Use case
CFDI to Excel: from XML and PDF to a spreadsheet
Upload your CFDI 4.0 invoices as XML and PDF and get a spreadsheet with UUID, RFC, subtotal, VAT and total already extracted, cross-checked and validated — ready to reconcile and export to Excel.
For Accounting firms and Accounts Payable teams handling Mexican invoices.
The problem today
A CFDI (Comprobante Fiscal Digital por Internet) is Mexico's mandatory electronic invoice: an XML file stamped by the SAT tax authority, usually delivered with a PDF representation. Today AP teams and accounting firms key each invoice into spreadsheets by hand — open the XML, read the PDF, transcribe UUID, RFC, subtotal, VAT and total one by one. It is slow, typo-prone and hard to audit at hundreds of invoices a month. And because the PDF and the XML don't always match, catching a mistyped RFC or a total that doesn't add up means checking every single document.
What Tablora extracts and validates
Every document is a row; every column, an instruction.
How it works
- 1
Upload your CFDIs as XML and PDF
Load CFDI 4.0 invoices in bulk — the XML and its printed PDF representation. Each document becomes a row in the spreadsheet.
- 2
Define the columns you need
Use the CFDI review template or write your own column instructions in plain language: UUID, issuer and receiver RFC, subtotal, VAT, total, CFDI use, payment method and payment form.
- 3
Review, validate and export
Tablora extracts each value from the XML, cross-checks it against the PDF and flags discrepancies. Review with citations and confidence levels, then export to Excel or CSV.
Validation layer
Not just extraction — validation
- Flags issuer or receiver RFCs with an invalid format (wrong length for individuals or companies)
- Flags missing, unreadable or malformed UUIDs (8-4-4-4-12 format)
- Verifies that subtotal plus VAT adds up to the total and reports the exact mismatch
- Cross-checks the PDF against the XML and reports any difference in UUID, RFC, amounts or taxes
- Spots payment form '99 – To be defined' and PPD invoices that still need a payment complement (REP)
- Checks that the CFDI use code and SAT catalog keys are coherent with the invoice
Frequently asked questions
What is a CFDI and why does it need special handling?
A CFDI (Comprobante Fiscal Digital por Internet) is Mexico's mandatory electronic invoice: an XML file digitally stamped by the SAT, Mexico's tax authority, typically delivered alongside a PDF representation. The XML — not the PDF — is the legally binding document, so any AP or accounting workflow needs to read XML fields like the UUID, the RFC tax IDs and the tax amounts, and check that the PDF actually matches the XML.
How do I convert a CFDI to Excel with Tablora?
Upload CFDI 4.0 invoices as XML plus their PDF representation. Each document becomes a row and each fiscal field a column. Tablora extracts UUID, RFC, subtotal, VAT, total, CFDI use and payment form, and you export the sheet to Excel or CSV in one click.
Does it read the XML or the PDF?
Both. It reads the CFDI XML as the primary source of fiscal data and, when a PDF representation exists, cross-checks the two. If the PDF and the XML disagree on UUID, RFC or amounts, the row is flagged as a discrepancy for review.
Can I reconcile and export into my accounting system?
Yes. The resulting spreadsheet exports to Excel or CSV for AP reconciliation, in a format compatible with loads into systems like CONTPAQi, SAP or QuickBooks. Every value carries its citation and confidence level for auditability.
Turn these documents into a spreadsheet
Upload your files, review with citations and confidence, and export to Excel or CSV.
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