Lupita · Collections
Retainer collections lead
En línea
Illustrative example · not real data
Day +3 of overdue · Client A
Acción
Payment promise recorded · Follow-up scheduled for Friday
For accounting practices · Mexico 2026
The hands you're missing.
I'm Lupita. I handle your collections. Magda stamps CFDI and payment receipts at the SAT. Rosa gathers your client paperwork. We work inside your CONTPAQi, quietly, while you focus on what truly needs your judgment.
In 2 weeks your practice collects and invoices on its own. 14-day trial, no card required. Cancel anytime from the dashboard.
Collecting, invoicing and chasing paperwork shouldn't be your day.
If you run a Mexican accounting practice with 10 to 150 monthly retainers, you know the pattern: the first week of every month vanishes chasing collections, reminding clients of deadlines, resending CFDI. Your human assistant gets stuck answering the same questions. You postpone the close because admin work never stops.
It's not your fault. It's what happens when one person handles administrative and professional work at the same time. The hands don't reach.
Cumplida is the hands you're missing. Three digital employees — Lupita, Magda and Rosa — who take over collecting retainers, stamping at the SAT, and gathering client paperwork. They work inside your CONTPAQi. They don't decide for you: they ask you when there's something to decide.
You stay the accountant. They handle the rest.
— Oscar Mizael Nuñez Garcia, founder of Cumplida
How each employee works with you.
Three real days, one for each. See who they reach out to, what they decide, and what they report back at close. Every message goes out with client, CFDI and cartera context — no generic scripts.
Magda · SAT invoicing
Invoicing and payment receipts lead
Live
Illustrative example · not real data
Day 1 of the month · Stamping batch
10:00:01Starting monthly retainer stamping — 47 CFDI 4.0
10:00:14Pre-validation: legal name, CFDI use, payment form, tax regime
10:00:42Stamping complete · 47/47 accepted by SAT
10:01:05Applying 12 payments detected in bank at yesterday's close
10:01:33Generating payment receipts · 12/12 stamped at SAT
10:04:23Done. Total time: 4 min 22 s.
Reporte SAT
47 retainers invoiced · 12 SAT receipts · 0 errors
Rosa · Document collection
Document-collection lead
En línea
Illustrative example · not real data
Day -3 of close · Client B hasn't sent bank statements
Recolección
Document requested · Reminder scheduled · Partner escalation if needed
Rosa V1.1 · included in your plan when she ships, at no extra cost.
Rosa V1.1 · included in your plan when she ships, at no extra cost.
Meet your new accounting practice team
The Practice Bundle includes 3 team members to start (Lupita, Magda, Rosa). Paola and Mariana join as add-ons when your portfolio justifies it.
Collections
Lupita
Relational collections for monthly retainers
Tax
Magda
Your line to the SAT, in plain language
Documents
Rosa
Document collection, week after week
Sales
Paola
Sells extra services into your existing portfolio
Operations
Mariana
Your personal assistant for the firm
They work inside your CONTPAQi. No migration required, no data extraction, no competing between practices.
Why practices pick Cumplida over the alternatives.
Honest comparison. A human assistant is great for the human side — Cumplida is better at consistency, scale and reporting.
Cumplida
- Collects every retainer on time
- Yes, with full per-client audit trail
- Stamps CFDI 4.0 + payment receipts at SAT
- Yes, automated, payment receipts within ≤5 business days
- Works inside your CONTPAQi
- Yes, native integration
- Scales to 150 retainers without hiring
- Yes, same price
- Total monthly cost
- $12,320+ VATall included, with CFDI
- LFPDPPP-compliant with data-processor agreement
- Yes, signed at onboarding
- Money-back guarantee
- 30 days, no questions
Human assistant
- Collects every retainer on time
- If she remembers and isn't on vacation
- Stamps CFDI 4.0 + payment receipts at SAT
- Yes, manually
- Works inside your CONTPAQi
- Yes (you give her access)
- Scales to 150 retainers without hiring
- No, saturates around 80
- Total monthly cost
- ~$15,052$9,582 salary + mandatory contributions
- LFPDPPP-compliant with data-processor agreement
- Depends on how you organize it
- Money-back guarantee
- —
Freelancer
- Collects every retainer on time
- Yes, while you keep paying them
- Stamps CFDI 4.0 + payment receipts at SAT
- Yes, manually
- Works inside your CONTPAQi
- Yes (you give them access)
- Scales to 150 retainers without hiring
- Only if you pay more hours
- Total monthly cost
- $8,000 – $25,000typical rangeno guarantee, no backup
- LFPDPPP-compliant with data-processor agreement
- Depends on the contract you sign
- Money-back guarantee
- Negotiable
ChatGPT / Claude alone
- Collects every retainer on time
- Doesn't chase, call or remember
- Stamps CFDI 4.0 + payment receipts at SAT
- No
- Works inside your CONTPAQi
- Doesn't connect
- Scales to 150 retainers without hiring
- No, you'd have to orchestrate it
- Total monthly cost
- ≈ USD $20the robot aloneyou do the work
- LFPDPPP-compliant with data-processor agreement
- Won't sign a data-processor agreement
- Money-back guarantee
- Pro-rated refund from OpenAI
Comparison based on real operations of Mexican accounting practices with 30–80 monthly retainer clients. If your situation is different, let's talk at /contact.
Clear monthly pricing in pesos.
No long-term contracts. Cancel anytime. Monthly invoice with your RFC.
Recommended
Lupita and Magda: V1.0 in production. Rosa: V1.1, included in your plan as soon as it ships (estimated Q2 2026).
Las Manos que te Faltan
The full plan: three digital employees (Lupita + Magda + Rosa) cover the retainer cycle and document collection. Save $2,800 per month vs. hiring them separately.
- Automated collections of monthly retainers
- Payment application in CONTPAQi
- CFDI 4.0 retainer invoicing
- Payment receipts at the SAT within ≤5 business days
- Client document collection (Rosa, coming soon)
- Connection to your existing CONTPAQi
- Client communication via WhatsApp Business and email
- Email and WhatsApp support, Monday to Friday
- 14-day trial, no card required
- Assisted onboarding in 2 weeks
Lupita on her own
If for now you only need to professionalize retainer collections. Lupita follows up with your late-paying clients with judgment and a professional tone.
$5,040/ month
Prices before VAT · we issue a CFDI 4.0 with your RFC at the moment of charge
- Early reminders and follow-ups
- Debt consolidation and payment promises
- Partner escalation for critical decisions
- Same integrations as the full plan
Magda on her own
If your priority today is retainer invoicing and SAT payment receipts, without touching collections. Magda keeps your fiscal compliance current.
$5,040/ month
Prices before VAT · we issue a CFDI 4.0 with your RFC at the moment of charge
- Monthly stamping of CFDI 4.0 retainer invoices
- Automatic payment application
- Payment receipts at the SAT (≤5 business days)
- Pre-stamp validation
Coming soon V1.1
Rosa on her own
If your biggest blocker is clients not delivering paperwork on time. Rosa requests bank statements, expense invoices and deductible receipts every month and uploads them to your CONTPAQi. Coming soon.
$5,040/ month
Prices before VAT · we issue a CFDI 4.0 with your RFC at the moment of charge
- Requests monthly client documents
- Chases via WhatsApp and email when they do not arrive
- Uploads each document into the client folder without re-typing
- Lets you know at closing time when everything is in
What practices are asking us
What we expect you to ask before adding Lupita and Magda to your team.
Ready for your practice to collect and invoice on its own?
Start your 14-day trial without a credit card. No commitment. If after two weeks you don't feel it's worth it, we don't charge a single peso.
Still exploring?
Drop your email. Every two weeks you will get a short tip on retainer collections, fiscal news relevant to practices and new features for your digital team. Zero spam.