--- title: "Atiende: automation for accounting firms | Atiende" description: "From invoices to month-end close: organize client records, reconciliation, receivables and outstanding work with Atiende and your team’s review." url: https://useatiende.ai/en/soluciones/despachos lang: en alternates: es: https://useatiende.ai/es/soluciones/despachos en: https://useatiende.ai/en/soluciones/despachos updated: 2026-10-06 --- # Atiende Professional Firms 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. ## Closing time arrives. You know what each client is missing. ### 1. Request the missing documents 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. Received and missing documents by client. ### 2. Turn XML files into reviewable records 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. Invoices organized for accounting review. ### 3. Separate matches from discrepancies 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. Reconciled movements and differences to investigate. ### 4. Resume collections where they left off 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. Each account with its balance and next action. ### 5. Prepare closing for the person who signs it 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. A reviewed close with outstanding items identified. - 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. ## A missing-item list for every client 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. ## A discrepancy keeps both sides of the transaction Bank statements and ledgers feed reconciliation. Review proposed matches and records still unmatched; AI suggestions retain accountant review and approval. ## Receivables alongside the client file 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. ## Document intake can be organized too 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. ## Turn tax invoices into working records 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. ## Deadlines no longer depend on memory 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. ## From payroll to closing, with professional review 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. ## Collections with follow-through 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. ## Management can review the work 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. ## Integrations CFDI XML · Bank statements · Email · Accounting system · Client portal 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. - Missing documents by client - Unreconciled movements - Receivables aging - Monthly close progress ## Frequently asked questions ### Does it file returns or make tax decisions for the accountant? 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. ### Do collections include automatic calls and WhatsApp? 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. ### Can clients submit their documents directly? 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. ### How do we start? 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. ### Does it connect with my current systems? 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. ### What does my team still handle? 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. --- Book a demo: https://useatiende.ai/en/demo Contact: ventas@useatiende.ai · https://useatiende.ai/en/contacto Sitemap: https://useatiende.ai/sitemap.xml · llms.txt: https://useatiende.ai/llms.txt