An emailed XML invoice, a missing bank statement and an unexplained difference can hold up the month. Atiende brings files, tax invoices, reconciliation and collections together so accountants can find what needs review and close with the supporting records at hand.
An emailed XML invoice, a missing bank statement and an unexplained difference can hold up the month. Atiende brings files, tax invoices, reconciliation and collections together so accountants can find what needs review and close with the supporting records at hand.
Follow the information, decisions and actions. Each stage prepares the next.
Clients check outstanding requests and submit documents through the portal. The practice reviews submissions, accepts or rejects files and organizes them by client and period. Requests stay with their responses so missing items are clear before work begins.
Import tax-invoice XML files individually or in batches. Gather issuer, recipient, taxes and payment supplements; flag duplicates and inconsistencies for review. Accountants work from the invoice and can return to its source to clarify a field.
Import bank transactions and compare them with accounting records. The matching engine presents matches and keeps unresolved movements visible. AI-assisted suggestions wait for the accountant’s approval before becoming reconciled matches.
Review balances by age, reminders, replies and payment promises. Configured email sends the agreed follow-up notices. Before contacting a client again, staff can check the invoice being collected and the customer’s response.
Bring together ledgers, period tasks, payroll and filing information. The accountant reviews calculations, resolves differences and approves the relevant files. Closing progress remains visible by client, while the professional handles signing and filing.
Try the agent by voice or chat. Or hear how it guides a conversation from start to finish.
Call example · Spanish
Each client has a shared record of documents, deadlines and outstanding work.
Records feed reconciliation, receivables and accounting preparation.
The team reviews proposals and closes with an accessible audit trail.
Check requested documents, received files and period dates in the client record. Staff can pick up a colleague’s work and ask the client for the specific document holding up closing.
Bank statements and ledgers feed reconciliation. Review proposed matches and records still unmatched; AI suggestions retain accountant review and approval.
Balances, aging and previous collection actions stay with each account. Whoever resumes follow-up can see what was requested and promised before preparing the next email notice.
Clients review outstanding items and share XML, PDF, images and messages through their portal. Your practice reviews, accepts or rejects files and can add accepted tax invoices to the client record. Requested and received documents stay together rather than scattered across conversations.
Import tax-invoice XML files individually or in batches and organize them by client and period. Issuers, recipients, taxes and payment supplements support accounting review. Missing or inconsistent data remains visible for the accountant to resolve.
The tax calendar organizes obligations, dates and status by client. Outstanding items connect to the relevant file and period. Your practice can prioritize preparation and review cases needing information, approval or follow-up before the deadline.
Payroll, provisional tax payments, filings and electronic accounting modules gather information and prepare calculations or files for review. Ledgers and reports support period-balance checks. The accountant retains final validation, signature and submission to the authority.
The collection queue brings together receivables, aging, collection actions and payment promises. Email reminders follow configured rules, with responses linked to client context. Staff can resume an action knowing what was requested, agreed and what comes next.
Dashboards and reports bring together client indicators, closings and outstanding balances. Role permissions and logs of views, downloads and actions make information use reviewable. Your practice gains continuity between staff and shared records for explaining progress to clients.
Transformation starts where time is lost today. We design automation around your people, your rules and the systems you already use.
Observe how your team works today: real requests, repeated tasks, waiting, errors and systems. Discovery produces a process map, ownership and a measurable baseline.
Define inputs, decisions, actions and completion evidence. Prioritize impact and feasibility, with clear rules for approvals, exceptions and follow-up.
Review available APIs, webhooks, files and access. Agree which system owns each record, what the agent may read or update and how to prevent duplicates or unconfirmed actions.
Validate normal workflows and difficult cases: incomplete information, unavailable systems or pending approvals. Your team reviews outcomes before expanding usage.
Define ownership, training and follow-up. Compare time, quality and backlog against the baseline; refine rules and expand to other processes when outcomes justify it.
Atiende organizes documents, prepares information, calculations and files, and flags outstanding items for review. The accountant checks tax treatment, approves, signs and submits as appropriate. Automation supports preparation and follow-up while retaining professional responsibility.
Available follow-up brings together receivables, collection actions, payment promises and configured email reminders. WhatsApp delivery and collection telephony are reviewed as additional connections; an accounting-practice account does not activate them automatically.
Yes. The portal supports document and message submission and viewing outstanding file items. The practice controls access, reviews received files and accepts or rejects their inclusion. Accepted XML invoices can feed the client’s tax-invoice intake.
We map your operation: a real case, manual tasks, systems and owners. Define the first workflow, its connections and how to verify completion before launch.
Review your accounting system’s formats, imports and exports. Direct connections to CONTPAQi, Aspel or other vendors are scoped and validated during discovery; professional review and sign-off remain with your team.
Your team defines rules, reviews exceptions and retains agreed approvals. Atiende gathers information, executes enabled steps and shows pending work and results so people can act with context.
Let’s start with a process that matters. Discover what your team could do with more time.
Book a demoOr write to us about the process you want to improve