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How FigureFlow works
The five-minute tour: where your data comes from, what the platform builds from it, and who does what.
FigureFlow is an AI finance platform for finance teams. It connects to your accounting systems and banks, turns that raw ledger into live financials, KPIs, and reports, and gives you agents that do the work — reconciliation, month-end close, reporting, tax, and forecasting.
The shape of the platform
Everything runs on one loop:
- Sources — your ERP, your bank, your e-commerce platform, or a file you upload. See Connect your data and Upload data files.
- A universal ledger — every source is normalised into one chart of accounts and one journal, so numbers from Xero, Fortnox, and a bank feed line up. See Chart of accounts.
- Live output — statements, KPIs, and health monitors recompute as data lands. See Dashboard, Financial statements, and Insights & KPIs.
- Agents that act — the Finance workflows page runs close, reconciliation, period adjustments, analysis, reports, and tax over that ledger, and hands back artifacts you can review, edit, and export.
- An approval gate — anything that writes back to your books is staged in the posting queue for a human to approve first.
FigureFlow is not your system of record
Your ERP stays the book of record. FigureFlow reads from it, works on top of it, and posts back only what you approve.
Three ways to get work done
| You want to… | Use |
|---|---|
| Ask a question, or hand over a task in plain English | AI chat — the fastest entry point for almost anything |
| Run a named workflow with parameters | A card on Finance workflows, or the same workflow as a slash command |
| Have it happen on a schedule, without asking | The finance calendar |
Your first hour
- Create your account and verify your email.
- Set up your organization — country, fiscal year, reporting currency.
- Connect a source, or upload a ledger file if you're not ready to connect one.
- Clear the Requires Attention queue in Chart of accounts — this is the single highest-leverage setup step, because statements and KPIs are only as good as the mapping underneath them.
- Open AI chat and ask something real: "What's my cash position?" or "Reconcile my bank account for last month."
Where to go next
Connect your data
Link banks, ERPs, and e-commerce platforms so FigureFlow works from live ledger data.
Month-end close
Run the period close as a guided agentic workflow: plan, analysis, execution, lock.
Reconciliation
Match bank, AP, AR, and payout activity to the general ledger and drive the set to tied-out.
Workbooks
The AI-aware spreadsheet: formulas, =ASK(), range gestures, and XLSX export.
Availability
Exact button labels and available integrations vary by your plan, your jurisdiction (Sweden, UK, Canada, Nigeria), and the feature flags enabled for your organization. If a screen described here isn't in your sidebar, it isn't switched on for you yet — ask us at support@figureflow.app.