Does Business Central issue CFDI?

Business Central adapts to Mexico’s tax requirements, including electronic invoicing, with BETABOX’s guidance. During the assessment we review with you and your accountant which receipts and complements your company issues today and how they are covered within the project scope.

What about electronic accounting and the DIOT?

Both are built from the system’s own accounting and purchasing records, without re-entering data. During design we define the chart of accounts with the SAT grouping code and the withholding rules by vendor type.

Do you serve companies in Mexico without a local office?

Yes. We work remotely with companies in Mexico, in your time zone and in Spanish or English, backed by our headquarters in Miami, Florida, and a regional network of consultants. Implementation, training and support are delivered through video calls, online workshops and direct support channels.

How long does a Business Central implementation take?

It depends on the scope, the number of companies and the quality of the data being migrated. We do not publish generic timelines: the complimentary assessment delivers a phased schedule with stated assumptions and agreed success criteria.

Can I work in local currency and US dollars at the same time?

Yes. Business Central records transactions in multiple currencies, keeps historical exchange rates and reports in local currency and US dollars, with balance revaluation when regulation or management requires it.

Do you publish prices?

No. Every project is quoted according to its scope: number of users, companies, processes, integrations and data to migrate. The initial assessment is 100% complimentary and ends with a written proposal with scope and price.

Mexico

Comply with the SAT every day without slowing the operation

In Mexico, electronic invoicing is not a month-end task: every sale, every payment and every shipment creates an obligation with the SAT (Mexico’s tax authority). We implement Microsoft Dynamics 365 Business Central so finance, purchasing, inventory and production work on a single record, adapted to the country’s tax requirements with BETABOX’s guidance.

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How we serve you

Remote delivery with local support, backed by our headquarters in Miami, Florida.

Remote delivery, on your schedule: We work with companies in Mexico remotely, with meetings, workshops and training in your time zone and in Spanish or English. The engagement does not depend on travel or a local office.
Backed by our Miami, Florida headquarters: Our headquarters at 444 Brickell Avenue, Miami, concentrates project leadership and the relationship with Microsoft. From there we coordinate the regional network of consultants that serves each country.
Local support in Spanish and English: Support is delivered over WhatsApp and email by the same consultants who took part in your implementation. No intermediaries and no generic call centers.

Tax and regulatory requirements your ERP must cover

Mexico’s tax environment is among the most demanding in the region for e-invoicing and periodic reporting. Your ERP must produce the right information at the right time, not rebuild it afterwards.

Tax authority: Servicio de Administración Tributaria (SAT)

CFDI 4.0 and complements: Digital tax receipts (CFDI) for income, expenses, payroll and transfers, with the payment receipt complement and the carta porte complement when goods are transported.
Electronic accounting: Chart of accounts, trial balance and journal entries in the format required by the SAT, with every entry traceable to its CFDI.
VAT and income tax withholding and DIOT: Vendor withholding according to tax regime, and the informational return on third-party transactions (DIOT) built from purchasing records.
Annual inflation adjustment and closes: Calculation of the annual inflation adjustment on receivables and payables, and monthly closes that leave information ready for the audit or the annual return.
CFDI cancellations and substitutions: Cancellation rules with recipient acceptance and receipt substitution, with the full history inside the system.

The topics above describe common obligations in the country’s regulatory environment and may change. During the assessment we review with you and your tax advisor which ones apply to your company and how they are covered within the project scope.

Why Dynamics 365 Business Central fits your market

Business Central adapts to your country’s tax requirements with BETABOX’s guidance, and brings capabilities that matter especially to companies in the region.

Microsoft’s official localization for Mexico: Business Central ships with a Mexico version maintained by Microsoft, and the specifics of your operation are covered with BETABOX’s guidance within the project scope.
Multi-currency and multi-company: Record transactions in local currency and US dollars, value inventory and accounts in the currency you need, and consolidate several companies or sites into a single report.
Dimensions for local reporting: Classify every entry by cost center, branch, business line or project, and produce the reports local administration requires without parallel spreadsheets.
Interface and Copilot in Spanish and English: Business Central is available in both languages, and Copilot answers in your language about your own data: queries, summaries and suggestions without leaving the system.
Bank integration and traceability: Assisted bank reconciliation, statement import and full traceability of every entry for internal and external audits.
Extensible without breaking the standard: Country and company specifics are handled with extensions that coexist with Microsoft continuous updates, rather than customizations that block the system from evolving.
Microsoft cloud with continuous updates: No servers of your own and no expiring versions: Business Central updates continuously, with the security and availability of the Microsoft cloud.

Dynamics 365 Business Central in Latin America

The Microsoft ecosystem around the ERP

Once the base record is reliable, the rest of the ecosystem multiplies its value: collaboration, cloud, automation and artificial intelligence on the same data.

Microsoft 365 and Copilot

Email, collaboration and identity security for distributed teams, with Copilot as an assistant over your documents, meetings and Business Central data.

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Microsoft Azure

Cloud infrastructure, backups and disaster recovery, with Azure regions across the Americas and access controls aligned with your security policy.

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Power Platform

Mobile apps to capture data on the plant floor, in the warehouse or in the field, approval flows and Power BI dashboards connected to the ERP.

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Applied artificial intelligence

Bounded, measurable use cases on your processes: document classification, demand forecasting and customer service, with a pilot before scaling.

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Support when your operation needs it

Support is handled by consultants who know your implementation. Every case is logged with a priority (normal, high, urgent) and followed through to closure.

24/7 support with under 1 hour response time

WhatsApp: +1 (754) 209-2071
Email: support@betaboxtech.com
Online booking with our experts (Microsoft Bookings)

Industries we work with in the country

Manufacturing and maquila with international supply chains, wholesale distribution, logistics operators handling carta porte and retail chains with multi-store inventory.

Manufacturing

When the plant never stops, every friction costs you margin

The master schedule lives in a spreadsheet only one person knows how to maintain. Order changes never reach purchasing, and the shortage surfaces on the shop floor, when the only way out is expedited freight or a stopped line.

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Distribution

Selling more means nothing if you do not know which deal leaves margin

Replenishment is decided on instinct or on the last conversation with the supplier. Excess inventory that ties up cash coexists with stockouts on the products that do move, with no minimums policy and no lead times by supplier.

See the industry

Logistics and transportation

You move the freight, but you do not know what moving it costs

Orders arrive by email, by phone, and on customer spreadsheets, and someone retypes them. Every retype is a chance to get the address, the quantity, or the service terms wrong.

See the industry

Retail

Your customer sees one brand; your operation sees one store at a time

Every location manages its stock as if it were a separate company. There is no consolidated view, so you reorder from the supplier what is sitting unsold in the store next door.

See the industry

Case studies

We publish case studies only with written authorization from each client. Cases from this country are pending authorization; in the meantime, we can share references from your sector during the assessment.

FAQ

Frequently asked questions

Does Business Central issue CFDI?: Business Central adapts to Mexico’s tax requirements, including electronic invoicing, with BETABOX’s guidance. During the assessment we review with you and your accountant which receipts and complements your company issues today and how they are covered within the project scope.
What about electronic accounting and the DIOT?: Both are built from the system’s own accounting and purchasing records, without re-entering data. During design we define the chart of accounts with the SAT grouping code and the withholding rules by vendor type.
Do you serve companies in Mexico without a local office?: Yes. We work remotely with companies in Mexico, in your time zone and in Spanish or English, backed by our headquarters in Miami, Florida, and a regional network of consultants. Implementation, training and support are delivered through video calls, online workshops and direct support channels.
How long does a Business Central implementation take?: It depends on the scope, the number of companies and the quality of the data being migrated. We do not publish generic timelines: the complimentary assessment delivers a phased schedule with stated assumptions and agreed success criteria.
How does support work after go-live?: With 24/7 support and under 1 hour response time, over WhatsApp and email, handled by consultants who know your implementation. Every case is logged with a priority and followed through to closure.
Can I work in local currency and US dollars at the same time?: Yes. Business Central records transactions in multiple currencies, keeps historical exchange rates and reports in local currency and US dollars, with balance revaluation when regulation or management requires it.
Do you publish prices?: No. Every project is quoted according to its scope: number of users, companies, processes, integrations and data to migrate. The initial assessment is 100% complimentary and ends with a written proposal with scope and price.

Bring your operations and tax compliance into a single system

Tell us how you invoice, purchase and close the month today. We propose a complimentary assessment and a phased scope tailored to your company in Mexico.

Request a complimentary assessment

Contact

Request a complimentary assessment

Tell us what your company needs and a BETABOX advisor will get in touch to schedule a call at your convenience. The initial assessment is 100% free of charge.

WhatsApp: +1 (754) 209-2071
Bookings: Book directly on the calendar