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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.

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Common Workflow

1

Schedule Extractions

Set up automated extractions to run daily or weekly to capture new invoices and tax documents.
2

Process Documents

Use webhooks to receive real-time notifications when documents are ready for processing.
3

Sync to Accounting System

Automatically import extracted document data into your accounting software (QuickBooks, SAP, Oracle, etc.).
4

Reconcile Transactions

Match incoming documents with existing transactions and flag any discrepancies.

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Benefits

Reduce Manual Work

Eliminate hours of manual document entry and data processing.

Improve Accuracy

Reduce human errors with automated data extraction and validation.

Real-time Updates

Keep your accounting records current with automatic document processing.

Audit Trail

Maintain complete audit trails with timestamped document processing.

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Implementation Example

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
    };
  }
}

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Webhook Integration

Set up webhooks to automatically process documents as they become available: 
{
  "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"
      }
    ]
  }
}

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Best Practices

  • Set up daily extractions during off-peak hours
  • Use date ranges that align with your accounting periods
  • Implement retry logic for failed extractions
  • Validate extracted data before importing to accounting system
  • Implement business rules to flag unusual transactions
  • Maintain audit logs of all processed documents
  • Set up alerts for failed extractions or import errors
  • Implement dead letter queues for failed webhook processing
  • Provide manual override capabilities for edge cases

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Next Steps

Webhook Setup

Configure real-time notifications for document processing.

Error Handling

Learn how to handle common integration errors.

ERP Integration

Connect SAT documents to enterprise resource planning systems.

Best Practices

Follow production-ready integration patterns.