Master data, without manual typing
Today a Mexican client's RFC, zip code, and tax regime are captured by hand on their profile. The SAT requires that data to match its own records exactly to stamp a CFDI 4.0: an extra space or a misplaced comma is already a stamping error.
What we're building:
- OCR extraction: your client uploads the PDF of their Tax Situation Certificate and Cord fills in their profile automatically, instead of anyone retyping name, zip code, and tax regime.
- Blacklist validation: check on the spot that the RFC isn't on the SAT's EFOS/EDOS lists and that the certificate is still current.
- Bulk updates: ask your entire client portfolio to upload an up-to-date certificate in a single request, instead of chasing them one by one.
Why it isn't here yet:
Reading a certificate with AI and deciding which field fills which column means covering the exact format the SAT issues, plus its historical variants; a field mapped wrong isn't a typo, it's a CFDI the SAT rejects. Before offering it, every field the AI extracts has to be validated against the real RFC before it overwrites the client's profile.
How it works
The customer or business uploads the Tax Situation Certificate.
OCR proposes the detected legal name, RFC, postal code, and tax regime.
Cord validates the result before allowing it to replace the current customer profile.
Availability and scope
Future initiative to reduce retyping and recipient errors in CFDI 4.0. Scope includes extraction, review, and controlled updates.
Clear limits
It will not ship as blind extraction. A captured field must be reviewable and validated before changing tax data used for stamping.