01
What Facturia Is
Facturia is a Spanish invoicing and bookkeeping workflow for autónomos and small businesses. The live Spanish product site is fact.smeanalytica.com/es. The product focuses on the practical work around invoices, receipts, IVA, client records, and VeriFactu readiness.
Send an invoice, receipt, image, or plain-language request through WhatsApp and get a structured draft or answer back.
Use the web app as the reviewable dashboard for invoices, clients, compliance status, and follow-up.
Keep your gestor or human reviewer in the loop for fiscal decisions that need professional judgment.
02
WhatsApp Workflow
WhatsApp is a primary Facturia surface, not a gimmick. A user can ask a fiscal question, send a document, request an invoice draft, check invoice status, or ask what deadlines are coming up. Facturia routes the request to the right assistant behavior and keeps the web dashboard consistent with the conversation.
Invoice tasks: create drafts, look up recent invoices, check status, and prepare delivery steps.
Fiscal questions: explain IVA, IRPF, autónomo obligations, and practical next steps with conservative guardrails.
Deadline help: remind users about relevant obligations based on their fiscal profile.
03
Confirmation Rules
Facturia should never silently mutate fiscal records from an AI guess. Any action that creates, sends, updates, deletes, submits, or marks something paid needs clear user confirmation before it becomes final.
Document extraction can prepare a draft, but the user confirms before the record becomes operational.
Invoice-affecting actions keep an audit trail that ties the action to the user, channel, source message, timestamp, and result.
If certificate signing, tax-service connectivity, storage, or message delivery fails, Facturia should show an honest failure state instead of implying success.
04
VeriFactu Positioning
The public promise is VeriFactu readiness, not magic compliance. Facturia prepares the submission data, validates the workflow, generates the required compliance artifacts where configured, and asks for confirmation before sensitive fiscal actions.
Customers bring their own valid certificate or apoderamiento where submission/signing requires it.
The product should block or label submission as not configured when the required fiscal setup is missing.
Do not state that external acceptance is assured, that filing happens without review, or that the product substitutes for professional tax advice.
Use this public phrasing:
"Facturia prepares the submission, validates the data, generates the required compliance trail where configured, and asks for confirmation before sending."05
User Profile and Languages
A good Facturia setup starts with the user's fiscal profile. The assistant should know who it is helping, what fiscal regime applies, and which language the user prefers before giving operational advice.
Typical setup fields include name or business name, email, fiscal regime, activity area, and preferred language.
The assistant can support multilingual users, but it should ask or detect language instead of assuming Spanish for everyone.
Sensitive identity and tax data must be handled carefully and should not be repeated unnecessarily in chat.
06
What Facturia Is Not
Facturia is not a promise that AI will autonomously file taxes without review. It is a product for reducing admin load while preserving confirmation, auditability, and professional oversight.
It is not a replacement for a gestor or professional tax advice.
It is not a guarantee that every external tax-service submission will be accepted.
It is not a public API guide, security runbook, or disclosure of internal infrastructure.
Keep reading
Related Docs
Getting Started
Welcome to SME Analytica
A public guide to the SME Analytica suite: Conversa for real estate, Facturia for WhatsApp-first invoicing, and consulting for custom AI workflows.
Real Estate
Conversa Product Guide
How Conversa helps real-estate agencies turn portal and CRM leads into qualified WhatsApp conversations, viewings, and clean human handoffs.
Developers
Integration Surfaces
A security-conscious overview of how SME Analytica products integrate with customer workflows, without exposing private infrastructure details.