Fact is an all-in-one solution designed to support businesses in managing their commercial operations.
With its intuitive features, Fact enables to:
Organize the catalog in a personalized way, tailored to the specific needs of each activity.
Efficiently manage customers and track the growth of the portfolio and commercial performance.
Easily create quotes, invoices, and credit notes while maintaining control over every step of the billing cycle.
Comply with legal requirements, thanks to automatic Factur-X generation and invoice submission on the Chorus portal, essential for working with the public sector.
A Complete Tool for optimal management
Fact is structured around several sections, each designed to meet specific needs:
Synthesis, to monitor the commercial activity at a glance with clear and dynamic tables and graphs.
Documents, to manage quotes, invoices, and credit notes, and access practical actions to simplify processes.
Customers, to organize client portfolio with a comprehensive view and detailed tracking.
Catalog, to list billable products and services and organize them intuitively.
Settings, to customize the tool to fit the specific needs of each business for tailored commercial management.
Some use cases
1. Quickly transform a quotation into an invoice
| An entrepreneur can create a quote directly in Fact, send it to their client, and once it’s accepted, convert it into an invoice with a single click. This feature eliminates the need for duplicate entries while maintaining a clear and organized record of all commercial interactions. Learn more: Create an invoice from a quotation |
2. Analyze commercial performance
| A company looking to better manage its business can use the Summary section in Fact to review monthly performance. They can visualize their revenue, identify the most profitable products, and track unpaid invoices. These dynamic tables and charts provide essential insights for making informed decisions. |
3. Recurring invoicing for subscription-based services
| A service provider offering recurring services (e.g., maintenance or subscriptions) can schedule the automatic generation of monthly or quarterly invoices in Fact. This saves time and ensures clients receive their invoices promptly, without the risk of oversight. |