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Profiles in Contafy represent individual tax entities (RFCs) that you manage. Each profile can track invoices, expenses, and reports separately.

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Understanding profiles

A profile in Contafy represents a Mexican tax entity with:
  • RFC (Registro Federal de Contribuyentes): The unique tax ID
  • Nombre or Razón Social: Business or individual name
  • Tipo de Persona: Persona Física (individual) or Persona Moral (corporation)
  • Regímenes Fiscales: Tax regimes applicable to this RFC
  • Validation settings: Rules for invoice and expense validation

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Profile limits by plan

Your subscription plan determines how many profiles you can create:
  • FREE: 1 profile
  • STARTER: 3 profiles
  • PROFESSIONAL: 10 profiles
  • ENTERPRISE: Unlimited profiles
The system will display your remaining profile limit when creating new profiles. Frozen profiles still count toward your limit.

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Creating your first profile

When you first log in, you’ll be prompted to create your initial RFC profile.
1

Navigate to profile setup

After logging in, you’ll be automatically redirected to /dashboard/setup if you don’t have any profiles yet.
2

Select the tipo de persona

Choose the entity type:
  • Persona Física: For individuals, freelancers, or sole proprietors
  • Persona Moral: For corporations, LLCs, or other business entities
Click on the appropriate card to select it.
3

Enter the nombre or razón social

Provide the full legal name:
  • For Persona Física: Your full name (e.g., “Juan Pérez García”)
  • For Persona Moral: The legal business name (e.g., “Empresa S.A. de C.V.”)
This name will appear on reports and throughout the platform.
4

Enter the RFC

Input your 12 or 13-character RFC (tax ID):
  • The format is automatically validated
  • Letters are automatically converted to uppercase
  • Include the homoclave (verification digits)
Example: ABCD123456XYZ
Don’t know your RFC? Click “¿No sabes tu RFC?” to visit the SAT website where you can look it up using your CURP.
5

Click 'Crear perfil'

Submit the form to create your profile. You’ll be redirected to the dashboard where you can start uploading invoices.
Ensure your RFC is correct before creating the profile. While you can edit profiles later, changing the RFC may affect historical data and validations.

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Adding additional profiles

If you manage multiple businesses or RFCs, you can create additional profiles.
1

Go to the setup page

Click your user menu in the top right and select “Configuración” or navigate to /dashboard/setup.
2

Navigate to the Profiles tab

Click on the “Perfiles” tab to view your existing profiles.
3

Click 'Agregar perfil'

If you haven’t reached your plan limit, click the “Agregar perfil” button.
4

Fill out the profile form

Follow the same steps as creating your first profile: select tipo de persona, enter nombre, and provide the RFC.
5

Submit the form

Click “Crear perfil” to add the new RFC profile to your account.
If you’ve reached your profile limit, you’ll see an alert with an option to upgrade your plan. Click “Actualizar a [PLAN]” to increase your limit.

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Configuring profile settings

After creating a profile, you can configure advanced settings.

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Regímenes fiscales

Add the tax regimes that apply to this RFC:
1

Open profile settings

From the Profiles tab, click the “Editar” button on the profile you want to configure.
2

Scroll to 'Regímenes fiscales'

This section lists all available SAT tax regimes.
3

Select applicable regimes

Check the boxes for each tax regime that applies to this RFC. Common regimes include:
  • 601: General de Ley Personas Morales
  • 612: Personas Físicas con Actividades Empresariales
  • 605: Sueldos y Salarios e Ingresos Asimilados a Salarios
  • 626: Régimen Simplificado de Confianza
4

Save changes

Click “Guardar” to update the profile’s tax regimes.
Configuring tax regimes enables automatic validation of invoices. The system will warn you if an invoice doesn’t match the expected régimen fiscal.

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Validation settings

Customize how strictly Contafy validates invoices and expenses for this profile:
1

Open validation settings

In the profile edit form, scroll to “Validaciones habilitadas”.
2

Toggle validation rules

Use the switches to enable or disable each validation rule based on your needs.
3

Save changes

Click “Guardar” to apply the new validation settings.
Disabling validations can allow incorrect or invalid data into your system. Only disable validations if you understand the implications.

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Managing profiles

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Viewing profile list

All your profiles are visible in the setup page under the “Perfiles” tab. Each profile card shows:
  • Profile name and RFC
  • Tipo de persona (Física/Moral)
  • Creation date
  • Status (Active/Frozen)
  • Quick actions (Edit/Delete)

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Editing a profile

1

Go to the Profiles tab

Navigate to /dashboard/setup and click “Perfiles”.
2

Click 'Editar' on the profile

Find the profile you want to modify and click the “Editar” button.
3

Update the fields

You can change:
  • Nombre/Razón Social
  • RFC (with caution)
  • Regímenes fiscales
  • Validation settings
4

Save changes

Click “Guardar” to apply your updates.

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Deleting a profile

Deleting a profile is permanent and will remove all associated invoices, expenses, and reports. This action cannot be undone.
1

Open the profile list

Go to /dashboard/setup → “Perfiles” tab.
2

Click 'Eliminar' on the profile

Find the profile you want to remove and click the “Eliminar” button.
3

Confirm deletion

Type “ELIMINAR” in the confirmation dialog to verify you want to delete the profile and all its data.
4

Submit confirmation

Click “Eliminar” to permanently delete the profile.

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Frozen profiles

Profiles can be frozen when:
  • You’ve exceeded your plan’s profile limit
  • There’s a payment issue with your subscription
  • Manual suspension by administrators

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What happens when a profile is frozen?

  • You cannot upload new invoices or expenses
  • You can view existing data and reports
  • You can export historical data
  • The profile counts toward your plan limit

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Unfreezing a profile

To unfreeze a profile:
  1. Resolve the underlying issue (upgrade plan, update payment method, etc.)
  2. Contact support if the profile remains frozen after resolving the issue
  3. The system will automatically unfreeze profiles when conditions are met
Profiles frozen due to plan limits will automatically unfreeze when you upgrade to a higher plan.

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Switching between profiles

When viewing invoices, expenses, or reports, you can filter by profile:
  1. Look for the profile selector dropdown in the page header
  2. Select a specific profile or choose “Todos” to view all profiles
  3. The page will refresh to show data for the selected profile
Contafy remembers your last selected profile. When you return to the invoices or expenses page, you’ll see the same profile you were viewing before.

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Troubleshooting

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”RFC inválido”

The RFC format is incorrect. Ensure you:
  • Include all 12 or 13 characters
  • Use only uppercase letters and numbers
  • Include the homoclave
  • Follow the pattern: [A-ZÑ&]{3,4}[0-9]{6}[A-Z0-9]{3}

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”Límite de perfiles alcanzado”

You’ve reached your plan’s profile limit. To create more profiles:
  1. Delete unused profiles, or
  2. Upgrade to a higher plan with more profile slots

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”Este RFC ya existe”

You already have a profile with this RFC. Each RFC can only have one profile per user account.

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Next steps

Upload invoices

Start uploading CFDI XML files to your profile

Manage expenses

Track business expenses and validate CFDIs