The reform of electronic invoicing is fast approaching, with the first deadline in September 2026. However, a majority of businesses are not really sure whether they are ready to make the switch to compulsory electronic invoicing.

A preparatory audit is therefore an essential step in avoiding unpleasant surprises and ensuring a smooth, compliant and efficient transition.

In this article, find out how to assess your level of maturity, the priority issues to be analysed and how Azopio can help you achieve compliance without worry.

Why carry out an audit to prepare for electronic invoicing?

The reform involves more than just changing the form of invoices. It involves :

• an in-depth transformation of accounting processes,
• structured obligations (formats, e-reporting, e-invoicing),
• secure exchanges via Approved Platforms (AP)
• adapting internal and external tools.

An audit allows you to :

• Identify gaps between your current operations and legal requirements
• Prioritising the actions to be taken
• Anticipating workloads and avoiding delays
• Ensuring stress-free compliance

This is a strategic diagnosis, not just a technical audit.

I. Where does your company stand today (maturity assessment)?

Above all, the audit answers a simple question:
👉 Are you really ready for mandatory electronic invoicing?

The first points to analyse:

• Types of invoices managed :
  Customer invoices? supplier invoices? annual volume? sectoral specificities?
• Current delivery methods :
  PDF ? paper ? export from software ? email ?
• Receiving invoices :
  Do you already receive electronic invoices? Via which channels?
• Tools in place :
  ERP, invoicing software, pre-accounting tool, EDM, etc.
  Are they compatible with UBL, CII and Factur-X formats?
• Current level of automation :
  Extraction, validation, dunning, payments, bank reconciliations, etc.

→ This initial analysis lays the foundation for the diagnosis.

II. Analysis of current processes: are your workflows compatible?

Electronic invoicing requires :

• structured data,
• progress statuses to be transmitted (issued, rejected, cashed, etc.),
• a clear internal validation circuit,
• secure archiving.

The audit examines :

• Your internal validation circuits
  Who validates? In how many stages?
  
• Managing anomalies
  Data entry errors, duplicates, delays… how are they handled today?
  
• Supplier management
  Do they all accept electronic invoicing?
  Do you have the necessary information for e-reporting?

→ The aim: to identify friction and offer a 100% seamless customer experience.

III. Your exchanges with the ecosystem: are you compliant?

The reform requires invoices to be circulated via :

• an Authorised Platform (AP) like Azopio,

The audit verifies :

• Exchange capabilities in the right format
• Automatic transmission of articles of association (mandatory)
• Management of incoming and outgoing flows

→ Many current tools are not compatible. Think about checking the compatibility of your tools.

IV. Document organisation and archiving: are you clear?

Switching to electronic invoicing involves :

• probative archiving of electronic invoices,
• a legal retention period of 10 years for all invoices, whether issued or received,
• structured filing so that documents can be found quickly, even several years later.

The audit examines :

• your current document architecture
• risks of loss, duplication or inconsistency
• EDM requirements
• possible automation of pre-accounting

Here, Azopio brings strong value thanks to :

• centralisation,
• automatic extraction,
• total document management for the company,
• workflow management ,
• managing bank reconciliations and payments
• cash flow monitoring

V. Recommendations & action plan: your roadmap to 2026

At the end of the audit, you have a clear vision:

• What is already compliant
• What needs to be corrected
• Tools to adapt or connect
• Realistic planning to be ready on time
• How Azopio can help you achieve compliance

→ Objective: to be not only compliant, but also more efficient than before.

VI. Why choose Azopio to support you?

Azopio is more than just an Authorised Platform (AP):
it’s a complete pre-accounting and document management solution, offering :

• automatic data extraction,
• validation circuits,
• digital safe for all your documents, in addition to invoices,
• compatible accounting export,
• intelligent bank reconciliation,
• integration with future electronic invoicing.
  

→ With Azopio, you can secure your compliance while saving time on a day-to-day basis.