Coatings · Tax and accounting
Seven legal entities review their CFDI in a single inbox. Accepting or rejecting is still a person's decision.
Email stopped being the source of truth. Every decision is recorded with who, when and its evidence.
The business before
Accounting, Tax, Treasury and the regional offices shared information, but not a single source of truth. Every CFDI was reviewed invoice by invoice and location by location. Status with the tax authority was checked by hand and decisions were coordinated over email. The same case got different criteria, follow-up went missing, and reports and DIOT filings meant entering everything twice.
What we did
A flow that connects download, validation, the official query to the tax authority, tax rules and execution, with one shared exception inbox for all seven legal entities. The system applies the same criteria to every one of them. The authorised person decides to accept, reject or replace, and each decision is recorded with who, when and the evidence for that invoice. Email stopped being the source of truth and became a notification.
Run by the system
It receives the XML, extracts and normalises it, queries the tax authority, applies tax rules, builds the exception inbox, executes and stores the receipt.
Decided by a person
To accept or reject. It is one decision in a seven-step process.
The number
| What | Before | Today | Type |
|---|---|---|---|
| Legal entities under a single control | invoice-by-invoice, location-by-location review | 7 in 1 inbox | scope |
| Areas coordinated in one flow | coordination over email | 4 in 1 flow | scope |
| Tax rules editable from the platform | — | 9 | scope |
| Human decision inside the flow | — | 1 of 7 steps | scope |
Source. Documented coverage from May 2025 to July 2026. No hours saved are reported for lack of a baseline.