Tolmin
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Frequently Asked Questions

Find answers to the most common questions about Tolmin.

General

What is Tolmin?

Tolmin is a tax intelligence platform that helps accountants and accounting firms manage more clients in less time. We automate invoice validation, information cross-checking, and audit risk detection.

General

How does the AI Copilot work?

Our AI Copilot automatically analyzes your invoices and tax documents, detects inconsistencies, suggests corrections, and alerts you about potential audit risks before you file your returns.

General

Does Tolmin integrate with SUNAT?

Yes, Tolmin integrates directly with SUNAT services to validate electronic invoices, query RUCs, and verify the status of your tax documents in real time.

General

How much time does Tolmin save me?

Our users report a reduction in work time from 20 hours to 30 minutes per client on validation and tax information cross-checking tasks.

General

How much does Tolmin cost?

We offer a free plan so you can try the platform without commitment. Paid plans adjust based on the number of clients and invoice volume you manage. Contact us for a personalized quote.

General

Is my data secure?

Absolutely. We use bank-level encryption, secure servers, and comply with industry best security practices. Your data and your clients' data are protected at all times.

General

Can I invite my team?

Yes, Tolmin allows team collaboration. You can invite colleagues, assign specific permissions, and work together on your clients' files.

General

How do I start using Tolmin?

You can create your free account in minutes. Just sign up, connect your tax information, and start uploading invoices. Our team guides you through every step.

SUNAT Validation

What sources do you validate against exactly?

We validate against SUNAT's RUC Registry, the Coercive Collection List, El Peruano publications, and databases for tax regime, retention/perception agents, and address changes.

SUNAT Validation

How often are validations updated?

SUNAT sources are updated daily. Every time you process a batch, we validate against the most recent information available.

SUNAT Validation

What file formats do you support?

We support electronic invoicing XML, Excel files (.xlsx, .xls), CSV, and PLE files generated by accounting systems.

SUNAT Validation

Can I validate suppliers from previous periods?

Yes. You can upload invoices from any period and we'll validate the supplier's status both current and historical if available.

SUNAT Validation

What happens if you find a supplier with issues?

You receive an immediate alert with problem details, risk level, and action recommendations. You can document your decision directly in Tolmin.

Tolmin Intelligence

What types of errors does the AI detect?

It detects RUC inconsistencies (format, check digit), amounts that don't match between tax base and IGV, dates outside the period, incorrect invoice types, and suppliers with irregular SUNAT status.

Tolmin Intelligence

Does it replace the accountant or analyst?

No. Tolmin Intelligence automates repetitive and validation tasks, freeing time for your team to focus on analysis, advisory, and decisions that require professional judgment.

Tolmin Intelligence

How accurate is error detection?

Accuracy depends on the error type. For format errors and SUNAT validation, accuracy is 99%+. For inconsistencies requiring interpretation, the AI suggests and the user confirms.

Tolmin Intelligence

Is my data secure with the AI?

Yes. We use encryption in transit and at rest, AWS servers with SOC 2 certification, and never share data between clients. Each workspace is completely isolated.

Tolmin Intelligence

Does it work with any file format?

We support the most common formats: Excel (.xlsx, .xls), CSV, electronic invoicing XML, and PLE files. If you have a special format, we can evaluate it.

Collaboration

Do my clients need to create an account to upload documents?

Not necessarily. You can send them an upload link where they upload files directly to their folder in your workspace, without creating an account or remembering passwords.

Collaboration

Can I control what each team member sees?

Yes. Tolmin has granular permissions: you can give full access, read-only, or limited access to certain clients or projects. Each role is configurable.

Collaboration

What happens with emails? Are they copied to Tolmin?

You can connect your Gmail or Outlook accounts. Relevant emails are automatically associated with the corresponding client, and you can see communication history without leaving Tolmin.

Collaboration

Is there a storage limit?

Storage depends on your plan. All plans include generous storage for typical accounting documents. For special needs, we have additional storage options.

Collaboration

Can I see who made each change?

Yes. Every action in Tolmin is recorded with date, time, and user. You can see the complete history of any file or project, and revert changes if needed.

Fast Processing

How fast is processing really?

Time depends on volume. A typical client with 500 monthly invoices sees results in less than 5 minutes. Clients with 5,000+ invoices complete the process in less than 30 minutes.

Fast Processing

Does it work with any Excel format?

Tolmin automatically detects your file structure. If you use a custom format, the system learns your structure after the first import.

Fast Processing

What happens if there are errors in the source data?

Tolmin detects and flags errors automatically: invalid RUCs, amounts that don't match, dates out of range. You receive an inconsistency report before generating the PLE.

Fast Processing

Can I process multiple clients at once?

Yes. Each client has their own workspace. You can have multiple processes running in parallel without interfering with each other.

Fast Processing

Is the generated PLE ready for SUNAT?

Yes. The PLE follows the official SUNAT format. You can download it and upload it directly to the portal, or submit it via SIRE if applicable.

Can't find what you're looking for?

Our team is ready to help you with any questions.

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