Tablia provides an AI‑driven platform that centralizes and automates a company’s financial management, covering electronic invoicing, accounts receivable, accounts payable, and bank reconciliation with direct integration to Mexico’s SAT system. The solution generates real‑time financial reports, detects anomalies, and offers assisted tax filing, enabling businesses to reduce monthly close time by up to 80% and maintain continuous fiscal compliance. Users can configure the system in five minutes and collaborate on expenses with full audit trails.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses in Mexico face fragmented financial processes, requiring manual entry of invoices, accounts receivable, and bank reconciliation while also ensuring compliance with SAT regulations. This leads to time‑consuming bookkeeping, error‑prone tax filings, and difficulty obtaining real‑time financial insights.
Solution
Tablia offers an AI‑driven platform that centralizes invoicing, accounts receivable, and bank reconciliation in a single cloud environment with direct, automated integration to the SAT. The system captures and validates CFDIs, synchronizes bank statements, and applies machine‑learning models to generate tax filings and detect anomalies. Real‑time dashboards provide dynamic reports on income, expenses, cash flow, and tax obligations, enabling faster month‑end closes. Collaborative tools allow teams to review and approve expenses with full audit trails, while automated alerts keep users ahead of filing deadlines. The platform can be configured in minutes, reducing the manual bookkeeping workload and ensuring continuous fiscal compliance.
Target Audience
Primary customers are Mexican small and medium enterprises, accounting firms, and finance teams that manage daily bookkeeping, tax compliance, and financial reporting.
Features
- Automatic SAT connection for real‑time ingestion and validation of all CFDIs
- AI‑assisted bank reconciliation that matches transactions and suggests journal entries
- Dynamic financial reporting on revenue, expenses, cash flow, and tax liabilities
- Anomaly detection and blacklist monitoring to flag irregular expenses
- Collaborative expense approval workflow with complete audit trails
- Guided five‑minute setup that imports historical data and configures integrations
- Automated tax declaration generation (IVA, ISR, retenciones, DIOT) with AI assistance