What is 1Flow.io?

Think of 1Flow.io as:

Google Drive + Claude Code => Optimized for financial docs == 1Flow.io

At its core, 1Flow.io is a Document Repository that uses AI to extract document data into a meaningful structure that can be indexed, traced, and manipulated through custom flows.

The result is a complete solution for your financial data—where you can manage, generate reports, and get a clear picture of your financial state.

The Financial-OS Approach

1Flow.io goes beyond smart data extraction. You can think of it as a Financial-OS where:

• The underlying data is your financial documents
• You can build custom mini-apps to visualize or manipulate data in whatever flow suits you best
• Everything is powered by our built-in AI Builder

This approach means you're no longer limited by platform-native tooling. Instead, you can build your own tools, adjust them to your needs, and optimize workflows for specific employees or use cases.

System Apps & Mini-Apps

1Flow.io comes with built-in System Apps that provide core capabilities: Browse, Search, Reconcile, and Schedule Tasks. Think of System Apps as the foundation—the raw capabilities you can use to manage any flow in 1Flow.io.

However, businesses often need efficient, custom tools and UI that fit their specific use case. This is where Mini-Apps come into play.

The Mini-App Advantage

Using our built-in AI Builder, you can easily vibe code your own UI and flows.

Example scenario: Your employee needs to view a list of invoices and update their status.

In a classic platform, they would have to browse through multiple menus to find a form that isn't optimized for their specific flow—resulting in wasted time or incomplete tasks.

With 1Flow.io:

• Vibe code a stripped-down tool with the exact UI the employee needs
• The employee pins this mini-app to their quick-access menu
• With a couple of clicks, they get exactly what they need to quickly complete their tasks

Key Features

AI Builder

The AI Builder is like integrated Claude Code that operates on your data. You can use it to create any dynamic report or tool you need.

Key advantage: Build Once - Run Many

Mini-apps don't use AI at runtime—AI is used only at build time. This means:

• Reliable and predictable execution
• Fast performance
• Low cost

The AI Builder is built on top of our TxScript library, which the AI is trained to master. Under the hood, this is just JavaScript code that you can:

• Use AI Builder to build your own mini-apps
• Edit yourself if you feel competent
• Hire a professional to customize—with no runtime costs

Reconciliation (Money Flow)

Extracting data from financial documents is the first step. Once you have the data, 1Flow.io lets you reconcile every data item pair in the system—essentially Connect-The-Dots to create a complete Money Flow graph.

How it works:

• Use the Reconciliation Workbench system app—a smart dual-pane interface that lets you list filtered data items and mark pairs as linked
• The system automatically suggests similar items that follow the same logic
• Save Reconciliation Sessions to continue later and link new data as it enters the system
• Create Scheduled Tasks to periodically automatically reconcile new data items

Scheduled Tasks

Schedule Tasks that operate on the system in the background on predefined schedules. Tasks can do everything the AI Builder can do, just automatically.

Use cases:

• Reminders: Check payment from Google on the 1st and 15th of each month
• Reports: Build a report of Invoices from Serrano, highlight non-PAID, and send by email every Monday at 9:00
• Reconciliation: Find new Wire Transfers from OpenAI and match them to Bank transactions with the same date every day at 12:00

Use the AI Builder to generate code for any automation you need.

What's next?

1. Set up your account - Create your account and Upload your first Document
2. Ways to Upload Documents - Learn the different ways to upload documents to the system
3. System Apps - Learn the core capabilities of the system
4. AI Builder - Build your own mini-apps using the AI Builder
5. Q&A - Frequently Asked Questions and Answers
6. API Integration - Integrate 1Flow.io with your own Accounting/ERP/CRM systems
7. Pricing - Get $5 free credits and start for free, then pay as you go or use your own AI API key

Let's get started!