Automated CONTPAQi SAT Compliance Reports
Every month, WebRun opens CONTPAQi, checks that every sale and expense has a valid CFDI, confirms the ISR provisional payment and DIOT filing are ready, logs every gap it finds to a shared sheet, and emails your accountant a compliance report ahead of the SAT filing deadline.
How do I stay ahead of SAT compliance deadlines?
Every month, WebRun opens CONTPAQi and checks that every sale and expense has a valid CFDI, and that the ISR provisional payment and DIOT return are filing ready. It logs any gap to a shared sheet and emails your accountant a compliance report before the SAT deadline, so nothing is missed and filing itself always stays your accountant's call.
- Missing CFDI and mismatched RFCs get caught before the SAT deadline
- Your accountant gets one monthly report instead of checking each filing by hand
- Every transaction is checked, not just a sample
Built for Mexican accounting teams · CONTPAQi bookkeepers · SMB owners filing with SAT · external accountants and contadores
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
sistema.contpaqi.com/LoginContpaqi/Loginin a real browser with your saved login - no setup, no API keys. -
1
CONTPAQi - check CFDI and filing status
contpaqi.com
WebRun opens CONTPAQi to check CFDI and filing status. - Open CONTPAQi and confirm every sale and expense for the month has a valid, uncanceled CFDI
- Check the status of the month's ISR provisional payment and DIOT information return
- Flag any missing stamp, mismatched RFC, or unfiled item
Done when Every transaction and filing for the month has a confirmed compliance status.
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2
Google Sheets - log every compliance gap
google.com
WebRun opens Google Sheets to log every compliance gap. - Log every gap found, whether a missing CFDI, a mismatched RFC, or an unfiled return
- Note the deadline each open item needs to be resolved by
- Mark items resolved once CONTPAQi shows them fixed
Done when The compliance tracker lists every open gap with its deadline.
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3
Outlook - email the compliance report
microsoft.com
WebRun opens Outlook to email the compliance report. - Email your accountant a compliance report summarizing the month's status and any open items
- List the items closest to their filing deadline first
- Send the report even if everything is clean, confirming the month is filing ready
Done when Your accountant has this month's SAT compliance report before the deadline.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file anything with SAT on its own?
No. WebRun only checks status and reports gaps. Filing the ISR provisional payment, the DIOT, or any return with SAT is always submitted by your accountant, never by WebRun.
What counts as a compliance gap?
A missing or canceled CFDI, a mismatched RFC, or a provisional payment or DIOT return CONTPAQi shows as not yet filed, so the report reflects real open items, not routine paperwork.
Does it check every transaction or just a sample?
Every transaction. It reviews the full month's sales and expenses in CONTPAQi, so a single missing stamp doesn't slip through unnoticed.
Related templates
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