DaCodes Finance — AI-Native Finance Platform
Built for finance & accounting teams · Mid-market ready
Close the books in days, not weeks. With every number reconciled, every trend explained.
DaCodes Finance unifies invoicing, expenses, receivables, payables, reconciliation, taxes and budgets — with an engine that pairs bank lines to the ledger, flags outliers and answers questions in plain English.
Not more spreadsheets. A faster close.
Aggregated results from DaCodes Finance deployments at mid-market finance teams across Latin America during 2024–2025.
One platform. The whole finance back office.
Invoicing, expenses, receivables, payables, reconciliation, reports, budgets and tax — built around an AI engine that handles the repetitive work for you.
Ask in plain English.
Get answers your CFO trusts.
"What's our gross margin this quarter?" "How much do we owe suppliers?" "Project Q2 cash flow." The assistant reads your ledger, invoices and bank feeds — and replies with numbers, charts and the source rows behind them.
Bank lines, matched in minutes
Upload a statement. The AI pairs every bank movement to its accounting entry — and flags what it can't.
The numbers your board asks for
Live, traceable, drillable. No spreadsheet hand-off.
Every tax obligation, mapped by month
Federal, local and payroll taxes laid out for the year — colour-coded by type, with per-obligation projections, effective rates and proof-of-payment status.
AR aging, with the next move prioritized
Buckets from 0–30 to 90+. Action-required banners on critical accounts. Payment notice templates baked in.
Catches what your team would miss at 11 PM
Every transaction is scored. Outliers in amount, vendor, category or cadence surface as alerts — before they hit the close.
A workflow built around one AI engine.
Four moments in your monthly cycle — each one designed to start from an AI proposal and finish with a finance professional's confirmation.
Ask anything about your finances. Get a verifiable answer.
Stop exporting CSVs into ChatGPT. The AI Assistant lives on top of your ledger, AR, AP, payroll and bank feeds. Recent queries, financial ratios and anomaly alerts stay one click away.
RECENT QUERIES
FINANCIAL RATIOS
ANOMALY ALERTS
Bank lines, paired to the ledger. By the AI.
Pick an account, drop the statement and click Auto-Reconcile with AI. The engine matches deposits, charges and payroll dispersions to journal entries on the right — the only thing left is to review the few it isn't sure about.
The full fiscal year, in one calendar.
Every tax obligation your business carries — income, value-added, payroll, social security and housing contributions — laid out month by month and colour-coded by type. Drill into a card to see the breakdown: provisional payment, accumulated income, deductions, withholdings.
Tax Obligations
FISCAL YEAR 2026Budget vs. actual. By department, in real time.
Set the year's budget per department, then watch utilization update as expenses, invoices and payroll post. Health colors call out the departments that are over, the ones that are on track, and the ones with headroom.
Not a chatbot in the corner.
The engine that runs your close.
Natural-language queries over your real ledger. Bank reconciliation matched in minutes. Expense and revenue anomalies surfaced automatically. Cash-flow projection trained on your own history.
Ask anything
Natural-language queries over ledger, AR, AP, payroll and bank feeds. Every answer cites its sources.
NLAuto-Reconcile
Bank movements paired to journal entries by amount, date, reference and counterparty.
92%Anomaly detection
Outliers in amount, vendor, category or cadence surface as alerts — before the close.
24/7Cash-flow projection
Q+1 and Q+2 cash projection trained on your own AR, AP and seasonality patterns.
Q+2−68% time-to-close · 92% auto-reconciled · −41% DSO
When the engine pairs bank lines, drafts journal entries, flags anomalies and runs the standard queries — the finance team spends its day on analysis instead of data entry. Averages above are from active customers.
RECENT QUERIES
RATIOS
ANOMALIES
One platform. Three finance roles.
Same engine — tuned to your role: CFO and FP&A, Controllers and accounting ops, or finance leaders running multiple entities.
Executive finance
For leaders who answer to the board on margin, cash and pipeline. Live KPIs, AI projections and natural-language drill-down so the next question never waits on a workbook.
- Executive dashboard with revenue, expenses, margin and cash
- AI cash-flow projection for the next two quarters
- Financial ratios refreshed on every transaction
- Board-ready P&L, balance sheet and cash flow exports
Accounting operations
For the controllers and accountants who close the month. Bank reconciliation in minutes, e-invoicing, OCR receipts, expense approvals and tax obligations — all in one workspace.
- Auto-reconcile bank lines to journal entries
- OCR receipt scanning + expense approval workflow
- Electronic invoicing, cancellation and tax authority consult
- Anomaly alerts before the month closes, not after
Multi-entity finance ops
For groups that consolidate across companies, currencies and departments. Budgets per department, AR aging by client, and a single chart of accounts you can roll up or break down.
- Department budgets with healthy / warning / critical states
- AR aging buckets with prioritized collections actions
- Consolidated MXN view + USD toggle on every screen
- White-label deployment under your own domain
Traditional finance stack vs. DaCodes Finance.
An honest comparison. The difference isn't features — it's in how the AI engine connects them.
"We used to need a full week and three people to close the month. Now the AI matches the bank, flags the outliers and answers my questions before I even open the spreadsheet — and we close in two days."
"The first finance tool I've used where I trust the AI's numbers without re-running them."
time from month-end to closed books. Three days instead of a full week.
Your brand. Your domain. Your finance platform.
Turnkey implementation: complete visual identity, your own domain, dedicated infrastructure and a transparent commercial agreement — no per-seat licensing surprises.
- Full branding: logo, palette, typography and your own domain
- Migrate from QuickBooks, SAP B1, NetSuite, Aspel or Excel
- Dedicated hosting, models and encrypted backups included
- 24/7 support with SLA and dedicated implementation lead
Close your books
at the speed of AI.
Book a 30-minute discovery call. We'll review your current close, map your chart of accounts and send a tailored implementation plan within a week.