Made in Spain & Latin America AI in Finance

Heru — AI for Finance & Business

Automate your Mexican tax declarations and invoicing without hiring an accountant.

Connect your RFC to the SAT and let Heru's AI handle monthly ISR and IVA calculations, filings, and CFDI 4.0 invoicing.

Best forAI in Finance

DifferentiatorDirect SAT integration for automated filing

Proof50,000+ users

Explore Heru

Pro from$599 MXN/mo

8.7 Zekai

Mexican Tax Automation

AI for Finance & Business

Ease of Use

9.2

Accuracy

9.0

Value

9.6

Time Saving

7.2

50,000+Users

8.7/10Zekai Score

Tax AutomationDirect SAT IntegrationCFDI 4.0 InvoicingDeduction OptimizationMexican Market Focus

📊 Independently reviewed and scored. How we score →

✍️ Reviewed by Zekai Editorial Team · Updated August 7, 2026

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Zekai Verdict

What is it?: Heru is a tax automation platform designed specifically for the Mexican market.
Best for: Automating monthly and annual tax compliance with the Mexican SAT for sole proprietors and small businesses.
Not ideal for: Exclusively for the Mexican tax system (SAT)
Price: $599 MXN/mo
Zekai Score: 8.7/10

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⚡ Quick answer

For finance and business professionals in Mexico, Heru is the best AI tool for automating tax compliance. It connects directly to the SAT, calculates monthly and annual taxes (ISR, IVA), handles invoicing, and files declarations with one-click approval, specifically designed for freelancers, gig workers, and small businesses under Mexican tax law.

CategoryTax Automation

Best ForMexican freelancers & SMBs

Price From$189 MXN/mo

FreeNo

DifferentiatorDirect SAT integration for automated filing

Proof50,000+ users

Rating8.7/10

📖 About Heru

Heru is a tax automation platform designed specifically for the Mexican market. It simplifies tax compliance for freelancers, independent professionals, and small businesses by connecting directly to the SAT (Mexico's tax authority) to automate calculations, invoicing, and monthly declarations.

How It Works

Your workflow, automated

Connect Your RFC

Securely link your SAT fiscal information to Heru in under 2 minutes. This allows the platform to access your income and expense data.

Automated Calculation

Heru's technology analyzes your data, optimizes for deductions, and automatically calculates your monthly ISR and IVA taxes, preparing the declaration for you.

Approve and File

Review the pre-calculated declaration in the app. With one click, you approve it, and Heru files it directly with the SAT on your behalf.

Ready to automate your workflow with Heru?

Explore Heru →

Real Impact

Before & After

❌ Before

Spending hours each month navigating the SAT website, manually calculating taxes, and worrying about filing errors.

Days of manual tax work

✅ After

Automating all monthly tax declarations and invoicing, filing with one-click approval, and staying compliant without stress.

Minutes of review & approval

Prompt Templates

Try it with these prompts

Copy any prompt and paste it directly into the tool.

Calculate ISR and IVA estimate

Calculate my estimated ISR and IVA for the month. I am in the [Select your regime] regime and my approximate monthly income is [Enter approximate monthly income].

Generate income invoice

Generate an income invoice for my client [Client Name]. My RFC is [Your RFC] and my company name is [Your Company Name]. The amount is [Amount] and the concept is [Concept].

Identify pending tax obligations

Check for any pending or overdue tax declarations. I need to ensure I am compliant with the SAT. My RFC is [Your RFC].

AI Prompts

Prompts for Finance

Prompt 01 Prompt for Auditing an AI Vendor's Incident Response Plan

You are a Senior Compliance Officer at a financial institution subject to SEC Regulation S-P. Review the attached Security Incident Response Plan from [[AI Vendor Name]]. Cross-reference it against the 2026 amended Reg S-P requirements. Ide…

Prompt 02 Generative AI Prompt for Variance Analysis

You are an FP&A analyst preparing a monthly financial review. Based on the following data comparing budget vs. actuals for the last quarter, write a concise summary (under 150 words) for the CFO. Identify the top three largest variances (ab…

Prompt 03 Revenue Forecast Prompt for Power BI Copilot

You are an FP&A analyst building a driver-based revenue forecast for the next 4 quarters. Using the connected data from our ERP (financials) and CRM (sales pipeline), create a time-series forecast for 'Total Revenue'. Use 'New Bookings', 'R…

See all 35 AI prompts for Finance →

Social Proof

Trusted by 50,000+

50,000+ professionals using this tool

Ease of Use

9.2

Accuracy

9.0

Value

9.6

Time Saving

7.2

"Honestly, a very good platform. The whole process is super simple and the app is very well thought out. It saved me a lot of time."

Roberto M., Entrepreneur · June 2026

"What a relief that something like Heru exists! As an independent, it helped me so much to understand everything about the SAT. I was finally able to get up to date."

Miguel Ángel T., Independent Professional · May 2026

"It delivers everything it promises, but I would like them to have more personalized support. Otherwise, it's good."

Patricia V., Therapist · April 2026

"I honestly can't believe how easy it all was. The integration with the SAT is very fast and the process is very intuitive."

Ricardo V., Web Developer · March 2026

50,000+ professionals are already using this tool.

See Plans & Pricing →

Connects With

Heru integrations

SAT (Servicio de Administración Tributaria) Uber DiDi Rappi Airbnb Mercado Libre Amazon

Setup complexity: Beginner-friendly

Comparison

Best Heru alternatives

Heru's primary alternative is a traditional human accountant. Choose Heru for its affordability, speed, and 24/7 accessibility for routine monthly tax compliance and invoicing; it's ideal for straightforward tax situations. Opt for a human accountant if you require complex strategic tax planning, personalized financial advice, or have a large, multifaceted business with unique needs that demand a dedicated, high-touch relationship. Heru automates the process, while an accountant provides bespoke advisory services.

The decision

Is Heru worth it?

Return on investment

By automating monthly tax filings, a freelancer on the $599 MXN/mo RESICO plan can save over 5 hours of manual work and potential accountant fees each month.

Built for

Mexican freelancers, independent professionals (doctors, lawyers, architects), gig workers (Uber, Rappi, Airbnb), and small business owners.

Effort to adopt

Beginner-friendly

Compliance

Compliance posture not publicly documented — verify with vendor.

Who It's For

Why Finance & Business choose this tool

🎯

Built for

Automating monthly and annual tax compliance with the Mexican SAT for sole proprietors and small businesses.

In-Depth Overview

For any finance professional, freelancer, or small business owner in Mexico, managing SAT obligations is a constant, complex burden. Heru replaces the need for manual spreadsheets or a traditional accountant for routine compliance. The platform's core strength is its direct, secure integration with your RFC (tax ID). Once connected, it automatically analyzes income, identifies deductible expenses using AI, and calculates your monthly ISR and IVA taxes. Heru prepares your declaration for you; all you have to do is review and approve it with a single click. The platform then files it directly with the SAT on your behalf before the deadline. It also includes unlimited CFDI 4.0 invoicing, a centralized dashboard for all your fiscal documents, and support for various tax regimes like RESICO, Plataformas Digitales, and Actividad Empresarial. With over 50,000 users, Heru provides a proven, tech-driven solution to save significant time and reduce the risk of errors in your tax filings, letting you focus on your business rather than on fiscal administration.

Key Use Cases

✍️

Automate monthly tax declarations

Freelance Professional

Connect your RFC once, and Heru automatically calculates your ISR and IVA each month, letting you file with a single click instead of spending hours on the SAT portal.

Reduces tax filing time by 90%

🚗

Comply with digital platform tax rules

Gig Economy Worker

For drivers on Uber or DiDi and hosts on Airbnb, Heru automatically handles the specific tax requirements for digital platforms, ensuring you're always compliant.

Eliminates monthly compliance errors

🏢

Manage business taxes without an in-house accountant

Small Business Owner

Issue unlimited CFDI 4.0 invoices, track income and expenses, and automate monthly declarations for your business, all from one dashboard.

Saves thousands vs. hiring an accountant

✓ Pros

Drastically simplifies complex Mexican tax obligations

Direct integration with the SAT ensures filing accuracy

Affordable monthly pricing compared to a traditional accountant

Mobile app available for on-the-go management

Automatically identifies and applies deductions to optimize taxes

Catches up on past-due declarations to regularize your fiscal situation

· Cons

Exclusively for the Mexican tax system (SAT)

User reviews mention that customer support response times can be slow

Some fiscal terms and processes might be confusing for complete beginners

⚡ Editorial Verdict

Heru is an essential tool for any independent professional or small business in Mexico struggling with SAT compliance. Its direct integration and automated filing process are game-changers. The primary trade-off is its specificity; it's exclusively for the Mexican market and support can sometimes be slower than a dedicated accountant.

See all 373 AI tools for Finance → Browse the AI Directory →

Questions & Answers

Frequently asked questions

What's the best AI tax tool for freelancers in Mexico?

Heru is the leading AI-powered tax platform for freelancers and small businesses in Mexico. It automates the entire process, from calculating ISR and IVA to filing monthly declarations directly with the SAT, all through a simple app.

Is Heru only for Mexico?

Yes, Heru is designed exclusively for the Mexican tax system and integrates directly with the SAT. It is not suitable for tax compliance in other countries.

How can I automate my SAT declarations in Mexico?

With Heru, you connect your RFC to the platform securely. Its technology then analyzes your income and expenses, prepares your monthly declaration, and allows you to file it with the SAT in a single click.

What tax regimes does Heru support?

Heru supports several common regimes in Mexico, including RESICO (Simplified Trust Regime), Digital Platforms, Professional Services (Honorarios), and Business Activities (Actividad Empresarial).

Can AI help me calculate my ISR and IVA taxes in Mexico?

Absolutely. Heru uses AI to analyze your fiscal information, calculate your monthly ISR and IVA taxes, and even identify potential deductions to optimize your tax situation automatically.

What is a good alternative to a traditional accountant for a small business in Mexico?

Heru is an excellent, cost-effective alternative. It provides automated tax calculation, invoicing, and declaration filing, covering the core compliance tasks of an accountant for a fraction of the price.

Last reviewed: June 2026 — Pricing, features, and user testimonials were assessed based on the public website.

Plans & Pricing

Heru pricing and plans

Pro

$599 MXN/mo

RESICO Plan: Price is based on annual billing. Includes monthly declarations, AI-powered deduction detection, and email support. Ideal for freelancers and independent professionals.

Start Pro Plan

Enterprise

$1,499 MXN/mo

Tailored for teams and large organisations.

Contact Sales

Prices and features are updated regularly but can change at any time — always confirm on the official website. Some links on this page are affiliate links.

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Heru Alternatives (2026)

The best alternatives to Heru — every tool below is reviewed and scored by Zekai.

Compare	Heru	Ramp	TIKR
Zekai Score	8.7/10	9.5/10	9.3/10
Rating	4.5/5	4.5/5	4.5/5
Pricing	$599 MXN/mo	$0/mo/user	$0/month
Free tier	No	No	Yes
Best for	Automating monthly and annual tax compliance with …	—	Fundamental analysis and screening of global publi…

Ramp TIKR Numeric Koyfin Blue J Tegus Runway Financial DataSnipper

Free guide

Take it with you

Getting Started with Heru for Mexican Tax Automation

**What is Heru?** An AI platform to automate your SAT tax obligations.
**Who is it for?** Freelancers, gig workers, and small businesses in Mexico.
**Core Benefit:** Save time and avoid errors by automating monthly ISR/IVA calculations and filings.

**Key Features:** Direct SAT link, AI deduction finder, one-click filing, CFDI invoicing.
**Supported Regimes:** RESICO, Plataformas Digitales, Honorarios, and more.

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Disclaimer

Zekai is an independent AI tools directory. We are not affiliated with, endorsed by, or officially connected to Heru unless clearly stated. All product names, logos, and brands are the property of their respective owners and are used for identification purposes only. The information on this page — including pricing, features, and availability — is general information, may have changed since our last review, and is not professional advice. Zekai Scores and verdicts are our editorial opinion. Some outbound links are affiliate links that may earn us a commission at no extra cost to you. Spotted outdated or incorrect information? Request a correction →

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Heru — AI for Finance & Business

Top AI for Finance & Business picks

Your workflow, automated

Before & After

Try it with these prompts

Prompts for Finance

Trusted by 50,000+

Heru integrations

Best Heru alternatives

Is Heru worth it?