
Invoice received in the portal
Automatic validation · example
Checkthe XML structureCFDI 4.0
Correct
Checkthe SAT statusUUID
Valid
Checkthe recipient RFCYour RFC
Matches
Checkthe amounts againstPO-0457
Match
Checkduplicates byUUID
No duplicate
Approve · Reject · FlagOnce approved, it goes to your ERP
What we get asked most about expenses and received CFDIs.
Do I have to enter my expense invoices?
No. Your received CFDIs are downloaded from the SAT through sync: with your e.firma, when you request it or automatically. They arrive with their full XML, ready to categorize.
What do I need to sync?
Your valid e.firma uploaded to your Factura Digital account. Choose the period you want to bring in, or turn on automatic sync for received CFDIs.
Is sync limited?
It's included with a limit and unlimited with Premium: $450 MXN a month or $4,500 MXN a year, VAT included. Premium also removes the limits on blacklists, CSF and Compliance Opinion.
How do expense categories work?
You create categories with a name and a color and assign them to each CFDI. If you have it remembered for the supplier, it applies to their uncategorized CFDIs and to the ones that arrive in the next syncs.
Can I see the line items of each invoice?
Yes. From the received list you open each CFDI's line items: description, quantity, unit, unit price, discount and amount.
How do I check whether a supplier is on a blacklist?
Check the SAT lists (69-B, 69 and 49 Bis) against the issuers of your received CFDIs. They're included with a limit; with Premium they're unlimited, with automatic re-checks, email alerts and history.
Can my suppliers upload their own invoices?
Yes, through the supplier portal. They upload their XML and PDF, each invoice is validated automatically (structure, SAT status, RFC, amounts, purchase order and duplicates), and your team approves, rejects or flags it. Suppliers see their history and payment dates, and the portal connects to any ERP. We set it up with you; message us on WhatsApp to book a demo.
Can I reconcile my bank statements?
Yes. Upload your bank statement as CSV or Excel, the one you download from online banking, and reconcile the movements. We don't connect directly to your bank.
Can the AI assistant tell me how much I spent?
Yes. The AI assistant (new) lives inside the app and answers about your data: it finds CFDIs and suppliers, takes you to the right screen with the filters set and exports to Excel. It prepares, you confirm: it never stamps, cancels, sends or charges without your click. Guidance and navigation are free; questions about your data use AI credits, with a monthly quota included. It doesn't give personalized tax advice; for that, it suggests your accountant.
How do I hand the information to my accountant?
Export the received CFDIs you filtered to Excel, send your XML and PDF files to Google Drive or Dropbox (new) or, with Premium, download a ZIP of the XMLs from the Vault by year, month and type.
Get your expenses in order before the close.
Create your account with 10 free folios, no card. Sync of received CFDIs is included with a limit; unlimited with Premium.