FolioFlux — AI finance workspace, every number traced
FolioFlux

Every number, traceable.

The AI finance workspace for freelancers, small teams and their accountants.

FolioFlux will work from your bank and card CSV or Excel exports. We're building agents that prepare your monthly close, flag subscriptions and unusual charges, and show your runway, with every number traceable to its source. No bank logins. Joining the waitlist is free.

No bank logins. Leave the list anytime.

By joining, you agree that FolioFlux may store your email, role (and company size if you give it), where you came from (such as the campaign link and the page you joined on), your referral details and a record of this consent. We use your email only for early access updates. Read our privacy policy.

Illustration of a planned feature
This month · Sample dataPlanned

$5,454.60

Net cash, October

Cash in
$18,420.00
Cash out
−$12,965.40
Net
$5,454.60
Runway
7.5 months

Every figure opens the rows behind it. Planned.

Monthly close · October

Sample data

Cash in+$18,420.00

Cash out−$12,965.40

Net$5,454.60

Rows128

To review4

FF-2026-10

Meet your agents

Five scheduled checks will do the recurring work. Every finding will wait for your approval.

  1. 01Planned

    Monthly close

    Closes the month before you open the spreadsheet.

  2. 02PlannedSample data

    Subscription watch

    Spots the free trial that became $49.00 a month.

  3. 03Planned

    Runway check

    Tells you how many months you have, and why that changed.

  4. 04Planned

    Unusual charges

    Notices the vendor you have never paid before.

  5. 05Planned

    Tax set-aside

    Works out your set-aside the day a payment lands, at your rate.

Planned

The workspace your agents run on

Your books. Your rules.

Categories, transfers and rules you approve once. The agents follow them every month. Planned.

Sample data
  1. Importbank-october.csv · 128 rowsDone
  2. Categorize124 of 128 rowsDone
  3. Match transfers4 rows leftRunning
  4. Close the monthWaits for your approvalQueued

Bring any export.

CSV and Excel from any bank, card or payment tool. PDF statements count only when they add up. Planned.

Sample data
  • CSV
  • XLSX
  • XLS
  • PDF
  • Row 214 · Oct 3−$1,188.00
  • Row 218 · Oct 7+$4,800.00
  • Row 231 · Oct 17−$420.00

Every change, human-approved.

Imports, categories and agent findings will be previews until you approve them. Planned.

Monthly close agentAgent

Sample data
4 rows look like software. Apply your rule?
Approved by You

You

Approve.

Ask in any AI.

Ask FolioFlux in the app, or connect ChatGPT, Claude or Cursor. Read-only by default. Planned.

Ask FolioFlux

Sample data

  1. You

    What did we spend on software in October?

  2. FolioFlux

    $2,140.00, up $610.00 from September. Two annual renewals explain it.
    • Row 214
    • Row 231

Small teams deserve the clarity of a company with a finance department. That’s why we’re building FolioFlux: every number will show where it came from, and nothing will change without you.

Andrii FurmanetsFounder & CEO
Planned

Works where you work

01 Software · OctoberSample data

$2,140.00

Up $610.00 from September

  • Design tool, annual renewalRow 214 · Oct 3−$1,188.00
  • Analytics, annual renewalRow 231 · Oct 17−$420.00
  • Cloud hostingRow 240 · Oct 24−$532.00
Planned

Your monthly work, inside out

01 Monthly close · OctoberSample data
  1. Importbank-october.csv, card-october.csvDone
  2. Match transfers6 pairsDone
  3. Categorize124 of 128 rowsDone
  4. Review4 rows need youRunning
  5. Approve the briefWaits for youQueued

  1. Import October's exports.

  2. Match transfers between your accounts.

  3. Categorize new merchants with your rules.

  4. Review the 4 rows that need you.

  5. Approve the brief and share it.

For accountantsPlanned

Your clients' months, with receipts

You'll keep each client in a separate workspace, share read-only boards instead of spreadsheets and export clean, categorized data. Planned.

Join as an accountant

Questions

What is FolioFlux?

An AI finance workspace for freelancers, small teams and their accountants. We're building it so you can bring your exports and get a ledger, dashboards and answers you can check. The waitlist is open now.

Do I need to connect my bank?

No. FolioFlux will work from the exports and statements you already download. We never ask for bank logins.

How do I know a number is right?

Every figure links to the ledger rows behind it. The engine does the math; the AI only explains it. Planned.

Which AI tools work with it?

Planned: Ask FolioFlux in the app, and a connector for ChatGPT, Claude, Cursor and VS Code. It will be read-only by default.

Can the AI change my data?

Not without you. Imports, categories and agent findings will be previews until you approve them.

Is my data safe?

We collect only what each feature needs. The waitlist stores your email, your role if you give it, and where you came from. The waitlist record doesn't store your IP address.

Is this financial advice?

No. FolioFlux will show and explain your numbers. It won't give investment, tax, accounting or legal advice.

What does it cost?

Joining the waitlist is free. If pricing changes later, we will announce it ahead of time.

Who is behind FolioFlux?

The FolioFlux team, led by Andrii Furmanets, Founder & CEO.

When can I start?

We invite people from the waitlist in waves during early access. Join now to get an invite.

Let's talk

Bring us one month of exports.

FolioFlux will show you what it finds.

No bank logins. Leave the list anytime.

By joining, you agree that FolioFlux may store your email, role (and company size if you give it), where you came from (such as the campaign link and the page you joined on), your referral details and a record of this consent. We use your email only for early access updates. Read our privacy policy.