Invoicing and Operations Analyst
Clara
Invoicing and Operations Analyst
Clara
Spend management platform with corporate cards
Clara is the leading platform in Latin America for companies to execute and manage every payment operation. More than 50,000 leading and fast-growing businesses run on our corporate cards, bill pay, financing and B2B payments, and in 2025 the Financial Times named Clara the region’s fastest-growing company. We’re passionate about helping every company we work with become more effective—and, through that, raising the region’s competitiveness. We’re ~400 people, backed by Notable Capital, Coatue, Kaszek, monashees, DST Global, ICONIQ, General Catalyst and Goldman Sachs, among others.
What you'll do We're looking for a Junior Invoicing and Operations Analyst - AI Support to act as the crucial link between our AI technology and Mexican tax regulations. In this role, you will be the key "Human-in-the-Loop," validating, correcting, and optimizing automated invoice collection processes. You will ensure our customers successfully receive their tax receipts while continuously training and improving our internal tools.
Your primary responsibilities will include:
Validate and audit the fiscal data extracted from receipts by our Artificial Intelligence, ensuring total accuracy before sending it to the merchant.
Manage and resolve exceptions when the AI cannot retrieve an invoice, diagnosing the reason for rejection on retailer portals and executing the proper manual or automated fallback process.
Calibrate and adjust parameters, scripts, or internal prompts in collaboration with the technology team (often utilizing tools like N8N and collaborating via Slack) to achieve progressive automation across different retail chains.
Ensure strict compliance with SAT guidelines—including the current CFDI version (CFDI 4.0), CFDI usage, and tax regimes—across every invoicing request.
Document the invoicing flows and requirements of various Mexican merchants, building a robust knowledge base in Google Drive to continuously improve the AI’s success rate.
Who you are
“We’re looking for someone who meets the minimum requirements to be considered for the role. The preferred qualifications are a bonus, not a requirement.”
Must haves
Technical degree, current student, or recent graduate in Accounting, Business Administration, or a related field.
6 months to 2 years of practical experience in electronic invoicing in Mexico, including issuance processes, retail portals, and invoicing-related customer support.
A solid understanding of the Mexican invoicing structure, specifically CFDI 4.0, purchase receipt requirements, and mandatory tax data.
Experience automating workflows with AI agents or internal tools, alongside a strong general interest in AI tools to automate workflows.
High digital literacy with the ability to quickly learn proprietary software and internal tools.
Excellent verbal and written communication.
Adaptability to fast-changing environments and a strong bias toward execution.
Nice to haves
Basic proficiency in Portuguese or a desire to learn it.
Independent analytical skills using spreadsheets, SQL, or Python.
Familiarity with automation platforms like N8N or workflow orchestration.
A good sense of humor.
If you meet the must-haves, apply — the nice-to-haves are a bonus, not a requirement.
Clara provides a spend management platform and related financial services to Latin American businesses. It helps companies track, control, and optimize expenses through its core spend management software. In addition, Clara issues locally-issued corporate cards, offers Bill Pay to simplify paying bills, and provides financing options to support growth. The business model combines subscription fees for the platform with transaction-based revenue from card usage, payments, and financing. Clara differentiates itself by focusing on the Latin American market, delivering integrated tools within one ecosystem (spend management, corporate cards, bill pay, and financing) tailored to local needs, and by emphasizing core values like ownership, clarity, simplicity, and inclusivity. Its goal is to enable businesses in the region to gain financial clarity and agility, helping them manage spending efficiently and access growth capital.
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