ACUSE investor pitch

FORM ACUSE-P pitch · fall 2026

Finds what a SAT audit finds. Before SAT does.

Every Mexican company runs on CFDI — government-stamped XML invoices. Acuse reads them and answers, in pesos and in seconds, the question every CFO and accountant faces monthly: what would the tax authority find if it audited us today?

LIVE PRODUCT · 100% CLIENT-SIDE · MONTERREY, MX · SOLO FOUNDER

FORM ACUSE-P · SECTION 01 — the problem

Mexico’s tax authority automated enforcement. Companies didn’t automate defense.

  • SAT’s electronic audits are automated cross-checks of invoices, payment complements and bank flows — the exact data Acuse analyzes.
  • Article 69-B lets SAT retroactively void deductions from blacklisted suppliers. The blacklist is public — but checking it is manual, so it happens late and never covers every invoice.
  • Credit invoices without a payment complement (REP) mean non-creditable IVA — including partially-paid installments.
  • Today this checking is junior accountants, a government CSV, and Excel — every month, for every client, at every accounting firm.

FORM ACUSE-P · SECTION 02 — the product

Upload the month’s XMLs. Get the audit verdict in pesos.

Live today. Runs 100% in the browser — tax data never leaves the machine, which is the whole objection-killer for accounting firms handling client data. Six findings, each quantified, each with the exact invoices listed:

69-B BLACKLISTED SUPPLIERS PPD WITHOUT REP (INSTALLMENT-AWARE) INVOICES WITH NO BANK CHARGE CHARGES WITH NO INVOICE DUPLICATE FOLIOS MALFORMED RFCS

FORM ACUSE-P · SECTION 03 — validated with real data

Not a mockup. The engine already ran against the real files.

14,054
RFCs parsed from SAT’s live, official 69-B blacklist CSV — 11,138 Definitivo + 959 Presunto flagged as risk; Desvirtuado and Sentencia Favorable correctly excluded.
SOURCE: SAT · LISTADO COMPLETO 69-B CFF
9/9
Public reference CFDIs parsed first try: real stamped 3.3 and 4.0 invoices, Pagos 2.0 payment complements with installments, discounts, namespace edge cases.
SOURCE: PUBLIC CFDI ECOSYSTEM FIXTURES
1 hit
End-to-end run — sample portfolio × the live official 69-B list — caught a genuinely blacklisted (Definitivo) supplier RFC and quantified the exposure: the exact report a despacho would hand its client.
RUN: REAL 69-B LIST × SAMPLE PORTFOLIO
2 engines
Same analysis in Python (reference CLI) and dependency-free client-side JavaScript; on every load the browser replays a seeded case battery pinned by the Python reference CLI; a mismatch blocks the demo.
PARITY SELF-CHECK ON EVERY LOAD

FORM ACUSE-P · SECTION 04 — market

Sold through accounting firms. Every sale multiplies.

MX$100–300 per client company per month. A despacho manages dozens to a few hundred client companies, and the day-17 filing deadline returns every month — built-in recurrence.

ARR by number of accounting firms

Illustrative: 100 client RFCs per firm · MX$200 per RFC per month

10 firms
MX$2.4M ≈ US$140K
50 firms
MX$12M ≈ US$700K
200 firms
MX$48M ≈ US$2.8M

Arithmetic: firms × 100 RFCs × MX$200 × 12 · USD at ~17 MXN. US$50M ARR ≈ 350K client companies via ~3,500 firms, in a country with millions of active CFDI-issuing taxpayers. Same playbook extends to Colombia, Chile, Peru and Brazil — all with mandatory e-invoicing.

FORM ACUSE-P · SECTION 05 — model & plan

Wedge → close

Free risk report on the firm’s own client data — no signup friction, nothing to trust, runs the same day. Convert to the paid monthly close: SAT mass-download, bank reconciliation, draft filings (DIOT) delivered before day 17. Inertia, not competition, is the honest obstacle — the wedge fights it with pesos at risk on the firm’s own clients. The report lands as the firm’s own catch — “we found this before SAT did.” The moat is the workflow, not the parser: every month a firm closes with Acuse, switching costs compound. And the core report stays client-side permanently; AI features are opt-in, per document.

Next 6 months

  • M1–2 · 10 Monterrey despachos running the free report; SAT mass-download with client e.firma
  • M3–4 · per-bank statement adapters; DIOT draft
  • M5–6 · multi-client firm portal; recurring billing per RFC

FORM ACUSE-P · SECTION 06 — founder

Marcel Lara — automates hostile schemas for a living

  • Data engineer at DeAcero, one of Mexico’s largest steelmakers: SAP→BigQuery ingestion, dbt models — hostile-schema reconciliation as a day job.
  • Shipped an FDA ELT pipeline over 108,265 adverse-event reports (Airbyte · dbt · BigQuery · 27 automated tests · CI) and an applied ML risk model on the same data (ROC-AUC 0.799).
  • Previous startup APOLO (robotic surgical-lamp automation): patents filed at IMPI and USPTO, first author of a Springer publication, GSEA recognition.
  • Wrote 100% of Acuse’s code, solo, using Claude Code — idea to live, real-data-validated product in a week, not months.
  • Also: published four books before writing reconciliation engines. Both jobs are keeping a thousand small facts consistent.

FORM ACUSE-P · SECTION 07 — the ask

Applying to YC Fall 2026

The RFS calls for AI-native compliance infrastructure. Acuse is the deterministic substrate an AI compliance agent needs — auditable math in the core, Claude at the messy edges — for the largest U.S. trading partner. Acceptance is my resignation letter — full-time from day one. What YC compresses for a solo founder in Monterrey: the first 10 firms → 100 firms playbook, U.S. incorporation and the LatAm expansion.

NEXT MILESTONE: 10 ACCOUNTING FIRMS RUNNING THE REPORT MONTHLY.