Contalink

Contalink is a cloud-based accounting and payroll system designed to automate and streamline accounting processes for independent accountants, accounting firms, and accounting departments of small and medium-sized enterprises (SMEs). This comprehensive solution caters to the needs of accountants, accounting firms, and SMEs across various industries, providing them with the tools and functionalities required to efficiently manage their financial operations.

Key Features

Automated Download and Classification of CFDIs: Contalink allows users to configure their companies and automatically download CFDIs (Digital Tax Invoices) from the Mexican Tax Administration Service (SAT). It utilizes algorithms to automate the classification of income and expenses, as well as generate corresponding accounting entries.

Automated Payment Collection and Bank Reconciliation: Contalink enables users to automate the collection and payment of invoices from clients using different payment methods (PUE or PPD) and Payment Complements. It also facilitates the conversion of PDF bank statements into XLS format for easy reconciliation within the system.

Effortless Tax and Electronic Accounting: Contalink simplifies the generation of electronic accounting entries, DIOT (Tax Information Disclosure), and all necessary worksheets for clients' tax declarations.

Free Support, Updates, and Training: Contalink provides users with complimentary online support, regular updates, and unlimited training sessions. Users can access live support from the Contalink team to maximize their usage of the platform and address any issues that may arise.

Seamless Migration from Contpaq or Excel*: Users can easily migrate their data from Contpaq or Excel to Contalink. The platform offers an automated migration process based on backups from these systems, eliminating the need for manual data entry.

Invoice Generation and Payroll Calculation: Contalink's Premium version allows users to generate invoices and calculate and stamp payroll for all employees of their clients without any limitations. It is specifically designed for accountants, ensuring efficient handling of these tasks for multiple clients.

Automated Download and Organization of Client Documents and Declarations: Contalink automatically downloads and maintains up-to-date records of clients' Tax Certificates, SAT Compliance Opinions, and monthly declarations. It organizes and stores these documents automatically, providing users with complete control over their clients' obligations.

User-Friendly Interface and Attractive Reports: Contalink offers a user-friendly and intuitive interface that allows users to work efficiently and productively. The platform also provides customizable and visually appealing reports, presenting information clearly and facilitating decision-making in business management.

High Security Standards: Contalink is hosted in Amazon Web Services' data centers, ensuring the highest level of security for user data.