Defined and built
Workflow and tools for income tax, withholding tax, 220 certificates, VAT, the SIMPLE tax regime, ICA, wealth tax, accounting and running the firm.
BankIA / Platforms / ContIA Intelligence
ContIAIntelligence
Under construction · for accountants and accounting firmsLess time sorting papers, more time advising.
ContIA Intelligence receives your clients’ documents, organizes them, detects what is missing and prepares the draft income tax return for you to review, complete and sign. It also prepares withholding tax, 220 certificates, VAT, the SIMPLE tax regime, ICA (municipal industry and commerce tax) and wealth tax, and helps with your clients’ accounting.
- The accountant reviews and signs
- Organized documents
- Evidence for every data point
- Built for firms with many clients
Income tax return · tax year 2025Draft ready for your review
DraftDocuments receivedEmployment certificate, statements, interest certificate
12 of 14MissingWithholding certificate from a payer
RequestIllustrative example with fictitious data.
AI · example
The January statement shows income with no support in the uploaded documents. Source: page 2 of the statement. Medium confidence.
Evidence in the documentThe accountant reviews
What it is and what it is not yet
ContIA Intelligence is under construction. It will open for testing with a small group of accountants before any launch.
First version in internal testing
Individual income tax (form 210), withholding tax (350), 220 certificates, VAT (300), the deadline calendar, penalties and late-payment interest already work with fictitious data. AI reading of supporting documents is built; it still needs to be switched on and its accuracy measured.
Before launch
Tests with fictitious data, security review and legal review of data handling.
This platform is not available yet. The accountant files and signs the return: ContIA does not file anything with the DIAN.
Your clients’ tax obligations and their accounting, in one place
All of this works today in internal testing with fictitious data. The rules were taken from the official regulations and each calculation cites its article; an accountant’s review is still pending before using it with real clients.
Tax returns
Individual (210) and corporate (110) income tax, withholding tax (350) and 220 certificates, VAT (300), SIMPLE tax regime (bimonthly payments and annual return), ICA for Bogotá and Medellín with ICA withholding, wealth tax, foreign assets and third-party information reporting.
Accounting
Sales and purchase ledgers from DIAN electronic invoices, bank reconciliation, fixed assets with accounting and tax depreciation, payroll and employee benefits, financial statements from the trial balance, and tax reconciliation.
Your firm
Deadline calendar per client, clients created from their RUT (tax registration), a portal where each client sees their deadlines and invoices, month-end closing tasks, time tracking and profitability per client.
From the client’s folder to the draft, in five steps
- 1
You receive the documents
The client uploads their files or authorizes access to a cloud folder; you see everything in a single case file.
- 2
AI classifies them
Identifies each document (certificates, statements, invoices) and assigns it to the client and the tax year.
- 3
Extracts the data
Reads the relevant figures and marks them with their source page and confidence level.
- 4
Assembles the draft
Verifiable rules calculate the lines of the draft and flag what is missing or does not add up.
- 5
You decide
You review, correct, complete and sign. Every change is recorded.
Where your documents already are
Designed so the client does not have to learn a new tool.
Direct upload
The client uploads their files from a secure link, from a phone or a computer.
Cloud folder
Read-only connection to a client’s shared folder. You choose which folder and you can disconnect it.
To-do list
The platform shows which documents are missing for each client and lets you remind them.
The cloud services to be connected are being defined during testing. Each connection is turned on by the firm, and the client learns about it in the privacy notice they accept before uploading documents.
A draft you can audit
Draft of the return
Lines calculated with the tax year’s rules, with the formula in view.
Alerts
Inconsistencies between documents, income with no support, and expired supporting documents.
Evidence
Each figure shows the document and page it came from.
Case file per client
Documents, data, changes and final version in one place.
Non-negotiable rules
AI reads; code calculates
Models extract data. Taxes are calculated by code using exact decimal arithmetic.
The accountant responds
Nothing is filed or signed on its own. Professional responsibility is yours.
Data separated by client
Each client’s case file is isolated from all the others.
Current regulations
The rules for each tax year are updated by version and are recorded.
Built for 50 clients or 500
Teams
Several accountants and assistants working on the client portfolio with different roles.
Season
Progress tracking per client during tax season: pending, in review, ready.
Your brand
Client communications with your firm’s name and logo.
Be among the first to try it
If you are an accountant or an accounting firm, write to us and we will let you know when the tests open.
Frequently asked questions about ContIA Intelligence
Is it available yet?
No. It is under construction. You can join the waitlist.
Does it file the return with the DIAN?
No. It prepares a draft. The accountant reviews, files and signs the return.
Does AI do the tax calculations?
No. AI reads and classifies documents; the calculations are done by code with verifiable rules.
What happens to my clients’ documents?
They are stored encrypted in your firm's space, separated by client, and kept for 10 years from filing (article 28 of Colombian Law 962 of 2005 and articles 632 and 714 of the Tax Code) or for the period you set. The data subject can ask for deletion when there is no legal duty to keep them.
Is it only for income tax returns?
No. Besides individual income tax (210), it prepares corporate income tax (110), withholding tax (350), income and withholding certificates (220), VAT (300) and the third-party information (exógena) files for the DIAN, and keeps each client’s tax deadline calendar.
Does it work for the SIMPLE tax regime and ICA?
Yes. It calculates the SIMPLE bimonthly payments and annual return with each municipality’s ICA, and the Bogotá and Medellín ICA returns with the official rate for each activity. Other municipalities will be added with their own tables.
Does it do the full bookkeeping?
It does not replace your accounting software. It takes what you already have (electronic invoices, bank statements, trial balance) to build ledgers, reconciliations, financial statements and the tax reconciliation, ready for your review.
For the tax season
Tell us how you handle tax return season.
With your experience we decide what to build first.