# Contafy

## Docs

- [Forgot Password](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/auth/forgot-password.md): Request a password reset email
- [Login](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/auth/login.md): Authenticate a user and obtain access tokens
- [Refresh Token](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/auth/refresh-token.md): Obtain a new access token using a refresh token
- [Register](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/auth/register.md): Create a new user account
- [Reset Password](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/auth/reset-password.md): Reset a user password using a reset token
- [Verify Email](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/auth/verify-email.md): Verify a user email address using a verification token
- [Create Expense](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/expenses/create-expense.md): Create a manual expense entry
- [Delete Expense](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/expenses/delete-expense.md): Delete a manual expense
- [List Expenses](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/expenses/list-expenses.md): Retrieve a paginated list of expenses with filtering options
- [Update Expense](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/expenses/update-expense.md): Update an existing manual expense
- [Delete Invoice](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/invoices/delete-invoice.md): Delete an invoice by its ID
- [Get Invoice](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/invoices/get-invoice.md): Retrieve a single invoice by its ID
- [Get Metrics](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/invoices/get-metrics.md): Retrieve financial metrics for a specific period
- [Get Trend Data](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/invoices/get-trend-data.md): Retrieve monthly trend data for income and expenses
- [List Invoices](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/invoices/list-invoices.md): Retrieve a paginated list of invoices with optional filtering
- [Upload Invoice](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/invoices/upload-invoice.md): Upload a CFDI XML invoice file
- [Create Profile](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/profiles/create-profile.md): Create a new profile for managing CFDI invoices
- [Delete Profile](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/profiles/delete-profile.md): Delete an existing profile permanently
- [List Profiles](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/profiles/list-profiles.md): Retrieve all profiles associated with the authenticated user
- [Update Profile](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/profiles/update-profile.md): Update an existing profile configuration
- [Get SAT Product Details](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/sat/get-details.md): Retrieve detailed information for a specific SAT product/service
- [Search SAT Products](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/sat/search.md): Search the SAT product and service catalog
- [Get Fiscal Regimes](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/sat/validate-rfc.md): Retrieve the catalog of SAT fiscal regimes
- [Create Checkout Session](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/subscription/create-checkout.md): Create a Stripe checkout session for subscription upgrade
- [Create Portal Session](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/subscription/create-portal-session.md): Create a Stripe Customer Portal session
- [Get Plans](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/subscription/get-plans.md): Retrieve available subscription plans
- [Get Subscription](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/api/subscription/get-subscription.md): Retrieve current user subscription information
- [Architecture](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/architecture.md): Overall system architecture and design patterns used in Contafy
- [Code conventions](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/conventions.md): Coding standards and conventions used in the Contafy project
- [Data fetching](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/data-fetching.md): Learn how Contafy fetches and manages data with Server Components, TanStack Query, and the API client architecture
- [Deployment](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/deployment.md): Deploy Contafy to production with Vercel or alternative platforms
- [Project structure](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/project-structure.md): Detailed explanation of the Contafy codebase organization and directory structure
- [Development setup](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/setup.md): Set up your local development environment for Contafy
- [Tech stack](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/development/tech-stack.md): Complete list of technologies and libraries used in Contafy
- [Dashboard](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/features/dashboard.md): Centralized view of your financial metrics, cash flow, and business performance
- [Expense tracking](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/features/expense-tracking.md): Upload CFDI expenses, create manual expenses, and track payment status with automatic categorization
- [Invoice management](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/features/invoice-management.md): Upload, validate, and track Mexican CFDI invoices with automatic payment status calculation
- [Multi-profile management](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/features/multi-profile.md): Manage multiple business entities within a single Contafy account with separate financial tracking
- [Reports and analytics](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/features/reports-analytics.md): Generate comprehensive financial reports with cash flow, accrual metrics, and tax breakdowns
- [SAT search](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/features/sat-search.md): AI-powered search for Mexican SAT product and service codes (Clave de Producto/Servicio)
- [Authentication](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/guides/authentication.md): Learn how to register, log in, and verify your email in Contafy
- [Exporting data](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/guides/exporting-data.md): Learn how to export invoices, expenses, and reports to PDF and Excel formats
- [Managing expenses](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/guides/managing-expenses.md): Learn how to upload, validate, and track CFDI expense XML files in Contafy
- [Profile setup](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/guides/profile-setup.md): Create and configure RFC profiles to manage multiple businesses in Contafy
- [Uploading invoices](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/guides/uploading-invoices.md): Learn how to upload, validate, and manage CFDI invoice XML files in Contafy
- [Viewing reports](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/guides/viewing-reports.md): Generate and analyze financial reports, charts, and metrics in Contafy
- [Installation](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/installation.md): Self-hosting setup instructions for Contafy
- [Introduction](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/introduction.md): Overview of Contafy - SaaS platform for managing Mexican CFDI invoices
- [Quickstart](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/quickstart.md): Get started with Contafy in minutes - from account creation to your first invoice
- [Usage limits](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/subscription/limits.md): Understand Contafy plan limits, monitoring usage, and what happens when you reach your limits
- [Plans and pricing](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/subscription/plans-pricing.md): Compare Contafy plans and choose the right one for your business
- [Upgrading your plan](https://mintlify.wiki/pakomercado0517/tresa-contafy-web/subscription/upgrading.md): Learn how to upgrade your Contafy subscription and manage billing