Bring one file.
Upload a bank CSV and choose the account it belongs to. You can start with a single account.
BUSINESS + PERSONAL, IN CONTEXT
Less sorting.
Less sorting.
More understanding.
Business expenses on a personal card? Money moving between accounts? Make sense of it in one place.
Import your bank CSV. Flovex uses your account context and saved rules to suggest what each transaction means. You review, then save.
Start with one CSVNo bank connection needed
Import reviewYOUR NEXT IMPORT
bank.csvA clearer picture.
Bank transactionSuggested meaning
Software subscriptionPersonal card · −$48.00Business expenseSaved rule
Software subscriptionPersonal card · −$48.00
Your saved rule links this subscription to your business, even when you pay with a personal card.
Account transferBusiness checking · −$500.00Between your accountsKnown account context
Account transferBusiness checking · −$500.00
Linked accounts help identify money moving between accounts belonging to the same business.
Payment to a contactBusiness checking · −$320.00Needs your contextWhat was this for?
Payment to a contactBusiness checking · −$320.00
Knowing the recipient does not explain the payment. Confirm its purpose before saving.
Your money. The full context.
Accounts, people, and businesses connected behind the scenes. Less to explain every time.
A SIMPLER ROUTINEFrom bank rows
From bank rows
to a story that makes sense.
Start small. Build on what you already know.
Review with context.
Check the suggestions, clarify uncertain payments, and confirm what is ready to save.
Reuse your decisions.
Save a rule for recurring transactions. Matching rows get that context on your next import.
BUILT AROUND REAL LIFEDifferent accounts.
Different accounts.
One connected picture.
The account shows where money moved. Context helps explain why.
Business, paid personally.
Keep a business purchase connected to the right business, even when you used your personal card.
Money moved. Meaning matters.
Transfers, loan payments, and owner distributions have different meanings. Review them with the right context.
Familiar payments. Less repetition.
Use saved rules for recurring payees while keeping the option to handle an exception differently.
AUTOMATION WITH YOU IN CONTROLLess manual work.
Less manual work.
The same financial facts.
Helpful automation starts with the facts you have confirmed. Missing context stays a question, and you review suggestions before saving.
You choose what to upload.Import a file without connecting your bank account.
You can follow the reasoning.Review classifications and the rules behind them.
You keep the final say.Correct a suggestion before it becomes a saved transaction.
BEFORE YOU START
A few useful answers.
Do I need to upload all my accounts?
No. Start with one account and one CSV. Add other accounts when you need them; more confirmed context can help with later reviews.
Does Flovex connect to my bank?
No bank connection is required. You export a CSV from your bank and choose which file to upload.
What if a suggestion is wrong?
Change it in the import review before saving. Use a rule for a recurring pattern, or keep your correction specific to that transaction.
Does this replace my accountant?
Flovex helps you organize and review financial records. Tax reminders highlight items to check; they do not decide your legal or filing obligations.
One file. A clearer starting point.
Bring your first bank CSV and start making sense of your transactions.
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