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Reports are processed views built from the data Syntage has extracted for an entity. They are designed for review, analysis, and decision-making without requiring users to inspect every raw record.

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Open an entity report

  1. Open All Entities.
  2. Select the entity by RFC or legal name.
  3. Open Reports.
  4. Use the date selector to choose the period you want to analyze.
The report updates its sections based on the selected date range and the data available for the entity.

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Common report sections

The available sections depend on the datasources and extractions completed for the entity.
SectionWhat it helps review
Entity summaryRFC, legal name, SAT registration, activity, tax regime, address, and high-level financial information
Syntage ScoreA 0 to 1000 indicator of financial health and fiscal compliance
Risk indicatorsVisual signals for operational, fiscal, and financial risk
RPC acts and assembliesPublic registry filings and related documents
ShareholdersShareholder information from RPC or manual updates
RUG guaranteesSecurity interests and guarantee records
Buró de CréditoCredit bureau reports when authorized and extracted
Billing and invoicesRevenue, expenses, cash flow, customers, suppliers, payments, and cancelled invoices
Financial statementsAnnual-return financial statement data where available

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Syntage Score

Syntage Score is a high-level financial health indicator from 0 to 1000. It is intended to complement, not replace, your organization’s credit and risk policies.
RangeMeaning
0-249Low
250-499Regular
500-749Good
750-1000Excellent
The score uses financial statement, invoice behavior, and fiscal compliance variables, including debt ratios, revenue growth, margins, DSO, DPO, compliance result, and invoice cancellation percentages.

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Report calculations

Reports are calculated from the data available in the Data section. Some report cards include an information icon that explains the logic, inputs, or interpretation for that specific indicator. Syntage does not expose every proprietary formula behind its indicators. Use the visible report logic and source data to understand what each metric represents.

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Why report values can differ

Some values come from different sources and may not match exactly. For example, annual comparison revenue is based on invoice behavior, while annual return revenue comes from the return filed by the taxpayer. Those values can differ because the taxpayer may apply accounting decisions, tax treatments, incentives, exemptions, or adjustments in the annual return.

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Missing financial statement data

For companies, Syntage uses the Excel file attached to annual returns when the SAT provides it. For individuals with business activity, Syntage may use the annual return PDF. Financial statement data may be missing when:
  • The annual return Excel file was filed with zeros
  • The Excel file is not available because the taxpayer filed audited financial statements through a different SAT flow
  • The extraction failed or has not completed
To investigate, open Data > Annual returns > Files and review the annual return PDF and related files.

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Custom risk thresholds

Some risk indicators can be adjusted to match your organization’s risk policy. If an indicator has a settings icon, open it from Reports > Risk indicators, change the threshold, and save the configuration.