Each feature is in its plan and in every plan above it.
- 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.
What each plan includes in numbers
- People on the team
- Free 1 · Core 5 · Business 20 · Scale 50 · Enterprise unlimited
- Credits
- Free 2 a day, up to 10 a week · Core 500 a month · Business 1,500 a month · Scale 4,000 a month · Enterprise custom
- Advanced AI
- Free no · Core no · Business yes · Scale yes · Enterprise yes
- Connected programs
- Free none · Core 3 · Business 8 · Scale 20 · Enterprise unlimited
- Discount on automations
- Free none · Core none · Business 5 % · Scale 10 % · Enterprise 20 %
Asking and answering
FeatureStatusFrom plan
Direct lookups that use no creditsA 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 tooHow 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 answerThe 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 questionsWhen 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.AvailableCore
Advanced AIA 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.AvailableBusiness
Long analysesThe AI thinks harder about the questions that need it.AvailableScale
The team’s day to day
FeatureStatusFrom plan
Diary with a link to your calendarFold 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.AvailableCore
“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.AvailableCore
Monthly targetYou 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.AvailableBusiness
Guided setupFold 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.AvailableCore
Team usageA year, day by day, of how much the team uses Fold. It counts uses, not what was asked.AvailableCore
Usage streakConsecutive working days Fold is used, not counting weekends or public holidays.AvailableCore
“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.AvailableCore
Basic automations with a switchIn 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.AvailableCore
Medium automations of your choiceFrom 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.AvailableCore
Browser and mobile notificationsLow-urgency notices will arrive as a notification instead of an email. Important ones will still go by email.Coming soonCore
Dashboards and reports
FeatureStatusFrom plan
Monthly dashboardRevenue, 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”.AvailableCore
Weekly reportEvery 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.AvailableBusiness
Monthly report for your accountantA 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.AvailableScale
Several sites in one accountEach table is assigned to a site and Fold shows each site’s dashboard and compares them.AvailableScale
Handover sheetWhich files Fold uses, what each column is and who confirmed it, for when the person in charge changes.AvailableScale
Alerts
FeatureStatusFrom plan
Business alertsIt 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”.AvailableCore
Chase what is overdueIt drafts the reminder for each overdue payment for your approval; it never sends anything on its own.AvailableCore
Business traffic lightEvery alert at a glance. It never shows green with an important alert open, and with no data read it shows grey.AvailableBusiness
Stock, customer and price alertsWhat 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.AvailableScale
Official dataIt 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”.AvailableCore
Alerts when a figure changesIt will warn you when a figure you choose changes in a way that matters to you.PlannedEnterprise
Connecting your data
FeatureStatusFrom plan
Your business software, connectedFold 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.AvailableCore
HoldedWith 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 testingCore
QuipuFold 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 testingCore
ShopifyFold 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 testingCore
Amazon SellerWith 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 testingCore
Sage and Contasol, by exportThey 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.AvailableCore
Google Drive, OneDrive and Dropbox through a synced folderFold 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.AvailableCore
Direct connection to your Drive, OneDrive and Dropbox accountFold 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 soonCore
Folder organiserFold will suggest how to tidy the folders in your Drive or OneDrive; you will approve it and it can be undone.Coming soonScale
SharePointIt will read SharePoint files like those in the other clouds.PlannedScale
Account and access
FeatureStatusFrom plan
Sign in with an email link or a passkeyOn 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 historyThe 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.AvailableCore
Company single sign-onYour 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.AvailableEnterprise
Sign in with Google or MicrosoftThe “Continue with Google” and “Continue with Microsoft” buttons.Coming soonOn every plan
Automations contracted on top of the plan
FeatureStatus
Reading invoices, credit notes and delivery notesFold 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 portalEach 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 programsData 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 FoldA 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 movementsEach 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 remindersFor 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 checksIt 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 confirmationBefore 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 remindersIt 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 reviewsIt will ask every customer alike for a review and draft a reply; you publish the reply.Coming soonOn top of the plan
Working-time recordEach 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 managerIt 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 adsIt 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 alertsEmails that will go out on their own when something you decide happens.PlannedOn top of the plan