# Pull your CONTPAQi reports into your own systems

> Read the Balanza de comprobación (trial balance) and the Control de IVA (VAT control) reports of each empresa in CONTPAQi Contabiliza with one API call each. Or have a workflow check last month's CFDI against the pólizas (journal entries) before the close.

Page: https://fous.com/automate/contpaqi
Updated: 2026-11-12

Works with your own CONTPAQi account. Fous is an independent product.

## What you can build on CONTPAQi Contabiliza

### Reconcile CFDI against pólizas

Runs Conciliación de IVA Acreditable CFDI - Pólizas under Reportes (reports), Control de IVA, for one empresa (company file) and a range of periods.

- Takes: Empresa, ejercicio, first period, last period
- Returns: Date, type, UUID, supplier RFC, name, payment method, total in MXN, IVA acreditable, linked pólizas

### Get the Balanza de comprobación

Runs the Balanza de comprobación under Reportes, Estados financieros, for one empresa, ejercicio and period, at the level you choose.

- Takes: Empresa, ejercicio, period or range, nivel (optional), tipo de cuentas (optional)
- Returns: Account number, account name, opening balance, debits, credits, closing balance

### List documents loaded from XML

Reads the Ingresos (income) or Egresos (expenses) list, where the XML you loaded or downloaded from the SAT appear as documentos administrativos.

- Takes: Empresa, list (Ingresos or Egresos), date from (optional)
- Returns: Date, UUID, RFC, name, total, currency

### Download XML from the SAT portal

Runs Descarga de XML (XML download) in the Utilerías (utilities) menu for one empresa, which downloads its issued or received XML from the SAT portal.

- Takes: Empresa, emitidos or recibidos, date range
- Returns: Empresa, RFC, emitidos or recibidos, date range, documents downloaded

## Automate CONTPAQi Contabiliza with a workflow

A [workflow](/product/workflows) runs your methods as one process, with nobody at the screen. A schedule or a call from your own system starts it, the steps run in order, and the result arrives in your inbox or in the systems you already use.

### CFDI with no póliza, before the monthly close

Starts: Monthly on day 3 at 8:00, Mexico City time

1. For each empresa you name, reconcile last month's CFDI against the pólizas.
2. Keep the CFDI with no linked póliza, or with more than one.
3. Email you the list, one section per empresa, with date, UUID, RFC, name, total and IVA acreditable.

### Weekly Balanza de comprobación for each empresa

Starts: Every Monday at 7:00, Mexico City time

1. For each empresa, get the Balanza de comprobación for the current period.
2. Keep the accounts whose closing balance changed since the last run.
3. Post them with account number, name and balances to your reporting webhook.

### New received CFDI, downloaded and listed

Starts: Every weekday at 9:00, Mexico City time

1. For each empresa, download yesterday's recibidos XML from the SAT portal.
2. Read the Egresos list and keep the documents not there on the last run.
3. Email you the new ones with date, UUID, RFC, name and total.

You can run a workflow by hand on every plan, Free included. Schedules and webhook triggers come with the paid plans, from $29 a month.

## Once built, one call from your code

Once you have built a [method](/product/methods), it is one POST to /v1/runs from your backend, or a tool an AI agent calls over MCP. This is what “Reconcile CFDI against pólizas” would look like.

Example request:

```
curl https://api.fous.com/v1/runs \
  -H "Authorization: Bearer $FOUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "method": "app.contpaqinube.com/reconcile_cfdi_against_polizas",
    "input": {
      "empresa": "Acme Distribuciones",
      "ejercicio": 2026,
      "first_period": 10,
      "last_period": 10
    }
  }'
```

Example response:

```
{
  "status": "completed",
  "data": {
    "empresa": "Acme Distribuciones",
    "periods": "2026-10",
    "cfdi": [
      {
        "date": "2026-10-14",
        "type": "Ingreso",
        "uuid": "7F3A2C10-4B8E-4D21-9A6F-2E5C8B1D0A47",
        "rfc_proveedor": "NWT150312AB4",
        "nombre": "Northwind Logística",
        "metodo_pago": "PUE",
        "total_mxn": 18560,
        "iva_acreditable": 2560,
        "polizas": [
          "Egresos 214"
        ]
      }
    ],
    "count": 1
  }
}
```

An example with invented data, not a ready-made endpoint. The method exists in your organization once you build it, and its name, inputs and fields follow your request.

## CONTPAQi Contabiliza’s own options

CONTPAQi's developer portal offers two REST APIs in JSON, Timbra v2 and Timbra v3, for stamping and cancelling CFDI. Each needs a subscription to that product and an administrator's authorization. For reports and accounting data in CONTPAQi Contabiliza, the documented route is the app itself, with exports to PDF, HTML and Excel.

| Option | What it covers | What it takes |
| --- | --- | --- |
| Timbra v2 and Timbra v3 APIs | Stamping (timbrado) and cancellation of CFDI, over REST with JSON. | A subscription to each API product on the developer portal and authorization from an administrator. |
| Descarga de XML and carga manual de XML | Bring issued and received XML into an empresa, from the SAT portal or a folder, as documentos administrativos. | The Utilerías menu in CONTPAQi Contabiliza, for the RFC of the empresa. |
| CONTPAQi Contabiliza by hand | The Reportes menu: Estados financieros, Auxiliares, Control de IVA and more, each saved as PDF, HTML or Excel. | A CONTPAQi Nube account invited to the empresa. |

Read on November 12, 2026: [CONTPAQi Nube developer portal](https://developers.contpaqinube.com/), [Listado de reportes de CONTPAQi Contabiliza](https://conocimiento.blob.core.windows.net/conocimiento/2024/Nube/Contabiliza/NotasTecnicas/NT_Listado_de_Reportes_Contabiliza/introduccion_1.htm), [Configuraciones previas en CONTPAQi Contabiliza](https://conocimiento.blob.core.windows.net/conocimiento/2025/Nube/Contabiliza/CasosPracticos/CP_Apps_Tesoreria_Contabiliza/configuraciones_previas_en_contpaqi_contabiliza_.html).

## Signing in to CONTPAQi Contabiliza

CONTPAQi Contabiliza signs you in with a CONTPAQi Nube account: your email address and password, then Acceder. The owner or an administrator of each empresa invites the other users and decides who has access. With Fous you sign in once through that sign-in with your own account: the login is sealed with AES-256, and an expired session is signed back in.

## Worth knowing

- **Empresas are managed from Contabiliza**: Empresas can only be created, opened or deleted in CONTPAQi Contabiliza, and the owner or an administrator controls invitations and roles. A method takes the empresa as an input and sees only the empresas your account was invited to.
- **Reports open in a new browser tab**: Each report opens in an additional tab after you choose its filters and press Ejecutar reporte, so the same report can run several times with different parameters. It can be saved as PDF, HTML or Excel.
- **Downloaded XML become documents**: Descarga de XML downloads the issued or received XML for the empresa's RFC from the SAT portal and converts them into documentos administrativos, listed by type: Ingresos, Egresos, Ventas and others.
- **Period 13 and blank rows**: The Balanza de comprobación includes the adjustment period, periodo 13, when you choose it as the last period. In the CFDI to pólizas reconciliation, a CFDI with no póliza, or with more than one, shows a blank row.

## More in Accounting, tax and ERP software

- [Comarch ERP Optima](https://fous.com/automate/comarch-erp-optima.md)
- [Cegid Loop](https://fous.com/automate/cegid-loop.md)
- [Domínio Sistemas](https://fous.com/automate/dominio-sistemas.md)
- [Xero Practice Manager](https://fous.com/automate/xero-practice-manager.md)
- [a3innuva](https://fous.com/automate/a3innuva.md)
- [Confirmation](https://fous.com/automate/confirmation.md)
- [MyCodabox](https://fous.com/automate/codabox.md)
- [Xero bank feeds](https://fous.com/automate/xero-bank-feeds.md)
- [Exact Online](https://fous.com/automate/exact-online.md)
- [Twinfield](https://fous.com/automate/twinfield.md)
- [Sage Intacct](https://fous.com/automate/sage-intacct.md)
- [CCH Axcess](https://fous.com/automate/cch-axcess.md)
- [TallyPrime](https://fous.com/automate/tallyprime.md)
- [TaxDome](https://fous.com/automate/taxdome.md)
- [Drake Tax](https://fous.com/automate/drake-tax.md)
- [Dext Prepare](https://fous.com/automate/dext-prepare.md)
- [Lexware Office](https://fous.com/automate/lexware-office.md)
- [MYOB Business](https://fous.com/automate/myob-business.md)
- [弥生会計](https://fous.com/automate/yayoi-kaikei.md)
- [SAP Concur](https://fous.com/automate/sap-concur.md)

Other industries: [Meta Business Suite and Ads Manager](/automate/meta-business-suite-and-ads-manager), [Autossimo](/automate/autossimo), [FMCDealer](/automate/fmcdealer), [The Work Number](/automate/the-work-number), [BuildingConnected](/automate/buildingconnected), [Tradeplace](/automate/tradeplace).

## Frequently asked questions

### Does CONTPAQi have an API?

Yes, for CFDI stamping and cancellation. The developer portal offers the Timbra v2 and Timbra v3 REST APIs, each with a subscription to that product and an administrator's authorization. For reports and accounting data in CONTPAQi Contabiliza, the documented route is the app, with exports to PDF, HTML and Excel.

### How do I find CFDI that have no póliza in CONTPAQi Contabiliza?

Run Conciliación de IVA Acreditable CFDI - Pólizas under Reportes, Control de IVA, for the periods you want. A CFDI with no associated póliza shows a blank row, and so does one linked to more than one póliza.

### Can I export the Balanza de comprobación to Excel?

Yes. The filter panel of the Balanza de comprobación has an option to export the data to Excel, next to the Ejercicio, Periodo, Moneda, Tipo de cambio, Nivel and Tipo de cuentas filters. Any report can also be saved as PDF, HTML or Excel.

### Can CONTPAQi Contabiliza download my XML from the SAT?

Yes. Descarga de XML in the Utilerías menu downloads the issued or received XML for your empresa's RFC from the SAT portal and turns them into documents in the Ingresos, Egresos and Ventas lists. You can also load XML from a folder.

### Is Fous affiliated with CONTPAQi?

No. Fous is an independent product. You use it with your own CONTPAQi Nube account, and a method reads and does only what that account can.

Fous is an independent product: it is not affiliated with, endorsed by or sponsored by the operator of CONTPAQi (CONTPAQi). The name is used only to say which system this page is about. Something here wrong or out of date? Write to legal@fous.com.