Agentic tax compliance for Mexican invoices.
Certix Labs builds agentic software for tax compliance in Mexico. We use Gemini-powered agents to review every CFDI, Mexico's electronic invoice, that a company receives, confirm that it can be used as a tax deduction and keep the supporting evidence ready for when the SAT asks for it.
Private MVP, by invitation only.
The problem
In Mexico an expense is only deductible, and its VAT only creditable, when both the invoice and the transaction behind it can be proven. The CFDI has to be valid and not cancelled, the payment has to match what the invoice says, and the supplier cannot be on the SAT's 69-B list of companies that issue invoices for simulated operations.
The SAT and the courts also ask for proof that the goods were delivered or the service was performed, which means contracts, delivery records and payment evidence for each invoice. Most finance teams and accounting firms can only review a sample of their invoices by hand, and they usually find out what is missing once an audit has already started.
What we're building
Certix uses AI agents built on Gemini to do the review that an experienced tax accountant would do, on every invoice and not only on a sample. The agents validate each CFDI and its supplier, work out what evidence each type of operation requires, read the supporting documents, flag what is missing or inconsistent and put together a defense file for each invoice.
An accountant reviews the findings and makes the final decision, and every finding can be traced back to the rule and the document behind it.
Who it's for
We are building Certix for accounting firms that manage tax compliance for many client companies, and for the finance teams of mid-size companies in Mexico. It is offered as a subscription.
Status
We have a working MVP and are preparing an early-access program with accounting firms in Mexico.
Team
Jorge Liano Founder LinkedIn
I'm a builder with over 25 years of software development experience spanning enterprises, startups, Google and McKinsey. I was also born and raised in Mexico and have always admired the tax domain's use of technology for compliance. Recent fiscal laws and the use of AI-initiated audits by the SAT have increased the complexity, cost and effort required for companies and accounting firms of all sizes to comply.