Founding Partner Edition — Confidential

CumpleAI

AI-Powered Accounting Operations Platform — an exclusive appointment to shape the future of accounting operations in Mexico.

Prepared for
RODAC ERH & Asociados
Attention
David Rodríguez
Prepared by
Codezuno — codezuno.com
Date
February 18, 2026

This document is confidential and intended solely for RODAC ERH & Asociados. Exclusive Founding Partner Appointment.

01 Executive Summary

The Challenge

Accounting firms managing dozens — or hundreds — of clients face an increasingly complex landscape: scattered tools for compliance tracking, manual document gathering, missed filing deadlines, and no single source of truth. Staff waste hours every week on repetitive coordination, while managers lack real-time visibility into bottlenecks. Client communication fragments across email, WhatsApp, and phone with no audit trail.

The Solution

CumpleAI is a purpose-built, AI-powered platform designed exclusively for Mexican accounting firms. It unifies client onboarding, compliance management, document handling, internal workflows, client communication, and billing into a single, elegant system — with artificial intelligence woven throughout to automate the mundane and surface the critical.

Zero upfront investment
CumpleAI requires no implementation cost. As the Exclusive Founding Partner, you gain access to the full platform through a structured pilot phase designed for strategic co-development.

Expected Impact

60%
Faster client onboarding
90%
Fewer missed deadlines
3h
Saved per accountant / week
2×
Faster client response time
100%
Complete audit trail
4 wk
Time to launch

02 Exclusive Founding Partner Appointment

CumpleAI is entering the market with a single strategic Founding Partner. This is not a broad launch. It is a deliberate, exclusive appointment — designed to establish long-term strategic alignment between a category-defining platform and the firm that will help shape it.

This Position Will Not Be Offered to Any Other Firm.

RODAC ERH & Asociados has been selected as the sole Founding Partner of CumpleAI. Your firm will play a foundational role in the platform’s evolution — directly influencing roadmap priorities, operational workflows, and the strategic direction of a system designed to define how accounting operations work across Mexico.

Strategic Co-Creation

Your real-world workflows, operational insights, and strategic feedback become the foundation of the platform. This is not user testing — it is genuine co-development between your firm and ours.

Market Leadership Position

Your firm gains operational capabilities that no competitor will have access to. By the time the broader market adopts this technology, you will have already integrated it deeply into your operations.

Lifetime Preferential Pricing

As the Exclusive Founding Partner, your firm permanently secures preferential pricing that will never increase — a structural economic advantage that compounds as the platform grows in capability and market value.

Direct Founder Relationship

You work directly with the founder — not a support queue. Weekly strategic alignment, a dedicated channel, and priority access to every future module and capability.

Why a single Founding Partner?
Meaningful co-creation requires depth, not breadth. A single strategic partner receives undivided attention — genuine roadmap influence, weekly founder-level alignment, and direct impact on every product decision. This level of strategic involvement is only possible with one firm. That firm is yours.

What the Exclusive Founding Partner Receives

This is an exclusive appointment to shape the future of accounting operations in Mexico — from the inside.

03 Platform Overview — 13 Integrated Modules

CumpleAI ships as a complete platform from day one. Every module below is included — there are no add-ons to purchase later. As the Exclusive Founding Partner, you gain immediate access to the full scope of the system.

04 Feature Highlights

Core Operations

A Multi-Tenant Core

Every firm operates in a fully isolated environment. Client data never crosses boundaries.

  • Complete tenant isolation per accounting firm (Org)
  • Rich client profiles: legal name, RFC, fiscal regime, contacts, addresses, obligations
  • Multi-service support per client (accounting, payroll, compliance as independent tracks)
  • Assigned accountant and manager per client
  • Soft-delete and archival for inactive clients

B User & Role Management

Fine-grained access control ensures every team member sees exactly what they need — no more, no less.

  • Pre-built roles: Owner/Partner, Admin, Accounting Manager, Accountant, Payroll Specialist, Viewer/Auditor, Client
  • Granular permissions matrix per role
  • Client role with restricted access to own data only
  • MFA and Google SSO-ready authentication
  • Secure session handling with token rotation
  • Comprehensive audit log of all sensitive actions

Role Permissions Overview

Capability Owner Admin Manager Accountant Payroll Viewer Client
Manage users & roles ✓ ✓ — — — — —
View all clients ✓ ✓ ✓ — — ✓ —
Manage assigned clients ✓ ✓ ✓ ✓ ✓ — —
Compliance dashboard ✓ ✓ ✓ ✓ — ✓ —
Revenue & collections ✓ ✓ — — — — —
Own data & tickets ✓ ✓ ✓ ✓ ✓ ✓ ✓
Admin panel & system health ✓ ✓ — — — — —

C Client Onboarding Workflow

Transform onboarding from a manual, error-prone process into a predictable, automated pipeline tailored for Mexican fiscal requirements.

  • Configurable intake checklists per client type (persona física, persona moral, régimen simplificado)
  • Required document lists with upload (Constancia de Situación Fiscal, acta constitutiva, IDs, e.firma, etc.)
  • Status tracking: Not Started, In Progress, Blocked, Ready, Active
  • Automatic email and WhatsApp reminders for missing documents
  • SLA timers with blocking-reason capture and manager escalation

D Document Management

A secure, organized, and searchable document repository for every client — with full access logging for compliance.

  • Secure per-client folders with tagging (document type, fiscal period, status)
  • Versioning for critical documents
  • Expiration tracking with automated alerts (e.firma, powers of attorney, certificates)
  • Full-text search and filters by client, type, period, date, status
  • Complete access logging — every view and download recorded
  • Files stored in Google Cloud Storage with encryption at rest

Compliance & Workflow

E Compliance & Deadlines Engine

The heart of CumpleAI — a smart engine that ensures SAT, IMSS, and INFONAVIT obligations are never missed.

  • Master calendar by client regime (monthly VAT, ISR, payroll filings, IMSS, INFONAVIT)
  • Task templates per obligation — auto-generated each period
  • Status flow: To Do → In Progress → Waiting on Client → Submitted → Accepted → Issue
  • Evidence attachment per task (PDF/XML receipts)
  • Tiered alerts: 7-day, 3-day, 1-day before due + escalation if overdue
  • Org-level Compliance Dashboard with heatmap

Monthly Automation Flow

A critical business rule engine that automates the entire monthly cycle:

Day 1–5
Auto-generate tasks for document & bank statement requests
Day 10
Reminder for clients with pending documentation
Day 15
Alert for clients at risk of non-compliance
Day 17
Critical alert if month not closed or declaration not submitted
  • System prevents closing a month if: declaration not submitted, mandatory documents not uploaded, or review incomplete

Compliance Opinion Management (SAT / IMSS / INFONAVIT)

  • Monthly auto-generation of 3 compliance records per active client on day 1
  • Status per record: Pending, Positive, Negative, Not Applicable
  • PDF upload per compliance opinion
  • Automatic ticket creation when status is Negative (assigned to client's accountant)
  • Duplicate ticket prevention (same client, authority, period)
  • Status change handling: Negative to Positive auto-closes related ticket
  • Administration dashboard: pending counts, negative counts, filters by authority/status/client/period
  • Owner dashboard: total negatives, breakdown by authority, clients with missing reviews
  • Full audit trail: who changed status, when, previous value, file upload history

F Accounting Operations CRM

A purpose-built CRM for accounting operations — see who is behind, who is blocked, and why, at a glance.

  • Pipeline per client: onboarding, monthly close, filings, payroll cycle
  • "What's blocked and why" dashboard for managers — filterable by accountant, client, deadline
  • Notes with @mentions and client communication log
  • Kanban and list views with drag-and-drop

Per-Collaborator Dashboard

  • Assigned clients with pending tasks and open tickets
  • Months to close with traffic light status (on track / at risk / overdue)
  • KPIs: compliance before day 17, average close days, workload per collaborator
  • Incomplete documentation tracking and monthly compliance by portfolio

Communication

G WhatsApp Business Integration

Meet your clients where they already are. CumpleAI integrates directly with WhatsApp Business for seamless, automated, two-way communication.

Employee Notifications

  • New client onboarding initiated
  • Missing document reminders
  • Upcoming deadline alerts (7-day, 3-day, 1-day)
  • Overdue task escalation to manager
  • Task status changes and ticket deadline alerts

Client Communication

  • Document request notifications with quick-reply buttons (submit now / need more time)
  • Missing document reminders with direct upload option
  • Case status updates and deadline notifications
  • Automatic document receipt confirmations
  • Satisfaction surveys after ticket/case closure (1–5 rating)
  • Digital signature requests via WhatsApp

AI-Powered WhatsApp Bot

  • Clients ask about case status, pending documents, upcoming deadlines
  • AI sees ONLY that specific client's data (strict tenant isolation)
  • Voice message transcription with automatic ticket creation
  • Self-service menu: "Check status", "Request document", "FAQ", "Connect to agent"
  • Escalation to human agent when bot cannot answer
  • Auto-replies outside business hours with expected response time

Technical Foundation

  • WhatsApp Business API via Meta Cloud API
  • Pre-approved message templates for all notification types
  • Webhook handling for incoming messages and media
  • Media processing: photos and PDFs received are attached to client profile
  • Delivery tracking and read receipts
  • Per-tenant WhatsApp Business Account connection

M Email Notifications

For clients who prefer email — or as a complement to WhatsApp — CumpleAI sends professional, trackable notifications.

  • Automated reminders for missing documents and upcoming deadlines
  • Configurable email templates per notification type
  • Delivery tracking for every message sent

Intelligence

H AI Assistance

Artificial intelligence that amplifies your team's capabilities — without ever making decisions on their behalf.

  • Weekly summaries — AI-generated digests for managers covering key events and blockers
  • Client message drafting — professional Spanish (MX) tone, ready for review and send
  • Q&A over firm procedures — per-tenant knowledge base for internal queries
  • Client Portal AI Chat — clients ask about their cases and the AI sees only their data
  • WhatsApp AI Bot — responds to client queries via WhatsApp with the same data isolation
  • AI Document Processing — documents received via WhatsApp are auto-categorized and attached
Human-in-the-loop guarantee
AI never submits filings or makes compliance decisions. All AI outputs require human approval, and every interaction is recorded in a complete audit trail.

Business

J Collections & Revenue

Full revenue lifecycle management built for multi-office firms with multiple billing entities and partner structures.

Multi-Office Structure

  • Support for multiple offices with independent revenue tracking and dashboards
  • Multiple billing entities per office (e.g., personal and corporate)
  • Per-office and cross-office reporting

Invoice & Payment Workflow

  • Client collections profile: monthly fee, approximate payment date, invoice preference
  • Manual invoice registration with status flow: Issued → Received → Collected → Pending → Overdue
  • Automatic overdue detection
  • Quick "Mark as fully paid" button plus manual entry for partial payments
  • Complete payment log: date, amount, method, reference, user
  • Simplified flow for clients without invoices

Extra Revenue & Partner Splits

  • Extra revenue categories: SIROC, REPSE, Tax Planning, Legal Services, Financial Services, Custom
  • Fixed amount or percentage-based fee calculation
  • Revenue scope: office-only or shared partners
  • Configurable partner split percentages (default equal distribution)
  • Cash-based allocation from actual payments (supports partial)
  • Office dashboard (own revenue + shared revenue) and partner dashboard (earnings breakdown by origin)

Analytics & Administration

I Admin Panel

Complete operational visibility from a single screen.

  • Pipeline view per client with real-time status
  • Automation monitor: running, queued, completed tasks
  • Incident tracker: errors, retries, failures
  • Per-client and per-workflow state machine visualization
  • System health indicators

K Reporting & Analytics

Data-driven insights to optimize your firm's performance and identify bottlenecks early.

  • Compliance — deadlines due vs. completed, compliance rate over time
  • Workload — distribution by accountant, bottleneck identification
  • Onboarding — average intake time by client type
  • Client responsiveness — document delivery times
  • Collections — collected vs. pending vs. overdue, by office and billing entity
  • All reports exportable to CSV and PDF

Client Experience

L Client Portal

Give your clients a modern, self-service portal that makes them feel taken care of — 24/7.

Authentication

  • Separate client login (email + password, optional MFA)
  • Client invitation flow from accountant or admin
  • Password reset and session management

Client Dashboard

  • View all documents (uploaded by the firm or by the client)
  • View tickets and cases with status tracking
  • View upcoming deadlines and obligations
  • Upload documents directly to their profile

Ticket System

  • View ticket details, status, and assigned accountant
  • Add comments (text + file attachments)
  • Receive notifications on status changes

AI Chat

  • Natural language queries about their cases, documents, and deadlines
  • AI sees ONLY this client's data (strict isolation)
  • AI provides factual status information — never tax or legal advice
  • Full conversation history maintained

Notification Preferences

  • Choose WhatsApp, email, or both per notification type
  • Quiet hours configuration

05 Security & Compliance

CumpleAI is built with security at every layer. Your clients' data is protected by enterprise-grade measures.

Encryption Everywhere

AES-256 encryption at rest and TLS 1.3 in transit. Data is protected whether stored or moving.

Tenant Isolation

Complete data isolation per firm. No cross-contamination — every organization is fully compartmentalized.

Complete Audit Trail

Every action — view, edit, download, status change — is logged with timestamp and user identity.

Automated Backups

Daily automated backups with point-in-time recovery. Your data can be restored to any moment.

High Availability

99.5% uptime target with health checks, auto-restart, and proactive alerting. Page loads under 2 seconds.

Least Privilege Access

Role-based access control ensures every user sees only what they need. Secrets managed via Google Secret Manager.

Performance Guarantees
API responses under 500ms (p95), support for 200+ concurrent users, and file uploads up to 50 MB — built for real-world accounting firm workloads.

06 Technology

CumpleAI is built on Google Cloud Platform — the same infrastructure trusted by millions of businesses worldwide. Every component is chosen for reliability, security, and scalability.

Layer Technology Purpose
Frontend Next.js (React), TypeScript Fast, modern web application
Backend Cloud Run (Node.js/TS), Serverless Auto-scaling API services
Database Cloud SQL (PostgreSQL) Reliable, managed relational database
File Storage Google Cloud Storage (GCS) Encrypted document storage
Authentication Firebase Authentication MFA, Google SSO, secure sessions
Messaging Pub/Sub + Cloud Tasks Reliable async processing
Scheduling Cloud Scheduler Automated monthly flows and reminders
Secrets Secret Manager Secure credential storage
Monitoring Cloud Logging + Monitoring Observability and error reporting
CI/CD Cloud Build Automated testing and deployment
AI Vertex AI / Claude API Intelligent summaries, drafting, chat
WhatsApp Meta Cloud API Business messaging integration

Architecture Overview

Client Layer
Web App (Next.js)
Client Portal
WhatsApp
↓
Application Layer
Cloud Run (API)
Firebase Auth
AI Engine
↓
Data & Services
PostgreSQL
Cloud Storage
Pub/Sub
Scheduler
↓
Infrastructure
Google Cloud Platform
Built to Scale With Your Firm
CumpleAI is designed to support your firm as it grows — from 50 to 500+ clients — without operational friction, migration projects, or system replacements. You never need to manage infrastructure, upgrade systems, or worry about capacity limits. The platform expands seamlessly as your client portfolio expands. Growth does not require additional IT investment or technical complexity. Your team focuses on compliance and clients — not technology management.

07 Implementation Plan

CumpleAI will be fully operational in just 4 weeks from scope sign-off. Here is the week-by-week plan:

W1
Discovery & Architecture Week 1

Deep-dive into your workflows, client types, and compliance processes. Define data models, design system architecture, and set up development infrastructure on Google Cloud.

W2
Core Modules Week 2

Build multi-tenant core, user management, client onboarding, document management, compliance engine, CRM, collections module, and admin panel.

W3
Integrations & Client Portal Week 3

WhatsApp Business integration, AI assistance features, email notifications, client portal, and reporting & analytics dashboards.

W4
Testing, Hardening & Go-Live Week 4

End-to-end testing, security hardening, performance optimization, pilot with initial clients, team training, and go-live.

What we need from you
To stay on schedule, we will need access to your current workflows and tools, sample client data for pilot configuration, and availability for a weekly check-in call during the 4-week period.

08 Exclusive Founding Partner Investment Structure

This structure reflects a strategic launch partnership — not a discounted SaaS subscription. It aligns incentives, enables real-world validation, and establishes long-term economic alignment.

Implementation Cost
$0
Zero upfront cost — we invest in building the platform because we believe in the strategic value of this partnership.

Phase 1 — Strategic Pilot (3 Months)

Flat Fee
$1,000
USD / month
Duration
3
months — billing begins at Go-Live

What’s Included in the Strategic Pilot

This is a structured deployment phase focused on operational validation across your full portfolio of clients. It ensures real-world integration, optimization of workflows, and measurable impact before transitioning to scaled pricing. This is not discounted pricing — it is a strategic co-development phase.

Payment Terms
Billing begins only upon official Go-Live. If Go-Live is delayed due to our side, billing does not begin.

Phase 2 — Lifetime Founding Pricing

Upon successful completion of the pilot phase, pricing transitions to a per-client model — permanently locked for the Exclusive Founding Partner.

Future Public Pricing (Non-Founding)
$15–18
USD / managed client / month (projected)
Locked for Life
Exclusive Founding Partner Pricing
$12
USD / managed client / month — permanent

Per-Client Monthly Limits (Phase 2)

2 GB
Document storage
50
AI interactions
20
WhatsApp conversations

Need More? Transparent Overage Pricing

If a client exceeds the included limits, additional usage is billed at transparent, predictable rates:

Resource Included Overage Rate
Document Storage 2 GB / client / month $0.05 per additional GB / month
AI Interactions 50 per client / month $0.05 per additional interaction
WhatsApp Conversations 20 per client / month $0.10 per additional conversation
Strategic Lifetime Price Protection
Future public pricing for non-founding firms is projected in the $15–18 per client range. As the Exclusive Founding Partner, your firm permanently secures $12 per client pricing — regardless of future market positioning. This creates a predictable long-term cost structure as your client portfolio expands.

Partnership Structure

An investment structure that compounds over time
As the platform grows in capability and market value, your cost structure remains fixed. The economic advantage of this Founding Partner position increases with every platform improvement and every client you add.

09 Why CumpleAI?

Before & After

Today — Without CumpleAI
  • Deadlines tracked in spreadsheets or memory
  • Documents scattered across email, Dropbox, and local drives
  • Manual reminders sent one client at a time
  • No real-time visibility into team workload
  • Client communication fragmented with no audit trail
  • Revenue tracking via separate spreadsheets per office
  • Onboarding takes weeks with back-and-forth emails
  • Compliance opinions checked manually each month
Tomorrow — With CumpleAI
  • Automated compliance calendar with tiered alerts
  • Secure, organized, searchable document repository
  • WhatsApp and email reminders sent automatically
  • Real-time dashboards for managers and owners
  • Complete communication history with full audit trail
  • Unified revenue dashboard across all offices
  • Streamlined onboarding with configurable checklists
  • Auto-generated compliance opinion records with smart tickets

Competitive Advantages

Built for Mexico

Designed specifically for Mexican accounting firms — SAT, IMSS, INFONAVIT compliance built in from day one. Not a generic tool adapted.

AI That Helps, Never Decides

AI assists with summaries, drafting, and client queries — but every compliance decision stays in human hands.

Category-Defining Platform

CumpleAI is not adapting existing software for accounting. It is creating an entirely new category of operational intelligence for the Mexican market.

All-in-One Platform

Replace spreadsheets, Dropbox, Slack workarounds, and manual trackers with a single, integrated system.

WhatsApp-First Communication

Clients interact via their preferred channel. Automated notifications, AI chatbot, and document uploads — all through WhatsApp.

Early Market Advantage

As the Exclusive Founding Partner, your firm gains operational capabilities years ahead of competitors — a structural advantage that compounds over time.

10 Out of Scope

To maintain focus and deliver the highest quality platform, the following items are explicitly outside the scope of this engagement:

11 Next Steps

Ready to Shape the Future of Accounting Operations?

Four steps from this conversation to formalizing your Exclusive Founding Partner position with a live, operational platform in 4 weeks.

1
Confirm Partnership

Review this proposal, ask questions, and confirm your commitment. We formalize the Exclusive Founding Partner agreement together.

2
Share Access

Provide access to your current tools and workflows so we can tailor CumpleAI to your processes.

3
Provide Pilot Data

Select your initial pilot clients. We configure their profiles, obligations, and documents in the system.

4
Begin Co-Creation

We start Week 1 with a strategic discovery session. In 4 weeks, your team is live on CumpleAI — and shaping its future.

Questions? Ready to begin?

Contact us at codezuno.com
We look forward to building this together — as partners.

CumpleAI — cumpleai.com  |  A product by Codezuno — codezuno.com

This document is confidential and intended solely for RODAC ERH & Asociados. Exclusive Founding Partner Edition. © 2026 Codezuno. All rights reserved.