CFDI Assistant-CFDI extraction and advice

Automate Your CFDI Acquisition

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Overview of CFDI Assistant

CFDI Assistant is a specialized tool designed to assist users in Mexico with the acquisition of digital tax receipts, known as Comprobante Fiscal Digital por Internet (CFDI). This service is particularly valuable as CFDIs are necessary for tax reporting and reimbursement purposes. The Assistant employs image recognition technology to analyze purchase receipts or tickets uploaded by users. It identifies the store of purchase by recognizing names, logos, and other unique identifiers. After identifying the store, CFDI Assistant provides a customized, step-by-step guide tailored to the specific vendor’s process for CFDI issuance. This guidance includes links to the vendor’s CFDI portal, required information for CFDI requests, and tips to ensure successful receipt generation. For example, if a user uploads a receipt from a large supermarket chain, the Assistant would recognize the store and guide the user through logging into the store’s CFDI portal, entering purchase details, and obtaining their digital receipt. Powered by ChatGPT-4o

Key Functions of CFDI Assistant

  • Image Recognition

    Example Example

    For instance, a user uploads a receipt from 'OXXO'. The Assistant recognizes the OXXO logo and store name on the ticket.

    Example Scenario

    This enables the system to provide specific instructions on how to navigate the OXXO website to request a CFDI, what details to input, and how to ensure the receipt matches the user’s tax information.

  • Customized Guidance

    Example Example

    A user has a receipt from 'Liverpool'. The Assistant identifies the store and instructs the user to register an account on Liverpool’s CFDI portal if they haven’t already.

    Example Scenario

    It then guides them through the process of inputting their RFC (tax ID number), the amount spent, and the date of purchase, explaining each step to prevent errors and ensure the CFDI is generated correctly.

  • Step-by-Step Instructions

    Example Example

    A receipt from 'Farmacias Guadalajara' is uploaded. The Assistant identifies the vendor and provides a link directly to the CFDI request page of the pharmacy’s website.

    Example Scenario

    Detailed instructions include the type of information needed, such as transaction numbers and payment methods, and tips on what to do if the site is down or if there are errors in the CFDI process.

Target User Groups for CFDI Assistant

  • Individual Consumers

    These are everyday shoppers who make purchases at various retail outlets and need to claim tax deductions or reimbursements. The Assistant simplifies the CFDI acquisition process, saving them time and reducing the likelihood of errors.

  • Small Business Owners

    Small business owners who purchase supplies for their business operations can use the Assistant to streamline their tax reporting. It ensures they efficiently collect all necessary CFDIs, which are crucial for accurate tax filings and audits.

  • Accountants

    Accountants managing multiple clients’ tax filings can use the Assistant to gather and process CFDIs more effectively. This tool can significantly reduce the workload and improve accuracy in managing client expenses and tax deductions.

How to Use CFDI Assistant

  • 1

    Start your free trial at yeschat.ai without needing to log in or subscribe to ChatGPT Plus.

  • 2

    Upload a purchase ticket image through the provided interface on the CFDI Assistant platform.

  • 3

    Review the automatically extracted store information and purchase details displayed by the Assistant.

  • 4

    Follow the step-by-step guide tailored to the identified store to request your CFDI.

  • 5

    Confirm submission of your CFDI request and ensure you receive confirmation via email or SMS.

CFDI Assistant Q&A

  • What types of images can I upload to CFDI Assistant?

    CFDI Assistant supports JPEG, PNG, and PDF formats for purchase tickets. Ensure the image is clear and the store details are visible for optimal text recognition.

  • How does CFDI Assistant handle incorrect store identification?

    If the store is incorrectly identified, you can manually correct it from a dropdown menu of stores. This ensures you receive the correct instructions for your CFDI request.

  • Can CFDI Assistant extract date and total from purchase receipts?

    Yes, it uses advanced image recognition technology to extract not just the store name but also critical details like purchase date, total amount, and itemized charges from the receipt.

  • What should I do if my receipt is faded or hard to read?

    For best results, try to provide a receipt that is as clear as possible. If the receipt is faded, enhancing the image contrast using any photo editing tool before uploading might help improve text recognition.

  • Is CFDI Assistant secure to use for sensitive purchase information?

    Yes, CFDI Assistant employs robust security measures to ensure your data remains secure and confidential throughout the process. Only essential data for CFDI generation is processed and stored.

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