Capabilities
What Fold does today and what is coming
Everything Fold does: every feature, with its status and the plan it comes from.
Four statuses, the same across the whole site
- Available works today.
- In testing is built and tested in trial runs; it has yet to be used with a real account.
- Coming soon is built and tested but still switched off, or is part of a plan and not finished.
- Planned does not exist yet: it is where Fold is heading. It has no date and you are not charged for it.
Today: 34 features are Available, 4 are In testing and 14 are coming soon.
What the plans include
Each block is a type of work. Below it, what Fold does in it.
Asking and answering
- Direct lookups that use no credits
A price, a row, what is overdue: answered by rules, without AI, with the file and row behind each figure. They use no credits and have no limit.
AvailableOn every plan
- Everyday sums, without AI too
How much you are owed, how much you have to pay, totals, counts and rankings, answered by rules and using no credits. Today the AI does those sums; each kind is switched on only once, tested on new questions nobody had seen, it gets at most 2 in 100 wrong.
Coming soonOn every plan
- AI for what a lookup cannot answer
The AI understands the question and a program does the sum with your rows. A figure that is not in your data is discarded.
AvailableOn every plan
- AI for multi-step questions
When a question has several steps (comparing two periods, crossing two tables, explaining why a figure moved), Fold uses a more powerful AI. You ask the same way. Same rule: the figure comes from your data.
AvailableFrom Core
- Advanced AI
A more powerful AI for the hard questions, chosen in the chat: comparing two periods, crossing two tables or explaining why a figure moved. It uses at least twice the credits (at least 2 per request). Same rule: the figure comes from your data.
AvailableFrom Business
- Long analyses
The AI thinks harder about the questions that need it.
AvailableFrom Scale
The team’s day to day
- Diary with a link to your calendar
Fold books appointments from the chat or the screen, reminds you before each one and gives every person an iCal link to see them in Google Calendar, Outlook or the iPhone. It does not write to your calendar: your calendar subscribes.
AvailableFrom Core
- “Your day”
On opening Fold, each person sees today’s appointments and what is falling due. If they switch it on, it arrives by email at 8:00 on working days.
AvailableFrom Core
- Monthly target
You set a goal, revenue for instance, and Fold shows how far you are with your own data and at what pace. With no data it shows no made-up bar.
AvailableFrom Business
- Guided setup
Fold tells you what is left to do and takes you to each screen. It is a single list, “Get your Fold ready”, with the steps that apply to your company given your profile, your plan and your data, and what is already done ticked off.
AvailableFrom Core
- Team usage
A year, day by day, of how much the team uses Fold. It counts uses, not what was asked.
AvailableFrom Core
- Usage streak
Consecutive working days Fold is used, not counting weekends or public holidays.
AvailableFrom Core
- “For your approval”
Fold leaves what it proposes to do and you approve it before it happens, with a preview of what it will do, on what and what it will not do. Today it proposes adding to its own diary an appointment for each due date in your spreadsheets, and accepting a document it has read. The appointment is the only thing it carries out: it never writes to your programs.
AvailableFrom Core
- Basic automations with a switch
In the installed Fold, what Fold already does on its own (morning summary, weekly report, folder reading, proposals, backup) is switched on and off from the screen, and every run is recorded. There is no rule builder, and which ones a company has depends on its plan.
AvailableFrom Core
- Medium automations of your choice
From Business you choose, inside Fold, medium automations from the catalogue without their monthly fee: 3 on Business and no cap on Scale, on top of the 4 small ones that come with Core. Choosing one does not switch it on: we do, and the ones that write to your customers stay off until they are ready. Anything not in the catalogue is discussed in a meeting.
AvailableFrom Core
- Browser and mobile notifications
Low-urgency notices will arrive as a notification instead of an email. Important ones will still go by email.
Coming soonFrom Core
Dashboards and reports
- Monthly dashboard
Revenue, costs, profit, the comparison with the previous month and best sellers, worked out from your spreadsheets. In the app and by email on the 1st. If a figure is missing it says “no data”.
AvailableFrom Core
- Weekly report
Every Monday at 8:00 (Madrid time), an email with the week compared with the previous one and the new alerts. If there is nothing to report, no empty email is sent.
AvailableFrom Business
- Monthly report for your accountant
A CSV and a PDF with the month’s invoices issued and received and what is still to be collected and paid, to forward to your accountant. It makes no tax classification.
AvailableFrom Scale
- Several sites in one account
Each table is assigned to a site and Fold shows each site’s dashboard and compares them.
AvailableFrom Scale
- Handover sheet
Which files Fold uses, what each column is and who confirmed it, for when the person in charge changes.
AvailableFrom Scale
Alerts
- Business alerts
It watches your invoice spreadsheets and flags what is overdue, what is falling due, invoices that look duplicated and outstanding payments, each alert with its file and row. Tax deadlines are marked “check with your accountant”.
AvailableFrom Core
- Chase what is overdue
It drafts the reminder for each overdue payment for your approval; it never sends anything on its own.
AvailableFrom Core
- Business traffic light
Every alert at a glance. It never shows green with an important alert open, and with no data read it shows grey.
AvailableFrom Business
- Stock, customer and price alerts
What will run out at the current rate, customers who have gone longer than usual without buying, and the same price differing between sites. It only shows: it corrects nothing.
AvailableFrom Scale
- Official data
It checks the EU VAT numbers in your spreadsheet against VIES and gives the euro equivalent of amounts in another currency, with the ECB rate and date. If VIES does not answer it says “unavailable”, never “invalid”.
AvailableFrom Core
- Alerts when a figure changes
It will warn you when a figure you choose changes in a way that matters to you.
PlannedFrom Enterprise
Account and access
- Sign in with an email link or a passkey
On top of the password: a link sent to your email that expires in 20 minutes, or a passkey on your phone or computer. Two-step verification if you switch it on.
AvailableOn every plan
- Activity history
The owner and administrators see who did what and when in their company, with filters, and download it as CSV. Read-only. It never shows amounts, document text, paths, keys or IP addresses.
AvailableFrom Core
- Company single sign-on
Your team signs in with the company’s Microsoft or Google Workspace account, with no extra password to remember. Tested in trial runs; not yet used with a real company’s account. Other company sign-in systems are not available yet.
AvailableFrom Enterprise
- Sign in with Google or Microsoft
The “Continue with Google” and “Continue with Microsoft” buttons.
Coming soonOn every plan
What it connects to
Always read-only. What each connection does.
- Your business software, connected
Fold reads from your business software (invoicing, CRM or ERP): directly if the software allows it, or from an Excel or CSV file that the software publishes at an internet address. Always read-only, and only over public addresses: it does not reach into your office’s internal network.
AvailableFrom Core
- Holded
With your account key, Fold reads invoices, purchases, contacts, products with stock and orders, and only what is new on each pass. It never writes to Holded. Tested in trial runs; not yet used with a real account.
In testingFrom Core
- Quipu
Fold reads your income and expense invoices, keeping to the pace Quipu sets. It never writes to Quipu. Tested in trial runs; not yet used with a real account.
In testingFrom Core
- Shopify
Fold reads your shop’s orders, products with stock and customers, and only what has changed on each pass. It never writes to your shop. Tested in trial runs; not yet used with a real shop.
In testingFrom Core
- Amazon Seller
With your seller account’s authorisation, Fold reads your new orders within Amazon’s quota. It never writes to Amazon. Tested in trial runs; not yet used with a real account.
In testingFrom Core
- Sage and Contasol, by export
They do not connect directly: you export from the program to Excel or CSV, to a folder or an address, and Fold reads it from there.
AvailableFrom Core
- Google Drive, OneDrive and Dropbox through a synced folder
Fold installed on your computer reads the spreadsheets in the folder you choose, including one that your Drive, OneDrive or Dropbox keeps in sync on that computer. Read-only. Tested with test folders, not yet with each cloud’s real app signed in.
AvailableFrom Core
- Direct connection to your Drive, OneDrive and Dropbox account
Fold will read the spreadsheets in the folder you choose in your account, read-only and without going through a folder on your computer. Not possible yet: Google, Microsoft and Dropbox have still to approve Fold’s app.
Coming soonFrom Core
- Folder organiser
Fold will suggest how to tidy the folders in your Drive or OneDrive; you will approve it and it can be undone.
Coming soonFrom Scale
- SharePoint
It will read SharePoint files like those in the other clouds.
PlannedFrom Scale
What is bought separately
Set up for your company, with an initial period of supervised adjustment. Custom automations.
- Reading invoices, credit notes and delivery notes
Fold reads each document, checks without AI that the figures add up (totals, tax, tax IDs, dates, duplicates) and leaves anything doubtful for a person to review. Nothing is approved on its own. It is set up for each company.
Available · set up for youOn top of the plan
- Customer portal
Each of your customers signs in and sees only their own data, their stock for instance. It is set up on a portal already running at a logistics company.
Available · set up for youOn top of the plan
- Data transfer between programs
Data moves from one program or spreadsheet to another with no copy and paste; what does not match is set aside with its reason.
Available · set up for youOn top of the plan
- Your company website, built by Fold
A conversation collects copy, logo and opening hours; Fold builds the site, you approve it and it is published with hosting and backups. Today it needs you to have your own domain.
AvailableOn top of the plan
- Stock by movements
Each approved invoice and delivery note will move stock by item and warehouse, with its traceability and the stock on any date. An add-on to document reading.
Coming soonOn top of the plan
- Overdue payment reminders
For each overdue invoice it will prepare a polite reminder sent from your own email, with the wording you approve.
Coming soonOn top of the plan
- Periodic tax ID checks
It will check customer and supplier VAT numbers against VIES at intervals and warn you if one stops being valid.
Coming soonOn top of the plan
- Appointment reminders with confirmation
Before each appointment it will send the customer a reminder with a link to confirm, cancel or ask for a change.
Coming soonOn top of the plan
- Vehicle inspection and maintenance reminders
It will watch the deadlines of vehicles or machines in your spreadsheet and warn you 30, 15 and 7 days ahead.
Coming soonOn top of the plan
- Google reviews
It will ask every customer alike for a review and draft a reply; you publish the reply.
Coming soonOn top of the plan
- Working-time record
Each person will clock in, out and breaks from a phone or computer; corrections will leave a trace.
Coming soonOn top of the plan
- Social media manager
It will prepare ideas, scripts and videos for your social channels; you will approve each piece before it is published.
Coming soonOn top of the plan
- Facebook and Instagram ads
It will prepare campaigns for you to approve, with a monthly cap. An add-on to the social media manager.
Coming soonOn top of the plan
- Custom email alerts
Emails that will go out on their own when something you decide happens.
PlannedOn top of the plan
And on the drawing board
What the product plan describes and the map does not yet include. No date. Where Fold is heading.
- More actions prepared by Fold and approved by you before they run (today: appointments and documents read)
- A single inbox with what needs your attention
- Cross-department workflows with versions, dry runs and rollback
- Other company sign-in systems and adding users from your directory
- Private integrations and custom APIs
- Service level agreement
Download Fold and ask your first question today
Fold installs on the office computer, where your Excel files already are, and starts on a free plan with no card. Inside there is a sample company from your sector, with made-up data, so you can ask your first question before opening your own files.
- Tell us who you areYour name, your email, your company and what it does. One minute, and no account to create on the website.
- Install itOn Windows, with a double click and no administrator rights. First, put your company’s Excel files in one folder.
- AskFirst the sample company. Then your own files.
Is yours a large automation, one that connects to other systems or touches money or your customers’ data? Book a free 30-minute phone call.