> ## Documentation Index
> Fetch the complete documentation index at: https://docs-mx.taxo.ws/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting Automation

> Automate your accounting workflows by connecting SAT documents directly to your accounting system

## Overview

Streamline your accounting processes by automatically extracting and processing tax documents from SAT. Eliminate manual data entry, reduce errors, and ensure your financial records are always up-to-date.

## Common Workflow

<Steps>
  <Step title="Schedule Extractions">
    Set up automated extractions to run daily or weekly to capture new invoices and tax documents.
  </Step>

  <Step title="Process Documents">
    Use webhooks to receive real-time notifications when documents are ready for processing.
  </Step>

  <Step title="Sync to Accounting System">
    Automatically import extracted document data into your accounting software (QuickBooks, SAP, Oracle, etc.).
  </Step>

  <Step title="Reconcile Transactions">
    Match incoming documents with existing transactions and flag any discrepancies.
  </Step>
</Steps>

## Benefits

<CardGroup cols={2}>
  <Card title="Reduce Manual Work" icon="robot">
    Eliminate hours of manual document entry and data processing.
  </Card>

  <Card title="Improve Accuracy" icon="check-circle">
    Reduce human errors with automated data extraction and validation.
  </Card>

  <Card title="Real-time Updates" icon="clock">
    Keep your accounting records current with automatic document processing.
  </Card>

  <Card title="Audit Trail" icon="list-check">
    Maintain complete audit trails with timestamped document processing.
  </Card>
</CardGroup>

## Implementation Example

<CodeGroup>
  ```javascript Node.js theme={null}
  const axios = require('axios');

  class AccountingAutomation {
    constructor(apiKey, accountingSystemAPI) {
      this.apiKey = apiKey;
      this.accountingAPI = accountingSystemAPI;
    }

    async scheduleInvoiceExtraction(rfc, period) {
      // Extract invoices from SAT
      const extraction = await axios.post('https://api.taxo.co/v1/extractions', {
        subject: { identifier: rfc },
        credentials: {
          SAT: {
            type: 'USERNAME_PASSWORD',
            username: rfc,
            password: process.env.CIEC_PASSWORD
          }
        },
        options: {
          informationType: 'INVOICE',
          direction: 'INBOUND',
          period: period
        }
      }, {
        headers: { 'Authorization': `Bearer ${this.apiKey}` }
      });

      return extraction.data.publicId;
    }

    async processCompletedExtraction(jobId) {
      // Get extraction status
      const status = await axios.get(`https://api.taxo.co/v1/extractions/${jobId}`, {
        headers: { 'Authorization': `Bearer ${this.apiKey}` }
      });

      if (status.data.status === 'COMPLETED') {
        // Process each document
        for (const document of status.data.documents) {
          await this.syncToAccounting(document);
        }
      }
    }

    async syncToAccounting(document) {
      // Download document
      const docData = await axios.get(
        `https://api.taxo.co/v1/extractions/${document.extractionId}/documents/${document.id}/download?type=XML`,
        { headers: { 'Authorization': `Bearer ${this.apiKey}` } }
      );

      // Parse and sync to accounting system
      const invoiceData = this.parseInvoiceXML(docData.data);
      await this.accountingAPI.createInvoice(invoiceData);
    }

    parseInvoiceXML(xmlData) {
      // Extract relevant accounting data from XML
      return {
        invoiceNumber: xmlData.invoiceNumber,
        date: xmlData.date,
        supplier: xmlData.supplier,
        amount: xmlData.total,
        taxAmount: xmlData.tax,
        // ... other fields
      };
    }
  }
  ```

  ```python Python theme={null}
  import requests
  import xml.etree.ElementTree as ET
  from datetime import datetime, timedelta

  class AccountingAutomation:
      def __init__(self, api_key, accounting_system_api):
          self.api_key = api_key
          self.accounting_api = accounting_system_api
          self.base_url = 'https://api.taxo.co'

      def schedule_invoice_extraction(self, rfc, period):
          """Extract invoices from SAT for a specific period"""
          headers = {
              'Authorization': f'Bearer {self.api_key}',
              'Content-Type': 'application/json'
          }
          
          payload = {
              'subject': {'identifier': rfc},
              'credentials': {
                  'SAT': {
                      'type': 'USERNAME_PASSWORD',
                      'username': rfc,
                      'password': os.environ['CIEC_PASSWORD']
                  }
              },
              'options': {
                  'informationType': 'INVOICE',
                  'direction': 'INBOUND',
                  'period': period
              }
          }
          
          response = requests.post(f'{self.base_url}/v1/extractions', 
                                 json=payload, headers=headers)
          response.raise_for_status()
          return response.json()['publicId']

      def process_completed_extraction(self, job_id):
          """Process all documents from a completed extraction"""
          headers = {'Authorization': f'Bearer {self.api_key}'}
          
          # Get extraction status
          response = requests.get(f'{self.base_url}/v1/extractions/{job_id}', 
                                headers=headers)
          extraction = response.json()
          
          if extraction['status'] == 'COMPLETED':
              for document in extraction.get('documents', []):
                  self.sync_to_accounting(document)

      def sync_to_accounting(self, document):
          """Download document and sync to accounting system"""
          headers = {'Authorization': f'Bearer {self.api_key}'}
          
          # Download XML document
          response = requests.get(
              f"{self.base_url}/v1/extractions/{document['extractionId']}/documents/{document['id']}/download?type=XML",
              headers=headers
          )
          
          # Parse and sync to accounting system
          invoice_data = self.parse_invoice_xml(response.content)
          self.accounting_api.create_invoice(invoice_data)

      def parse_invoice_xml(self, xml_content):
          """Extract accounting data from invoice XML"""
          root = ET.fromstring(xml_content)
          
          return {
              'invoice_number': root.find('.//invoice_number').text,
              'date': root.find('.//date').text,
              'supplier': root.find('.//supplier').text,
              'amount': float(root.find('.//total').text),
              'tax_amount': float(root.find('.//tax').text),
              # ... extract other relevant fields
          }
  ```
</CodeGroup>

## Webhook Integration

Set up webhooks to automatically process documents as they become available:

```json theme={null}
{
  "event": {
    "type": "invoice.ready",
    "timestamp": "2025-01-04T12:45:23.456Z"
  },
  "extractionRequest": {
    "jobId": "JOB20250104123456789A",
    "informationType": "INVOICE"
  },
  "deliveredItem": {
    "reference": "550e8400-e29b-41d4-a716-446655440000",
    "type": "INVOICE",
    "files": [
      {
        "type": "XML",
        "reference": "file_123456"
      },
      {
        "type": "PDF", 
        "reference": "file_789012"
      }
    ]
  }
}
```

## Best Practices

<AccordionGroup>
  <Accordion title="Automated Scheduling" icon="calendar">
    * Set up daily extractions during off-peak hours
    * Use date ranges that align with your accounting periods
    * Implement retry logic for failed extractions
  </Accordion>

  <Accordion title="Data Validation" icon="shield-check">
    * Validate extracted data before importing to accounting system
    * Implement business rules to flag unusual transactions
    * Maintain audit logs of all processed documents
  </Accordion>

  <Accordion title="Error Handling" icon="triangle-exclamation">
    * Set up alerts for failed extractions or import errors
    * Implement dead letter queues for failed webhook processing
    * Provide manual override capabilities for edge cases
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Webhook Setup" icon="webhook" href="/api-reference/taxo-b2b/webhooks/overview">
    Configure real-time notifications for document processing.
  </Card>

  <Card title="Error Handling" icon="bug" href="/troubleshooting/common-errors">
    Learn how to handle common integration errors.
  </Card>

  <Card title="ERP Integration" icon="network-wired" href="/use-cases/erp-integration">
    Connect SAT documents to enterprise resource planning systems.
  </Card>

  <Card title="Best Practices" icon="star" href="/integration-guides/best-practices">
    Follow production-ready integration patterns.
  </Card>
</CardGroup>