Cuadre by Hábil
Stop logging into SAT. Get everything via WhatsApp.
Cuadre continuously checks what your suppliers invoice you and notifies you on WhatsApp when a new CFDI arrives. No manual downloads.
How many invoices are you missing today… and you don't even know it?
Prefer email? Write to us at hola@habil.mx
A Hábil product · 20 years of mission-critical software engineering
The problem
A CFDI you don't find in time can cost you a deduction
Searching for them one by one on the SAT portal takes days every month, and what is missing is usually discovered late: at month-end close or when facing a review.
Accounting firms
“I spend whole days every month downloading my clients' CFDI”
Every client you handle multiplies the manual work. Cuadre does it automatically for all your RFCs — without you logging into the SAT portal.
Distributors and wholesalers
“I have hundreds of unreconciled supplier CFDI”
With tight margins, a lost CFDI means paying taxes on money you already spent. Every deduction you don't recover, you subsidize yourself — not the supplier.
Construction and contractors
“CFDI for materials and services are mixed across projects”
When a review arrives, you have to be able to support each deduction by construction project, and the invoices for materials and services are often mixed across projects.
E-commerce and digital commerce
“I didn't know my sales platform was invoicing me commissions”
The platforms you use generate commission and service CFDI that are deductible. Most digital sellers don't even know those receipts exist.
The problem is universal. The scale varies. Cuadre works for the independent accountant and for the firm with many clients.
Cuadre comes out of real work: bringing together in one place the invoices of several legal entities, straight from the SAT's bulk download.
How it works
Your receipts, without you having to do a thing
Available CFDI
Issued and received invoices waiting to be downloaded from the portal, one by one.
Automatic sync
Cuadre continuously downloads and organizes your CFDI. Without you ever logging into the SAT portal.
Ready and notified
CFDI classified and stored. And a WhatsApp message confirming everything is in order.
Nothing to install
You stay in the channel you already use
You authorize the connection
How it connects and how it is withdrawn, in writing before you start
WhatsApp notification
In the channel you already use daily
Reconciliation
Bank reconciliation that ties out to your CFDIs
At close, the bank statement, your receivables and the month's CFDIs (Mexican e-invoices) describe the same money and do not match. Unidentified items carry over from one month to the next, and credit sales that have been collected but still lack their payment complement (REP, the e-receipt that documents the payment) come to light when your customer asks for it.
Cuadre downloads your issued and received CFDIs from the SAT, payment complements included. On that base it reconciles on three fronts:
Payment complements against invoices
“Which credit invoices have I already collected that still have no payment complement?”
Cuadre matches each payment complement to the PPD invoices (installment or deferred payment) it pays, in full or in part, and shows you the outstanding balance of each one. You see which invoices you issued still have no complement and, for the invoices your suppliers issue to you, which complement you still need to request to document the payment that the VAT you credit depends on.
Your accounting system or ERP against the SAT
“What accounting recorded is not what the SAT says”
Cuadre cross-checks the CFDIs at the SAT against what is recorded in your accounting system or ERP (for example SAP, Odoo, CONTPAQi or Aspel) and flags the differences: invoices the SAT has and your system does not, entries with no supporting invoice, cancellations that were not reflected, and amounts that do not match.
Bank deposits against CFDIs
“I have deposits and I don't know which invoice they belong to”
You upload the statement you download from your bank, from any bank, and Cuadre proposes which invoice each deposit belongs to, including payments that cover several invoices and invoices that are paid in several parts. Your team confirms. Anything that finds no match stays in plain view, with its amount, its date and the difference, so you can resolve it before close.
What changes in your close
- Your close no longer depends on building the reconciliation spreadsheet by hand.
- Your receivables show what you are truly owed: what has been collected, what is pending and what still needs clarifying.
- A payment collected without its payment complement is visible in time to issue it within the deadline (the 5th of the month following the payment), not when your customer asks for it.
- Your accountant reviews the differences, not the whole month.
Why it does not add up on its own
A deposit rarely carries the invoice number. One customer pays three invoices in a single transfer, another pays one in two parts, a credit note changes the balance, and an invoice is canceled and replaced by another. Each case calls for a different rule, and the Excel spreadsheet does not remember it the following month. That is why bank reconciliation remains, at many companies, manual work at every close.
We explain it in detail in “Why bank reconciliation does not add up at a Mexican company”.
See Cuadre with your own CFDI
Prefer email? Write to us at hola@habil.mx
Tax assistant
Ask anything
of your CFDI
Cuadre doesn't just organize your invoices: it lets you ask them questions in natural language. No searching through folders, no opening Excel, no waiting for someone to look them up.
How much did the booking platforms charge me in commissions this month?
What invoices do I have for cleaning and laundry this quarter?
How much did I spend on pool maintenance in the last 6 months?
Do I have any stays I haven't invoiced yet?
Sample conversation · Casa Mandarine, vacation rental · illustrative figures
How many invoices do I have this month?
This month you have 38 CFDI received and 21 issued to guests. Your deductible expenses add up to $86,300 MXN. Would you like to see the breakdown by supplier?
What invoices do I have from the laundry?
I found 6 CFDI from your laundry service: linens and towels for $9,480 MXN. Would you like the list?
Which invoices did I issue for stays?
In the last 3 months you issued 64 CFDI for stays totaling $412,000 MXN, with VAT and the state lodging tax itemized. I'll send you the full list.
For your Technology team
- Syncs with the SAT bulk download, organizes the invoices and notifies you on WhatsApp.
- How it connects, which credential it uses, where it is kept and how it is revoked: in writing before you start. Your company's e.firma is kept in its own space, separate from all others, and can be withdrawn at any time.
More than one legal entity?See the case study
Do you also need to issue? Hábil MDW invoices CFDI from payment collection
And if you would like to ask your CFDI questions in natural language, meet Hábil AI
Before proposing an implementation, we review with you the process, the systems involved, the people responsible and the first result worth solving. That defines a verifiable scope for Business, Finance and Technology.
See your CFDI invoices in order, using your own case
Write to us on WhatsApp. In the first conversation, at no cost, we show you Cuadre with your real invoices and which ones you have pending today.
Prefer email? Write to us at hola@habil.mx