{
  "schemaVersion": "1.0",
  "item": {
    "slug": "factorial",
    "name": "Factorial",
    "category": "finance-and-operations",
    "description": "Factorial invoice retrieval: Billing → Billing History.",
    "status": "researched",
    "website": "https://factorialhr.com",
    "invoiceHelpUrl": "https://help.factorialhr.com/en_US/billing-subscription-cancellation/about-the-new-customer-portal",
    "accessMethods": [
      "vendor_portal",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "Account holder or authorized billing user for Factorial."
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false,
        "notes": "No public workflow for discovering every account from billing data is documented."
      },
      "billingHistory": {
        "supported": true,
        "notes": "Billing records are documented at Billing → Billing History."
      },
      "invoiceMetadata": {
        "supported": "unknown",
        "notes": "The public source does not specify a consistent invoice-metadata view."
      },
      "invoicePdf": {
        "supported": "unknown",
        "notes": "The public source does not confirm a downloadable PDF for every account."
      },
      "creditNotes": {
        "supported": "unknown",
        "notes": "Credit-note availability is not confirmed by the reviewed source."
      },
      "lineItems": {
        "supported": "unknown",
        "notes": "Line-item availability is not confirmed by the reviewed source."
      },
      "usage": {
        "supported": "unknown",
        "notes": "A usage export is not confirmed by the reviewed source."
      },
      "subscriptions": {
        "supported": "unknown",
        "notes": "Subscription detail is not confirmed by the reviewed source."
      },
      "paymentMethod": {
        "supported": "unknown",
        "notes": "Payment-method visibility is not confirmed by the reviewed source."
      }
    },
    "billing": {
      "cadence": [
        "plan-dependent"
      ],
      "invoiceLocation": "Billing → Billing History",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice"
      ]
    },
    "billproof": {
      "retrieval": false,
      "normalization": true,
      "transactionMatching": true,
      "connectionAvailable": false,
      "limitations": [
        "Billproof does not currently have a direct Factorial billing connection.",
        "Retrieval requires an authorized user to download or forward the document."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "billing_period",
      "subtotal",
      "tax",
      "total",
      "currency",
      "payment_method",
      "account_id"
    ],
    "commonCardDescriptors": [],
    "researchedAt": "2026-10-22",
    "lastVerifiedAt": "2026-10-22",
    "sources": [
      {
        "title": "Factorial: official billing help",
        "url": "https://help.factorialhr.com/en_US/billing-subscription-cancellation/about-the-new-customer-portal",
        "type": "official"
      }
    ],
    "guide": {
      "quickAnswer": "Find your Factorial invoice through Billing → Billing History. Review the record's details and status, then download the document.",
      "requiredRole": "Account holder or authorized billing user for Factorial.",
      "steps": [
        "Select Billing in the Factorial sidebar to open the Customer Portal.",
        "Open Billing History for current and past invoices and credit notes.",
        "Review the record's details and status, then download the document."
      ],
      "historyLocation": "Billing → Billing History",
      "missingInvoice": "Downloading a record is separate from Pay invoice, which charges the payment method. Use the document's billing period to match seat and module charges.",
      "formats": [
        "Billing document; PDF format not confirmed"
      ],
      "commonProblems": [
        "Downloading a record is separate from Pay invoice, which charges the payment method. Use the document's billing period to match seat and module charges."
      ],
      "matchingTips": [
        "Compare the document date, amount, and currency with the Factorial charge. Check payment status separately from the invoice issue date."
      ]
    },
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-factorial-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/factorial",
      "json": "https://billproof.io/api/public/vendors/factorial.json",
      "capabilities": "https://billproof.io/api/public/vendors/factorial/capabilities.json"
    }
  }
}