Research dossier · Documentary research; not hands-on tested

JuanTax / Juan Accounting

Philippine Juan Accounting combines books, document drafts and integrated JuanTax filing. Essentials supplies accounting/API access; custom Growth handles CAS arrangements. Standalone Fast File was retired in March 2026 and replaced by integrated JuanTax; it is not a currently available accounting plan.

Accounting Invoicing

Official website ↗

No final score yet

The lower bound counts documented points; the upper bound includes the maximum remaining points if unknown capabilities are confirmed. This is not a final ranking.

Best suited to

Philippine accountants and SMEs connecting operational books to BIR tax workflows.

Check before choosing

Comparing standalone Fast File as a complete ledger or assuming Essentials includes Growth CAS registration.

Migration

Reconcile opening records and run a parallel workflow with sample transactions before switching. Confirm usable exports and exit access. Fast File Standalone was retired in March 2026 and replaced by JuanTax inside Juan Accounting. It is retained as historical evidence, not a current accounting plan. Legacy data is not migrated automatically; the old three-month subscription promotion has expired.

Product capabilities and plan entitlements are separate

General capabilities appear separately from assessed plans. Product-wide claims are not automatically carried over to a cheaper or different plan.

Product evidence

Product evidence Accounting

Product documentation does not prove that a capability is included in every plan.

28/30 criteria with evidence

Provisional score range70.5–75.5/ 100

Weighted evidence coverage: 95%

No final score yet

Documented eligibility

Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. juan.tax · 2026-10-26

Assessment criterion	Status	Research details
General ledger4%	Documented	General ledger contains recorded transactions and supports period filtering and exports.help.juan.ac · 2026-10-27
Period close and locks4%	Documented	Per-account lock dates block creation, editing, voiding and deletion that affect ledger records on or before the date. Authorised users can change or remove the lock; this is not an immutable statutory archive.help.juan.ac · 2026-10-27
Bank reconciliation4%	Documented	Bank-file reconciliation is documented; recent releases add one-to-many matching up to five accounting records.www.juan.ac · 2026-10-27 latest.juan.ac · 2026-10-27
Chart of accounts4%	Documented	Asset and expense account types drive journal postings and accounting report structure.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Tax reporting and filing4%	Conditional	JuanTax is integrated for BIR form filing and payment, but per-form eligibility, fees and successful acceptance must be checked.www.juan.ac · 2026-10-27 latest.juan.ac · 2026-10-27
Fixed assets4%	Conditional	Asset registration, transfer and disposal are documented; depreciation is straight-line only and posted at calendar month-end.help.juan.ac · 2026-10-27
Projects and cost centres3%	Documented	Tracking tags filter by project/department; line-level classifiers support grouped reporting.help.juan.ac · 2026-10-27
Financial statements3%	Documented	Ledger,balance sheet,cash summaries and VAT reporting are documented; inspect your required statutory layout.www.juan.ac · 2026-10-27
Multiple entities3%	Conditional	Juan supports separate organisation subscriptions, including Essentials and Growth, under one or several billing accounts. Billing can be consolidated; consolidated financial statements or free additional entities are not established.help.juan.ac · 2026-10-29
Audit history3%	Conditional	Most records have an AI-generated Activity Log identifying changes, actor and time. Logs are not editable/deletable; downloads are not supported. Raw immutable archives, retention and named-plan rights remain unverified.help.juan.ac · 2026-10-29
Receivables and payables2%	Documented	Invoices,bills,credit notes and their payments are documented, with transaction ledger links.help.juan.ac · 2026-10-27
Multiple currencies2%	Documented	The current plan comparison lists multicurrency accounting for Essentials and Growth.www.juan.ac · 2026-10-27
API entitlement4%	Documented	The pricing FAQ explicitly includes secure custom-integration API keys in Essentials and Growth. Rate limits and fees need confirmation.www.juan.ac · 2026-10-27
Accounting export4%	Documented	The general ledger can be downloaded with visible or all columns. Confirm a full exit export separately.help.juan.ac · 2026-10-27
Opening balance migration3%	Documented	Data Transfer supports balances/transactions; asset migration follows transfer of the trial balance and lock date.latest.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Bank feeds and supported institutions3%	Conditional	Paid-plan bank integrations include documented Airwallex, Aspire, Stripe Wallet, Wise and Xendit feeds. Stripe requires credentials, matching currencies and allows twelve months of history. Confirm provider/Philippine account eligibility; this does not prove BDO/BPI feeds.www.juan.ac · 2026-10-29 help.juan.ac · 2026-10-29
Accountant collaboration3%	Documented	Accountants/bookkeepers can be invited with specific permissions; pricing sets role limits by plan.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Sales and stock integrations3%	Conditional	Sales/purchase orders and inventory are documented; integration with an external ERP and connector costs remain unresolved.latest.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
BIR invoice fields and authorised workflow4%	Conditional	CAS-ready invoice formatting is documented; a customer-specific registered workflow is still required.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
BIR returns versus actual filing4%	Conditional	Integrated JuanTax requires the user to verify and authorise the return/payment; BIR acknowledgement or rejection is distinct from submission. The documented cut-off is9PM one business day before due date. Confirm eligible forms and receipts; vendor accreditation claims are not independent authority approval.latest.juan.ac · 2026-10-27 help.juan.ac · 2026-10-29 www.juan.ac · 2026-10-29
Books, CAS registration and retained records3%	Conditional	The pricing FAQ places CAS registration under Growth; the taxpayer still completes applicable registration requirements.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
Philippine entity and business model3%	Documented	Juan targets Philippine businesses and accounting firms with local VAT/withholding codes.www.juan.ac · 2026-10-27
Local accountant and support arrangements3%	Documented	Local chat/email and live training are documented; confirm response commitments in the contract.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
PHP or USD fees, VAT and contract terms3%	Conditional	Essentials starts at PHP2000/month; Growth is quoted. VAT,annual tariffs and tax-filing add-on charges remain unresolved.www.juan.ac · 2026-10-27
Document extraction and quota4%	Conditional	Magic creates editable drafts from JPG,PNG,PDF up to10MB and50 attachments perbatch. English only; Standard monthly quota is unspecified.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Coding and matching suggestions4%	Conditional	Magic extracts account/tax details and learns item-name corrections; Essentials Standard limits are not numeric.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Assistant over accounting data4%	Conditional	Paid-plan Agent Suite includes Clio and connections to external tools with selected organisation permissions; model charges/quotas remain unresolved.help.juan.ac · 2026-10-27
Review before posting3%	Conditional	Magic produces editable drafts for review. Agent Suite posting behaviour depends on configured Memories; a draft-before-posting rule is documented, but mandatory approval for every agent action is not established.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27

2 criteria still to verify

Assessment criterion	Status	Research details
Budgets and variances3%	Not verified	Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits.
Cash-flow forecasting2%	Not verified	Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits.

Product evidence

Product evidence Invoicing

Product documentation does not prove that a capability is included in every plan.

25/30 criteria with evidence

Provisional score range58–74/ 100

Weighted evidence coverage: 84%

No final score yet

Documented eligibility

Market eligibility: Documented invoicing offer for the Philippines. This is not a BIR compliance certification or taxpayer-specific issuance authority. www.juan.ac · 2026-10-27

Assessment criterion	Status	Research details
Invoices and volume limits4%	Documented	Paid Essentials/Growth list invoices and unlimited transactions. Invoice creation, payment status and sending are documented; BIR authorisation is not inferred.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Recurring billing4%	Documented	Daily, weekly, monthly, quarterly and yearly schedules; no count limit stated in help. Can schedule full or partial payment records; creation notifications are unavailable. Scheduling a payment record does not execute a bank debit.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Quotes to invoices4%	Conditional	Quotes convert to orders or invoices, including partial fulfilment. Essentials help states a 50-document trial allowance for orders/quotes/requests and an add-on to remove limits; quote pricing needs confirmation.help.juan.ac · 2026-10-27
Credit notes and corrections4%	Documented	Active customer credits can partially settle an invoice; credits must match invoice currency. Refund rights are listed in the paid-plan table; payment-provider execution remains separate.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Expenses and receipts4%	Documented	Paid plans include supplier bills, receipt/document attachment capture and employee claims; digital capture limits are assessed separately.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Payment reconciliation4%	Conditional	Paid-plan reconciliation is documented; fully paid invoice receipts can be created while reconciling statement lines. Named live Philippine bank feeds and payment settlement require separate confirmation.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Overdue and part-paid invoices3%	Documented	Supports partial payments/credits and ageing reports. Recurring invoices can schedule payment records; this is not proof of automatic collections.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Stock-linked sales3%	Documented	Paid table includes inventory; quote/order quantities affect inventory when invoiced. Stock behaviour and order limits should be tested with returns and fulfilment.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Roles and permissions3%	Documented	AR admins approve; preparers submit drafts; members see and submit only their own drafts. Custom-user allowances depend on the plan contract.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Mobile invoicing2%	Conditional	Direct sending of invoice emails from the mobile app is not supported. Download the invoice PDF and send through a mobile email app.help.juan.ac · 2026-10-27
Multiple currencies2%	Documented	Paid plans list multicurrency; scheduled invoices can choose currency and exchange rate. Customer credits must match the invoice currency.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Invoice reporting2%	Documented	Ageing reports and invoice/payment dashboards are documented.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
API and limits4%	Conditional	Paid-plan Open APIs and role-restricted keys are documented. Endpoint documentation requires account access; invoice endpoint scope, rate limits and external integration charges remain unverified.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Invoice data export4%	Conditional	Export filtered transaction lists and reports separately, then keep backups outside Juan. Some exports require a paid plan. Full attachment/credit coverage and batch limits remain unverified; the older credit-export exception is not silently cleared.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-29
History import3%	Conditional	XLSX template creates new active invoices after review, up to 5,000 rows; cannot update existing invoices. The same page contradicts itself about grouped line items versus single-item import; test before migration.help.juan.ac · 2026-10-27
Accountant collaboration3%	Conditional	Role-based shared organisation access is available; a separate free accountant seat or unlimited adviser organisation allowance is not established.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
BIR returns versus actual filing4%	Conditional	Juan Accounting documents JuanTax integration; exact returns, filing charges, BIR acceptance receipts and customer authority must be verified separately from invoice creation.latest.juan.ac · 2026-10-27 juan.tax · 2026-10-27
Books, CAS registration and retained records3%	Conditional	Growth is positioned for CAS arrangements. A CAS certificate is distinct from electronic invoice PTI; retention, export and implementation registration need a written scope.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
Philippine entity and business model3%	Documented	Juan offers PHP-denominated invoicing/accounting for Philippine entities; no blanket regulatory eligibility is inferred.www.juan.ac · 2026-10-27
Local accountant and support arrangements3%	Conditional	Local help and implementation/contact channels exist; an included accountant service, support SLA and Growth implementation fee are unconfirmed.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
PHP or USD fees, VAT and contract terms3%	Conditional	Essentials advertises PHP 2,000/month; Growth requires a quote. VAT, annual terms, quote/order add-ons and filing fees need confirmation.www.juan.ac · 2026-10-27
Document extraction4%	Conditional	Magic extracts invoices, bills and credit notes from JPG/PNG/PDF, up to 10 MB each and 50 attachments per batch, English only. Standard/Unlimited plan labels lack numeric contractual quota and fair-use detail.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Coding suggestions4%	Conditional	Magic extracts account and tax-profile fields into drafts. Plan limits and automated coding accuracy are not independently verified.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Grounded finance assistant4%	Conditional	Agent Suite is available to paid organisations and includes Clio, connected agents and selected organisation permissions. Model costs, query limits and invoice action scope need account confirmation.help.juan.ac · 2026-10-27
Human review3%	Conditional	Magic creates editable drafts; preparer/member invoice permissions require AR-admin approval. Agent Suite can behave differently under Memories, so not every AI action has a proven mandatory gate.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27

5 criteria still to verify

Assessment criterion	Status	Research details
Payment files3%	Not verified	Digital gateway disbursements are documented, but these do not establish downloadable bank/payment files. Provider business accounts, enabled disbursement service and admin rights are prerequisites; named-plan file-export rights remain unknown.help.juan.ac · 2026-10-29 help.juan.ac · 2026-10-29
Cash-flow forecasting3%	Not verified	Cashflows documentation covers actual payments, refunds and cash journals. It does not establish future cash forecasting; confirm a named-plan forecast module, horizon and assumptions.help.juan.ac · 2026-10-29
Ecommerce connectors3%	Not verified	Not established for this invoicing offer in the reviewed primary evidence. Confirm named-plan rights and operational limits.
Events and webhooks3%	Not verified	Not established for this invoicing offer in the reviewed primary evidence. Confirm named-plan rights and operational limits.
BIR invoice fields and authorised workflow4%	Not verified	E-invoicing/CAS language does not establish taxpayer-specific PTI or current ESP accreditation. Obtain written confirmation of BIR fields and the authorised issuance path. Current CWT gross/net and correction-audit behaviour has not been verified for this software version.bir-cdn.bir.gov.ph · 2026-10-27 www.bir.gov.ph · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27

Plan evidence

Juan Essentials Accounting

₱2,000.00

PHP2,000/month advertised; annual alternative, VAT and filing charges require confirmation.

per monthpublished Essentials monthly baseTax: Not establishedBilling: monthly or annual subscriptions offered; annual tariff unverifiedAdd-ons: CAS registration requires Growth arrangements.; Confirm JuanTax filing/payment fees and external AI-model charges.Limits: Essentials table advertises unlimited admin users and 10 custom users; confirm billable-role interpretation.; Extraction and categorization labelled Standard without numeric quota.The existing accounting ID resolves to the current paid Essentials offer. Free and custom Growth also exist; CAS registration is specifically positioned under Growth.www.juan.ac · 2026-10-27

The existing accounting ID resolves to the current paid Essentials offer. Free and custom Growth also exist; CAS registration is specifically positioned under Growth.

27/30 criteria with evidence

Provisional score range69–77/ 100

Weighted evidence coverage: 92%

No final score yet

Documented eligibility

Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. juan.tax · 2026-10-26

Assessment criterion	Status	Research details
General ledger4%	Documented	General ledger contains recorded transactions and supports period filtering and exports.help.juan.ac · 2026-10-27
Period close and locks4%	Documented	Per-account lock dates block creation, editing, voiding and deletion that affect ledger records on or before the date. Authorised users can change or remove the lock; this is not an immutable statutory archive.help.juan.ac · 2026-10-27
Bank reconciliation4%	Documented	Bank-file reconciliation is documented; recent releases add one-to-many matching up to five accounting records.www.juan.ac · 2026-10-27 latest.juan.ac · 2026-10-27
Chart of accounts4%	Documented	Asset and expense account types drive journal postings and accounting report structure.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Tax reporting and filing4%	Conditional	JuanTax is integrated for BIR form filing and payment, but per-form eligibility, fees and successful acceptance must be checked.www.juan.ac · 2026-10-27 latest.juan.ac · 2026-10-27
Fixed assets4%	Conditional	Asset registration, transfer and disposal are documented; depreciation is straight-line only and posted at calendar month-end.help.juan.ac · 2026-10-27
Projects and cost centres3%	Documented	Tracking tags filter by project/department; line-level classifiers support grouped reporting.help.juan.ac · 2026-10-27
Financial statements3%	Documented	Ledger,balance sheet,cash summaries and VAT reporting are documented; inspect your required statutory layout.www.juan.ac · 2026-10-27
Multiple entities3%	Conditional	Juan supports separate organisation subscriptions, including Essentials and Growth, under one or several billing accounts. Billing can be consolidated; consolidated financial statements or free additional entities are not established.help.juan.ac · 2026-10-29
Receivables and payables2%	Documented	Invoices,bills,credit notes and their payments are documented, with transaction ledger links.help.juan.ac · 2026-10-27
Multiple currencies2%	Documented	The current plan comparison lists multicurrency accounting for Essentials and Growth.www.juan.ac · 2026-10-27
API entitlement4%	Documented	The pricing FAQ explicitly includes secure custom-integration API keys in Essentials and Growth. Rate limits and fees need confirmation.www.juan.ac · 2026-10-27
Accounting export4%	Documented	The general ledger can be downloaded with visible or all columns. Confirm a full exit export separately.help.juan.ac · 2026-10-27
Opening balance migration3%	Documented	Data Transfer supports balances/transactions; asset migration follows transfer of the trial balance and lock date.latest.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Bank feeds and supported institutions3%	Conditional	Paid-plan bank integrations include documented Airwallex, Aspire, Stripe Wallet, Wise and Xendit feeds. Stripe requires credentials, matching currencies and allows twelve months of history. Confirm provider/Philippine account eligibility; this does not prove BDO/BPI feeds.www.juan.ac · 2026-10-29 help.juan.ac · 2026-10-29
Accountant collaboration3%	Documented	Accountants/bookkeepers can be invited with specific permissions; pricing sets role limits by plan.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Sales and stock integrations3%	Conditional	Sales/purchase orders and inventory are documented; integration with an external ERP and connector costs remain unresolved.latest.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
BIR invoice fields and authorised workflow4%	Conditional	CAS-ready invoice formatting is documented; a customer-specific registered workflow is still required.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
BIR returns versus actual filing4%	Conditional	Integrated JuanTax requires the user to verify and authorise the return/payment; BIR acknowledgement or rejection is distinct from submission. The documented cut-off is9PM one business day before due date. Confirm eligible forms and receipts; vendor accreditation claims are not independent authority approval.latest.juan.ac · 2026-10-27 help.juan.ac · 2026-10-29 www.juan.ac · 2026-10-29
Books, CAS registration and retained records3%	Conditional	The pricing FAQ places CAS registration under Growth; the taxpayer still completes applicable registration requirements.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
Philippine entity and business model3%	Documented	Juan targets Philippine businesses and accounting firms with local VAT/withholding codes.www.juan.ac · 2026-10-27
Local accountant and support arrangements3%	Documented	Local chat/email and live training are documented; confirm response commitments in the contract.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
PHP or USD fees, VAT and contract terms3%	Conditional	Essentials starts at PHP2000/month; Growth is quoted. VAT,annual tariffs and tax-filing add-on charges remain unresolved.www.juan.ac · 2026-10-27
Document extraction and quota4%	Conditional	Magic creates editable drafts from JPG,PNG,PDF up to10MB and50 attachments perbatch. English only; Standard monthly quota is unspecified.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Coding and matching suggestions4%	Conditional	Magic extracts account/tax details and learns item-name corrections; Essentials Standard limits are not numeric.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Assistant over accounting data4%	Conditional	Paid-plan Agent Suite includes Clio and connections to external tools with selected organisation permissions; model charges/quotas remain unresolved.help.juan.ac · 2026-10-27
Review before posting3%	Conditional	Magic produces editable drafts for review. Agent Suite posting behaviour depends on configured Memories; a draft-before-posting rule is documented, but mandatory approval for every agent action is not established.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27

3 criteria still to verify

Assessment criterion	Status	Research details
Budgets and variances3%	Not verified	Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits.
Audit history3%	Not verified	Product Activity Log documentation covers most records and prohibits log edit/delete/download, but does not identify this named plan. Obtain plan-specific access and retention confirmation; a generated summary is not an exported raw audit archive.help.juan.ac · 2026-10-29
Cash-flow forecasting2%	Not verified	Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits.

Plan evidence

Juan Growth Accounting

Local price needs confirmation

Published reference; final local terms need confirmation: Custom Growth quote; CAS registration, add-ons and customisations depend on scope.

custom scoped offerTax: Not establishedBilling: Written quotation requiredAdd-ons: CAS registration requires Growth arrangements.; Confirm JuanTax filing/payment fees and external AI-model charges.Limits: Unlimited labels on pricing table need fair-use and contractual confirmation.Current custom Growth offer for add-ons/customisations, including CAS registration arrangements.www.juan.ac · 2026-10-27

Current custom Growth offer for add-ons/customisations, including CAS registration arrangements.

27/30 criteria with evidence

Provisional score range69–77/ 100

Weighted evidence coverage: 92%

No final score yet

Documented eligibility

Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. juan.tax · 2026-10-26

Assessment criterion	Status	Research details
General ledger4%	Documented	General ledger contains recorded transactions and supports period filtering and exports.help.juan.ac · 2026-10-27
Period close and locks4%	Documented	Per-account lock dates block creation, editing, voiding and deletion that affect ledger records on or before the date. Authorised users can change or remove the lock; this is not an immutable statutory archive.help.juan.ac · 2026-10-27
Bank reconciliation4%	Documented	Bank-file reconciliation is documented; recent releases add one-to-many matching up to five accounting records.www.juan.ac · 2026-10-27 latest.juan.ac · 2026-10-27
Chart of accounts4%	Documented	Asset and expense account types drive journal postings and accounting report structure.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Tax reporting and filing4%	Conditional	JuanTax is integrated for BIR form filing and payment, but per-form eligibility, fees and successful acceptance must be checked.www.juan.ac · 2026-10-27 latest.juan.ac · 2026-10-27
Fixed assets4%	Conditional	Asset registration, transfer and disposal are documented; depreciation is straight-line only and posted at calendar month-end.help.juan.ac · 2026-10-27
Projects and cost centres3%	Documented	Tracking tags filter by project/department; line-level classifiers support grouped reporting.help.juan.ac · 2026-10-27
Financial statements3%	Documented	Ledger,balance sheet,cash summaries and VAT reporting are documented; inspect your required statutory layout.www.juan.ac · 2026-10-27
Multiple entities3%	Conditional	Juan supports separate organisation subscriptions, including Essentials and Growth, under one or several billing accounts. Billing can be consolidated; consolidated financial statements or free additional entities are not established.help.juan.ac · 2026-10-29
Receivables and payables2%	Documented	Invoices,bills,credit notes and their payments are documented, with transaction ledger links.help.juan.ac · 2026-10-27
Multiple currencies2%	Documented	The current plan comparison lists multicurrency accounting for Essentials and Growth.www.juan.ac · 2026-10-27
API entitlement4%	Documented	The pricing FAQ explicitly includes secure custom-integration API keys in Essentials and Growth. Rate limits and fees need confirmation.www.juan.ac · 2026-10-27
Accounting export4%	Documented	The general ledger can be downloaded with visible or all columns. Confirm a full exit export separately.help.juan.ac · 2026-10-27
Opening balance migration3%	Documented	Data Transfer supports balances/transactions; asset migration follows transfer of the trial balance and lock date.latest.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Bank feeds and supported institutions3%	Conditional	Paid-plan bank integrations include documented Airwallex, Aspire, Stripe Wallet, Wise and Xendit feeds. Stripe requires credentials, matching currencies and allows twelve months of history. Confirm provider/Philippine account eligibility; this does not prove BDO/BPI feeds.www.juan.ac · 2026-10-29 help.juan.ac · 2026-10-29
Accountant collaboration3%	Documented	Accountants/bookkeepers can be invited with specific permissions; pricing sets role limits by plan.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Sales and stock integrations3%	Conditional	Sales/purchase orders and inventory are documented; integration with an external ERP and connector costs remain unresolved.latest.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
BIR invoice fields and authorised workflow4%	Conditional	CAS-ready invoice formatting is documented; a customer-specific registered workflow is still required.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
BIR returns versus actual filing4%	Conditional	Integrated JuanTax requires the user to verify and authorise the return/payment; BIR acknowledgement or rejection is distinct from submission. The documented cut-off is9PM one business day before due date. Confirm eligible forms and receipts; vendor accreditation claims are not independent authority approval.latest.juan.ac · 2026-10-27 help.juan.ac · 2026-10-29 www.juan.ac · 2026-10-29
Books, CAS registration and retained records3%	Conditional	The pricing FAQ places CAS registration under Growth; the taxpayer still completes applicable registration requirements.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
Philippine entity and business model3%	Documented	Juan targets Philippine businesses and accounting firms with local VAT/withholding codes.www.juan.ac · 2026-10-27
Local accountant and support arrangements3%	Documented	Local chat/email and live training are documented; confirm response commitments in the contract.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
PHP or USD fees, VAT and contract terms3%	Conditional	Essentials starts at PHP2000/month; Growth is quoted. VAT,annual tariffs and tax-filing add-on charges remain unresolved.www.juan.ac · 2026-10-27
Document extraction and quota4%	Conditional	The Growth comparison advertises Unlimited extractions, whereas Essentials is Standard. Fair use, file and batch limits still apply to the workflow and need confirmation; do not inherit the lower-plan Standard quota wording.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-29
Coding and matching suggestions4%	Conditional	Growth advertises Unlimited categorisation and predictive matches; Essentials is Standard. These are named-plan marketing allowances, not proof of unlimited throughput, all-language support or autonomous posting.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-29
Assistant over accounting data4%	Conditional	Paid-plan Agent Suite includes Clio and connections to external tools with selected organisation permissions; model charges/quotas remain unresolved.help.juan.ac · 2026-10-27
Review before posting3%	Conditional	Magic produces editable drafts for review. Agent Suite posting behaviour depends on configured Memories; a draft-before-posting rule is documented, but mandatory approval for every agent action is not established.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27

3 criteria still to verify

Assessment criterion	Status	Research details
Budgets and variances3%	Not verified	Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits.
Audit history3%	Not verified	Product Activity Log documentation covers most records and prohibits log edit/delete/download, but does not identify this named plan. Obtain plan-specific access and retention confirmation; a generated summary is not an exported raw audit archive.help.juan.ac · 2026-10-29
Cash-flow forecasting2%	Not verified	Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits.

Plan evidence

Juan Essentials Invoicing

₱2,000.00

PHP2,000/month advertised; annual alternative, VAT and filing charges require confirmation.

The existing accounting ID resolves to the current paid Essentials offer. Free and custom Growth also exist; CAS registration is specifically positioned under Growth.

25/30 criteria with evidence

Provisional score range58–74/ 100

Weighted evidence coverage: 84%

No final score yet

Documented eligibility

Market eligibility: Documented invoicing offer for the Philippines. This is not a BIR compliance certification or taxpayer-specific issuance authority. www.juan.ac · 2026-10-27

Assessment criterion	Status	Research details
Invoices and volume limits4%	Documented	Paid Essentials/Growth list invoices and unlimited transactions. Invoice creation, payment status and sending are documented; BIR authorisation is not inferred.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Recurring billing4%	Documented	Daily, weekly, monthly, quarterly and yearly schedules; no count limit stated in help. Can schedule full or partial payment records; creation notifications are unavailable. Scheduling a payment record does not execute a bank debit.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Quotes to invoices4%	Conditional	Quotes convert to orders or invoices, including partial fulfilment. Essentials help states a 50-document trial allowance for orders/quotes/requests and an add-on to remove limits; quote pricing needs confirmation.help.juan.ac · 2026-10-27
Credit notes and corrections4%	Documented	Active customer credits can partially settle an invoice; credits must match invoice currency. Refund rights are listed in the paid-plan table; payment-provider execution remains separate.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Expenses and receipts4%	Documented	Paid plans include supplier bills, receipt/document attachment capture and employee claims; digital capture limits are assessed separately.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Payment reconciliation4%	Conditional	Paid-plan reconciliation is documented; fully paid invoice receipts can be created while reconciling statement lines. Named live Philippine bank feeds and payment settlement require separate confirmation.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Overdue and part-paid invoices3%	Documented	Supports partial payments/credits and ageing reports. Recurring invoices can schedule payment records; this is not proof of automatic collections.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Stock-linked sales3%	Documented	Paid table includes inventory; quote/order quantities affect inventory when invoiced. Stock behaviour and order limits should be tested with returns and fulfilment.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Roles and permissions3%	Documented	AR admins approve; preparers submit drafts; members see and submit only their own drafts. Custom-user allowances depend on the plan contract.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Mobile invoicing2%	Conditional	Direct sending of invoice emails from the mobile app is not supported. Download the invoice PDF and send through a mobile email app.help.juan.ac · 2026-10-27
Multiple currencies2%	Documented	Paid plans list multicurrency; scheduled invoices can choose currency and exchange rate. Customer credits must match the invoice currency.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Invoice reporting2%	Documented	Ageing reports and invoice/payment dashboards are documented.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
API and limits4%	Conditional	Paid-plan Open APIs and role-restricted keys are documented. Endpoint documentation requires account access; invoice endpoint scope, rate limits and external integration charges remain unverified.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Invoice data export4%	Conditional	Export filtered transaction lists and reports separately, then keep backups outside Juan. Some exports require a paid plan. Full attachment/credit coverage and batch limits remain unverified; the older credit-export exception is not silently cleared.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-29
History import3%	Conditional	XLSX template creates new active invoices after review, up to 5,000 rows; cannot update existing invoices. The same page contradicts itself about grouped line items versus single-item import; test before migration.help.juan.ac · 2026-10-27
Accountant collaboration3%	Conditional	Role-based shared organisation access is available; a separate free accountant seat or unlimited adviser organisation allowance is not established.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
BIR returns versus actual filing4%	Conditional	Juan Accounting documents JuanTax integration; exact returns, filing charges, BIR acceptance receipts and customer authority must be verified separately from invoice creation.latest.juan.ac · 2026-10-27 juan.tax · 2026-10-27
Books, CAS registration and retained records3%	Conditional	Growth is positioned for CAS arrangements. A CAS certificate is distinct from electronic invoice PTI; retention, export and implementation registration need a written scope.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
Philippine entity and business model3%	Documented	Juan offers PHP-denominated invoicing/accounting for Philippine entities; no blanket regulatory eligibility is inferred.www.juan.ac · 2026-10-27
Local accountant and support arrangements3%	Conditional	Local help and implementation/contact channels exist; an included accountant service, support SLA and Growth implementation fee are unconfirmed.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
PHP or USD fees, VAT and contract terms3%	Conditional	Essentials is advertised at PHP 2,000/month; VAT, annual tariff, quote/order add-ons and filing fees need confirmation.www.juan.ac · 2026-10-27
Document extraction4%	Conditional	Magic extracts invoices, bills and credit notes from JPG/PNG/PDF, up to 10 MB each and 50 attachments per batch, English only. Standard/Unlimited plan labels lack numeric contractual quota and fair-use detail.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Coding suggestions4%	Conditional	Magic extracts account and tax-profile fields into drafts. Plan limits and automated coding accuracy are not independently verified.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Grounded finance assistant4%	Conditional	Agent Suite is available to paid organisations and includes Clio, connected agents and selected organisation permissions. Model costs, query limits and invoice action scope need account confirmation.help.juan.ac · 2026-10-27
Human review3%	Conditional	Magic creates editable drafts; preparer/member invoice permissions require AR-admin approval. Agent Suite can behave differently under Memories, so not every AI action has a proven mandatory gate.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27

5 criteria still to verify

Assessment criterion	Status	Research details
Payment files3%	Not verified	Digital gateway disbursements are documented, but these do not establish downloadable bank/payment files. Provider business accounts, enabled disbursement service and admin rights are prerequisites; named-plan file-export rights remain unknown.help.juan.ac · 2026-10-29 help.juan.ac · 2026-10-29
Cash-flow forecasting3%	Not verified	Cashflows documentation covers actual payments, refunds and cash journals. It does not establish future cash forecasting; confirm a named-plan forecast module, horizon and assumptions.help.juan.ac · 2026-10-29
Ecommerce connectors3%	Not verified	Not established for this invoicing offer in the reviewed primary evidence. Confirm named-plan rights and operational limits.
Events and webhooks3%	Not verified	Not established for this invoicing offer in the reviewed primary evidence. Confirm named-plan rights and operational limits.
BIR invoice fields and authorised workflow4%	Not verified	E-invoicing/CAS language does not establish taxpayer-specific PTI or current ESP accreditation. Obtain written confirmation of BIR fields and the authorised issuance path. Current CWT gross/net and correction-audit behaviour has not been verified for this software version.bir-cdn.bir.gov.ph · 2026-10-27 www.bir.gov.ph · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27

Plan evidence

Juan Growth Invoicing

Local price needs confirmation

Published reference; final local terms need confirmation: Custom Growth quote; CAS registration, add-ons and customisations depend on scope.

Current custom Growth offer for add-ons/customisations, including CAS registration arrangements.

25/30 criteria with evidence

Provisional score range58–74/ 100

Weighted evidence coverage: 84%

No final score yet

Documented eligibility

Market eligibility: Documented invoicing offer for the Philippines. This is not a BIR compliance certification or taxpayer-specific issuance authority. www.juan.ac · 2026-10-27

Assessment criterion	Status	Research details
Invoices and volume limits4%	Documented	Paid Essentials/Growth list invoices and unlimited transactions. Invoice creation, payment status and sending are documented; BIR authorisation is not inferred.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Recurring billing4%	Documented	Daily, weekly, monthly, quarterly and yearly schedules; no count limit stated in help. Can schedule full or partial payment records; creation notifications are unavailable. Scheduling a payment record does not execute a bank debit.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Quotes to invoices4%	Conditional	Quotes convert to orders or invoices, including partial fulfilment. Essentials help states a 50-document trial allowance for orders/quotes/requests and an add-on to remove limits; quote pricing needs confirmation.help.juan.ac · 2026-10-27
Credit notes and corrections4%	Documented	Active customer credits can partially settle an invoice; credits must match invoice currency. Refund rights are listed in the paid-plan table; payment-provider execution remains separate.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Expenses and receipts4%	Documented	Paid plans include supplier bills, receipt/document attachment capture and employee claims; digital capture limits are assessed separately.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Payment reconciliation4%	Conditional	Paid-plan reconciliation is documented; fully paid invoice receipts can be created while reconciling statement lines. Named live Philippine bank feeds and payment settlement require separate confirmation.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Overdue and part-paid invoices3%	Documented	Supports partial payments/credits and ageing reports. Recurring invoices can schedule payment records; this is not proof of automatic collections.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Stock-linked sales3%	Documented	Paid table includes inventory; quote/order quantities affect inventory when invoiced. Stock behaviour and order limits should be tested with returns and fulfilment.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Roles and permissions3%	Documented	AR admins approve; preparers submit drafts; members see and submit only their own drafts. Custom-user allowances depend on the plan contract.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Mobile invoicing2%	Conditional	Direct sending of invoice emails from the mobile app is not supported. Download the invoice PDF and send through a mobile email app.help.juan.ac · 2026-10-27
Multiple currencies2%	Documented	Paid plans list multicurrency; scheduled invoices can choose currency and exchange rate. Customer credits must match the invoice currency.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Invoice reporting2%	Documented	Ageing reports and invoice/payment dashboards are documented.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
API and limits4%	Conditional	Paid-plan Open APIs and role-restricted keys are documented. Endpoint documentation requires account access; invoice endpoint scope, rate limits and external integration charges remain unverified.www.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27
Invoice data export4%	Conditional	Export filtered transaction lists and reports separately, then keep backups outside Juan. Some exports require a paid plan. Full attachment/credit coverage and batch limits remain unverified; the older credit-export exception is not silently cleared.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-29
History import3%	Conditional	XLSX template creates new active invoices after review, up to 5,000 rows; cannot update existing invoices. The same page contradicts itself about grouped line items versus single-item import; test before migration.help.juan.ac · 2026-10-27
Accountant collaboration3%	Conditional	Role-based shared organisation access is available; a separate free accountant seat or unlimited adviser organisation allowance is not established.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
BIR returns versus actual filing4%	Conditional	Juan Accounting documents JuanTax integration; exact returns, filing charges, BIR acceptance receipts and customer authority must be verified separately from invoice creation.latest.juan.ac · 2026-10-27 juan.tax · 2026-10-27
Books, CAS registration and retained records3%	Conditional	Growth is positioned for CAS arrangements. A CAS certificate is distinct from electronic invoice PTI; retention, export and implementation registration need a written scope.www.juan.ac · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27
Philippine entity and business model3%	Documented	Juan offers PHP-denominated invoicing/accounting for Philippine entities; no blanket regulatory eligibility is inferred.www.juan.ac · 2026-10-27
Local accountant and support arrangements3%	Conditional	Local help and implementation/contact channels exist; an included accountant service, support SLA and Growth implementation fee are unconfirmed.www.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
PHP or USD fees, VAT and contract terms3%	Conditional	Growth is a custom quote; implementation, CAS, VAT, add-ons and usage need written pricing.www.juan.ac · 2026-10-27
Document extraction4%	Conditional	Magic extracts invoices, bills and credit notes from JPG/PNG/PDF, up to 10 MB each and 50 attachments per batch, English only. Standard/Unlimited plan labels lack numeric contractual quota and fair-use detail.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Coding suggestions4%	Conditional	Magic extracts account and tax-profile fields into drafts. Plan limits and automated coding accuracy are not independently verified.help.juan.ac · 2026-10-27 www.juan.ac · 2026-10-27
Grounded finance assistant4%	Conditional	Agent Suite is available to paid organisations and includes Clio, connected agents and selected organisation permissions. Model costs, query limits and invoice action scope need account confirmation.help.juan.ac · 2026-10-27
Human review3%	Conditional	Magic creates editable drafts; preparer/member invoice permissions require AR-admin approval. Agent Suite can behave differently under Memories, so not every AI action has a proven mandatory gate.help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27 help.juan.ac · 2026-10-27

5 criteria still to verify

Assessment criterion	Status	Research details
Payment files3%	Not verified	Digital gateway disbursements are documented, but these do not establish downloadable bank/payment files. Provider business accounts, enabled disbursement service and admin rights are prerequisites; named-plan file-export rights remain unknown.help.juan.ac · 2026-10-29 help.juan.ac · 2026-10-29
Cash-flow forecasting3%	Not verified	Cashflows documentation covers actual payments, refunds and cash journals. It does not establish future cash forecasting; confirm a named-plan forecast module, horizon and assumptions.help.juan.ac · 2026-10-29
Ecommerce connectors3%	Not verified	Not established for this invoicing offer in the reviewed primary evidence. Confirm named-plan rights and operational limits.
Events and webhooks3%	Not verified	Not established for this invoicing offer in the reviewed primary evidence. Confirm named-plan rights and operational limits.
BIR invoice fields and authorised workflow4%	Not verified	E-invoicing/CAS language does not establish taxpayer-specific PTI or current ESP accreditation. Obtain written confirmation of BIR fields and the authorised issuance path. Current CWT gross/net and correction-audit behaviour has not been verified for this software version.bir-cdn.bir.gov.ph · 2026-10-27 www.bir.gov.ph · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27

Identified plans

Juan Essentials

₱2,000.00

PHP2,000/month advertised; annual alternative, VAT and filing charges require confirmation.

Juan Growth

Local price needs confirmation

Published reference; final local terms need confirmation: Custom Growth quote; CAS registration, add-ons and customisations depend on scope.

Juan Essentials

₱2,000.00

PHP2,000/month advertised; annual alternative, VAT and filing charges require confirmation.

Juan Growth

Local price needs confirmation

Published reference; final local terms need confirmation: Custom Growth quote; CAS registration, add-ons and customisations depend on scope.

Sources used