FolioPactStart with the sample workspace
Open Explore the demo from the homepage. You can try the sample workspace without creating an account. Its borrowers, agreements and figures are fictional; use made-up details for anything you add. Demo changes reset when you refresh the page.
Review a borrower and agreement
Choose a sample borrower and open an agreement. Check the currency, original amount, interest rules and payment dates before looking at a balance. An agreement’s calculation rules determine how payments and interest are reflected in its ledger.
Follow an entry through the ledger
In the demo, review a new advance or repayment before confirming it. Open the dated ledger to see money out, money in and the resulting balance. Review a correction through its linked history rather than assuming a changed balance explains itself.
Check upcoming dates and exports
Explore the payment calendar, filters and export options using the sample records. Confirm the date range and currency when reviewing an export. Keep records for different currencies separate.
Understand private account access
Private accounts use email confirmation and an authenticator. Account and masked bank-account review are available, but live loan posting and document uploads remain disabled. The demo is a product walkthrough, not permanent storage for financial records.