Efficientix / Efficientix+ / Suite Fiscal
Suite Fiscal: all your SAT compliance, inside NetSuite.
Download, validate and reconcile every CFDI without leaving the ERP. No parallel spreadsheets, no surprises in the audit.
How we help
From challenge to value
The challenge
- Manual download of large volumes of documents
- Time lost on repetitive processes
- Difficulty validating and centralizing information
- Risk of inconsistencies between documents and internal records
- Less traceability for audit and control
Our solution
- Automates and simplifies obtaining tax documents
- Brings the information into the NetSuite operating environment
- Reduces administrative friction with reliable processes
Value for your company
- Significant savings in administrative time
- Less dependence on manual tasks
- Better document control and greater consistency
- Reliable processes for reconciliation and audit
- Complete traceability of documentation
The problem
What problem do we solve?
Finance teams still reconcile their tax information outside the ERP, with manual downloads from the SAT portal and spreadsheets nobody else understands:
What happens today
- Manual downloads from the SAT portal, month after month
- Received CFDIs that never reach NetSuite
- Differences between what was declared and what was recorded
- Closes that depend on a single person
- Audits that force you to rebuild months of documentation
The promise
Suite Fiscal eliminates all of that
The SAT bulk download, XML upload and reconciliation against NetSuite happen on a single dashboard, with traceability by RFC and real-time account statements.
One dashboard. Zero manual downloads.
Why
Why do companies adopt Suite Fiscal?
They close the month with tax information already reconciled
They eliminate hours of manual download and entry
They keep everything in a single system: NetSuite
They detect gaps and differences before the SAT does
They speed up accounting closes and tax filings
They avoid rejections and discrepancies with the SAT
Suite Fiscal is not just another report. It is the point of truth between the SAT and your accounting.
Capabilities
From the SAT portal to NetSuite, with no intermediaries
Bulk download from the SAT
- Issued and received CFDIs by period and RFC
- Automatic scheduling by subsidiary
- Acknowledgment, XML and PDF stored in the ERP
- Retries and a log of every download
Impact: Zero manual downloads and a complete tax file.
XML validation and upload
Every document is checked against the SAT before it is recorded. Suite Fiscal validates:
- Valid or canceled status
- Issuer RFC against blacklists (Art. 69-B)
- Transferred, withheld and creditable taxes
- Link to purchase orders and invoices
Impact: Shielded accounting, with no fake documents.
SAT ↔ NetSuite reconciliation
A single dashboard crosses what the SAT has against what is recorded in the ERP and shows exactly what is missing.
Impact: You close the month knowing there are no gaps.
Account statement by RFC
- Balance, invoices and payments by vendor
- Pending payment complements
- Reports ready for monthly tax filings
Impact: The answer to an audit takes minutes.
Real screens
What the app looks like in operation
Screenshots of the application with demo data.
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Product at a glance
How it looks in action
Illustrative screen based on the app modules, with sample data.
Comparison
From the spreadsheet to tax control
If NetSuite is your ERP, Suite Fiscal is the standard.
Benefits and return
What changes from the first close
“Before, tax reconciliation lived in spreadsheets: downloading CFDIs from the SAT, matching them against NetSuite and finding gaps took days. Today Suite Fiscal downloads from the SAT, loads XMLs and reconciles on a single dashboard, with traceability by RFC and real-time account statements.”
— Director of Finance and Tax · Efficientix client · Corporate group
Use cases
Every industry has its own tax volume
Suite Fiscal is configured by subsidiary and by RFC, so it scales the same for a multi-company corporation as for a single-country operation.
Manufacturing
High volume of supplier CFDIs, customs entries and creditable VAT by plant.
Retail and distribution
Thousands of documents a month and reconciliation by store or distribution center.
Professional services
Deductible expenses, payment complements and withholding control.
Construction
Subcontractors, construction progress and supplier validation by project.
Multi-company groups
Several RFCs under a single dashboard, with consolidation and control by subsidiary.
Your case isn't here? We configure it to the volume and tax structure of your operation.
Requirements and support
What you need to put it into operation
Technical requirements
- Active Oracle NetSuite account (OneWorld or standard)
- SuiteApp installed from the Efficientix bundle
- Valid e.firma or CIEC for each RFC to query
- Subsidiary and chart of accounts setup
- No additional servers or middleware
Support service
Included for the duration of the subscription:
- Access to the support center for up to 2 users
- Case tracking from intake to resolution
- Updates for SAT regulatory changes
- Documentation and training for the finance team
Typical implementation
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Use cases by industry
Where Suite Fiscal is used
FAQ
Questions, answered
What is Suite Fiscal?
It is the Efficientix app that brings tax information into NetSuite: SAT bulk download, CFDI management, document upload and a tax dashboard.
Does it download CFDI directly from the SAT?
Yes. It includes SAT bulk download so documents do not have to be downloaded manually.
How is it different from MX+?
MX+ works inside the transaction (stamping, supplier XML validation, DIOT). Suite Fiscal focuses on gathering, managing and reconciling tax documents.
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