Monthly VAT close (F29)
From document to draft, with alerts and approval.
For accounting firms
Close your clients' month without chasing documents
AI agents that read the invoices arriving by WhatsApp and email, match them against the SII purchases and sales register (RCV), prepare the F29 draft and write the message to the client. You review, decide and file. Nothing goes out without your approval.
Imagine it's the 10th and the F29 is due on the 20th
You have dozens of clients and several haven't sent this month's documents yet. Your team spends the morning asking for photos on WhatsApp, typing invoice numbers and matching the purchases book against the SII register.
With an AI department, documents are read as they arrive, what's missing is requested with your approval, and every client reaches Monday with a draft ready to review. Your team spends its time on what clients really pay for: judgement, not data entry.
From document to F29, step by step
01Receive
Invoices, fee receipts, credit notes and bank statements arrive by WhatsApp, email or folder. The agent reads them, spots duplicates and tells you what's missing, client by client.
02Match
Every document is checked against the SII purchases and sales register. Differences and the deadlines to reject invoices are flagged.
03Prepare
VAT payable and creditable, monthly provisional tax (PPM) and fee-receipt withholding, calculated with the current rules. Every figure shows which documents it comes from.
04You decide
You review the alerts, approve the draft and file on sii.cl. The AI files nothing for you.
05Notify
The message to the client with the amount and the deadline is written in your tone and goes out when you approve it.
What we can build with you
We start with one workflow and grow with your firm. This is what makes sense to automate:
Payroll and Previred
Payroll prep, difference checks and notices to employers.
Bank reconciliation
Statements matched with invoices and payments; whatever doesn't match, flagged.
Annual income tax and sworn statements
Gather records, spot what's missing and prepare drafts.
Company formation
Checklist, documents and tracking of each step.
Client support on WhatsApp
Answers to frequent questions such as "when is my F29 due?", with hand-over to a person.
Built for how a Chilean firm works
Rates, deadlines and codes live in one table with a verification date. Your accountant always confirms.
- The SII and its purchases and sales register (RCV)
- The F29 and its deadline calendar
- Electronic invoices, credit notes and fee receipts (15.25% withholding in 2026)
- Payroll and Previred
- Chile's personal data protection law (Law 21.719)
You keep signing
Nothing goes out without your approval
Every draft and every message waits for your OK, and there's a record of who approved what and when.
Every figure has a source
You can see which documents each amount comes from.
Your clients' data, kept apart
Each client's data is kept separate, and we never use it to train AI models. We put that in writing in the contract.
AI can be wrong
That's why it flags what it isn't sure about, shows its source and waits for your decision.
How we start
- 1
Call
30 minutes, free. We look at how you close the month today and pick one workflow.
- 2
Pilot
We build that workflow with a few of your clients and your own documents. You approve it before we go further.
- 3
Grow
If it works, we add clients and modules.
A one-time setup fee, a monthly fee and AI credits based on use: you see what each task consumes. After the first call we send you a clear proposal.
Frequently asked questions
Does the AI file anything with the SII on its own?
No. It prepares drafts; you review them and file on sii.cl.
What if it gets something wrong?
It flags what it isn't sure about, shows where each figure comes from and waits for your approval. You remain the one who decides.
Does it work with my accounting software?
It depends on which one you use. We check on the first call; if needed, we start with exported files.
What happens to my clients' data?
It is stored separately for each client and is not used to train models. Before we start we talk about where it is stored and how we put it in the contract.
How much does it cost?
It depends on the workflow and the volume. There is a setup fee, a monthly fee and AI credits based on use. We send you a proposal after the first call.
Let's talk about your month-end close
30 minutes, free. Tell us how you close the month today and we'll show you what an AI department could do for your firm.