Source attached
Keep the original receipt or invoice beside the record created from it.
See the receipt-to-bookkeeper workflow
For owners who handle the receipts before the books
Receipts ready for your bookkeeper.
Paflio helps owner-operated businesses turn receipts and supplier invoices into reviewed, source-linked records ready for their bookkeeper. Export Ledger details as CSV; authorized viewers can open originals separately.
- Capture
- Review
- Ledger
- Export for bookkeeper
No credit card required · No automatic charge · Install from your browser
A receipt becomes a record to review. Product demo · Example data
Keep the source in sight
Review before a record reaches your books.
Paflio keeps the original beside the details you review. Your Ledger and a separate CSV export help prepare the next bookkeeping handoff.
Portable details
Export organized record details as CSV for your bookkeeper. Original files are available separately through authorized record views.
One continuous workflow
Capture → Review → Ledger → Bookkeeper/export
Add the source, check and approve its details, find the reviewed record in your Ledger, then export organized details for your bookkeeper.
Capture it while the purchase is fresh
Open Paflio on your phone or computer and add a photo, receipt, or invoice before it disappears into a wallet, truck, inbox, or camera roll.
Product demo · Example data
Check the record against the original
Review the useful bookkeeping details beside the source document, correct what needs attention, and decide when the record is ready.
Product demo · Example data
Keep the handoff clean
Move reviewed expenses into the Ledger, reopen the supporting document when needed, and export organized record details instead of rebuilding a spreadsheet.
Product demo · Example data
PaflioPaflio on your device
Keep Paflio one tap away.
Install Paflio from your browser for a focused, app-like experience. Your account and records stay the same.
On a computer
- In Chrome or Edge, select the install icon in the address bar.
- If it is not shown, open the browser menu and choose the option to install this page as an app.
- In Safari on Mac, choose File, then Add to Dock.
No App Store or Play Store download. An internet connection is still required.
Built around the workday
What would you organize first?
Paflio gives common expense work one predictable place to land, whether you work alone or share a Workspace.
Expense work
One place for the records that usually scatter.
Capture during the day. Review on your schedule. Hand off when the books need it.
Fuel, meals, and materials
Capture purchases from a phone browser before the receipt gets lost, then review them when you have time.
Receipts and supplier invoices
Keep source documents beside the details you need instead of searching email, folders, and spreadsheets separately.
Weekly or tax-time records
Export organized Ledger details as CSV for your bookkeeper, with original files available separately in authorized record views.
One shared Workspace
Keep business records in one Business Workspace with active membership and paid seats controlling access.
A practical starting point
Make the next bookkeeper handoff easier to inspect.
Gather receipts during the week, mark missing details, and prepare a clear month-end packet.
Simple pricing
Start free. Choose the plan that fits when you’re ready.
New eligible Solo accounts get 30 days of full access. No credit card is required and no subscription or charge starts automatically. Without a paid plan, permitted existing records remain viewable and exportable after expiry.
Solo
Every available Paflio feature for your own records.
CAD $12 / month
CAD $120 billed annually
Business
One shared business Workspace with paid member seats.
CAD $8 / seat / month
CAD $80 / seat billed annually
Minimum 2 paid seats.
Compare plans
Paid purchase, when available, is an explicit step with price and terms shown first.
Questions
A few things people ask first.
Is Paflio accounting software?
No. Paflio organizes the expense documents and reviewed record details that your bookkeeping or accounting workflow needs next.
Can I use Paflio from my phone?
Yes. Use Paflio in a modern browser, or add it to your Home Screen for app-like access. No App Store or Play Store download is required.
What happens when the trial ends?
Adding and editing stop without a paid plan. You can continue viewing and exporting permitted existing records, subject to Workspace access and retention rules. A paid plan, when available, requires an explicit purchase.
Can an AI client access my records?
Paflio MCP is available as a private beta with complete record details, search, reusable resources, reversible edits, document workflows, bounded export, and direct Income or Expense document intake from compatible local clients. Every connection requires Paflio sign-in, explicit consent, one bound Workspace, a user-selected access level, and current trial or subscription access. High-risk actions require a second short-lived confirmation in Paflio.
Paflio MCP
Bring your books into the conversation.
Use the setup guide to prepare Codex, the ChatGPT desktop app, or another compatible client for Paflio’s bookkeeping tools.
Private beta · Setup guideOpen the MCP setup guide
Make the next handoff the easy one.
New eligible Solo accounts can start with 30 days of full access in a browser or from the Home Screen. No credit card required. No automatic charge.
Start free for 30 days