Professional
An independent consultant or accountant
- Companies included
- 10
Your own brand
For accountants, practices and consultants
Your clients already give you their CFDI. Turn them into advisory you can bill.
Forcelis turns the XML files you already download into management reports and dashboards under your own brand, for every company you serve, from one place.
The problem
Your clients ask how the business is doing, not just how much tax they owe.
Answering that by hand in a spreadsheet, client by client, does not scale.
How it works
Three steps, every month.
Your clients' XML files go into Forcelis, which produces a report under your own brand.
- 01
You upload the XML you already download
Issued, received and payment complements. Nothing is connected to the SAT or to a bank.
- 02
The engine calculates
Margins, real collection, customer concentration, price dispersion, input cost inflation.
- 03
You deliver a report and a dashboard under your brand
Word, a self-contained HTML dashboard and Excel — the formats your client already circulates.
What is included
Everything here is built and running today.
Not a roadmap. These are the capabilities in the product right now.
- CFDI ingestion: issued, received, payment complements, payroll and withholding
- Managerial catalogue: the same item is the same item across suppliers and periods
- Price dispersion engine
- Customer concentration and churn engine
- Input cost inflation engine
- Business pulse engine
- Forecast engine
- Real collection, measured from payment complements
- Managerial income statement, comparable period over period
- Interactive dashboards with filters and drill-down
- Deliverables in Word, HTML and Excel
- Multi-company under one account, with your brand on the deliverables
- Accounts with two-factor authentication
- No SAT or banking credentials, ever
Plans
Pick the one that fits how many companies you serve.
Every plan from Professional up puts your brand on the deliverables.
Practice
An accounting practice
- Companies included
- 40
Your own brand
Firm
A large practice or consultancy
- Companies included
- 100
Your own brand
Each company beyond the included ones is added to your monthly bill.
Fair use: up to 10,000 CFDI per company per month.
More than 100 companies, or an enormous number of CFDI? Ask for Volume.
Founders programme
The first 10 advisors pay half for 6 months.
They also get a kick-off session. In exchange, they give us feedback every month, a testimonial, and their clients' authorization for the anonymous benchmark.
Questions you are about to ask
Do you need my SAT credentials?
No. You upload the XML files you already download every month. There is no field for an e.firma or a tax portal password anywhere in the product, and there never will be.
Will my clients see the Forcelis brand?
No. From the Professional plan up, the deliverables carry your brand.
Is Forcelis going to sell accounting to my clients?
No. Forcelis does not do accounting and does not file returns. The relationship with your client is yours.
What happens to my clients' data?
Each company is isolated at four independent layers, the last one enforced by the database itself. A company only enters the anonymous benchmark with its own signed authorization.
Can I start with only a few clients?
Yes. The Professional plan covers up to 10 companies, and each extra company is added to your monthly bill.
See it against one of your own clients.
Twenty minutes, and bring the XML of a company you already serve.