FolioPactSet up your workspace and bank or cash accounts
Create your FolioPact account, verify your authenticator and organise bank or cash accounts with currencies and masked identifiers.
Read guide : Set up your workspace and bank or cash accountsA little guidance.
A lot more clarity.
Find an answer, follow a guide or practice with fictional data. Learn at your own pace.
PRACTICAL, STEP BY STEP
10 guidesHow-to guides
Add a borrower and create your first loan
Practice adding a borrower, entering loan terms and reviewing an agreement before saving in the FolioPact demo.
Read guide : Add a borrower and create your first loanUnderstand interest methods, balances and due dates
Learn how rate units, day-count conventions, principal basis and payment calendars affect FolioPact loan calculations.
Read guide : Understand interest methods, balances and due datesRecord an advance or further disbursement
Practice recording money lent, including an account, currency, transaction date, reference and separately dated further advances.
Read guide : Record an advance or further disbursementRecord a repayment and allocate the money
Practice recording loan repayments with bank references, explicit principal and interest allocations, review and unapplied borrower credit.
Read guide : Record a repayment and allocate the moneyReview bank transactions and reconcile receipts
Compare FolioPact demo cash entries with bank statement facts, mark matched or needs-review items, and understand current reconciliation limits.
Read guide : Review bank transactions and reconcile receiptsCorrect transactions and follow the audit trail
Understand demo reversals, linked replacement entries, dated restatement and the difference between local demo audit and private account activity.
Read guide : Correct transactions and follow the audit trailExport ledgers, statements and reports
Export FolioPact demo CSV, XLSX and event history, print a dated statement to PDF, and distinguish a settlement preview from a posted payment.
Read guide : Export ledgers, statements and reportsSign in safely, recover access and understand backups
Use FolioPact email recovery and authenticator verification, handle failed requests safely, and understand the limits of exports and recovery claims.
Read guide : Sign in safely, recover access and understand backupsInvitations, shared statements and payment evidence
Understand lender invitations, individual access, statement dates, payment claims, review outcomes and revocation in FolioPact.
Read guide : Invitations, shared statements and payment evidenceWATCH. THEN TRY IT.
All tutorials Short videos & guided tutorials
48 sec · CaptionedYour first agreement
A captioned workflow explainer of the demo: find borrowers, create a loan, review its terms and inspect the statement.
Watch & practice
48 sec · CaptionedRepayments and reconciliation
Follow a demo payment from cash received to explicit allocation, review and a manual bank match.
Watch & practice
40 sec · CaptionedCorrections and audit history
See how demo corrections preserve original records, how dates affect statements and where to inspect local audit activity.
Watch & practiceQUICK, CLEAR ANSWERS
All 24 FAQs Frequently asked questions
Can I try FolioPact without signing up?
Yes. Open the public demo with fictional borrowers and loans. It is separate from the private workspace and changes reset on refresh. Use made-up details only.
Read the related guideCan I record real loans and repayments yet?
Account, workspace and masked bank/cash account setup are available. Live financial posting, document uploads and settlement exports remain restricted pending verification. The financial workflows shown in these guides are currently demonstrated with fictional data.
Read the related guideWill my records survive refresh or sign-out?
Saved private workspace and bank/cash account records are read from the backend. Verify the saved record after reloading. Demo loan and payment changes are temporary and reset on refresh; they are not permanent live records.
Read the related guideCan borrowers sign in and see their loans?
Invited borrower access has a gated implementation and is not released. The lender must explicitly share selected agreements with a verified intended account. Required posting, files, transactional email and recovery checks must pass before activation.
Read the related guideShould I enter my full bank account number?
Use the masked identifier field, for example ****1234. The current form is designed for masked final characters, not full account numbers or banking credentials.
Read the related guideCan I change an account's currency or lender entity?
Existing account ownership, currency and kind are fixed. Archive the incorrect account and create another with the correct entity, currency and bank/cash kind. Descriptive details can be edited by the owner.
Read the related guide