Greater traceability
Relevant information is no longer hidden away in email chains or manual exchanges. The firm gains a clearer picture of what has been issued, what has been accepted and what is still pending.
An approach for administrative and consultancy firms
Electronic invoicing for accountancy and consultancy firms looking to stay ahead of the curve
When information arrives late, in a fragmented state or without a common framework, the problem is not just invoicing: it is maintaining an orderly workflow. That is why we have developed a system designed to provide greater traceability, reduce administrative friction and improve coordination with the client.
- Documents scattered across emails, folders and various tools.
- Closures that are delayed due to a lack of traceability and consistency.
- This depends on the client providing the information correctly and on time.
The problem isn’t just about invoicing; it’s about working with scattered information
In many firms, the workload does not stem solely from issuing or checking invoices. It comes from chasing up documents, correcting data, interpreting statements and liaising with clients who do not always have the same operational structure.
If that groundwork is not put in place now, any progress on VeriFactu or e-invoicing will put further pressure on a process that is already stretched to the limit.
How can an accountancy firm improve by using a ready-made database?
Less red tape
It reduces the repetitive work of tracking down documents, reinterpreting statements and re-entering data before the close.
Better coordination with clients
A connected database enables work to be carried out in a more consistent manner across the office and the company, with less reliance on manual data entry.
The best foundation for automation
When data is generated in a structured and traceable format, it becomes possible to automate validations, reminders and reconciliations.
Get VeriFactu ready today and stay one step ahead of electronic invoicing
VeriFactu and electronic invoicing should not be confused, but they do need to be coordinated. One relates to record-keeping and traceability; the other to the structure and exchange of invoices between companies.
That is why we recommend reviewing the firm’s operations, client relations and working relationship with ERP all at the same time. If you’d like an overview, you can find it on our main landing page at electronic invoicing.
Electronic invoicing has already been approved and its technical roll-out will continue to progress in line with regulatory developments. Grupo Gampi is already compliant with VeriFactu and has taken the initiative to prepare its ERPs for electronic invoicing.
A solution integrated with the firm’s day-to-day operations
It is not enough simply to add a layer of documentation. Improvement comes when the dispatch team, the client and the software all operate according to clearer criteria.
Day-to-day running of the practice
We tailor the solution to the way your team works: document review, project closures, client enquiries and internal coordination.
Customers with different systems
Not all your customers will have the same ERP or the same level of digital maturity. We design a structured framework to manage this diversity without losing control.
ERP and existing processes
If the firm or the client is already using a ERP, the key is to integrate it properly. That is why we link the electronic invoice to the operational logic and not just to the final document.
If your priority is ensuring the system works seamlessly with your existing management system, you can also take a look at our page on electronic invoicing in ERP and integrations, in addition to the current service provided by ERP for SMEs and the page for No text provided.
Resources for keeping up with change in an informed way
Estados de factura, aceptación y pago en factura electrónica B2B
Qué cambia en la gestión de estados, aceptación y pago cuando la factura electrónica B2B se incorpora al flujo real de empresa y despacho.
Abrir recursoFacturación electrónica vs VeriFactu
Las diferencias entre ambos cambios y por qué conviene prepararlos con una base técnica y operativa coordinada.
Abrir recursoLa factura electrónica ya ha sido aprobada: qué falta para su obligatoriedad
Un resumen claro del marco aprobado y de los pasos regulatorios y técnicos que todavía deben desplegarse.
Abrir recursoRelated routes within the cluster
Facturación electrónica para empresas y gestorías
Visión completa para empresas, gestorías y entornos ERP que necesitan preparar el cambio con una solución ya implantada.
Ver esta landingFactura electrónica en ERP e integraciones
Arquitectura, integraciones y convivencia con el ERP para empresas y despachos con procesos conectados.
Ver esta landingFrequently Asked Questions for administrative agencies and consultancy firms
Is it suitable for administrative agencies and consultancy firms?
Yes. It is designed for firms that need to work in a more organised manner, with better traceability and less reliance on manual communication with their clients.
Does it completely replace the manual sending of documents?
Not always straight away. It depends on each client’s starting point and the systems already in place. The aim is to gradually reduce that dependence by creating a better-connected infrastructure.
Does it also affect the firm’s own turnover?
Yes. The firm should also review how VeriFactu fits in, the development of electronic invoicing, and its own process for issuing and tracking invoices.
Can it be integrated with ERP and existing processes?
Yes. Indeed, a significant part of the work involves analysing what ERP currently exists, what exchanges take place, and how to organise the integration without duplicating operations.
Why is it a good idea to get a head start now?
Because critical work doesn’t begin when a deadline arrives. It begins by organising processes, responsibilities and databases so that the subsequent technical roll-out doesn’t catch the office off guard.
Final CTA
Request a diagnosis for administrative agencies
We review your operations, customer flow and how your system works alongside ERP or your current software to draw up a realistic plan.