Companies in Mexico, and especially SMEs, today go through difficult times due to the economic slowdown to the need for changes and adaptations to comply with version 4.0 of the CFDI.
With the recent announcement of the departure of Quickbooks from the country, some companies, in addition to facing the current challenges, will have to find a new provider and migrate their information to keep track of their finances, while complying with all regulations and avoid fines and delays in payments and collection.
5 lessons to choose a platform to control your finances
Given these facts, we take 5 lessons to choose a reliable, safe provider that adapts to the needs of the company from its inception to its consolidation:
Provider continuity
Ensuring the continuity of a supplier is key to the business. It is time to think about a national provider that knows and is familiar with the local regulation, authorities and the market with your specific needs. This supplier, by moving in our same environment, can modify and adapt internal issues much more easily than a foreign supplier while continuing with the operation and complying with local regulations.
Specialty
As we have experienced in the last year, the changing regulation and the need to adapt to the Mexican market can be a challenge for foreign suppliers.
Security
It is imperative that the solution has extensive measures, from encryption, access limits and continuous backups that ensure continuity of operation.
Implementation time
The time spent adjusting to your provider comes at a cost. It is important to greatly reduce the learning and implementation curve, it is time to choose a cloud service (SaaS) where companies do not have to download licenses, in addition to working with information from different systems in real time.
Adaptability
Companies have different needs depending on the sector and life time. Analysis is required to ensure the solution is as robust as you need it to be and will grow as your business matures, as well as fully integrate with existing systems, from any source, in any format.
Yevgeny Pervago In 2013, Evgeny was in charge of the development of the Listo.mx platform, a web-based software for the automation of accounts payable, accounts receivable, travel expenses, reimbursements, among others. To date, Listo has processed more than 375 million invoices.