Invoflux is a financial automation platform that syncs invoices, bank statements, and reports between business owners and their accountants automatically, eliminating manual document chasing and month-end surprises.
What is Invoflux?
Invoflux is a cloud-based service that pulls invoices from email (Gmail, Outlook, any IMAP), WhatsApp, and supplier portals, extracts key data via AI, and files them to cloud storage and your accountant's portal. It also syncs bank transactions via PSD2 open banking and delivers your accountant's reports (balance sheets, fiscal documents) back to your workspace. Built for EU businesses, it runs on EU servers and is GDPR-ready.
Key Features
- AI Invoice Capture — Collects invoices from email, WhatsApp, supplier portals (Adobe, OpenAI, Canva, eMAG via browser extension), and paper receipts via mobile app; AI extracts vendor, amounts, tax, and line items in seconds.
- Bank Reconciliation — Matches transactions to invoices automatically and learns over time.
- Real-Time Dashboard — Shows cash balances across accounts, payable/receivable aging, month-over-month trends; click any number to see the source document.
- Ask AI (Beta) — Ask plain-language questions like 'What are my largest expenses this month?' and get answers grounded in your actual invoices and transactions, with citations to source documents.
- Accountant Sync — Invoices and bank statements appear in your accountant's portal automatically; their reports, balance sheets, and fiscal documents flow back to your Files section.
- Multi-Destination Filing — File invoices simultaneously to Google Drive, OneDrive, Dropbox, Box, and your accountant's portal.
- MCP Server — Connect to AI assistants like Claude, ChatGPT, and Gemini via the Invoflux MCP server for deeper analysis.
Who is it for?
- Entrepreneurs and small business owners who want to stop acting as their own bookkeeper and avoid chasing documents for their accountant.
- Accountants and bookkeepers who need live, organised financial data from clients without email threads or follow-ups.
- Growing companies with multiple bank accounts, currencies, and payment processors that need a unified view of cash and receivables.
What can you do with Invoflux?
- Eliminate invoice forwarding — Connect email and WhatsApp once; Invoflux captures every invoice automatically and files it to your cloud storage and accountant.
- Get instant financial answers — Ask 'Which vendors are overdue?' or 'What is this month's net profit?' and receive answers backed by real data with source links.
- Share live numbers with your accountant — They see this month's data as it happens, so you stop sending reminders and follow-up emails.
How does Invoflux work?
Setup takes about five minutes in three steps: 1) Connect your sources (Gmail, Outlook, WhatsApp, Stripe, supplier portals) — invoices from the last 30 days appear within minutes. 2) Connect destinations (Google Drive, OneDrive, Dropbox, Box, accountant's portal) — new invoices file there automatically. 3) Connect your bank via PSD2 open banking — transactions sync immediately; your credentials never reach Invoflux.
