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Documentation

Complete guide to master AutoFact, your autonomous accounting infrastructure.

v1.2.0Updated: January 2025

Overview

AutoFact is a SaaS platform that automates your entire accounting workflow, from invoice receipt to bank reconciliation. Our infrastructure combines multi-layer OCR extraction, contextual AI classification, and intelligent automation to drastically reduce manual processing time.

What AutoFact Does for You

  • Automatic invoice ingestion via email (IMAP/OAuth2)
  • OCR extraction with 99.7% accuracy (3 engines)
  • AI classification based on your chart of accounts
  • Bank import and automatic reconciliation
  • Anomaly detection and proactive alerts
  • Seamless data export and reporting

Getting Started

After signing up, follow these steps to configure your workspace:

1

Connect Your Email

Go to Integrations → Gmail to authorize AutoFact to access your invoice emails. We use OAuth2 for secure connection.

2

Import Your Bank Transactions

Download your CSV/OFX file from your bank and import it via Bank Import. The system automatically detects the format.

3

Start Processing Invoices

Upload your invoices manually or let the system automatically process incoming emails. The AI handles extraction and classification.

Invoice Imports & PDF Extraction

AutoFact uses a multi-layer OCR architecture to guarantee perfect extraction, even on handwritten or poor-quality invoices.

OCR Engines Used

  • Tesseract: Raw text extraction (open-source)
  • Google Cloud Vision: Structured zone detection
  • Azure Form Recognizer: Key-value pair extraction

All three engines run in parallel and a consensus algorithm selects the most reliable values. You get 99.7% accuracy on critical fields (amount, VAT, date, supplier).

💡 Best Practice: Use native PDFs (non-scanned) and ensure your invoices contain a unique number and readable date for optimal extraction quality.

Bank Import & Reconciliation

The bank import module supports CSV, OFX, and QIF formats. Once your transactions are imported, AutoFact automatically reconciles them with your invoices.

Reconciliation Algorithm

The system analyzes three criteria to match a bank transaction with an invoice:

  • 1.Exact Amount: Strict match (€)
  • 2.Common Reference: Invoice number in bank description
  • 3.Time Window: ±30 days around invoice date

If a transaction remains unreconciled after 48 hours, you'll receive an alert to handle it manually.

Security & Compliance

AutoFact applies banking-grade security standards and complies with GDPR. Your data is end-to-end encrypted and hosted in France (OVH).

Encryption

  • AES-256 at rest
  • TLS 1.3 in transit
  • HSM-managed keys

Compliance

  • GDPR native
  • France hosting (OVH)
  • ISO 27001 (Q2 2025)

Best Practices

  • Enable two-factor authentication (2FA) in your settings
  • Review access logs regularly
  • Limit IP access for critical operations
  • Keep your team informed of security updates

Plans & Pricing

AutoFact offers three plans tailored to your organization size. All plans include core features (OCR, imports, reconciliation).

Starter

For growing teams

€300/month

  • Up to 500 invoices/month
  • 1 email inbox
  • Email support

Business

Popular

For established firms

€500/month

  • Unlimited invoices
  • 3 email inboxes
  • Advanced reporting
  • Priority support

Enterprise

For large organizations

Custom Pricing

  • Custom volume
  • Accounting integrations
  • Guaranteed SLA
  • Dedicated account manager

Manage Your Subscription

You can update your plan, modify your payment method, or view your invoices from your settings.

Go to Billing →

Support & Service Status

Our support team is available via email to answer your questions and help you get the most out of the platform.

Contact Support

Average response time:< 2h (Business), < 24h (Starter)

Service Status

All systems operational
View real-time status page →