finfolder

Organise documents automatically.
More time for what matters.

Automatically collect invoices, organise receipts and prepare monthly bookkeeping.
You review the details — finfolder prepares the handover.

Collect documents

Invoices arrive in your inbox, downloads or existing files. finfolder helps bring them together in your archive.

Organise invoices

File documents by period, review invoice details and match payments. This helps you deal with outstanding questions efficiently.

Prepare for your tax adviser

Choose a month, quarter or year, review the contents and create an archive. Check recipients and attachments before sending.

Time for your own business

Less searching for files and renaming them by hand. More attention for customers, orders and the work that makes your business yours.

Easy to use, intuitive to understand.

Try the finfolder interface right here and see how it works.

Easy to use, intuitive to understand.

Try the finfolder interface right here and see how it works.

Interactive demo · Sample data. Try the period selection, incoming and outgoing invoices and “Add account”.
Finfolder · Pricing

Get started easily.
Keep it fair.

More time for your business. One clear price for finfolder.

finfolder Try it first. Then decide.
Try it free

0.00 € / month

Try it free for 30 days.

  • No restrictions on features
  • No credit card
  • No automatic renewal
Try it free
Monthly

6.99 € / month

€6.99 per month. Cancel at the end of the month.

  • Automatically collect and recognise invoices
  • Organise documents and review details
  • Automatically prepare documents for bookkeeping
  • Documents stored locally on your computer
Start monthly
YearlySave 2 monthly payments

69.90 € / year

Equivalent to approx. €5.83 per month. Billed yearly.

  • All monthly plan features
  • 12 months of finfolder for €69.90
  • €13.98 less than paying monthly
  • Manage renewal in your account
Start yearly
Your finances at a glance

Understand what drives your business.

Interactive view · Sample data

Sample data for demonstration. The amounts and documents do not represent real business transactions.

Less paperwork. More freedom.

A self-employed person reviews documents on a laptop

Simplify your routine.
Create possibilities.

When recurring tasks need less attention, there is more room for customers, ideas and your business.

Three steps to a clearer overview

Less searching.
More control over what you share.

01 / COLLECT

Documents in one place

Connect a supported email source or add existing files. finfolder saves imported documents in the archive you choose.

02 / REVIEW

Recognise the details

Compare recognised invoice data with the original. Correct the details and confirm the document. Confirming an invoice does not in itself prove payment.

03 / PREPARE

Put the period together

Choose a month, quarter or year. Review the documents and create an export. You check and send the prepared email yourself.

Tools for everyday document management

From inbox to archive.

finfolder does the work automatically — from collecting and recognising documents to preparing them for bookkeeping. You review the results and approve the documents.

DOCUMENT INTAKE

Automatically collect invoices

finfolder automatically searches your connected email sources for invoices and imports the documents it finds into your archive. You can also add existing files.

LOCAL RECOGNITION

Automatically recognise invoice data

finfolder automatically recognises the company, invoice number, date, currency, total and VAT from your documents. You review the recognised details and confirm the result.

PAYMENT MATCHING

Automatically match payments

finfolder compares invoices with your imported bank statements and suggests matching payments. You review the suggestions and resolve missing or ambiguous matches.

FILING

Automatically organise documents

finfolder distinguishes incoming and outgoing invoices and automatically organises your documents by period. Outstanding review items stay visible so you can check them directly.

OVERVIEW

Automatically analyse figures

finfolder calculates income, expenses and VAT from the invoice details you have recorded and presents them clearly. You check the underlying details — the software handles the analysis.

SHARING

Prepare everything for sending

finfolder assembles the documents for your selected period into an export and prepares an email with an attachment. You review the package and recipient and click “Send” in your email application.

Your documents on your computer

Process locally.
Connect directly.

Document recognition and analysis take place on your Mac. Imported documents and working data are stored locally. Document contents are not automatically uploaded to Plainunit for processing.

Details about data processing →

What needs a connection

To retrieve emails, finfolder connects directly to the relevant provider. Document links may also require a connection to their provider.

If you choose a synchronised storage folder, your cloud service may transfer the files. Local processing therefore does not mean there is no network traffic.

Email after your approval

Email account with
read-only access.

You connect your email account through Google's or Microsoft's sign-in page in your browser. finfolder receives read-only access to search messages and attachments for relevant documents. Access is not restricted to invoices alone.

You control the connection

You enter your password only with Google or Microsoft. finfolder does not receive your password.

You can disconnect the account in finfolder. You can also revoke the granted permission in your Google or Microsoft account settings.

Email integrations for the public release are still being prepared.

Before sharing

An export is only ready after
your review.

Before sharing documents with your tax adviser, tax office or other recipients, review the package contents. Automatic recognition and matching do not replace this review.

  1. Compare invoice details with the originals and correct errors.
  2. Check the period, completeness and outstanding review items. Unconfirmed documents may be missing from the export.
  3. Check payment matches, currencies and amounts.
  4. Open the created archive and check the recipient, message and attachments before sending.
Frequently asked questions

Good to know.

Does finfolder replace professional tax advice?

finfolder helps you collect, review, match and prepare documents. If needed, discuss the documents and tax information required for your situation with your tax adviser.

Are my documents uploaded to a Plainunit server?

Documents are processed locally. Email retrieval and document links do require connections to the relevant providers. Cloud synchronisation you choose may transfer files independently.

Does finfolder send the archive automatically?

No. You start preparing the email, review the draft with its recipient and attachment, and send it yourself in your email application.

Does reading an e-invoice mean it has been fully validated?

No. Recognising invoice details is not a complete check that a document complies with an e-invoicing standard. Review the original and the recognised values.

What happens after the 30 free days?

The planned trial ends without automatic renewal. You then decide whether to pay €6.99 per month or €69.90 per year. No paid membership starts without your decision.

How does signing in work?

An account using your email address and a confirmation code, without a password, is planned. Sign-in and sales have not yet opened.

When can I download finfolder?

The public release is being prepared. Once sign-in and downloads are ready, you can try finfolder free for 30 days.