CFDI and bank statements
AI to analyze Mexican CFDI invoices and bank statements
Wurz is an AI tool for accountants in Mexico: upload your CFDI invoices in XML, your bank statements in PDF, and the rest of your clients' documents, ask them a question in natural language, and the answer arrives with the exact citation of the document it came from.
Your question
How much did we invoice Constructora Norte del Bajío in the first quarter?
Wurz's answer
In the first quarter of 2026 you invoiced Constructora Norte del Bajío $487,300.00 MXN in subtotals, across three invoices: $132,500.00 in January , $164,800.00 in February and $190,000.00 in March . Including transferred VAT, the quarter's total is $565,268.00 MXN.
Hover over any citation —or tap it— and the document opens alongside, at the exact excerpt the fact came from.
Excerpt on screen: CFDI_A4127_ConstructoraNorte_ene.pdf
CFDI_A4127_ConstructoraNorte_ene.pdf
Comprobante Fiscal Digital por Internet · Serie A · Folio 4127
Receptor: Constructora Norte del Bajío S.A. de C.V.
Uso del CFDI: G03 — Gastos en general
Fecha de emisión: 2026-01-23
Subtotal: $132,500.00 MXN
IVA trasladado 16%: $21,200.00 MXN
Total: $153,700.00 MXN
Wurz checks in code that the quoted sentence exists verbatim in the excerpt before showing it to you. If it doesn't match, it flags it instead of presenting it as good.
Real examples
What you can ask your CFDI invoices and bank statements
No search syntax, no commands to memorize. You ask the way you'd ask whoever entered the documents: how much you invoiced a client in a quarter, which invoice has a given line item, which deposit still has no matching invoice. Wurz understands the question in natural language and searches everything you uploaded for that client.
- How much did I invoice Constructora Norte del Bajío in the first quarter?
- Which April CFDI has the elevator maintenance charge?
- Which March deposits still don't have a matching invoice?
- How many payroll CFDI did this client issue this year?
- Which bank statements am I missing from this client to close the month?
The mechanism
How each type of document gets in
A CFDI in XML already carries structured data, so Wurz reads it directly, without OCR. A bank statement almost always arrives as a PDF, and when the bank hands it over as a scan, Wurz runs OCR on it before indexing it. Either way the result is the same: you ask, and the answer points at the exact line.
CFDI in XML
The XML already carries the tax ID, the line items, and the amounts as separate structured fields. Wurz reads them with no prior conversion: there's no need to open the file to know what it says, and questions about amounts or line items get answered against the structured data, not a scanned version of the invoice PDF.
Bank statements in PDF
Every bank lays out its statement its own way, and it doesn't matter: Wurz reads the PDF you already download each month, with or without a text layer. If it's a scan, it runs OCR on arrival, and from there you can also ask about a specific charge or deposit.
If what you need is to match that bank statement against the invoices from the same period, that mechanism has its own page: bank reconciliation with AI.
The verification
The citation, always verifiable
Every answer arrives with the document and the exact excerpt the figure came from. Wurz checks in code that the quoted sentence exists verbatim in that excerpt before showing it to you; if it doesn't match, it flags it instead of presenting it as good.
It's the same citation mechanism you saw above, in the invoicing example: you can try it with any of the three CFDI.
Where your files live
Your documents stay in your Google Drive
Wurz doesn't keep your clients' CFDI or bank statements: the original files stay in your own Google Drive, and Wurz only reads them to answer. The separation is per client, so one client's space never mixes with another's.
If the doubt is what uploading client documents to an AI tool implies, we already answered that in the guide Upload client data to ChatGPT?.
Organization
Every client and every period, in its own space
Each client's documents go into a separate space, kept apart by period. Asking about one client's March CFDI doesn't pull in another client's, or April's: the answer arrives scoped to the period you're reviewing, as if that were the only client open.
That per-client separation is what general-purpose PDF tools don't bring. The comparison goes into detail: when ChatPDF fits and when Wurz does for this kind of client file.
Common questions
What an accountant asks before trying it
Can Wurz read CFDI in XML format directly?
Yes. A CFDI in XML already carries structured data: tax ID, line items, amounts. Wurz reads it without needing OCR, and the answer to your question points at the CFDI and the exact line the figure came from.
What happens if my bank statement is a scanned PDF?
Wurz runs OCR on it automatically when it arrives. You don't need to convert it by hand before you can ask about it: the answer arrives the same way, with the exact line of the statement pointed out.
Does Wurz reconcile the bank statement against my invoices automatically?
No. Wurz searches, answers, and cites: it shows you the deposit and the matching invoice, with the document in plain sight, but balancing the entry is your call. The full mechanism, limits included, is on the bank reconciliation with AI page.
Can I ask about only one client's documents for one period?
Yes. Each client has its own space, separated by period. Asking about one client's March CFDI doesn't bring in another client's, or another month's.
Does Wurz keep my clients' CFDI and bank statements?
No. The original files stay in your Google Drive; Wurz reads them to answer, but doesn't store them separately. The real risks of uploading client documents to an AI tool (training, verification, data transfers) are explained in the guide about uploading client information to ChatGPT.
Try it with your real documents
Upload a handful of receipts from your most demanding client and ask the question that normally takes you half an hour. That's how you'll know if it's worth it.
No credit card. Nothing to install.