Automating expense reports: process and tools (OCR, digitalization)
Implement a digitalized expense workflow (OCR capture, validation, reimbursement) with compliance to French legal retention standards and reliable archival.
118 articles in this category
Implement a digitalized expense workflow (OCR capture, validation, reimbursement) with compliance to French legal retention standards and reliable archival.
The scope of e-reporting (B2C, international, payment data), transmission frequencies and who must declare what in 2026-2027.
Understanding e-invoice lifecycle statuses (filed, rejected, collected), which are mandatory for platforms, and how to manage rejections operationally before September 2026.
Three formats from the European minimum standard: Factur-X hybrid (PDF+XML), UBL and CII (pure XML). Which suits your clients and processing needs? How to ensure compatibility with approved platforms? Technical comparison and decision criteria.
Complete guide to selecting an approved dematerialization platform: registration, flow coverage, integrations, pricing and coordination with your accounting software.
Power BI, Tableau or Looker Studio for SME reporting: costs, integrations, performance, GDPR and selection criteria based on your ecosystem and budget.
Neobanks (Qonto, Shine) or a traditional bank: legal difference, capital deposit, costs, fund safety and accounting integrations to choose your business account.
Tiime vs Pennylane for freelancers and small businesses: integrated pro account, free e-invoicing, pricing, and collaboration with your accountant. Which tool fits your profile.
Keep your French works council (CSE) accounts compliant with ANC règlement 2015-01: 3 regimes based on resources, strict AEP/ASC budget separation, 8-step Pennylane tutorial for 2026.
GDPR records of processing 2026 for French SMEs: mandatory article 30 content, CNIL template, HR data processing, processor obligations under article 28, CNIL fine levels and the most common mistakes uncovered in CNIL audits of small and mid-sized businesses.
Dext (formerly Receipt Bank) vs Yooz in 2026: OCR accuracy, Pennylane/Sage/Cegid integrations, P2P workflow, pricing and French DGFiP approved-platform status compared.
ChatGPT Enterprise, Microsoft 365 Copilot or Mistral Le Chat Pro for CFOs: 2026 pricing, finance use cases, GDPR, sovereignty, EU AI Act and internal governance.
Stripe, Adyen or Mollie for French e-commerce in 2026: real card fees, PSD2/SCA, OSS/IOSS VAT, Pennylane reconciliation, marketplaces and fast close.
How to use Notion or Coda to structure internal finance operations in 2026 without creating parallel accounting: close checklists, workflows, GDPR limits, Pennylane integrations and accountant collaboration.
Pennylane, Sage or Cegid in 2026: 2026 pricing, approved e-invoicing platform status, FEC, ANC 2022-06 chart of accounts and migration method by SME size.
Our articles provide general guidance. For your specific case, describe your situation and Samuel HAYOT will reply in writing.