Software publishers & Approved Platforms: Key points for an electronic invoicing project

Iopole and Koesio shared a concrete case study on electronic invoicing integration from the software publisher side. A session to understand the decisive criteria for choosing a platform, beyond marketing promises, illustrated by a real experience with a software vendor.

Electronic Invoicing: Iopole + Summeo

Koesio is a digital services company based in Valence, operating in France and Spain. The featured solution today is Summeo, Koesio’s software certified as a compliant solution via the PA Iopole.
Iopole is an authorized platform (PA) partnering with software vendors.

Understanding the Role of Authorized Platforms and Compliant Solutions in the Electronic Invoicing Reform

The electronic invoicing reform, gradually rolling out for full adoption in September 2026, still raises many questions among businesses and accountants. A common confusion concerns the roles of authorized platforms (PA), compliant solutions, and software publishers.

What is a Compliant Solution vs. an Authorized Platform?

The reform relies on several actors:

• PPF (Public Invoicing Portal): centralizes invoicing data for the tax authorities and manages the company directory to ensure invoices circulate to the correct recipients.
• Compliant solutions: software that enables issuing and receiving electronic invoices, but through an authorized platform. They are not PAs themselves but connect to a PA to ensure regulatory compliance.
• Authorized platforms (PA): they have the infrastructure to issue and receive invoices on the official network and via the PPF. They handle regulatory obligations, compliance checks, mandatory identity verification, and flow management.

As Martin Romerio reminds us:

"Software publishers do not need to become authorized platforms themselves to be compliant. They can remain a compliant solution and connect to a PA. At Iopole, our role is to carry all regulatory obligations behind the software."

In this context, Summeo, Koesio’s software, is a compliant solution that relies on Iopole to manage compliance and flows via a white-label API integration. The end customer never interacts directly with the PA; everything goes through Summeo.

Why Do Publishers Choose a PA Integration?

Fabien Damotte:

"We studied whether we should become a PA ourselves or remain in white-label. Our strength is to provide the right tool to our clients, not to manage all regulatory complexity. By relying on Iopole, we delegate compliance, reporting, and secure hosting, allowing us to focus on our core business."

Martin Romerio:

"For a software publisher, the reform can quickly monopolize technical roadmaps and regulatory monitoring. By outsourcing compliance through a partner PA, the publisher retains full control of their software while offering a fast and transparent integration for clients."

How Does Invoice Issuing and Receiving Work?

The process is simple for the end user:

1. The client selects their authorized platform within Summeo.
2. Invoicing flows (issuing and receiving) go through Iopole.
3. The PA ensures flows are compliant and reach the correct recipients.

The user continues to use the Summeo interface with no change to their daily workflow.

"The user experience remains simple and intuitive. Everything is transparent: the client only sees the choice of their authorized platform. After that, they can manage invoices, track statuses, and generate reports easily,"
says Fabien Damotte.

Advice to Prepare for the Reform

For Software Publishers:

• Choose the model: become a PA or remain a compliant solution.
• Ensure the partner PA covers all use cases specific to your sector.
• Outsourcing compliance allows focusing on business development and user experience.
• Ensure no functional competition between the PA and the proprietary software scope.

We studied three options:

1. Become an authorized platform ourselves
2. White-label integration
3. Compliant solution connected to a PA

We chose option 3 for several reasons:

• Stay focused on our core business
• Avoid regulatory complexity
• Ensure compliance
• Receive support for continuous reform updates

Iopole has a clear positioning:

• ✔️ Pure infrastructure player
• ✔️ No functional competition
• ✔️ 100% API
• ✔️ No direct relationship with end clients

For Businesses:

• Anticipate tool choice to avoid last-minute issues at official launch.
• Check that the company directory (SIRENE) is updated, mandatory mentions are included, and the software can handle different use cases.

"The key is to start early and on solid foundations to avoid regulatory and technical surprises."
Martin Romerio

Conclusion: Becoming a Compliant Solution = A Winning Model

Distribution of Roles: Authorized Platform / Compliant Solution

What the Compliant Solution Does (here Summeo)

• User interface
• Business experience
• Invoice creation / submission
• Unified reception (PA + email + transitional paper)
• Operational management

What the PA Does (Iopole)

• Flow operations
• Connection to PPF
• Routing
• Status management
• e-Reporting
• Mandatory identity verification (onboarding KYC module)

The end client only sees Iopole when choosing their authorized platform.

The collaboration between Koesio and Iopole perfectly illustrates the successful model:

• Publishers stay focused on their product.
• Authorized platforms ensure compliance and reliable flows.
• Businesses benefit from a simple, turnkey, and compliant solution.

Fabien Damotte:

"It allowed us to refocus on our core business and reduce the mental load linked to compliance."

Martin Romerio:

"Our role is to provide a solid and interoperable infrastructure, even internationally, so that publishers can focus on delivering added value to their users."