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AUTONOMOUS ADMINISTRATION · COLOMBIA

afínate
with Lucía

The multitasking employee that does your admin work nonstop

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FIG. 00 · LUCÍA AT HER OFFICE, 24 HOURS A DAY

WHAT IT IS · N.º 01

An AI agent that automates your company’s administration over WhatsApp.

If you need to create a document, ask for it by sending a voice note or text message.

Lucía generates it for you.

If you need to register a document you received in print or digitally, send a photo of the printed one or forward the digital file.

Lucía files it for you.

The document ends up posted, reconciled and filed with the DIAN when it applies.

Lucía presents the information in software she manages herself; you just download the reports, freeing yourself from repetitive work while you stay compliant.

WHAT IT DOES · N.º 02

  • 01

    Manages DOCUMENTS

  • 02

    Files DIAN if required by your tax registry

  • 03

    Keeps ACCOUNTING

  • 04

    Reconciles TREASURY

  • 05

    Tracks OBLIGATIONS

a cycle you no longer have to do yourself

Documents

Generate documents with a WhatsApp:

  • Sales quotes
  • Sales invoices
  • Income or expense receipts
  • Payroll or general journal entries
  • Delivery notes
  • Certificates and withholdings
  • Operational reports

File documents with a WhatsApp or email:

  • Sales or purchase invoices
  • Income or expense receipts
  • Bank statements
  • Tax returns
  • Payroll or general journal entries
  • Contact or product lists
  • Own or third-party certificates
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Message

FIG. 01 · DOCUMENTS VIA WHATSAPP

DIAN

if required by your tax registry

Files electronic documents according to the responsibilities listed in your tax registry (RUT):

  • Electronic sales invoice
  • Equivalent document
  • Supporting document
  • RADIAN events
  • Electronic payroll
My documents
DIAN transmission
Automatic
Documents Posted Status
FIG. 03 · FILING TO THE DIAN, WITHOUT YOUR INPUT
Autonomous
Your books, up to date. Choose what to see.
SummaryHow your business is doing: profit, receivables and cash.
My DocumentsEverything you sent Lucía, already posted.
Accounting EntriesFull accounting detail, ready for review.
Bank StatementsBank movements and reconciliation.
Financial StatementsBalances and results, ready to sign.
Management ReportsReports to help you make better decisions.
Summary
June 2026 · this month
June 2026 ▾
Sales$0Period income
Expenses$0— of sales
Profit$0— of sales
Customers$5.150.000— of sales
Suppliers$1.652.510— of sales
Cash$357.510— of sales
Sales · history
Top customers
Financial Statements
Jun 2026 · IFRS for SMEs §4
June 2026 ▾
Assets
Current assets
Cash and Equivalents$357.510
Accounts Receivable$5.150.000
Recoverable VAT$285.000
Total Current Assets$5.792.510
TOTAL ASSETS$5.792.510
Liabilities
Current liabilities
Suppliers$1.592.510
Accounts Payable$60.000
Total Current Liab.$1.652.510
TOTAL LIABILITIES$1.652.510
Equity
Period Result$4.140.000
TOTAL EQUITY$4.140.000
⊙ Assets = Liabilities + Equity ✓
FIG. 02 · AUTONOMOUS DASHBOARD, WITHOUT YOUR INPUT

Accounting

Keeps the accounting books per PUC chart of accounts and builds your financial statements under IFRS for SMEs:

  • Statement of Financial Position
  • Statement of Comprehensive Income
  • Statement of Cash Flows
  • Statement of Changes in Equity

Treasury

Manage the full cycle and improve your liquidity:

  • Reconciles cash and banks
  • Reports statement of account
  • Notifies collections to third parties
  • Records collections and payments
Daily close
Jun 05, 2026
Automatic
Invoices$350.000
Vouchers$350.000
Difference$0 ✓
Status
Invoices (1)
Purchase invoice · AF-2026-000004
Pedro Hernández
$350.000
Vouchers (1)
Payment voucher · AF-2026-000005
Pedro Hernández
$350.000
Waiting for documents…
FIG. 04 · AUTOMATIC RECONCILIATION, WITHOUT YOUR INPUT

Obligations

Watch your business and meet every commitment:

  • Compiles a management report summarizing your business
  • Reports sales, costs and expenses, taxes, receivables and payables
  • Reminds you of commercial, labor, financial, legal and tax commitments
  • Answers any question with the context of your business
YOUR COMPANY
Executive Summary
June 2026
Real data

Income$600.000
Expenses$350.000
Net profit$250.000
Cash-$300.000
ROA68.7%Excellent
ROE100%Excellent
Generated by Lucía · afínate admin AI
FIG. 05 · MANAGEMENT REPORT, WITHOUT YOUR INPUT
FIG. 05 · QUESTIONS VIA WHATSAPP

HOW IT WORKS · N.º 03

  1. 01

    Generate a document examples

    • “Quote Consultores SAS a consulting service for 500k, 8-day delivery and advance payment”
    • “Invoice 24 units at 8k with 5 % VAT and 48 units at 5k with 19 % VAT, 2.5 % withholding and 30-day credit”
    • “Income receipt for 70k in cash”
    • “Payment receipt to Pedro Hernández for 150k via Bancolombia transfer”
    • “Payroll entry for María Rodríguez with a 5M monthly salary, no extras”
    • “Delivery note for 4 boxes with 48 units each to Carolina Gómez”
    • “Commercial certificate for Distrioferta SAS”
    • “Withholding certificate for Pedro Hernández for last year”
    • “Report of sales, expenses, taxes, accounts receivable, accounts payable”
    • “Statement of account for Pedro Hernández”

    If you do not specify the customer, it assumes "Walk-in customer".

    File a document

    • If your customer or supplier sends you the document on paper, take a photo or scan it
    • If your customer or supplier sends you the document digitally, just forward it as is

    Ask examples

    • “How much did I sell or buy today, this week, this month, this year?”
    • “Who is my biggest customer or supplier today, this week, this month, this year?”
    • “What is my margin or profit?”
  2. 02

    Lucía replies by WhatsApp or email with:

    • The generated document
    • The filing confirmation
    • The answer to your question
  3. 03

    To review your information, sign in to your account and download:

    Generated and filed documents
    Accounting entries
    Financial statements
    Management reports

FIG. 06 · LUCÍA IN ACTION

FIG. 07 · YOUR ACCOUNT IN SECONDS

HOW TO START · N.º 04

Create your account in seconds

By WhatsApp

Ask Lucía to create your account with a voice or a text. She will ask if you have a tax registry (RUT): if you do, you send it; if not, you answer a few questions.

+57 321 390 2280

On the web or the app

Sign up with your name and email. If you have a RUT, attach it along with your WhatsApp number; if not, fill out a short form.

Create account
Or go straight in with
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TESTIMONIALS · N.º 05

From those who tuned up

We run several brands at once and the books lived in Google Sheets that each owner filled in. The risk was an invoice landing in the wrong project. Now we see margin by brand and the peace of mind of knowing we are billing at the right prices.

CV

Carolina Vargas Londoño

Partnerships · Latitud Pública (Marketing)

[email protected] · Bogotá

We run 3 to 5 events a month and each event’s expenses were kept in an Excel file someone always overwrote; we even lost entire records. Now the books are safe and I can check in real time what is being charged to each event.

MA

Mateo Arboleda Giraldo

Operations · Rueda Social (Events)

[email protected] · Medellín

We are four consultants and every client sends documents through different channels; consolidating it all delayed our closes. With afínate we unify everything that arrives via WhatsApp, build the accounting right away and easily download the reports to send to the accountant.

VO

Valentina Osorio Nieto

Manager · Nexo Asesores SAS (Consulting)

[email protected] · Cali

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