Drop the Modelo 036 and the latest invoices. Cofactu creates the client from the 036, imports the invoices as historical, proposes the series to carry on their numbering and flags anomalies for your review.
No forms · Historical invoices are not resent to the AEAT · You review the result
By handManual process
Retype the 036, create the client,
transfer the invoices and hunt for the series.
ReadWith Cofactu
Two documents, one client created
and one review.
The same work is concentrated in one reviewable flow, with no retyping of the source.
No time figure: we have not measured it, and it depends on how many invoices the client brings.
You drag in your client's signed Modelo 036 PDF (the census registration form a business files with the AEAT, the Spanish Tax Agency), or the legacy 037 if they registered before it was withdrawn. Lucía, Cofactu's AI assistant, extracts the tax ID (NIF), company name, tax address, VAT regime, IAE activity headings, forms to file and registration date, and Cofactu creates the client in your portfolio with that data.
You add PDFs or photos of their latest invoices. Lucía reads them and they are imported as historical: marked as accepted and not resent to the AEAT.
With the invoices in, Cofactu proposes the series and the last number to carry on their numbering, and looks for anomalies: an NIF repeated in your portfolio, VAT that does not match the 036, invoices with no amount or read with low confidence.
You review the summary and the anomalies, fix what needs fixing and confirm the series. You can now issue their VeriFactu invoices from Cofactu.
The onboarding route.
The 036, the invoices and the final decision do not live in different tools: they form a single file.
The review is not an opaque AI step: each onboarding leaves its summary, with the 036 data, the proposed series, the forms to file and the anomalies, so the firm decides what to fix and what to leave pending.
| Client | Sources | Detection | Status |
|---|---|---|---|
| Talleres Vega SL · B-12345678 · series F | 036 + 12 invoices | 3 flags | Review |
| Construcciones Prado SL · B-64721093 · series A | 036 + 8 invoices | No flags | Ready |
| Laura Peña Interiorismo · 48931240M · series L | 037 + 4 invoices | Reading documents | In progress |
Imported invoices are kept as historical. They are not resent to the AEAT.
With the client already created and its invoices in, Cofactu points out NIFs repeated in your portfolio, VAT that does not match the 036 and invoices with no amount or read with low confidence. You review the summary and decide what to fix.
B-12345678 also appears under "Talleres Vega Hnos. SL"
Lucía could not read the total of F-2025-0191
4 of 12 invoices at 0% and the 036 declares the general regime
The onboarding and every import are kept in the account's audit log, with who did them and when.
| 01 | 036 parser with Lucía (vision), and of the legacy 037 |
|---|---|
| 02 | Bulk historical OCR import with Lucía |
| 03 | Proposed series and last number from the historical invoices, confirmed by your team |
| 04 | 5 anomaly detectors: low-confidence OCR, NIF repeated in your portfolio, VAT that does not match the 036, forms to file according to the 036 and invoices with no amount |
| 05 | Audit log entry for the onboarding and for every import |
| 06 | A single drop zone for files, with the status of each one |
Yes. A gestoría (Spanish tax and accounting firm) drags in the signed 036 PDF, or the legacy 037, and Lucía extracts the NIF, company name, tax address, VAT regime, IAE activity headings, forms to file and registration date. With that data Cofactu creates the client in the firm's portfolio, and the team reviews the result.
No. Historical invoices are imported as accepted and are not sent to the AEAT, because they were already issued with the previous software. They give you the client's history and let you carry on their numbering.
Cofactu proposes the series and the last number from the historical invoices, and your team confirms them before issuing. If the company already invoices with a series in Cofactu, that one is kept and no other is proposed.
Five kinds of anomaly: data read with low confidence, an NIF repeated in your portfolio, VAT that does not match the regime in the 036, forms the 036 requires that are not yet recorded as filed, and invoices with no amount. You review the summary and decide what to fix.
Yes. From the gestoría you import clients in bulk from an Excel or CSV file, a Sage Despachos file or a connected Holded or A3 account. Each client is created as an independent company under your gestoría, with its own NIF, invoices and tax data, and the import can be undone during the first 24 hours.
The Accounting Firm plan costs €89/month + VAT for up to 50 clients (€74.17/month when paid yearly) and €199/month + VAT with unlimited clients and your own branding. You can try all of Cofactu for 30 days with no card; the details are on the pricing page.
30 days with all of Cofactu, no card. The Accounting Firm plan covers up to 50 clients. If you do not pick a plan at the end, you move to Free and your data stays: you can view and export it.
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