FiscalFlo Features — AI Document Extraction, Bank Sync, Reporting
FiscalFlo combines powerful AI with an intuitive interface to give you complete control over your financial documents and data.
Document Intelligence
AI-Powered Extraction
Our AI extracts vendor names, amounts, dates, line items, and taxes from any document. Photos, scans, PDFs — we handle them all.
Smart Categorization
Transactions are automatically categorized based on merchant patterns and your preferences. The AI learns from your corrections.
Duplicate Detection
Never double-count an expense. Our system detects duplicates across documents, bank feeds, and manual entries.
Bank Integration
Automatic Sync
Connect your bank accounts and credit cards via Open Banking for automatic transaction import and real-time sync.
Smart Matching
Automatically match uploaded receipts to bank transactions. See the complete picture without manual reconciliation.
Team Collaboration
Expense Splitting
Split expenses with team members, clients, or projects. Track who owes what and settle up when ready.
Accountant Access
Share secure, read-only access with your accountant via token-protected links. Control which modules they can see and revoke access at any time.
Reporting & Analytics
Real-Time Dashboards
See your spending in real-time with customizable dashboards. Track trends, spot anomalies, and make informed decisions.
Tax-Ready Reports
Generate reports organized by tax category. Export to CSV or PDF and share directly with your accountant.
Flo AI Assistant
Ask Flo anything about your finances. "What did I spend on software last month?" "Show me all transactions from Amazon." Get instant answers in plain English.
Try FiscalFlo free — AI accounting that reads receipts, invoices, and bank statements automatically. 15 documents a month, no card.