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ScaleMyTeam

Invoices from WhatsApp, email and DGI in a single report

ScaleMyTeam brings together invoices from three sources: those arriving over WhatsApp, those entering a mailbox, and those downloaded from Panama's DGI e-Tax 2.0 portal. It reads them with OCR, recognizes the supplier and sends your accountant a unified Excel every day.

What is included

  • Email agent that watches a mailbox (Gmail, Microsoft 365 or IMAP/SMTP), detects invoice attachments, processes them with OCR and replies to the sender.
  • Anti-noise filters and exclusion rules by sender, domain, subject or attachment; when OCR confidence is low, the email is escalated to human review.
  • “DGI Sync” skill: signs in to the e-Tax 2.0 portal with each company's credentials and downloads received or issued invoices to Dropbox on a schedule.
  • Automatic enrichment: when an invoice carries a valid CUFE, the official DGI PDF is downloaded and both files are kept.
  • Daily report to the accountant with an Excel that unifies DGI, WhatsApp and email.
  • Supplier catalog per organization or company to automatically recognize and normalize the issuer of each invoice.

How it works

  1. Connect the mailbox, the Dropbox account and each company's DGI credentials.
  2. Schedule the DGI download and activate the email agent; invoices sent via WhatsApp arrive through the chatbot.
  3. Review the daily report and handle the cases the system escalates for low confidence.

Limits worth knowing

  • For Gmail and Microsoft 365 the organization registers its own OAuth application (Google Cloud or Azure AD).
  • The agent replies once per email and does not reply to automated senders (no-reply) to avoid loops.
  • The DGI download is idempotent per CUFE; if DGI does not respond, after a 60-minute grace period the customer's original is uploaded.
  • Credentials are stored encrypted and are never shown back.

Frequently asked questions

Does it work with Panama's electronic invoices?
Yes. The DGI skill downloads electronic invoices from each company's e-Tax 2.0 portal and links them by CUFE.
Where are the files stored?
In the Dropbox folder you connect, organized by company, year, month and type (received or issued).

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