🏛️Tax Compliance

Tax Compliance with AI

The tax team spends hours reviewing filings, cross-checking invoices, and calculating VAT manually. The DelegaAI Tax Agent monitors your compliance in real time, detects errors before the tax authority does, and automatically alerts you of upcoming deadlines.

The problem

📅

Unexpected tax deadlines

ISR, VAT, DIOT, social security, housing fund... Each obligation has a different date and penalty. Without an alert system, deadlines come as a surprise.

🧾

Undetected invoice errors

An incorrect RFC, wrong invoice usage, or misconfigured complement can cause problems with the tax authority months after the invoice was issued.

🔢

Manual VAT reconciliation

Cross-checking collected vs creditable VAT, identifying credit balances, and calculating the monthly tax position consumes hours of repetitive work.

💸

Lost deductions

Expenses without invoices, excess entertainment, or poorly integrated receipts generate tax losses that nobody detects until the annual return.

The DelegaAI solution

🏛️

Real-time tax status

Check VAT credit, estimated ISR, and tax authority status in seconds. Without opening the tax portal or waiting for the accountant.

🧾

Automatic invoice validation

The agent detects invoices with errors, invalid RFCs, or incorrect usages before the tax authority rejects or flags them.

📅

Deadline alerts

Automatic notifications for provisional filings, DIOT, social security, and housing fund payments. Never get a penalty for forgetting again.

💰

Automatic VAT reconciliation

Automatically calculates collected vs creditable VAT, identifies credit balances, and determines whether there is a payment or offset for the month.

📋

Deduction optimization

Identifies deductible vs non-deductible expenses, alerts on missing receipts, and estimates the tax savings for each month.

📊

Compliance dashboard

Unified panel with all tax obligations, status of filed returns, and consolidated tax position.

Real-time Tax Dashboard

🧾

239

Active invoices

$181,425

VAT credit

⚠️

$312,400

Estimated ISR

📅

Apr 17

Next filing

Invoices — March 2026 (1-17)

Stamped

247

100% Tax Auth OK

Active

239

$1,912,515

Cancelled

8

3.2%

With errors

3

Require correction

Interactive Demo: Tax Compliance Agent

Simulate how the agent responds to VAT, invoices, filings, and tax compliance queries

20 scenarios available — click to try:

SAT

DelegaAI Tax Agent

online

Press a button to start the simulation

What can you ask the agent?

💬What is our tax situation?
💬How much VAT do we owe or have as credit?
💬Are there invoices with tax authority errors?
💬Are we up to date with all filings?
💬What expenses are deductible this month?
💬When is the next tax obligation due?
💬How many invoices did we issue and cancel?
💬Are there differences between accounting and tax records?

Typical results

-80%

Time spent on monthly tax reconciliation

0

Penalties due to forgotten deadlines

< 5 sec

Time to know your tax position

+25%

Deductions recovered vs manual process

Can your tax team work with less stress and more precision?

We implement the DelegaAI Tax Agent for your company in less than 2 weeks. Connected to your accounting system and tax authority, no migrations.

Schedule a free demo →