Upload your bank statement
As CSV or Excel, just as you download it from your online banking. You don't share your bank credentials or connect your bank account.
Upload your bank statement as CSV or Excel and match each deposit to the invoice it pays. With Premium, you can also compare your issued or received CFDIs against the SAT and get every discrepancy by email.
Bank reconciliation uses the statement you download from your online banking. You upload it, match each deposit to the invoice it pays, and see what's been collected and what hasn't. Included with your folios.
As CSV or Excel, just as you download it from your online banking. You don't share your bank credentials or connect your bank account.
Each deposit is linked to the invoice it pays. Whatever is still unmatched tells you what's left to collect or to identify.
Once the payment is identified, you record it on the invoice and stamp its payment complement in the same step. Each REP uses 1 folio.
With Premium, you pick the period, whether to compare issued or received CFDIs, and which email gets the summary. Factura Digital queries the SAT with your e.firma and checks every UUID against what you have on record.
Sample data. The report lists only the discrepancies, with UUID, series, folio, date, customer or supplier, total and the status in your account and at the SAT.
SAT reconciliation is the most complete one, but not the only one. They all live in your Factura Digital account.
Compares issued or received CFDIs for a period and emails you every discrepancy. Included with Premium.
Brings your issued and received CFDIs from the SAT with your e.firma, on demand or automatically. Included with a limit; unlimited with Premium.
From each invoice, check its official status, whether it can be cancelled and how its cancellation request is going. If it differs, you update the status in your account.
Review your recent cancellations with their status in your account and at the SAT, filter the ones that differ and check them all at once.
Check RFCs against the SAT lists: 69-B, Article 69 and 49 Bis. Included with a limit; unlimited with Premium, with automatic re-checks and email alerts.
Download your Tax Status Certificate (CSF) and your Compliance Opinion. With Premium, schedule downloads, get alerts and share a link.
SAT reconciliation runs in the background while the SAT responds, and emails you when it's done.
You choose what to compare: what you invoiced or what your suppliers invoiced you.
Reconcile the period you want to review, within the dates the SAT allows you to query.
What the SAT has and your account doesn't, what your account has and the SAT doesn't, and CFDIs whose status differs.
When it finishes, you get an email with the count by type and the detail of every discrepancy.
Review the latest report with UUID, series, folio, date, customer or supplier, total and both statuses.
While the SAT responds you see the request's progress. You don't have to wait in front of the screen.
The SAT query uses the e.firma you upload to your account, the same one used for sync.
$450 MXN a month or $4,500 MXN a year, VAT included. Premium also removes the limits on SAT sync, blacklists, CSF and Compliance Opinion.
The report tells you where the difference is. These are the actions you have at hand in your account to resolve it.
SAT reconciliation is included with Premium: $450 MXN a month or $4,500 MXN a year, VAT included. Your folios still never expire.
A CFDI with your RFC that you don't have on record, for example one stamped from another system. Sync your issued or received CFDIs to bring it into your account.
Open the invoice and use “Check status at the SAT” to confirm what the SAT returns for that UUID.
Check the status from the invoice and, if the SAT confirms it, update the status in your account so they match.
In the cancellation monitor, filter the ones that differ between your account and the SAT and check them all at once.
You download your statement from your online banking, upload it as CSV or Excel and match each deposit to the invoice it pays. That way you know which invoices have been collected and which haven't.
No. We don't ask for your online banking credentials: you upload your statement file whenever you want to reconcile.
No. It's included with your folios. What requires Premium is reconciling your CFDIs against the SAT.
An account with Premium and your e.firma uploaded. You choose the date range, whether to compare issued or received CFDIs, and the email that will receive the summary.
Three: CFDIs the SAT has that aren't in your account, CFDIs in your account that the SAT doesn't have, and CFDIs whose status (valid or cancelled) doesn't match between your account and the SAT.
It depends on how many CFDIs the period has and on the SAT's response. You see the progress on screen and, when it finishes, the summary arrives by email.
No. Folios are used when you stamp a CFDI; reconciling with your bank or with the SAT doesn't stamp anything.
Bank reconciliation, check status at the SAT and the cancellation monitor are included. SAT sync, blacklists and CSF and Compliance Opinion downloads are included with a limit; with Premium they're unlimited and reconciliation is added.
$450 MXN a month or $4,500 MXN a year, VAT included. It includes SAT reconciliation, removes the limits on sync, complements, blacklists, CSF and Compliance Opinion, adds every addenda and gives you 15% off folio packages.
Create your account with 10 free folios, no card. Bank reconciliation is included; SAT reconciliation comes with Premium: $450 MXN a month or $4,500 MXN a year, VAT included.