How fast is Roox live on my site?

10 seconds for the preview · 30 seconds to install. Paste your URL, Roox crawls your site, shows you the preview, then you paste a script tag before . No backend code, no SDK, no onboarding. Works on Webflow, Framer, WordPress, Shopify, Next.js, Astro, or plain HTML.

How does Roox learn about my site?

Paste your URL and Roox crawls your landing, pricing, FAQs, and docs. Extracts what matters, splits it into semantic chunks, embeds them, and stores them in a local database. Every answer it gives later is grounded in that content — with a citation to the exact fragment. Auto-recrawl weekly so it stays fresh.

How is this different from a traditional chatbot?

Old chatbots make you write scripts and decision trees. Roox reads your site. Old chatbots invent answers when they don't know. Roox cites the exact fragment of your own content or says 'I couldn't find that' — never invents. Old chatbots capture emails. Roox runs ROI calculators, sends Stripe links in chat, and books your calendar.

What about my data and visitor privacy?

Your conversations are yours. We don't use them to train models. We don't share them. No session recording, no mouse trails — only intent signals you approve. Phase 4 (cross-customer learning) is opt-in with fully anonymized data, only if you turn it on.

Does it work on any site (Webflow, Framer, WordPress, Next, Shopify)?

Yes. It's a script tag before . If your site renders HTML, Roox works. Tested on Webflow, Framer, WordPress, Shopify, Next.js, Astro, and plain HTML. No SDK, no backend on our side, no rewriting any of your stack.

How does Roox pricing work and how does it charge when a deal closes?

Three plans. Free forever up to 100 conversations/month — no credit card. Starter $99/mo (2,000 conversations · 3 sites · Slack/HubSpot webhook · lead enrichment). Growth $299/mo (10,000 conversations) adds Stripe in chat, Google Calendar, cross-visit & cross-conversation memory, weekly insights digest, and automatic A/B testing — and when Roox closes a deal, we take 1% via your Stripe Connect. Flat monthly rate, cancel anytime.

By design, no. Roox only answers with content it extracted from your site, and cites the exact source as [1] to the fragment. If it doesn't have backup, it says 'I couldn't find information on that' — and captures the lead for your human follow-up. The opposite of a chatbot that improvises: if Roox can't cite, it doesn't answer.

Can I cancel or downgrade anytime?

Yes, anytime from your dashboard. No annual contracts, no cancellation penalty. If you cancel, Roox stays active until the end of the paid period. Upgrades and downgrades are instant. No surprise bills — flat monthly rate at every tier, we don't charge per resolution.

⏰0 days until April 10

CNBV Quarterly Report Checklist

25 steps to prepare and submit your Q1 2026 quarterly report error-free. Progress saved automatically.

Progress: 0/230%

📊

Data Collection

0/4

Extract Q1 2026 operations report⚠️ Overdue

Export all credit operations, payments, and collections from January 1 to March 31, 2026 from your core system.

Recommended: 30 days before

Consolidate branch/channel data⚠️ Overdue

If operating across multiple locations or digital channels, unify data into a single file.

Recommended: 28 days before

Verify record completeness⚠️ Overdue

Confirm each operation has: date, amount, type, client, status. No empty fields.

Recommended: 25 days before

Reconcile portfolio balances⚠️ Overdue

Total current + past-due portfolio balance must match your accounting as of March 31.

Recommended: 25 days before

👤

KYC Files

0/4

Audit KYC files for new Q1 clients⚠️ Overdue

Verify each new client has: valid INE, proof of address (<3 months), CURP, tax status certificate.

Recommended: 25 days before

Update expired KYC documents⚠️ Overdue

Identify clients with expired documents (expired INE, addresses >6 months) and request renewal.

Recommended: 22 days before

Verify transaction profile vs actual operations⚠️ Overdue

Compare each client's declared transaction profile against actual Q1 operations. Document deviations.

Recommended: 20 days before

Review PEP list and matches⚠️ Overdue

Cross-reference your client base against updated Politically Exposed Persons (PEP) lists.

Recommended: 20 days before

🔍

PLD Detection

0/5

Review unusual operations this quarter⚠️ Overdue

Identify operations that don't match client profiles by amount, frequency, or characteristics. Document analysis.

Recommended: 20 days before

Document concerning operations⚠️ Overdue

For each unusual operation qualifying as concerning, prepare the Concerning Operation Report (ROP) format.

Recommended: 18 days before

Verify ROI/ROIP submitted this quarter⚠️ Overdue

Confirm all Unusual Operations Reports (ROI) and Relevant Operations Reports (ROIP) were submitted to UIF on time.

Recommended: 15 days before

Update PLD risk matrix⚠️ Overdue

Review and update your risk matrix with Q1 data: new products, geographic zones, client profiles.

Recommended: 15 days before

Verify blacklists and sanctions⚠️ Overdue

Cross-reference your client base against OFAC, EU, UN lists and UIF blocked persons list.

Recommended: 15 days before

📝

Report Preparation

0/5

Generate R01 report (credit information)⚠️ Overdue

Prepare regulatory report R01 with detailed credit portfolio at quarter close.

Recommended: 15 days before

Generate R04 report (relevant operations)⚠️ Overdue

Prepare the catalog of relevant operations exceeding reporting thresholds.

Recommended: 14 days before

Prepare funding report (if applicable)⚠️ Overdue

If your SOFOM also captures deposits, prepare the quarterly funding report.

Recommended: 13 days before

Validate XML/XBRL format per CNBV taxonomy⚠️ Overdue

Ensure your reports comply with required electronic format (XML or XBRL per current R-series).

Recommended: 12 days before

Compliance Officer review⚠️ Overdue

Your Compliance Officer must review and electronically sign all reports before submission.

Recommended: 10 days before

📤

Submission & Verification

0/5

Access CNBV SITI portal⚠️ Overdue

Verify your SITI (Information System for Procedures) credentials are current. Renew token if needed.

Recommended: 7 days before

Upload report files to SITI⚠️ Overdue

Upload XML/XBRL files to SITI portal. Wait for automatic system validation.

Recommended: 5 days before

Fix validation errors (if any)⚠️ Overdue

If SITI rejects any file, fix the indicated errors and re-upload. Common: date formats, incorrect decimal amounts.

Recommended: 4 days before

Confirm CNBV receipt⚠️ Overdue

Download the electronic acknowledgment of receipt from CNBV. Save it alongside a copy of the submitted report.

Recommended: 3 days before

Archive compliance evidence⚠️ Overdue

Save a complete copy of the package: submitted reports, receipt acknowledgment, Compliance Officer signature, and any corrections made.

Recommended: 1 days before

📧 Get a reminder before April 10

We'll send you a reminder 7, 3, and 1 day before the deadline with your remaining steps.

🤖 Does your SOFOM platform prepare these reports manually?

Our PLD AI assistant automates unusual operation detection, KYC verification, and report preparation. Your team saves 40+ hours per quarter.

See live demo→Free PLD risk assessment

Related tools

📅

PLD Calendar 2026

✅

General PLD Checklist

📊

Risk Assessment