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Folio: AI Assistant for Finmap. Features and Installation
Learn how Folio helps automate your work in Finmap: from reports and statement reconciliation to automatic import from Google Drive.
What Folio is and what it can do
Where it runs
Desktop app for Windows, macOS, Linux
What you need
A paid Claude subscription (Pro or Max) + a Finmap API key
Folio is an app on your computer with the AI assistant Claude built in.
Claude Code is the "engine" it runs on.
An API key works like a password that gives Folio access to your Finmap.
MCP is the standard Folio uses to connect to other services.
Claude Code is the "engine" it runs on.
An API key works like a password that gives Folio access to your Finmap.
MCP is the standard Folio uses to connect to other services.
No technical skills required: you write in plain language, and Folio does the work.
Reports and analytics
Reports and charts right in the chat
Describe what data you want to see and how, and in a few seconds you'll get a custom chart. You can also ask for quarterly profit by project, a monthly summary compared to the previous month, or a forecast of whether you'll have enough money for the next 1–3 months.
Example: "Show my September expenses by category as a bar chart"
Statements
Statement reconciliationPDF · Excel · CSV
Add a bank statement to the chat and specify the account and period. Folio will show which transactions are missing in Finmap, which are extra, and where amounts or dates don't match. It also detects transactions split into parts or posted on a different date.
Example: "Reconcile the transactions in this statement with the transactions on the PrivatBank UAH account for the period from 09/01/2026 to 09/30/2026"
How to find discrepancies? →
Automatic statement import from Google Driveif your bank has no integration
You point Folio to a Google Drive folder, and it checks it on its own at the interval you choose – from 15 minutes to a week. As soon as a new statement file appears there, Folio recognizes the transactions and creates them in the selected Finmap account. It filters out duplicates, so the same transaction never gets into the system twice.
How to set it up? →
Keeping transactions in order
Routine tasks that usually take up your time, Folio does on request:
Categories from comments – finds uncategorized transactions and assigns categories and/or other entities based on comments.
Splitting between projects – divides one transaction across several projects.
Duplicate search – finds identical transactions in your accounts.
Transaction from a receipt photo – send a photo, and Folio will determine the amount, category and counterparty itself.
Automation
IntegrationsCRM · open API
If you use a CRM or other services with an open API that aren't among Finmap's ready-made integrations, send Folio the API documentation and describe what data needs to be transferred. Folio will work through the documentation, ask for an access key and run the first sync so you can check the result. After that, it will save the settings and sync data automatically at the interval you need.
Example: "Here's our CRM's API documentation. Send paid deals to Finmap as income every day at 18:00"
Scheduled tasksdaily / weekly
Anything Folio does in the chat can be turned into a scheduled task – and it will run it on its own. You can also run a task manually at any time.
Example: "Categorize transactions every day at 9:00"
Working with other servicesMCP
Folio connects to Google Sheets, Notion, Slack, Jira, GitHub and hundreds of other services. Usually it's enough to write what you want to connect, and Folio will find the right module and ask for the required details.
Handy extras
Multiple companies – each with its own API key, without mixing data.
Chat history search – Ctrl+K.
Model choice for each company – Opus for complex tasks, Sonnet or Haiku for simpler and faster ones.
Automatic updates – on Windows and Linux.
Short demos
Balance reconciliation and integrationsvideo
Scheduled tasks and chartsvideo
Data security. Before making any change to your data in Finmap, Folio shows exactly what it's about to do and waits for your confirmation. Nothing changes without your "yes".
Installation
Step 1 Download Folio
Go to our Marketplace, open Folio, click "Go to website" and choose the installation file for your system.
Windows
- Download the Folio Setup X.X.X.exe file and run it.
- Windows may show a "Windows protected your PC" warning. This is normal for new apps. Click More info, then Run anyway.
- Complete the installation and launch Folio from the Start menu.
macOS
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Choose the file for your Mac:
- Apple Silicon (M1–M4): Folio-X.X.X-arm64.dmg;
- Intel: Folio-X.X.X.dmg.
If you're not sure which Mac you have, open the menu → "About This Mac". If the "Chip" line says Apple M…, you have Apple Silicon.
Open the .dmg and drag Folio into the "Applications" folder.
-
Before the first launch, open Terminal, paste this command and press Enter:
xattr -cr /Applications/Folio.appThis command is needed because the app isn't yet signed with an Apple certificate. Without it, macOS won't let you open it. You only need to run it once.
Launch Folio from "Applications".
Linux
Download the .AppImage file, make it executable (chmod +x Folio-*.AppImage) and run it.
Step 2 Install Claude Code
On first launch, Folio will check whether Claude Code is installed – the "engine" the assistant runs on. If it isn't, click Встановити Claude Code (Install Claude Code), and everything will be installed automatically. After that, restart Folio.
You don't need to install anything else: everything required to connect third-party services is already built into Folio.
Step 3 Sign in to your Claude account
Click Увійти в Claude Code (Sign in to Claude Code). A sign-in window will open where you need to log in to the account with your Claude subscription.
Step 4 Add your Finmap company
- In Finmap, open Settings → API, create and copy an API key.
- In Folio, click "+" in the sidebar, enter the company name and paste the key.
See how to install Foliovideo
How to set up import from Google Drive
- In Folio, open Налаштування (Settings) → Folder Import → "+".
- Enter your own Google API key. This way, your data goes directly between you and Google, with no intermediaries.
- Paste the folder link. The folder must have "Anyone with the link → Viewer" access enabled.
- Choose the Finmap account where transactions will be added.
- Set how often the folder should be checked.
After that, just upload statements to this folder and Folio will do the rest. If anything is unclear, simply write "Help me set up import from Google Drive" in the chat, and Folio will walk you through the steps.
Experiment
The list above is just a few examples, not a complete list of capabilities. Folio understands plain language and can combine Finmap with your other tools, so there are far more use cases than we've described.
The best way to discover them is to think about what work you regularly do by hand and simply ask Folio to take it on.
If a task can be described in words, there's a good chance it can handle it.
If not, Folio will tell you exactly what it's missing and suggest what to do to make it work.
You'll be able to find custom use cases that fit you and your business.
If something doesn't work
Folio doesn't detect Claude Code after installation. Fully close Folio and open it again.
Problems with Claude sign-in. Please write to the support chat inside the app, and we'll help you get Folio working again.
Other questions, technical details or ideasWrite here: https://github.com/vitalii98t/folio/issues.