From 4 hours to 8 minutes
Onboard a new client without touching a form. Drop the 036 form, drop their latest invoices, and Cofactu sets up the rest with AI: series configured, VeriFactu numbering without gaps, anomalies flagged for your review.
It's not marginal. It's an order-of-magnitude shift that lets you scale your client portfolio.
By hand
The usual way
3-4 h
per new client
- 12-15 fields to fill in by hand
- Transcribe the 036 form field by field
- Review historical invoices one by one
- Call the client to confirm the series
With Cofactu
Drop and review
8 min
per new client
- 0 fields: drop the 036 and a ZIP of invoices
- AI extracts the 036 with OCR + NLP
- Imports the invoices as historical
- Series and last number auto-detected, no gaps
4 steps. Zero forms.
What used to be an Excel sheet, 12 manual transcriptions and a call to the client to confirm the series is now two drops and one review screen.
- 1
Drop the 036/037 form
Drag in your client's signed 036 PDF. Claude vision extracts NIF, company name, tax address, VAT regime, withholdings and obligations — everything you normally transcribe by hand.
- 2
Drop the latest invoices
Loose PDFs or a ZIP with 12 historical invoices. The AI detects the series, the last invoice number issued and the date of the last invoice — so VeriFactu numbering carries on without gaps.
- 3
Cofactu sets up the client
Creates the child organization, configures the series + last number, imports the invoices as historical (they are NOT resent to AEAT) and returns a summary with anomalies flagged for your review.
- 4
You review in 2 minutes
Summary screen with suspicious NIFs, duplicate numbers, out-of-range VAT. Approve or fix, and the client is ready to issue VeriFactu invoices in production.
You approve. The AI already flagged what's suspicious.
Before creating the client, Cofactu shows you what it detected: NIFs already in your portfolio, numbering gaps and out-of-range VAT. You decide in two minutes.
Real AI trained for Spanish tax rules
It's not a field template. Every sub-process of onboarding has its own engine — and leaves a trace in the VeriFactu audit log.
Try it with your first 10 clients. No card required.
If Cofactu doesn't save you at least 2 hours with your first client, we'll help you export your data and part ways as friends.