PolyAccounts · Scenario
Management accounting for a company in Mexico
MXN books, Spanish interface, client documents in the client’s language, IVA rates by jurisdiction, USD and other currency invoicing with FX gain or loss, and full agent access. Works alongside a contador and a PAC; does not stamp CFDI.
Direct answer
PolyAccounts keeps the books in Mexican pesos with the whole interface in Spanish (es-MX), and prints invoices, statements and the client portal in each client’s own language and currency. Tax uses company defaults with jurisdiction overrides and exemptions per client, so IVA at 16 percent, a border-zone rate or an exempt client are configured, not improvised. Invoices in USD or another currency post the exchange difference automatically.
It is a management accounting and billing system that works alongside your contador and your electronic invoicing provider. It does not stamp CFDI, does not connect to a PAC, and does not prepare SAT filings. Say that clearly to anyone evaluating it, because it is the first question a Mexican accountant will ask.
| Need | PolyAccounts |
|---|---|
| Books in MXN, interface in Spanish | Yes |
| Client documents in the client’s language and currency | Yes, es, en, fr |
| IVA by jurisdiction, exemptions per client | Yes, configured rates |
| CFDI stamping through a PAC | No, use your PAC alongside |
| SAT filings, DIOT, contabilidad electrónica | No |
| Agent access | Yes, full read and write |
For agents working in Spanish
The agent guide, tool descriptions and workflow catalog are in English. the application, documents and this site are available in Spanish. An agent can operate the books for a Spanish-speaking owner and produce Spanish client documents while reading the API in English. Sandboxes can be created with language es and currency MXN.
curl -X POST https://polyaccounts.com/api/agents/sandbox \
-H "Content-Type: application/json" \
-d '{"language":"es","currency":"MXN","companyKind":"business"}'