Resources
Documentation for the automations, institutional material and legal notices supporting afínate's operation.
Automations
Three AI agents running autonomously to operate a complete finance department.
Lucía · accounting assistant
Receives documents via WhatsApp, reads them with computer vision, classifies each transaction following the Colombian Single Chart of Accounts (PUC) and generates ready-to-book journal entries. Continuous 24/7 operation with second-level response.
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Sofía · bank reconciliation
Cross-references the entries generated by Lucía with bank statements, detects discrepancies, identifies pending or duplicate records and delivers a balanced reconciliation ready for accounting review.
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María · monthly reporting
Consolidates the monthly information processed by Lucía and reconciled by Sofía, computes the period's financial indicators and issues the executive report with risks, recommendations and alerts. Available from the SMB plan.
View technical configurationInstitutional material
Corporate brochure presenting afínate: market, plans, security and referral program.
Legal information
Privacy policy, terms and conditions, financial Habeas Data and notice on the platform's accounting scope.
Privacy policy
Personal data processing, collection, use and protection measures applied on the platform.
View policy →Terms and conditions
Terms of use of the website and afínate services: rights, obligations and contractual scope.
View terms →Financial Habeas Data
In compliance with Colombian Law 1581 of 2012 and Decree 1377 of 2013, afínate discloses the processing of personal and financial data handled on the platform.
- Data processed
- Accounting documents, transactions, financial statements, contact information and billing data.
- Purpose of processing
- Service delivery, product improvement, legal compliance and authorized commercial communication.
- Data subject rights
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- Access, update and correct registered personal data.
- Request deletion of data when applicable.
- Revoke consent at any time.
Requests and inquiries: [email protected].
Important notice · accounting scope
afínate is not a public accounting firm. It is a technology platform that uses artificial intelligence to support the organization and processing of accounting and financial information. Reports, statements and data generated are management support outputs and do not replace the review, signature or responsibility of a licensed public accountant.
Tax and legal obligations requiring the involvement of a public accountant (filing taxes, signing financial statements, audit reports or certifications) must be handled by an independent public accountant. afínate assumes no liability for the use of information generated in tax, accounting or legal matters, nor for the failure to engage a professional when required by law.
More information?
The afínate team handles questions about the platform or legal matters by email and WhatsApp.