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Contafy’s multi-profile system allows you to manage multiple business entities (companies, subsidiaries, or separate activities) from a single user account, with complete financial separation between profiles.

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Profile structure

Each profile represents a distinct business entity: 
export interface Profile {
  id: string;
  user_id: string;
  nombre: string;
  rfc: string;
  tipo_persona: 'FISICA' | 'MORAL';
  regimenes_fiscales: string[];
  validaciones_habilitadas: Record<string, unknown>;
  created_at: string;
  updated_at: string;
  frozen?: boolean;
  frozen_reason?: 'plan_limit' | 'user_suspension' | 'payment_issue' | null;
  frozen_at?: string | null;
}

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Key profile attributes

  • nombre - Business or entity name
  • rfc - Mexican tax identification number (RFC)
  • tipo_persona - Legal entity type (FISICA for individuals, MORAL for corporations)
  • regimenes_fiscales - Array of applicable tax regimes (catálogo SAT c_RegimenFiscal)
A single profile can have multiple tax regimes. For example, a person might have both “Régimen de Actividades Profesionales” and “Arrendamiento” in their regimenes_fiscales array.

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Creating profiles

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Profile creation form

When creating a new profile (/dashboard/setup/profiles/new), you configure: 
interface CreateProfileRequest {
  nombre: string;
  rfc: string;
  tipo_persona: 'FISICA' | 'MORAL';
  regimenes_fiscales?: string[];
  validaciones_habilitadas?: {
    validarRFCIngresos?: boolean;
    validarRFCGastos?: boolean;
    validarRegimenFiscal?: boolean;
    validarUUIDDuplicado?: boolean;
    bloquearSiRFCNoCoincide?: boolean;
    bloquearSiRegimenNoCoincide?: boolean;
  };
}

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Validation rules

Each profile can have custom validation rules:
  • validarRFCIngresos - Verify RFC in incoming invoices
  • validarRFCGastos - Verify RFC in expense receipts
  • validarRegimenFiscal - Verify tax regime matches profile
  • validarUUIDDuplicado - Check for duplicate UUIDs
  • bloquearSiRFCNoCoincide - Reject uploads if RFC doesn’t match
  • bloquearSiRegimenNoCoincide - Reject uploads if regime doesn’t match
When bloquearSiRFCNoCoincide or bloquearSiRegimenNoCoincide are enabled, uploads that fail validation will be completely rejected. Use these settings carefully.

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Profile limits by plan

Contafy enforces profile limits based on subscription plan:
  • FREE - Limited number of profiles
  • BASIC - More profiles available
  • PREMIUM/ENTERPRISE - Higher or unlimited profiles
The system tracks: 
const { canCreate, remaining, currentCount } = useProfileLimits(subscription);
When you reach your plan limit, the “Create Profile” button is disabled with an upgrade prompt.

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Profile freezing

Profiles can be frozen for various reasons: 
type FrozenReason = 'plan_limit' | 'user_suspension' | 'payment_issue' | null;

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Frozen profile behavior

  • Frozen profiles cannot upload new invoices or expenses
  • Existing data remains viewable
  • Dashboard metrics still include frozen profile data
  • Profile appears with a “frozen” badge in the UI
Profiles are typically frozen when you exceed your subscription’s profile limit. Upgrading your plan will automatically unfreeze the profiles.

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Using profiles throughout Contafy

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Global profile selector

Most pages include a profile selector dropdown that allows you to:
  • View data for a specific profile
  • View aggregated data across all profiles (“Todas las empresas”)
  • Switch profiles without leaving the current page

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Profile-filtered views

When a profile is selected:
  • Dashboard shows metrics for that specific profile
  • Invoice and expense lists filter to that profile’s data
  • Reports generate for that profile only
  • Upload forms pre-select the active profile

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Aggregated view

When “Todas las empresas” is selected:
  • Dashboard aggregates metrics across all profiles
  • Lists show invoices/expenses from all profiles with profile badges
  • Charts combine data from all profiles
  • Some features (like manual entry) are disabled in aggregate view
The dashboard greeting changes when viewing all profiles: “Buenos días, [nombre] - Todas las empresas” to make it clear you’re in aggregate view.

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Profile management interface

The profiles table (/dashboard/setup/profiles) displays:

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Table columns

  • Nombre - Profile name with persona type badge (Física/Moral)
  • RFC - Tax identification number
  • Regímenes fiscales - Badge list of tax regimes (up to 3 visible)
  • Estado - Status (Active/Frozen)
  • Facturas/Gastos - Usage statistics
  • Acciones - Edit and delete actions

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Profile actions

  • Edit - Modify profile details and validation settings (/dashboard/setup/profiles/[id])
  • Delete - Remove profile and all associated data (requires confirmation)
  • Export - Export profile list to PDF or Excel

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Tax regime display

The table uses the SAT régimen fiscal catalog to display human-readable regime descriptions: 
interface RegimenFiscalItem {
  clave: string;
  descripcion: string;
  aplica_persona_fisica: boolean;
  aplica_persona_moral: boolean;
}
Regimes are fetched from /api/sat/regimenes-fiscales and displayed with proper descriptions.

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Profile-specific periods

Financial periods are created per profile:
  • Each profile has its own monthly periods
  • Period IDs are UUIDs
  • Manual entries require a valid period_id for the profile
  • Aggregate view uses period_id “aggregated” (special case)
When viewing “Todas las empresas”, the period_id is “aggregated”, which disables manual income/expense entry since these features require a specific profile’s period.

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Data isolation

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Complete separation

Each profile’s data is fully isolated:
  • Invoices link to profile via profile_id
  • Expenses link to profile via profile_id
  • Metrics calculated separately per profile
  • Reports generated independently

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Cross-profile features

Some features work across profiles:
  • Dashboard aggregate view sums all metrics
  • Trend charts can combine data from multiple profiles
  • Global search can find transactions across profiles

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Editing profiles

The edit form (/dashboard/setup/profiles/[id]) allows updating: 
interface UpdateProfileRequest {
  nombre?: string;
  rfc?: string;
  tipo_persona?: 'FISICA' | 'MORAL';
  regimenes_fiscales?: string[];
  validaciones_habilitadas?: {...};
}
Changing a profile’s RFC or tax regimes may affect existing invoice and expense validations. Existing data is not revalidated after profile changes.

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Export capabilities

The profiles table supports data export:

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PDF export

exportProfilesToPDF(profiles: Profile[], stats: ProfileStats[]): Promise<void>
Generates a formatted PDF with:
  • Profile details
  • Tax regimes
  • Usage statistics
  • Validation settings

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Excel export

exportProfilesToExcel(profiles: Profile[], stats: ProfileStats[]): Promise<void>
Creates a spreadsheet with:
  • All profile fields
  • Statistics columns
  • Filterable and sortable data

Invoice Management

Upload invoices for specific profiles

Expense Tracking

Track expenses per business entity

Dashboard

View metrics aggregated or per profile

Reports & Analytics

Generate reports for specific profiles