What Basal Capital does

Basal Capital is a privately held Mexican business advisory and technology firm founded in 1995 (originally as CPA, Consultoría de Negocios) and headquartered in Puebla. The company operates a dual model combining traditional professional services — accounting, legal advisory, payroll administration, audit, human capital, quality management, business advisory, and marketing — with a proprietary suite of four cloud SaaS products targeting Mexican SMEs and tax/accounting professionals: XPD (Expide Tu Factura), a SAT-authorized PAC for CFDI 4.0 electronic invoicing and stamping; SCOnline (Contabilidad Inteligente Online), a cloud accounting platform with native SAT integration and DIOT reporting; Protector Fiscal, an EFOS/EDOS (phantom company) monitoring and alerting service; and CAFIDI (Calculadora Fiscal Digital), an AI-augmented digital fiscal calculator for annual tax return annexes. Basal Solutions aggregates the SaaS products under one platform umbrella. The firm serves clients across Mexico through five physical offices (Puebla HQ, Mexico City, Mérida, Cuernavaca, Monterrey) and via self-serve product websites (xpd.mx, sconline.mx, protectorfiscal.mx, cafidi.mx).

The business generates revenue through two principal streams: (1) professional service fees from consultative engagements delivered via direct sales offices, a website 'Cotiza Aquí' quote funnel, and field consultations, and (2) SaaS subscriptions for SCOnline ($1,788 MXN annual / $199 MXN monthly) and CAFIDI ($1,298 MXN annual), plus Protector Fiscal subscriptions. Pricing is denominated in Mexican Pesos and excludes IVA. Go-to-market is hybrid — sales-led for professional services targeting Mexican SMEs (primary segment) and product-led for digital tools targeting contadores and fiscal professionals (secondary segment). Customer base is split horizontally across size tiers and personas rather than vertically by industry. Marketing relies on a fiscal-topic content blog, organic social (Facebook, Twitter/X, LinkedIn), and the corporate website, positioning the firm as a thought leader in Mexican tax compliance.

No external funding rounds, acquisitions, parent company, or ownership changes are disclosed; Basal Capital appears to be bootstrapped and independently owned. Revenue is not publicly disclosed. Operating status is active with recent blog output (January 2026) and ongoing hiring (October 2025). Headcount is reported at 51-100 employees, with the workforce distributed across five cities and multiple service lines.

Name

Basal Capital

Legal name

BASAL CAPITAL

Website

https://basalcapital.mx

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

51–100 employees

Short description

Basal Capital is a Puebla-based Mexican consulting firm offering accounting, legal, payroll, audit, and advisory services alongside proprietary SaaS products (XPD invoicing, SCOnline accounting, Protector Fiscal monitoring, CAFIDI tax calculator) for SMEs and tax professionals across five Mexican cities.

Ownership category

akta.pro rank

Headquarters

HQ city

Puebla

HQ country

Mexico

HQ region

Latin America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services: Comprehensive consulting services including accounting, legal, quality management, payroll administration, auditing, human capital management, and marketing. Revenue generated through service fees, likely project-based or retainer arrangements.
2. SaaS Subscriptions - SCOnline: Cloud-based accounting software offered as monthly or annual subscription. Annual plan at $1,788 MXN for 1 RFC, monthly plan at $199 MXN. Revenue recognized over subscription period.
3. SaaS Subscriptions - CAFIDI: Digital fiscal calculator for annual declarations offered as annual subscription at $1,298 MXN. Revenue recognized over subscription period.
4. Protector Fiscal Subscriptions: Fiscal protection monitoring service with monthly and annual subscription plans. Provides real-time alerts and reports on EFOS/EDOS status of clients and suppliers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Basal Capital is a Mexican business and asset management consulting firm offering professional services across accounting, legal advisory, audit, payroll management, human capital, quality management, and marketing. Complementing these services is a suite of proprietary cloud-based SaaS products including XPD (CFDI electronic invoicing), SCOnline (cloud accounting), Protector Fiscal (SAT blacklist monitoring), and CAFIDI (AI-powered digital fiscal calculator) integrated with Mexico's SAT tax authority.

Product overview

Basal Capital operates as a diversified business advisory and technology firm offering both digital software products and professional services. The core product portfolio centers on five interconnected digital tools: XPD (electronic invoicing/CFDI system), SCOnline (cloud-based accounting), Protector Fiscal (tax blacklist monitoring), CAFIDI (fiscal calculator for annual tax returns), and Basal Solutions (which aggregates these tools into a unified platform). Complementing the software offerings are eight professional service lines covering accounting, legal advisory, audit, payroll management, human capital, quality management, business advisory, and marketing. The digital products work together to provide an integrated tax and compliance ecosystem—for example, SCOnline incorporates Protector Fiscal natively for real-time RFC monitoring, and all products connect with SAT for Mexican tax compliance. The company was founded in 1995 and serves clients throughout Mexico with offices in Puebla, Mexico City, Merida, Monterrey, and Cuernavaca.

Differentiator

Problem solved

Functional benefit

Brands

• Basal Solutions: Digital solutions platform for business management, integrating Protector Fiscal (EFOS/EDOS monitoring), SCOnline (cloud accounting), and CAFIDI (digital tax calculator).
• Expide Tu Factura (XPD)
• SCOnline (Contabilidad Inteligente Online)
• Protector Fiscal
• CAFIDI (Calculadora Fiscal Digital)

Products and services

• Contabilidad (Accounting Services) Financial accounting service including preparation of accounting records and financial statements, tax compliance, and financial advisory for business decision-making. Targeted at Mexican businesses requiring outsourced accounting and financial management.
• Servicios Jurídicos (Legal Services) Legal advisory and defense services covering administrative, banking, civil, corporate, financial, tax, labor, and commercial matters, including regulatory compliance, competition law, corporate governance, and foreign trade expertise. Targeted at Mexican businesses requiring legal counsel.
• Auditoría (Audit Services)

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

One partnership is on record.

• Instituto Mexicano de Contadores Públicos (IMCP)minorOthersProfessional association of public accountants in Mexico. Basal Capital displays IMCP logo on their website under 'Links of Interest' section, indicating membership or affiliation. Links to imcp.org.mx for professional community connection.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Facturama: Mexican electronic invoicing (CFDI) SaaS platform, directly competitive with XPD. Targets the same SMB segment needing SAT-compliant stamping and addenda.
• CONTPAQi: Leading Mexican accounting, payroll, and tax compliance software vendor. Directly comparable to Basal's XPD/SCOnline/CAFIDI suite for Mexican SMEs and contadores, competing on similar SAT-integrated cloud functionality.
• Aspel: Major Mexican business software provider covering invoicing (Aspel-COI, Aspel-SAE), accounting, and payroll. Competes head-to-head with Basal's XPD electronic invoicing and SCOnline cloud accounting products among Mexican SMEs.
• Solución Factible: Mexican PAC-certified CFDI invoicing and fiscal compliance platform. Closest direct competitor to XPD on PAC authorization and CFDI 4.0 stamping for small businesses.
• Microsip: Mexican accounting, payroll, and ERP software vendor serving SMEs and contadores. Comparable in product scope and target market to Basal's integrated accounting and compliance suite.

Regional players

• Siigo: LATAM-based accounting and business management SaaS provider with a dedicated Mexico operation. Competes in the same cloud accounting and electronic invoicing space as Basal, with venture capital backing.
• Alegra: Latin American cloud accounting and invoicing platform serving Mexico, Colombia, and other markets. Comparable to Basal's SaaS offering but with broader regional footprint and venture backing.

Broad incumbents

• KPMG Mexico: Big Four professional services firm with a large Mexican tax, audit, and advisory practice. Overlaps with Basal's legal, audit, and tax advisory services for mid-market and enterprise clients.
• Deloitte Mexico: Big Four advisory firm offering tax, legal, audit, and consulting services in Mexico. Comparable to Basal's professional services portfolio but at a substantially larger enterprise scale.

Others

• Despacho contable (fragmented local CPAs): The thousands of small Mexican contadores públicos and despachos contables compete directly with Basal's accounting and tax compliance service offering for SME clients; representative peers include firms affiliated with IMCP across Mexican states.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/basalcapital
• Facebookfacebook.com/basalcapital
• LinkedInlinkedin.com/company/basal-capital

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Basal Capital