FinFlow Business

💸 Total Spent

₹0

💰 Total Received

₹0

💰 Pending Salaries

Last month: —

🔄 Pending This Month

Last month: —

Income vs Expenses

Spending by Category

Recent Transactions

TXN ID	Date	Description	Vendor	Category	Amount

Accounts

Transactions

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	TXN ID	Date	Description	Account	Vendor	Category	Personal	Amount	Balance

Loans & Liabilities

Active

Closed / Foreclosed

Owner's Drawings

Personal expenses from business account

Monthly Trend

By Category

By Vendor — Frequency & Spend

Personal Transactions

TXN ID	Date	Description	Vendor	Category	Amount

Recurring Payments

Spend Trend

By Category

Active Recurring

Payment History

Subscriptions

Track all recurring digital subscriptions — app stores, SaaS, streaming

Vendor Hub

Employees

Payroll

Employee	Dept	Base	Allotment	Leaves	Days	Payable	Status

Month-on-Month Payroll

Analytics

Income vs Expenses

Category Breakdown

Quarterly Comparison

Top Vendors This Period

Expense Change Analysis

CA Export

Export financial data in formats your Chartered Accountant needs.

✨ Pre-Export Health Check

AI scans your data for issues before you share with your CA

📄

P&L Summary

Monthly income, expenses, drawings, net

Download CSV

📒

Full Ledger

All transactions with TXN IDs + nature

Download CSV

👥

Payroll Report

All salary disbursements

Download CSV

👤

Owner's Drawings

Personal expenses from business a/c

Download CSV

🏛️

Loans Report

All loans, EMIs, prepayments

Download CSV

P&L Preview

💰 Income Rules (Credits)

Keywords in credit descriptions → auto-tag as income type. Evaluated top to bottom.

Catch-all: Any unmatched credit →

Amount threshold: Credits ≤ →

💸 Debit Rules (Payments)

Keywords in debit descriptions → auto-tag with vendor + category.

Amount threshold: Debits ≤ →

Settings

☁️ Cloud Sync — Supabase

Your data syncs automatically to Supabase every 15 seconds and on every page close. No size limits.

✅ Supabase connected

Project: pznxlngvonxtyxbkwhzu.supabase.co · Table: finflow_data

🤖 Claude AI — API Key

Powers the AI Advisor. Only sent to Anthropic's API.

📂 Categories

All categories available in transaction tagging. Add custom ones here.

🏢 Vendors

All known vendors. These appear in the transaction dropdown.

💾 Backup & Restore

Export all your data as a JSON file. Use this before deploying a new version, or to move data between devices.

⬆ Restore from JSON

💾 Local Backups

FinFlow automatically saves up to 3 local backups before every cloud sync. If your cloud data gets wiped, restore from here.

☢ Reset Everything — Fresh Start

Wipes ALL imported transactions, vendors, accounts, rules and tags. Use this to start completely fresh with a new bank statement. This cannot be undone.

Clears all learned tagging rules (vendor→category mappings). Your transaction tags are kept — only the auto-fill patterns are reset. Use this to start fresh if auto-fill is making wrong matches.

🗑 Clear Specific Field Data

Clear AI-filled data from specific fields across all transactions. Useful when AI made bad guesses — clear just that column and re-fill manually or with AI.

⚠ These actions cannot be undone. Export your data first if needed.

Get Claude API key at console.anthropic.com → API Keys → Create Key (starts with sk-ant-)

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