Ensures fiscal compliance of all receipts in your expense system — ERP, proprietary or third-party expense application. Validates CFDIs against the SAT portal and supplier RFC in accordance with articles 69 and 69B of the CFF.

• CFDI submission and validation via email (individual, bulk, or manual upload)
• Real-time availability via email or on the platform
• Compliance with the Fiscal Resolution and its Annex 20
• 90% reduction in data entry time through automated processes
• Automates capture by pulling information from the XML (except category and taxes)
• Supported users: delegates, company affiliation, corporate card users
• Exchange rate and transaction handling

Validates budget availability in travel request, advance, and expense reporting processes — before the user can proceed, with automatic alerts when nearing the limit.

• Budget period existence validation
• Real-time available budget check
• Automatic consumption notifications
• Option to reserve or not reserve the budget
• Dynamic approval chains at the beginning and end of the process

• Loop — continuous monitoring until availability exists (with expiration)
• Hard stop — immediate block if there is no budget

Allows users to submit expense reports when spending exceeds the requested amount, without the need to create multiple reports. Simplifies the traveler's life and centralizes everything in a single flow.

• Blocking by number of unreconciled requests or pending amount
• Configuration by user profile
• Petty cash / fixed fund
• Request vs. policy validation (daily)

• Automatic insertion of a negative line for the excess amount vs. advance
• Recalculation in case of adjustments, additions, etc.

Integrates all types of corporate credit cards — including centralized (EBTA), PCards, and Meeting Cards — with a single platform that manages statements and user assignment.

• Statement delivery via email or sFTP download
• Direct assignment to administrators (with reassignment to users)
• Return to administrator when the user does not reconcile
• Transaction number validation (prevents duplicates)
• Direct assignment by corporate email or Employee ID
• Handling of “No match” cases with escalation to administrator

Complements the native features of your expense platform with a proactive notification system — keeping users and approvers informed about critical dates.

• Expense reconciliation deadline
• Policy dates (travel vs. reconciliation)
• Escalation to approvers when the deadline expires
• Configurable reminders by user profile

Automates the booking process when reservations are made through a travel agency. The user requests, the agency responds with an editable PDF, and the itinerary is automatically populated in the application, triggering the corresponding approval chains.

• Travel request (entered by the user)
• Itinerary capture
• Sent to travel agency as editable PDF
• Agency response auto-populates the application
• Triggers corresponding approval chains
• Bookings/expenses related to hotel, airfare, car rental, etc.