Executive and operational view by legal entity, RFC, period, obligation, and status.
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Productized fiscal platform
Automated fiscal compliance control for multi-company groups.
Centralize fiscal documents, monitor compliance by RFC and period, automate SAT-related queries where possible, and prepare reliable audit evidence.
Approach
A control layer for sensitive fiscal processes.
The goal is not to replace your ERP. It is to bring visibility, traceability, and order to fiscal evidence that usually ends up scattered across email, folders, portals, and teams.
Structured repository with classification, missing evidence, review support, and period-based records.
Bots and scheduled processes to query, download, and monitor information when the portal allows it.
Logs for actions, documents, periods, and exceptions to support internal and external reviews.
Working methodStep 01 Step 02 Step 03 Step 04
Fiscal implementation with technical governance.
We first understand the current process, then define security, deployment, operation, and automation rules.
Fiscal-operational diagnosis
We review obligations, evidence, roles, periods, risks, and current manual work.
Deployment model
We define whether on-premise, managed infrastructure, or a hybrid model makes more sense.
Configuration and loading
We structure entities, RFCs, obligations, users, documents, and reports.
Validation and operation
We test with the fiscal team, adjust exceptions, and prepare the workflow for recurring use.
What your team gains
- Single view of fiscal status by company and period
- Alerts for missing evidence, deadlines, and evidence gaps
- Document support for audits and monthly closings
- Less dependence on scattered files and manual follow-up
Best fit
- Business groups with several entities or RFCs
- Fiscal teams preparing closings, audits, or reviews
- Organizations with certificates and sensitive information
- Finance teams that need traceability and evidence
Trust and control
Responsible handling of fiscal information.
We work with clear access rules, controlled environments, and documentation so the operation does not depend on informal knowledge.
We can start under confidentiality agreements and access controls.
The deployment model is defined around sensitivity, certificates, and internal governance.
Every document, upload, query, and exception remains traceable for review.
The team gets support to stabilize the workflow and mature it over time.
Bring fiscal evidence under control.
Let us review your current process and define the safest deployment path for your organization.
Frequently asked questions
Answers for fiscal teams
Does this replace my ERP?
No. It works as a control and traceability layer over existing processes. It can coexist with ERP systems, document managers, and internal workflows.
Does it connect to SAT?
Yes, through automated processes subject to portal availability, operating rules, and behavior changes.
Where do certificates live?
It depends on the deployment model and security governance. On-premise is possible when the organization requires greater control.
Can you recover previous years?
Yes, subject to SAT availability, number of companies, required periods, and current evidence status.