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Digitalising accounting and administrative processes: where to start in 2026?

Key stages in the digitalisation of accounting processes in 2026

Summary

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It’s early 2026. It’s the time for new year’s greetings, but also the time for new resolutions for your company. If the digital transition was still a distant project for some, it is now becoming an absolute priority. With the regulatory deadline for electronic invoicing set for 1 September 2026, this year marks a decisive turning point for French VSEs and SMEs.

Rather than seeing it as a constraint, why not make digitisation your number 1 performance lever for 2026? Here’s our practical guide to transforming your administrative processes with peace of mind.

1. The countdown is on: Heading for September 2026

The legal framework is now clear: from 1 September 2026, all businesses must be able to receive invoices in structured electronic format.

Overview of the players: Approved Platforms (AP) vs Compatible Solutions (CS)

To navigate this new ecosystem, we need to distinguish between two terms:

  • Authorised Platform (AP), Key Actor: These are intermediaries officially registered by the State to manage your flows. Azopio is officially registered as an Authorised Platform (AP), which guarantees full compliance without changing your habits.
  • Compatible Solution (SC): This refers to management software that connects to an Approved Platform (AP) to transmit data. They are not registered with the DGFiP and must connect to an AP to transmit data and ensure compliance.

2. The 4-step method for a successful transition

A structured approach is recommended for successful digital resolution.

Stage 1: Flow diagnosis and audit

Start by identifying your most time-consuming tasks: manual entry of invoices, customer reminders or management of expense claims. Define simple objectives, such as the total elimination of paper in your supplier exchanges.

Step 2: Adopt an agile SaaS solution

Forget complex installations. Choose the SaaS (Software as a Service) model for its flexibility. A SaaS solution like Azopio ensures automatic regulatory updates and 24-hour access to your data, wherever you are.

At this stage, check the technical openness of the tool: the presence of an API is a major advantage for connecting your accounting management to your other business software (CRM, ERP) effortlessly.

Step 3: Keep it simple so you can get to grips with it straight away

The success of your transition depends on your teams getting on board. Since lack of time is the main obstacle to training (55% of companies), choosing an intuitive tool is vital. Azopio has been designed with an ultra-simple interface that takes just a few minutes to learn. This time-saving approach to training is invaluable if you want to stay focused on your core business.

Stage 4: Real-time cash management

Once the tool has been deployed, use the dashboards to monitor your financial flows. Automatic bank synchronisation turns your accounting into a real day-to-day management tool.

3. Technologies that boost your everyday life

In 2026, technology is no longer a gadget, it’s an effective assistant:

  • Artificial Intelligence and OCR: Azopio uses AI to instantly extract data from your invoices and receipts (amounts, VAT, dates), eliminating human error.
  • Interoperability via API: Thanks to its API, Azopio communicates directly with accounting production tools (ACD, Cegid, MyUnisoft), automating the transmission of entries to your chartered accountant.
  • Security and archiving: Your documents are stored in a secure digital safe, guaranteeing their evidential value for 10 years.

Why choose Azopio for your 2026 resolution?

Azopio’s mission is to simplify the lives of managers by making technology accessible:

  1. Immediacy and accessibility: A user-friendly interface that reduces the need for time-consuming and costly training.
  2. Connectivity: A powerful API for seamless integration with your existing software ecosystem.
  3. Compliance: As an Authorised Platform (AP), we take care of the regulatory complexity of e-invoicing and e-reporting for you.

Azopio’s advice: January is the ideal time to launch your project. By anticipating the September 2026 reform now, you can start the year one step ahead of your competitors.

Ready to automate your administrative management?

Make 2026 the year of your digital success.

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