Verifactu: track your data journey

When you add Verifactu to your operations, one practical question deserves attention: where does each invoice’s data come from, and where is it needed next? For SMEs and freelancers, tracking that journey can reveal disconnected tasks without reducing the conversation to issuing a document. Regifactu brings ERP, CRM, e-invoicing and AI together in a cloud platform, with integrations and custom development.

Before issuing: find where the information starts

An invoice may relate to a sale, an order or a project. Before deciding what to connect, it helps to distinguish the information already in your system from what you enter again. The aim is to describe how you really work, not to list features you may never use.

Regifactu includes sales, purchasing, products and stock, projects, banking and CRM. These areas let you consider invoicing in a wider context. If you currently check different tools to complete a transaction, explain what data you look for in each one and when you need it. That relationship helps define the scope of the connection.

When issuing: separate the document from the process

Seeing an invoice does not, by itself, explain how it was created. It also matters what task triggers it, who provides the information and which steps need input. These are organisational questions you can bring to a management project, without interpreting regulations.

Regifactu’s solution supports recording invoices with a hash and QR code. If you want to focus on that, our information on the QR code built into business management explains how it fits into daily work. Here, the focus is on the journey of the data that accompanies an invoice.

After issuing: see who needs to carry on working

Issuing an invoice does not finish every task linked to a sale. There may be information to check in the customer relationship, documents to share or a banking task still to complete. Describe what you need to do next and which references you use to link each task to its invoice.

Regifactu connects management, invoicing and finance on one platform. To assess the fit, it is more useful to point to a work interruption — such as having to find a document in another tool — than simply to ask for everything to be connected. This helps you explain what continuity you need between areas.

If other channels are involved, define what they share

Regifactu websites, shops and portals can share customers, catalogues, availability, orders and documents with business management. If any of these channels are part of your operations, identify what information needs to flow between the channel and the platform.

• What information starts in the shop or portal.
• What data management needs to continue the work.
• What documents need to be available in the digital channel.

From the data journey to the project scope

With that map, you can explain a specific need: connect an order to management, share documents or resolve a step that currently sits outside your tools. Regifactu offers integrations and custom development for specific processes on its platform.

You don’t need to prepare a technical document for the first conversation. Just explain what you want to improve, where data is entered more than once and what result you’re looking for. We can then assess which parts the platform covers and which connections or adaptations are worth exploring. Request a tailored demo.

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