What Planeta Fiscal does

Planeta Fiscal is a Mexico-based accounting, tax, legal, administrative, and payroll services provider targeting primarily small and medium-sized businesses (PyMEs) and growth-stage companies in Mexico, with stated cross-border client relationships in Colombia, Argentina, Peru, Chile, and Guatemala. Founded circa 2001 and headquartered in Naucalpan de Juárez (Estado de México), the firm has grown from a traditional accounting practice into an integrated multi-disciplinary services platform organized around four practice areas: Contabilidad y Declaraciones, Gestoría Jurídica, Gestión Administrativa, and Nóminas y Seguridad Social. Service delivery is anchored in the proprietary KPS (Sistema de Gestión Operativa) platform, which automates SAT CFDI retrieval, electronic invoicing, document handling, and client/user management.

The core technology stack combines the KPS platform with an online diagnostic tool (cotizador) that recommends membership tiers based on client size and transaction volume. A 2024 AI-transformation initiative has been announced to optimize processes and information analysis, though no specific AI products, models, or measurable outcomes are disclosed. The company has 11-50 employees and reports 500+ companies served, 10,000+ tax declarations managed, 98% client satisfaction, and 24/7 platform availability.

Commercially, Planeta Fiscal operates a five-tier annual subscription model — Emprendedor (MXN $12,000), Gold (MXN $24,000), Gold Plus (MXN $46,000), Platino (MXN $84,500), and Platino Plus (MXN $137,000) — with tiers differentiated by CFDI stamps, KPS user seats, consultancy hours, and board-level access. Tax-regularization services for clients with backlog issues are billed separately. Distribution is sales-led through the company website, an inbound WhatsApp channel, and a diagnostic-quiz lead capture mechanism; the Business Network International (BNI) referral network functions as the primary external GTM partnership, with Monkey Solutions providing the diagnostic technology. The company is privately held with no disclosed institutional funding.

Name

Planeta Fiscal

Legal name

Planeta Fiscal

Website

https://planetafiscal.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Planeta Fiscal is a Mexico-based accounting, tax, legal, and payroll services firm serving SMBs and growth-stage companies via five annual subscription tiers, supported by a proprietary KPS management platform with automated SAT CFDI integration.

Ownership category

akta.pro rank

Headquarters

HQ city

Cuauhtémoc

HQ country

Mexico

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Subscriptions: Annual subscription-based revenue model with five tiered membership plans (Emprendedor $12,000, Gold $24,000, Gold Plus $46,000, Platino $84,500, Platino Plus $137,000). Each tier includes bundled services such as accounting, tax filings, consultancy hours, KPS users, and timbres (invoice stamps). Revenue is recurring and predictable based on annual contracts.
2. Tax Regularization Services: Separate billing for tax regularization services for clients with backlog issues, SAT differences, or accumulated debts. This is charged independently from membership fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Planeta Fiscal provides integrated accounting, tax filing, legal, administrative, and payroll services to Mexican small and medium businesses under annual membership tiers (Emprendedor through Platino Plus). Service delivery is enabled by a proprietary KPS platform with automated SAT CFDI download and electronic invoicing, an online Cotizador diagnostic tool for tier recommendation, and direct consultant engagement. The model bundles recurring tax compliance, financial statements, payroll (IMSS/Infonavit/FONACOT), legal representation, and strategic advisory into subscription packages priced $12,000–$137,000 MXN annually.

Product overview

Planeta Fiscal offers an integrated accounting, tax, legal, administrative, and payroll service platform under its 'Conta en tu idioma' approach. The core offering centers on the KPS System platform for managing electronic CFDI invoicing and accounting operations, supplemented by the online Cotizador diagnostic tool for membership tier recommendations. Services are delivered through four main divisions: Contabilidad y Declaraciones (accounting and tax filings), Gestoría Jurídica (legal services), Gestión Administrativa (administrative compliance), and Nóminas y Seguridad Social (payroll processing). These services are bundled into five membership tiers (Emprendedor through Platino Plus) ranging from $12,000 to $137,000 MXN annually, differentiated by included timbre stamps, KPS user seats, consulting hours, and administrative features.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 500+ companies attended as clients
• +2 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• BNI (Business Network International)coreGTM or Marketing PartnerPlaneta Fiscal is an active member of BNI, the world's largest and most structured networking organization founded in 1985. The membership follows the 'Givers Gain' (Ganar dando) philosophy and enables the company to create valuable connections, generate strategic alliances, and reach clients through the BNI referral network. This partnership is a fundamental growth driver for the company.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Aspel: Leading Mexican accounting, payroll, and invoicing software vendor targeting SMBs with SaaS products (CONTPAQi / Aspel COI/NOI/SAE family). Competes with Planeta Fiscal for the same Mexican SMB compliance wallet — Aspel/Contpaqi on the software-self-serve side, Planeta Fiscal on the bundled-services side.
• Contpaqi: Mexican SMB-focused accounting and tax compliance software suite (Contpaqi Contabilidad, Nóminas, Facturación). Like Aspel, it competes for the same Mexican SMB budget that Planeta Fiscal addresses, but via self-serve software rather than a membership services model.

Broad incumbents

• PwC México: Big 4 firm in Mexico offering tax, legal, and advisory services. Like its Big 4 peers, it represents an incumbent alternative for clients outgrowing Planeta Fiscal's SMB tier and a potential competitive threat at the upper end of the market.
• KPMG México: Big 4 audit, tax, and advisory firm in Mexico. Overlaps with Planeta Fiscal's tax-compliance and advisory offerings but serves mid-market and enterprise clients through a broader portfolio of services rather than a focused SMB subscription.
• Xero: Global cloud accounting platform with Latin American market presence. Targets the same SMB accounting-and-compliance workflow that Planeta Fiscal services, but as self-serve software rather than a subscription-services model.
• EY México: Big 4 professional services firm in Mexico with tax, audit, and advisory practices. Provides overlapping tax-compliance capability but at enterprise scale rather than the SMB membership segment Planeta Fiscal targets.
• Deloitte México: Big 4 advisory firm operating in Mexico across tax, legal, audit, and consulting. Competes for higher-end tax compliance and advisory work and represents the upmarket incumbent that growth-stage Planeta Fiscal clients may graduate to.
• QuickBooks: Global SMB accounting SaaS from Intuit with established presence in Mexico. Competes for the same Mexican SMB's compliance-and-bookkeeping budget by offering self-serve software, with growing payroll and tax add-ons that overlap with Planeta Fiscal's membership bundles.

Emerging players

• Zoho Books: Cloud accounting software from Zoho with multi-country support including Mexico. A lower-cost SMB-focused SaaS alternative that overlaps with Planeta Fiscal's invoicing and bookkeeping use cases, particularly for digitally-native SMB clients.
• Bind: Mexican fintech offering SMB financial management tools including expense cards, accounting, and tax-compliance-adjacent features. Represents an emerging, tech-first competitor to Planeta Fiscal's traditional services model, particularly for younger Mexican SMBs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCYAkT3cxppcu3dJWTwotqgg
• Facebookfacebook.com/planetafiscal.mx
• LinkedInlinkedin.com/company/planeta-fiscalmx
• Instagraminstagram.com/planeta_fiscal
• Xx.com/Planeta_Fiscal

Revenue estimate

Valuation estimate

Number of profiles

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 Planeta Fiscal