Your clients' months, with receipts
Keep each client in a separate workspace, share read-only boards and export clean, categorized data. Coming in early access.
One workspace per client
Invite each client to their own workspace, with an accountant role for you. Coming in early access.
- Northwind StudioAccountantOctober closed · 128 rows
- Harbor & PineAccountant4 rows to review
- Lumen LabsAccountantImport waiting
- Fieldwork CoAccountantSeptember closed
Categorized before you start
Imports arrive with duplicates skipped, transfers matched and categories suggested for your approval. Coming in early access.
- Importbank-october.csv · 128 rowsDone
- Skip duplicates3 rows already importedDone
- Match transfers6 transfersDone
- Approve categories4 suggestionsRunning
Reports your clients can open
Share read-only boards instead of spreadsheets. Every figure links to its rows. Coming in early access.
- Cash inOctober+$18,420.00
- Cash outOctober−$12,965.40
- NetOctoberShared$5,454.60
Your monthly work, inside out
Import October's exports.
Match transfers between your accounts.
Categorize new merchants with your rules.
Review the 4 rows that need you.
Approve the brief and share it.
See income by client and by month.
Keep transfers out of income.
Compare this month with the last.
See the set-aside for each payment.
Share an income report with your accountant.
Questions
Can I manage many clients?
Yes. Each client gets their own workspace, and you join each with the accountant role. Coming in early access.
Can I export to my accounting software?
Export clean, categorized data as CSV or Excel. Coming in early access.
Do my clients need to share bank logins?
No. FolioFlux works from exports and statements. We never ask for bank logins.
Is FolioFlux accounting advice?
No. It shows and explains your clients' numbers, with the rows behind each one.
What does it cost?
Nothing during early access.
Bring us one month of exports.
We'll show you what FolioFlux finds. Early access is free.