In most accounting systems, the first step is usually the most tedious: setting up the company, uploading documents, validating tax information, and getting everything ready before you can work.
At Tablia, that process has been turned into an automated experience.
From the moment you connect your company with the SAT, Tablia.ai takes care of validating your tax information, creating your organization, downloading electronic receipts, and syncing your bank accounts.
In minutes, your company is ready to operate and generate intelligent reports, automatic reconciliations, and accounting journal entries effortlessly.
Tablia’s intelligent onboarding
Tablia.ai’s company activation flow is designed to eliminate manual steps and human errors.
Each phase runs automatically and notifies you when it’s done.
Connect your company with the SAT
Tablia authenticates your connection and downloads your Constancia de Situación Fiscal (Tax Status Certificate, or CSF).
With this information, the system identifies your tax regime, your economic activities, and your monthly obligations.
Automatic creation of the organization
Once your information is validated, Tablia.ai creates your company within the system, with the tax data already configured.
You don’t have to fill out forms or repeat information.
CFDI synchronization
The system downloads and classifies your digital tax receipts (CFDIs) by client, supplier, product, and expense type.
This way you can start generating reports or reconciliations no matter how long you’ve been operating.
Bank integration
You can connect your bank accounts and let Tablia automatically reconcile the movements with your CFDIs, detecting payments, income, and outstanding invoices.
Full activation
Once the steps are complete, your company moves to the “operational” status.
From that moment on, Tablia keeps your accounting synchronized and generates automatic reminders for your upcoming tax obligations.
Less configuration, more control
Tablia turns accounting setup into a guided, frictionless experience.
By eliminating repetitive tasks and manual validations, it lets your company start operating immediately with verified, up-to-date tax information.
This not only saves time: it reduces risks, improves accuracy, and gives you a solid foundation to automate your accounting reports.
💡 In short
With Tablia:
- You don’t fill out forms.
- You don’t repeat data.
- You don’t wait for manual approvals.
- And from the very first click, your accounting starts working for you.
This is what the future of automated accounting looks like.
