CONTARO for Firms
Every client up to date, every morning
CONTARO works overnight across your whole client list: it downloads CFDI, creates journal entries and calculates taxes for each RFC. Your team arrives to review, resolve and advise, not to enter data.
- Your whole client list in one place
- Automatic journal entries
- Taxes per client
Works with
- Claude
- ChatGPT
- Gemini
Claude
ChatGPT
Gemini
contaroWhile you were sleeping
- 4,906 CFDI across 38 clients
- 1,730 journal entries created
- Taxes calculated for 38 RFCs
CONTARO for Firms
More clients. The same team
The agent handles downloads and data entry for your whole client list. Your team brings the judgment, and your firm grows without adding data-entry staff.
Your whole client list, in order
Each client with its CFDI, books and taxes. See at a glance who is up to date and who needs attention.
Journal entries that write themselves
The agent creates entries from each client's CFDI using your rules. Your team reviews the exceptions.
The 17th, without the rush
ISR and IVA for every RFC calculated ahead of time, with workpapers ready for review.
CONTARO agent
An AI accountant that never goes home
The CONTARO agent works on its own computer: it downloads, posts and prepares the work while your team rests. Leave it tasks in the afternoon and in the morning you'll find results, exceptions and a summary.
Works across all your RFCs at once
One, ten or a hundred. It moves in parallel and doesn't tire out on RFC number 40.
Routines that run themselves
Schedule daily CFDI downloads, weekly journal entries or monthly calculations.
Flags what needs your judgment
Anything it can't resolve with certainty becomes an exception for you to decide.
Every action, logged
See what it did, when and with which documents, step by step.
Night shift
12 RFCs · September 2026- Download CFDI for every RFC1,284 CFDI
- Create journal entries from CFDI412 entries
- Update trial balance and statements12 RFCs
- Calculate the month's ISR and IVA12 RFCs
- Summary ready for your review4 exceptions
All from one conversation
Ask in your own words. Watch it come together
Type what you need and CONTARO builds the journal entry, report or calculation in front of you. Adjust it with another instruction, the way you would with your team.
You: Download the September invoices, create the journal entries and calculate taxes.
Your taxes at a glance
Workpapers · September
Supporting detail for every calculation
Our AI or yours
Work in CONTARO or from your own AI
CONTARO includes its own AI. If your team already uses Claude, ChatGPT or Gemini, connect it through MCP and ask for the work from the conversation you already have open.
CONTARO AI
Lives inside your workspace and knows your chart of accounts, your rules and your history. Nothing to set up.
Your assistant, connected
Connect Claude, ChatGPT or Gemini to CONTARO's MCP server to look up CFDI, prepare journal entries or review taxes without switching windows.
- Claude
- ChatGPT
- Gemini
Whichever AI you use, permissions and approvals stay in CONTARO.
The tools
All your accounting work, in one place
From CFDI to taxes, every tool works on the same information. No exporting and no entering anything twice.
CFDI vault
Every CFDI from the last five fiscal years, issued and received, in XML and PDF. Find any invoice in seconds.
Accounting
Chart of accounts, general journal and automatic journal entries from your CFDI. Every entry linked to its invoice.
Financial statements
Balance sheet, income statement, trial balance and subledgers in real time. Design the reports you need.
Taxes
ISR, IVA and withholdings calculated from your CFDI and other sources, with workpapers ready for review.
Illustrations using example data.
How it works
Get started in three steps
Connect your clients
Add the RFCs on your client list and the agent downloads their CFDI from the last five fiscal years.
Set your rules
Configure how you post entries and let the agent work every night across all your clients.
Review and advise
Your team reviews exceptions, approves and spends its time on what your clients value.
Control
AI prepares. You approve
Every entry, calculation and report keeps its evidence. Nothing is posted without your sign-off, and every action the agent takes is logged.
- Evidence linked to every result
- Your approval before anything is posted
- Permissions by user and by RFC
- A log of every agent action
Early access
Request access for your firm
We're opening spots by invitation. Tell us about your firm and we'll help you connect your clients.
- Early access by invitation
- We'll help you connect your RFCs
- No card, no commitment
Frequently asked questions
What you need to know
Looking for the other version of CONTARO?
CONTARO for Business