Fini
Fini is an AI-powered fiscal copilot that connects securely to a user's SAT account to automate tax compliance for Mexican individual taxpayers. The platform reads fiscal data daily, detects deductible expenses from CFDI invoices, prepares and files declarations directly with the SAT, and monitors the tax mailbox for notifications. Users interact with Fini primarily through WhatsApp or a web portal, asking questions and requesting actions in natural language, with all filings requiring explicit user approval.
- AI Agents
- Financial Technology
- Regulatory & Compliance Technology
- Artificial Intelligence
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Mexican taxpayers face complex, time-consuming tax obligations including annual and monthly declarations, invoice issuance, and tracking deductible expenses. The SAT portal is fragmented and difficult to navigate, causing many individuals to miss refunds they are owed or fail to comply with filing requirements, leading to penalties and lost money.
Solution
Fini is an AI-powered fiscal copilot that connects securely to a user's SAT account to automate the entire tax process for people in Mexico. The platform reads the user's fiscal data daily, detects deductible expenses from CFDI invoices, prepares and files declarations directly with the SAT, and monitors the tax mailbox for any notifications or requirements. Users interact with Fini primarily through WhatsApp or a web portal, asking questions and requesting actions in natural language. The system issues invoices (CFDI 4.0), tracks refund status, automatically classifies incoming invoices as deductible or non-deductible, and prepares monthly RESICO declarations before the 17th of each month. Fini operates in read-only mode and requires explicit user approval before submitting anything to the SAT, ensuring full control and security over sensitive financial data.
Target Audience
Primary users are Mexican individual taxpayers, including salaried employees, RESICO participants, and independent professionals who need help managing their SAT obligations and recovering tax refunds.
Features
- Secure SAT account connection with encrypted, read-only access that requires explicit user approval before any filing
- Automated annual and monthly tax declaration preparation and submission directly to the SAT, including calculation of deductions
- Automatic detection of deductible expenses from CFDI invoices, including medical costs, school tuition, mortgage interest, eyeglasses, and funeral expenses
- WhatsApp-based AI copilot that answers fiscal questions using the user's actual tax data, available 24/7
- Real-time monitoring of the SAT tax mailbox (buzón tributario) to alert users of any notifications or requirements
- Invoice (CFDI) issuance and collection from any device, with automatic classification of received invoices as deductible or non-deductible
- Refund tracking with deposit status updates, showing amounts and expected arrival dates
- Daily proactive checks of the user's SAT account with automated alerts via WhatsApp when action is needed