Monthly close · October
Brief · sample data
Cash in+$18,420.00
Cash out−$12,965.40
Net$5,454.60
Transfers matched6
To categorize4
Rows cited128
Agents · In early access
Agents that watch your money
Five scheduled checks do the recurring work of a finance person. They cite their sources, and every finding waits for your approval. In early access.
In early access
The monthly close, prepared for you
Each month the monthly close agent matches transfers, flags what needs a category and writes a brief. Every line of the brief cites its rows. In early access.
In early access
Four agents on watch
Subscription watch, runway check, unusual charges and tax set-aside run on a schedule. They flag what changed and show why. In early access.
Subscription watchIn early access
Sample dataA new $49.00 monthly charge started on Oct 3.Runway checkIn early access
Sample dataRunway fell from 8.1 to 7.5 months.Unusual chargesIn early access
Sample data$1,200.00 to a vendor you have never paid before.Tax set-asideIn early access
Sample dataSet aside $1,380.00 from October income at your 25% rate.
In early access
Nothing changes without you
Agents propose and you approve. Findings arrive in the app, in an email digest or as a notification. Coming in early access.
Monthly close agentAgent · Oct 31 · 16:58
Sample data
@You, October is ready for review. 4 entries need a category.
128 rowsNet $5,454.60
ApproveReview rows
You
Sample data
Approved, go ahead.
Questions
What does an agent do?
It runs a scheduled check on your ledger and reports what it found, with the rows behind each finding. In early access.
Can an agent change my data?
Not without you. Findings are previews until you approve them.
Do agents move money?
No. FolioFlux never moves money. It shows and explains your finances.
Is the set-aside tax advice?
No. It applies the rate you choose. Ask a qualified professional about your taxes.
When can I use the agents?
They arrive during early access. Join the waitlist to get an invite.
Let's talk
Bring us one month of exports.
We'll show you what FolioFlux finds. Early access is free.