Fini
Fini is an AI-powered tax assistant for Mexican taxpayers that connects securely to their SAT account to automate tax filings, detect deductible expenses, and recover tax refunds. The platform monitors the user's tax mailbox, issues invoices, and provides a WhatsApp copilot that answers fiscal questions using the user's real data. Fini has recovered an average of $6,346 MXN per user, with some users receiving over $18,000 MXN in refunds.
- Artificial Intelligence
- Financial Technology
- Software Only
Funding
Founders
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. The platform reads the user's fiscal data, detects deductible expenses, prepares and files declarations directly with the SAT, and monitors the tax mailbox for any notifications. Users can issue invoices from anywhere, track their refund status, and ask questions via a WhatsApp copilot that provides personalized answers based on their real financial data. Fini operates in read-only mode and requires user approval before submitting anything, ensuring full control and security.
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