Clara Launches a WhatsApp AI Assistant to Recover Invoices in Seconds

With this initiative, Clara reinforces its commitment to simplifying financial management for businesses across Latin America, including those that are not yet its clients.

Mexico City, May 2025 — Clara, the leading corporate spend management solution designed to automate and personalize financial operations to increase control, presents its Invoice Recovery Agent via WhatsApp, a tool designed to speed up the recovery of tax receipts and improve tax compliance in a fast, free and accessible way for any business in Mexico — with no need to be a Clara client.

This innovation is especially relevant in a context where thousands of businesses in Mexico still have to manually recover their invoices to comply with the SAT, a complex, repetitive and friction-filled process. By automating this task through WhatsApp, Clara expands access to what was previously limited to its subscribers as a way to offer a free trial experience. This feature not only reduces errors and saves time, but also allows businesses to maximize their tax deductions and avoid losses from unrecovered invoices, improving their financial health with no extra effort.

With this, Clara takes another step in its mission to offer intelligent automation tools that eliminate manual tasks and free up time for finance teams to focus on strategic decisions. The agent is already available for open trial and allows receipts to be converted into valid CFDIs simply by sending a photo to the designated WhatsApp number (+52 55 97087791). Within minutes, businesses receive the CFDI ready to be reported and deducted.

"At Clara, the use of artificial intelligence is part of our culture and is applied in everything we do. For a company immersed in innovation like ours, it's hard to fathom that businesses still waste valuable hours on inefficient tasks, like recovering invoices. The WhatsApp Agent exists so any business can recover its CFDIs quickly and without friction, something that's already part of our clients' daily routine," said Diego García, CTO and co-founder of Clara.

This launch is part of a broader company strategy: Clara Intelligence, an AI layer built into the platform that optimizes control, efficiency and financial compliance for businesses. Under this initiative, Clara has recently launched two other key features:

• Scanner: Extracts key data from any receipt attached to a transaction, whether physical or digital, in seconds. It enables faster, more accurate expense reconciliation and facilitates integration with accounting systems (ERP).
• Insights: Clara's financial intelligence module that analyzes spending behavior and delivers practical recommendations to optimize decisions.

With more than 20,000 businesses across the region using its solutions, Clara continues to consolidate its leadership as a financial automation platform, integrating innovative technology products with an intuitive user experience.

"We want every business in Mexico to experience what it's like to stop losing time on unnecessary paperwork and complex SAT processes. Our goal is for invoice recovery to be as simple as sending a message. That's why we're building an ecosystem that puts technology at the service of finance teams: automation, compliance and efficiency, all on one platform," added Diego.