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Get started with Contafy

This guide will walk you through setting up your Contafy account and uploading your first CFDI invoice.
1

Create your account

Navigate to the registration page and create your account:
  1. Visit https://your-contafy-domain.com/auth/register
  2. Fill in your details:
    • First name (Nombre)
    • Last name (Apellido)
    • Email: Your email address for account access
    • Phone: Optional contact number
    • Password: Minimum 8 characters
    • Confirm password: Re-enter your password
  3. Click Crear cuenta (Create account)
You’ll receive a verification email to confirm your account. Check your inbox and click the verification link before proceeding.
2

Verify your email

After registration:
  1. Check your email inbox for a verification message from Contafy
  2. Click the verification link in the email
  3. You’ll be redirected to the success page
  4. Click Ir al Dashboard to access your dashboard
Your account must be verified before you can create profiles or upload invoices. If you don’t receive the email, check your spam folder.
3

Create your first profile (RFC)

Profiles represent the different RFCs (tax IDs) you want to manage:
  1. Navigate to Configuración (Setup) from the dashboard sidebar
  2. Click on the Perfiles tab
  3. Click Crear Nuevo Perfil (Create New Profile)
  4. Fill in the profile information:
    • Nombre: Business or individual name
    • RFC: 12 or 13-character tax ID (e.g., XAXX010101000)
    • Tipo de persona: Select Física (individual) or Moral (legal entity)
    • Regímenes fiscales: Select applicable tax regimes (e.g., 601, 612, 626)
  5. Configure validation settings (optional):
    • Validar RFC en ingresos: Verify RFC on income invoices
    • Validar RFC en gastos: Verify RFC on expense invoices
    • Validar régimen fiscal: Validate tax regime matches
    • Validar UUID duplicado: Check for duplicate invoice UUIDs
  6. Click Crear Perfil to save
You can create multiple profiles to manage different RFCs from the same account. This is especially useful for accountants managing multiple clients.
4

Upload your first invoice

Once your profile is created, you can start uploading CFDI XML files:
  1. Go to Facturas (Invoices) from the dashboard sidebar
  2. Select your profile from the profile selector dropdown
  3. Click Subir XML (Upload XML)
  4. Choose your CFDI XML file(s) - you can upload multiple files at once
  5. The system will automatically:
    • Extract all data from the XML
    • Validate the RFC and tax regime
    • Check for duplicate UUIDs
    • Calculate payment status for PPD invoices
    • Display any warnings or errors
Contafy automatically categorizes invoices as:
  • PUE (Pago en Una Exhibición): Payment in full
  • PPD (Pago en Parcialidades o Diferido): Deferred or partial payment
  • COMPLEMENTO_PAGO: Payment complement for PPD invoices
5

View your dashboard

After uploading invoices, explore your dashboard:
  1. Navigate to Dashboard from the sidebar
  2. Select the month, year, and profile you want to analyze
  3. View key metrics:
    • Total facturado: Total invoiced amount
    • Total pagado: Total paid amount
    • Pendiente por pagar: Pending payments
    • Total de compras: Total purchases/expenses
    • Gastos pendientes: Pending expenses
  4. Explore interactive charts:
    • Income vs expenses trends
    • Payment status breakdown
    • Monthly comparisons
  5. Filter by Régimen Fiscal (tax regime) if you have multiple regimes

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Next steps

Now that you’ve set up your account and uploaded your first invoice, you can:
  • Upload expenses: Track your business expenses by uploading expense XML files in the Gastos section
  • Generate reports: Export detailed reports to Excel or PDF from the Reporte section
  • Search SAT database: Use the Búsqueda SAT feature to search for invoices directly from SAT’s database
  • Manage multiple profiles: Add more RFCs to manage multiple businesses or clients
  • Configure validations: Customize validation rules for each profile in the setup section
Need help with self-hosting? Check out the installation guide for detailed setup instructions.