Companies and accounting firms
The engine that extracts, reconciles and monitors your RFCs.
For CFOs and accountants who answer for several RFCs: CFDI, tax returns and third-party risk in one place.
Layer 1 · Extraction
Your RFCs, always current.
- Connect each RFC with its CIEC or e.firma, whichever you have at hand.
- Issued and received CFDI, tax returns, certificate and compliance opinion.
- Automatic recurring sync, no portal logins.
- A heads-up before an e.firma expires or a password changes.
My RFCs
Last sync: today, 08:42
| RFC | Connection | Status |
|---|---|---|
| ABC010203XY1 | CIEC | Valid |
| DEF980715KZ3 | e.firma | e.firma expires Nov 3, 2026 |
| MNO111122AB4 | e.firma | Valid |
Sample data
Layer 2 · Reconciliation
Invoiced against declared, month by month.
- Issued against received and CFDI against tax returns.
- Payments against invoices, with payment complements.
- Every gap with its UUID, amount and period.
Issued vs. declared
| Month | Issued | Declared | Difference |
|---|---|---|---|
| May 2026 | $2,418,300.00 MXN | $2,418,300.00 MXN | $0.00 MXN |
| Jun 2026 | $2,902,115.40 MXN | $2,902,115.40 MXN | $0.00 MXN |
| Jul 2026 | $3,110,480.00 MXN | $3,048,220.00 MXN | $62,260.00 MXN To review |
| Aug 2026 | $2,764,930.55 MXN | $2,764,930.55 MXN | $0.00 MXN |
Sample data
Layer 3 · Intelligence
What to review, why and by when.
- Suppliers and customers on 69-B or EFOS, with the affected CFDI.
- Related parties: parent, subsidiaries, partners and relatives.
- Alerts with an action and a deadline, not just data.
Related parties
- ParentGRUPO EJEMPLO SA DE CV
- SubsidiarySERVICIOS EJEMPLO SC
- PartnerIndividual · 35%
Sample data
Dashboard
Your tax position on one screen.
Revenue YTD
$22,604,180.00 MXN
Expenses YTD
$16,912,440.20 MXN
Result YTD
$5,691,739.80 MXN
SAT opinion
Revenue vs. expenses · last 12 months
Top 5 customers
Concentration
- ABC010203XY124 %
- PQR070809ST517 %
- UVW100203KL811 %
- XYZ040506MN18 %
- LMN990101QR26 %
Sample data
By audience
Built for whoever answers for the RFCs.
CFOs and controllers
A reconciled tax close every month and risk surfaced before the audit.
Accountants and firms
All your clients in one dashboard, no more RFC-by-RFC downloads.
Groups with multiple RFCs
Consolidate subsidiaries and spot related-party transactions.
Individuals and RESICO
Your CFDI and tax returns in order, without the portal.
SAT connection
With your CIEC or your e.firma. You get the same.
RFC and CIEC (SAT password)
Your RFC and the password you use to log into the SAT portal.
e.firma
Your .cer and .key files and their password.
With either one you get:
- Issued and received CFDI with their status
- Monthly and annual tax returns
- Compliance opinion and tax status certificate
- Electronic accounting
- Automatic recurring sync
Credentials encrypted in a secrets vault. Atlas only reads: it never files, signs or changes anything with the SAT.
Data sources
Source data, not manual entry.
SAT
CFDI, monthly and annual returns, compliance opinion, tax status certificate, electronic accounting.
SAT lists
69-B (presumed, disproved, definitive, favorable ruling) and EFOS.
Public Registry of Commerce
Corporate structure, shareholders and registered acts.
Credit bureau
Coming soonCredit history with the holder's authorization.
Modules
Everything you need to answer for your RFCs.
My RFCs
Every RFC you monitor and its connection type (CIEC or e.firma).
CFDI
Issued and received, valid or cancelled, by period, customer or supplier.
Tax returns
Provisional and annual, checked against what was invoiced.
Compliance opinion and certificate
Their status without logging into the portal.
Related parties
Parent, subsidiaries, partners and relatives, with link alerts.
Risk relationships
Suppliers and customers on 69-B or EFOS, with the affected CFDI.
IVA and electronic accounting
Trial balances, chart of accounts and IVA calculation ready to review.
Receivables and payables
Days to collect and pay, and revenue concentration.
Executive reports
For management, audit, your accounting firm or your credit committee.
How you use the data
In the dashboard, in Excel or in your system.
Web dashboard
Filter by RFC, period or counterparty and share views with your team.
Excel
Export CFDI, reconciliations and indicators ready to work with.
Executive reports for management, audit or credit committee.
API
100% APIEverything in the dashboard is available via API. Plug RFCs, extractions, CFDI, Public Registry of Commerce data and indicators into your ERP, loan origination system or accounting software.
View documentation →POST /v1/taxpayers { "rfc": "ABC010203XY1", "auth": "ciec" }POST /v1/extractions { "taxpayer_id": "tx_8f2…", "type": "cfdi_received", "period": "2026-08" }
See your RFCs reconciled in 30 minutes.
We connect an RFC on the call and review what Atlas finds together.