Internal notifications
Notify the people in charge inside Factuarea.
Invoicing automation and AI
Automate your invoicing. Query your data and draft documents with AI
Connect events, conditions and actions in your rule editor. When you need to work with your data, ask the built-in assistant: invoices, customers, queries and much more.
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Factuarea assistantInside your account · Beta
Prepare an invoice for Estudio Ribera: two consulting services at €150 plus 21% VAT.
- Customer foundCustomerEstudio Ribera
- Line addedDescription2 × €150.00
- VAT appliedVAT 21%€63.00
Draft ready, with no number yet. Review it before you save it.
Saved as a draft. You issue it whenever you’re ready.
Workflow and rule editor
What happens in your business sets work in motion
Choose a trigger, filter with conditions and arrange your actions. The visual editor lets you review every step and test the rule before activating it.
Follow up overdue invoices
DraftScope: your company2 ordered actions
End of workflow
Step settings2 / 4
Total above €300.00
The amount determines which invoices need this follow-up.
- Field
- Document total
- Condition
- Greater than €300.00
Test before activating
Change the amount to see what the rule would do with this document.
You can also start by describing the rule
Explain what you want to automate. AI prepares a proposal using the available events and actions. Review it in the editor and decide when to save and activate it.
Built-in AI assistant
Ask the assistant and keep working in your app
Ask about invoices, customers, products and business figures. Prepare documents, open filtered lists or create contacts from the conversation. The assistant works with your forms and asks for confirmation before saving.
Your companyNew invoice
PreparedCustomerEstudio Ribera
Date22 / 09 / 2026
DescriptionAmount
Consulting service2 × €150.00€300.00
- Subtotal
- €300.00
- VAT 21%
- €63.00
- Total
- €363.00
Fields prepared for your review and confirmation.
Factuarea assistantInside your account
Prepare an invoice for Estudio Ribera: two consulting services at €150 plus 21% VAT.
Customer found · Form filled in
I have prepared the invoice lines and taxes. Review the form and confirm to save it as a draft.
Invoice preparedAwaiting your confirmation
Documents and contacts
Invoices, quotes, proformas, delivery notes and purchases. Find customers and suppliers without leaving the conversation.
Answers from your data
Check outstanding payments, expenses, margins or cash-flow forecasts. Review products and stock to inform your next decision.
From chat to action
Open screens, apply filters and prepare forms. You keep seeing and controlling the data the assistant works with.
Actions connected to your work
A rule can do more than send a notification
Combine the actions you need in a single workflow. Each keeps its own result so you can follow the work without losing context.
Slack and Microsoft Teams
Post to the channels connected to your company.
Webhooks
Emit an event to continue the workflow in your systems.
Calendar events
Create a calendar appointment or follow-up task.
Document emails
Email a document that is ready to send.
Payment reminders
Follow up an invoice that is still awaiting payment.
Status changes
Apply the status changes allowed for each document type.
Tags and fields
Add tags and update custom fields on documents.
Reactive rules do not issue invoices or replace fiscal operations. Each action respects permissions, document status and company settings.
History and recovery
Know what happened and where to continue
Review the rule version, each action’s result and its attempts. When a failure can be recovered, retry the pending steps without repeating completed ones.
Execution history
v.4What happened, step by stepVersion used 4
- Notification in Factuarea1 attempt
Notification created for the person in charge.
- Message to the operations channel3 attempts
The message could not be delivered. The service did not respond.
Once the service recovers, you can retry the pending step. The completed action is not repeated.
Recurring invoices, on their own schedule
Repeated invoices are configured in the recurring invoices module. Set their frequency and review generation and delivery settings. Rule-based workflows handle the follow-up that comes afterwards.
Explore invoice managementTest knowing what will run
A rule test evaluates the rule without applying actions. In sandbox mode, automation steps are neutralised. These are two different tools for reviewing your setup before working with live data.
Explore sandbox modeBefore you start
How workflows and AI fit into your work
An active rule reacts to an event in your company, checks conditions and runs your configured actions. The built-in assistant responds to your requests: it retrieves data, prepares forms and helps you complete tasks in the app. Factuarea also supports MCP for external agents.
A more connected businessFewer repeated tasks. More work done
Start with one rule for your team and one task for the assistant. All within the same Factuarea account.