The workspace behind every number
Bring your exports, set your rules and see your numbers with the rows behind them. Coming in early access.
Bring any export
Import CSV and Excel files from any bank, card or payment tool. Preview each import before it lands, and exact duplicates are skipped. PDF statements count only when the rows add up. Coming in early access.
- CSV
- XLSX
- XLS
- PDF
- Client paymentOct 2New+$4,800.00
- Office rentOct 1New−$1,450.00
- Software renewalOct 3 · already importedSkipped−$1,188.00
Your books, your rules
Transfers between your own accounts stay out of income and spending. Categories follow rules you approve once. Totals convert to your currency, with the rate shown. Coming in early access.
- Importbank-october.csv · 128 rowsDone
- Match transfers6 kept out of spendingDone
- Apply your rules4 rows to reviewRunning
- Close the monthWaits for your approvalQueued
Reports with receipts
Cash flow, income and expenses, burn, runway and recurring payments. Open any number to see the rows behind it. Pin charts to boards and share read-only links. Coming in early access.
- Jul$3,120.00
- Aug$4,050.00
- Sep$4,880.00
- Oct$5,454.60
Questions
Do I need to connect my bank?
No. FolioFlux works from the exports and statements you already download. We never ask for bank logins.
Which files can I import?
CSV and Excel exports from any bank, card or payment tool, and PDF statements whose rows add up. Coming in early access.
What happens to duplicates?
Each import shows a preview first. Rows you already have are matched exactly and skipped. Coming in early access.
Can I add entries by hand?
Yes. Add accounts and entries by hand, export all your data and delete it at any time. Coming in early access.
Can I share a report?
Pin it to a board and share a read-only link. Coming in early access.
Bring us one month of exports.
We'll show you what FolioFlux finds. Early access is free.