Resources
Everything about afínate's financial automations, legal documentation and important notices for using the platform.
Automations
Three AI agents built to work autonomously, providing a robust finance department accessible to everyone. Below you will find their technical details.
Lucía, AI accounting assistant
Lucía receives digital documents from the enabled channels, passes them through a reading and data extraction layer, classifies each transaction according to predefined accounting rules and generates structured journal entries ready for the database.
View Lucía's technical configuration
Sofía, AI financial analyst
Sofía receives Lucía's data, classifies and groups it by cost center, period and category, builds the income statement, balance sheet and cash flow statement, and applies projection models to simulate scenarios.
View Sofía's technical configuration
María, AI financial manager
María connects Sofía's information and cross-references it with business rules, budgets and objectives defined by the user. On that basis she runs natural-language queries, detects deviations, generates alerts and suggests strategic adjustments.
View María's technical configurationLegal information
Privacy policy, terms and conditions, financial data rights and an important notice about the use of the platform in accounting and tax matters.
Privacy policy
How we collect, use and protect your personal information and the data we process on the platform.
View policy →Terms and conditions
Terms of use of the website and afínate services, rights and obligations.
View terms →Financial data rights
In compliance with Colombian personal data protection regulations (Law 1581 of 2012 and Decree 1377 of 2013), afínate informs you that the financial and accounting data you provide or that is generated from your use of the platform (documents, transactions, financial statements, contact information and billing data) will be processed for the purpose of providing the service, improving the product, legal compliance and, where applicable, authorized commercial communications. You have the right to access, update, rectify and request the deletion of your data, as well as to revoke consent, by sending a request to lucia@afinate.com. Data is stored and processed with appropriate technical and organizational measures to ensure its security and confidentiality.
Important notice (accounting disclaimer)
We are not certified public accountants. afínate is a technology platform that uses artificial intelligence to support the organization and processing of accounting and financial information. The reports, statements and data generated by the platform are intended as management support tools and do not replace the review, signature or responsibility of a licensed public accountant.
If you or your company have fiscal or legal obligations that require the involvement of a public accountant (for example, filing taxes, signing financial statements, issuing audit reports or certifications), you must engage the services of an independent public accountant for the review, signature and submission to the relevant authorities. afinate assumes no liability for the use that users make of information generated by the platform in tax, accounting or legal matters, nor for the failure to engage a professional when required by law.
Need more information?
We are available to answer your questions about the platform or legal matters.