Frequently asked questions

afínate is an AI-powered financial and accounting management platform. It includes a team of AI agents (Lucía, Sofía and María) that automate bookkeeping, financial analysis and decision support: document processing, general ledger, bank reconciliation and natural-language reports.

It is designed for entrepreneurs, SMBs and teams that want to keep their books current without spending hours on manual work. It is especially useful for anyone who receives invoices via WhatsApp or email, needs to organize financial statements and prefers to query information in plain language rather than reading raw tables.

Lucía processes documents and maintains the general ledger; Sofía analyzes data and answers financial questions; María acts as a financial manager and assists with projections and decisions. The three work together on the same up-to-date information.

Yes. All new registrations receive 5 free trial documents, no credit card required. Send them via WhatsApp (the number linked to afinate) and you will see journal entries, reconciliation and financial statements generated automatically before activating any plan.

Yes. You can upgrade your plan at any time from the billing section. When you upgrade, you pay the full new price and the 30-day period starts from that date.

We accept PSE, debit and credit cards (Visa, Mastercard) via Wompi. Payment is secure and we do not store your card data.

Yes. Annual plans include a discount. You can choose monthly or annual billing from your account settings.

Yes, we offer a 30-day money-back guarantee on paid plans. If you are not satisfied, contact support to process the refund.

You can send invoices, receipts and bank statements via WhatsApp to the official afinate number or upload them from within the app. Lucía (the accounting assistant) processes and organizes them in your general ledger.

The Corporate plan includes API integration with your existing accounting system or ERP. For specific options (banks, accounting software) contact the team via the demo or contact page.

Yes. We use encryption in transit (HTTPS), a database with Row Level Security so each client only sees their own data, and a payment gateway that meets industry standards. More details on the Security page.

No. afinate is a support tool that organizes and processes accounting and financial information. For obligations that require a certified public accountant's signature (taxes, financial statements, audit reports) you must work with a professional. See the legal disclaimer in Resources.

Data is stored in a database with access policies (RLS) so each client only accesses their own information. The infrastructure includes backups and recovery measures.

Only your organization sees its own data. afinate only accesses data when necessary for support or maintenance, subject to internal confidentiality policies.

You can report vulnerabilities or incidents to lucia@afinate.com. We review every report and respond within a reasonable timeframe.