tario.
Product

One workspace for the financial work behind the business.

Tario combines accounting, banking, purchasing, sales, reporting, AI assistance, inventory, documents, and permissions in a multi-company system built for Costa Rican operations.

01

Accounting.

Double-entry accrual accounting with a chart of accounts, journal entries, transactions, budgets, balances, and exportable reports.

Chart of accountsCategories, types, and subtypes for structured operations.
Journal entriesDeposits, withdrawals, transfers, payments, and manual adjustments.
BudgetsTrack actuals against budgets.
Audit-friendlyCompany-scoped records, history, and soft deletes where appropriate.
02

Sales.

Estimates, invoices, recurring billing, clients, contacts, payments, and document status.

InvoicesLine items, discounts, taxes, terms, and PDFs.
EstimatesApproval and conversion into invoices.
RecurringRetainers, memberships, and repeat billing.
ClientsBalances, addresses, contacts, and payment behavior.
03

Purchases.

Bills, vendors, expenses, due dates, payments, and support documents.

BillsPurchases with line items, taxes, discounts, and due dates.
VendorsProfiles, balances, history, and contacts.
PaymentsIndividual or bulk payments against bank accounts.
XMLsSupplier electronic invoice intake.
04

Banking.

Bank accounts, optional connected imports where available, and statement upload for reconciliation.

AccountsManual or connected bank accounts where supported.
StatementsPDF, image, Excel, CSV, OFX, QIF, and text.
MatchingSuggestions against invoices, bills, transactions, and transfers.
CommitReview before creating accounting movements.
05

Reports.

Financial statements, balances, accounting detail, aging, and Costa Rica tax views.

StatementsIncome statement, balance sheet, cash flow, and trial balance.
A/R and A/PAging, summaries, and performance.
DetailAccount balances and account transactions.
HaciendaBooks, IVA, and D-104 XML.
06

AI assistant.

Questions, reports, reconciliation, documents, and inventory with Tario context and confirmation before records are affected.

Financial stateQuestions about cash, collections, payments, IVA, margins, and profitability.
ReconciliationBank statement reading, suggested matches, and movement explanations.
DocumentsInvoices, estimates, purchases, and accounting drafts prepared for review.
InventoryQuestions about stock, locations, movements, assignments, and pending items.
07

Inventory.

Assets, items, catalog, locations, movements, assignments, and repairs.

CatalogProducts and services with prices, vendors, and units.
LocationsWarehouses, offices, vehicles, or custom hierarchies.
MovementsIssues, returns, transfers, adjustments, and repairs.
AssignmentsIssue and return items assigned to employees.
08

Documents and media.

PDFs, contracts, attachments, media library, and extracted text for AI search.

PDFsInvoices, bills, and reports with support files.
ContractsDocuments tied to clients and billing.
Media libraryCompany folders with searchable context.
AIFolder classification and extracted text reading.
Features

Product pages for each core workflow.

Product · Invoicing

Electronic invoicing in Costa Rica

Create invoices, quotes, recurring documents, and collections from an accounting workflow connected to Costa Rica operations.

Request invoicing demo Product · Hacienda

Supplier XMLs without re-keying

Receive supplier XML, PDF, and ZIP files, create bills from structured XML data, and keep support files close to the document.

See XML workflow Product · Banking

Bank reconciliation

Upload real bank statements and review suggested matches before affecting the accounting ledger.

See reconciliation Product · Reports

Financial reports

Financial statements, aging, IVA books, and accounting detail from approved documents and real accounts.

See reports Product · AI

AI assistant for accounting, reports, and inventory

Ask about cash, collections, payments, IVA, inventory, and margins. Use AI to reconcile banks, prepare documents, and understand reports.

Try AI assistant Product · Inventory

Inventory control

Locations, movements, assignments, repairs, catalog data, and AI questions for operations that need inventory close to accounting.

See inventory Product · Admin

Multi-company and permissions

Separate data by company and assign permissions for sales, purchases, banking, reports, AI, inventory, and settings.

See administration