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Happy Sat

Mobile app for SAT purchase classification using AI, document extraction, and fiscal profile automation

⚠️ The Challenge

Mexican taxpayers struggle to correctly classify purchases for SAT compliance, especially without clear guidance on deductions, CFDI usage, and tax implications.

🤖 AI-Powered Analysis

Built a mobile-first assistant that analyzes purchase descriptions using AI, returning structured tax insights including category, CFDI use, VAT credit eligibility, and risk level.

📄 Tax Profile Extraction

Implemented document upload for Constancia de Situación Fiscal. The system extracts key fields like RFC, regime, and person type using backend parsing, with manual fallback when needed.

⚡ Local-First Architecture

Designed a resilient offline-first system using AsyncStorage, ensuring all user data is available instantly while syncing silently with PocketBase in the background.

✅ Result

Happy SAT simplifies fiscal decision-making, reduces errors in tax deductions, and provides users with fast, reliable, and actionable insights directly from their mobile device.