Quick gut check: if a prospect in Mexico City asked you, mid-call, whether your platform generates a valid CFDI, could you answer without putting them on hold? If not, this one is for you.
Mexico, the short version
- CFDI, digital tax invoices validated by SAT in real time. No compliant CFDI, no legal invoicing, full stop.
- DIOT, a monthly informative filing on third-party transactions. A common breaking point when finance runs on disconnected spreadsheets.
- Electronic accounting, SAT wants structured digital submissions, not PDF exports someone typed up the night before.
Ecuador, the short version
- SRI, Ecuador's own tax authority with its own electronic invoicing standard, not a copy-paste of Mexico's rules.
- ATS, the annexed transactional statement, Ecuador's version of the informative filing.
- Tax retentions, withholding rules that differ meaningfully from Mexico's, and a frequent source of implementation delays when scoped too late.
None of this is exotic trivia, it is published directly by SAT (sat.gob.mx) and SRI (sri.gob.ec), and any ERP vendor worth evaluating should be able to point you to exactly where their platform handles each requirement.
Why this belongs in a sales conversation, not just an implementation one
A rep who can answer a compliance question live, in the first call, keeps momentum. A rep who has to escalate loses it, and often loses the deal's urgency along with it.
Try this: next time you are prepping for a call with a Mexican or Ecuadorian prospect, write down the one compliance question you are least confident answering. That is your next thing to learn, before the AS-IS/TO-BE conversation even starts.