Focus on your clients, not entering data.

Paybook eliminates the manual tasks associated with bookkeeping and tax filing so you can deliver more in a fraction of the time.

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Consolidate Financial Accounts

Adios manual input! See all bank & credit card transactions in one place without any typing.

  • Link Accounts

    Paybook connects with financial institutions to give you up-to-date transactions every time you log in. We support all major Mexican banks.

  • Drag & Drop Statements

    Drop PDF bank statements into Paybook, and we’ll extract account summary and line-item detail. It’s the easiest way to add months, even years worth of historical data.

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Connect to the SAT

Import crucial info directly from the government. No muss, no fuss.

  • Auto-profile Creation

    Set up all your companies and clients in seconds. Just enter their SAT credentials, and we’ll build their profiles for you.

  • e-Invoice Extraction

    We capture inbound & outbound invoices to help you capture deductions. Now that just makes cents!

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Reconcile Effortlessly

Let us play matchmaker for you!

  • Automatic Reconciling

    Paybook intuitively syncs e-invoices to imported bank transactions so you don't have to.

  • Suggested Pairings

    If an exact match can’t be made, Paybook offers suggestions to minimize searching.

  • Drag & Drop Reconciling

    Paybook makes manually matching a cinch and even tracks partial pairings so you can keep tabs on what’s still outstanding.

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Collaborate

Share data with other users and systems.

  • Co-manage Accounts

    Set up your team! Invite others to help you administer business and client accounts.

  • Export Expertly

    Paybook integrates with multiple accounting systems and applications for seamless data transfers. Yours not supported yet? No problem. Export to a CSV, and you’re good to go.

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Analyze Data in a Flash

Arm yourself with the information you need to run your company with confidence.

  • At-A-Glance Analytics

    Keep a finger on the pulse of your businesses. Paybook’s charts and dashboards allow you to quickly track cashflow and make snap decisions when they matter most.

  • Access Data in Real-Time

    Critical information is stored securely in the cloud, so it’s available whenever you need it, wherever you are.

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Feel Safe & Secure

The integrity of your data is our first priority.

We are committed to making it available to you and protecting it from everyone else.
  • Encryption

    Paybook uses industry standard AES 256-bit encryption, the same banks and governments use, making your data unreadable to unauthorized parties.

  • Read-Only Access

    Funds cannot be transferred or withdrawn within Paybook, only organized an analyzed.

  • Physical Security

    Our servers are housed in a secure facility and are monitored 24/7. Access requires multiple levels of authentication including ID verification and biometric recognition.

  • Privacy

    We value your trust. We promise not to sell or distribute any identifiable information. Ever!.

We want to hear from you!

Request your invitation now.

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  • Reduce costs.
  • File returns faster.
  • Enhance your service offering.
  • Increase your client base.