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Everything you can do with FigureFlow
FigureFlow connects your accounting systems and banks, turns the data into live financials, KPIs, and reports, and gives you AI agents that automate reconciliation, month-end close, forecasting, and tax. Start with the basics, then work through the guide for whatever you're doing today.
New to FigureFlow?
How FigureFlow works
The five-minute tour: where your data comes from, what the platform builds from it, and who does what.
Connect your first source
Link an ERP or a bank in a couple of clicks — or upload a ledger file if you'd rather start there.
Ask the AI anything
Chat is the fastest way in. Ask a question, @-mention an account, or fire off a slash command.
Get started
All setup guides →Create your account
Sign up, log in, verify your email, reset a password, and accept an organization invitation.
Set up your organization
Walk the six-step setup wizard: country, role, setup path, details, review, and plan.
Connect your data
Link banks, ERPs, and e-commerce platforms so FigureFlow works from live ledger data.
Upload data files
No integration? Import SIE files, an Excel general ledger, and bank statements by hand.
Workflows
See all →Finance workflows
Every agentic workflow in one place: close, reconcile, period adjustments, analysis, reports, and tax.
Reconciliation
Match bank, AP, AR, and payout activity to the general ledger and drive the set to tied-out.
Month-end close
Run the period close as a guided agentic workflow: plan, analysis, execution, lock.
Management & board reports
Build block-based reports, version them, share a read-only link, and export to PDF.
Annual reports
Generate XBRL/iXBRL annual reports, including Swedish K2/K3 Bolagsverket compliance.
Tax & compliance
Run a Companies Income Tax engagement from your ledger with a full audit trail.
Forecasting
Cash projections and three-statement models with assumptions and scenario comparison.
Budgets
Upload, review, approve, and version budgets — then compare budget vs. actual everywhere.
Finance calendar
Schedule recurring agent tasks that auto-deliver analyses or stage writes for approval.
Posting queue
The approval gate every journal entry passes through before it reaches your ERP.
Core concepts
See all →AI chat
Ask questions about your finances, attach context, @-mention exact entities, and run workflows.
Slash commands
Every / command in chat, plus the ⌘K global command palette.
Artifacts
The searchable library of everything the AI produces, and how to work with each artifact type.
Workbooks
The AI-aware spreadsheet: formulas, =ASK(), range gestures, and XLSX export.
Your financials
See all →Dashboard
Your real-time financial overview: health, KPI monitors, org status, and integration state.
Financial statements
P&L, balance sheet, and cash flow with period comparison, drill-down, and Excel export.
Insights & KPIs
Read liquidity, efficiency, profitability, and solvency metrics — and build custom monitors.
Chart of accounts
Review and fix how source accounts map to GL codes so statements and KPIs stay accurate.
Banking & data management
Bank accounts and transactions, plus the Data Management record sets under /data.
Administration
See all →Portfolio
See every organization you belong to and switch context between entities.
Notifications
Your alert and insight center: categories, priorities, digests, and toasts.
Settings & context
Profile, organization, and the context management that teaches the AI about your business.
Team, roles & access
Invite teammates, set roles, handle pending invitations, and approve access requests.
Billing & subscription
Subscription status, the Stripe billing portal, invoices, and plan usage limits.