Frequently asked questions

afínate is an agentic ERP: the system that runs your company's sales, operations and finances, operated by Lucía. Instead of learning to drive a piece of software, you write to her on WhatsApp, by email or in the dashboard chat, and she executes.

A classic ERP is a database with forms, and somebody on your team has to fill them in every day. An agentic ERP brings the agent who does that work. Lucía generates and issues documents, files the ones that arrive, keeps the books, transmits to the DIAN, reconciles treasury, prepares the reports, runs the tasks you hand her and answers your questions about the business. The dashboard is still there so you can see and correct everything.

Eight things, all over the same up-to-date information: she generates and issues documents (quote, invoice, cash receipt, payment voucher, delivery note, contracts and certificates); files the documents that reach her (photo, PDF, XML, XLSX or voice note); keeps double-entry books under the Colombian chart of accounts; transmits to the DIAN and stores the CUFE; reconciles treasury by matching invoices, payments and bank statements; prepares the period's financial reports; runs the tasks you hand her (schedule an obligation, chase a customer, charge a cost to a production order); and answers business questions in plain language.

Through three channels, with the same memory and the same judgement: WhatsApp, email ([email protected]) and the dashboard chat at afinate.com. What you do in one shows up in the others. Over email, issuing money documents requires a verified sender and an explicit confirmation with the word CONFIRMO.

Colombian companies that want their administration current without building a department for it: entrepreneurs and SMBs with no admin software today, and companies that already have one and need someone to keep it balanced. It fits anyone who receives documents over WhatsApp or email, needs to invoice and collect, and would rather ask a question than walk through tables.

No. afinate supports your accountant, it never replaces them: it organizes, posts and leaves the information ready. Obligations that require a licensed accountant's signature (taxes, financial statements, audit opinions) still need a professional. See the legal notice under Resources.

With the agentic ERP. Lucía runs sales, operations and finance from day one, and you choose how much dedication you need: trial period, part time, full time or overtime. Prices are on the Pricing page.

No. In that case you work with Lucía Consultora: your accounting stays where it is and Lucía connects to your bank (with a read-only key from a banking aggregator) and to your software, directly or through an aggregator, to post the entries and reconcile invoices inside your own system. Scope and price are agreed in a short diagnosis.

It gets built to measure on the same infrastructure afinate already runs: agents on a channel of your own, integrations with your supplier's system, documents and reports from your data, dashboards and automations. Because nothing starts from scratch, it ships sooner. Write to us with your case.

Yes. Every new sign-up gets 25 documents or 30 days, whichever comes first, with no credit card. With Lucía at full capacity: you will see journal entries, reconciliation and reports generated automatically before activating any plan.

Every document Lucía generates or files. Asking about the business, requesting a report or handing her a task does not use quota.

Yes, from Account → Plan and Billing, at any time. When you move up you pay the new price in full and the 30-day period starts from that date.

You can top up additional documents at COP $500 each, with a COP $20,000 minimum (40 documents) and no upper limit. Credits never expire: they accumulate and are used once you exceed your plan's monthly quota.

PSE and debit and credit cards (Visa, Mastercard) through a PCI-compliant Colombian payment gateway. Payment is secure and we do not store card data.

Yes, a 30-day refund guarantee on paid plans. If you are not satisfied, contact support and we will handle it.

The way you would send them to a person: a photo, PDF, XML, XLSX or voice note over WhatsApp or email, or uploaded from the dashboard. Lucía reads them, classifies them, posts them and tells you what she did.

Lucía asks before guessing. If the document type, the direction of the transaction or the currency is not clear, she flags it for review and checks with you instead of posting something wrong.

Yes. From the dashboard you can edit values, reclassify or void any record, and the correction leaves a trace. Reports and financial statements only count live entries.

Yes. Transmission goes through an authorised electronic invoicing technology provider, and the CUFE and acceptance status of every document are kept. It also issues credit and debit notes against invoices already transmitted.

Yes, with Lucía Consultora: she connects to the bank with a read-only key from a banking aggregator and to your software (SAP, Oracle, Siesa, Odoo, Alegra, Siigo), directly or through an aggregator, to write the entries and reconcile inside your own system. Request the integration from the pricing page to define the scope.

Yes, when it earns its place: she warns you about an upcoming tax deadline, reminds you of a follow-up she scheduled herself and sends the weekly treasury summary. Never to sell.

In a Postgres database managed by a backend-as-a-service platform, with Row Level Security on 100% of the tables: every query is filtered by the authenticated user's company, so no customer can see another's information. Backups and recovery measures are included.

Specialist providers, each with a narrow role: a content delivery network with DDoS mitigation (site, dashboard, APIs and PDF generation), a backend-as-a-service platform (database, authentication and storage), multimodal vision and language models (reading documents, images and audio), a language-model provider (the conversational agent's models), Meta (the official WhatsApp channel), a transactional email provider, an authorised technology provider for transmission to the DIAN and a Colombian payment gateway. The detail is on the Security page.

Only your organization. afinate accesses it only when necessary for support or maintenance, under internal confidentiality criteria. You can download or delete your data whenever you want.

Email [email protected] with the details of the finding. We review every report and answer within a reasonable timeframe.