Documentation

Spifex product documentation

Practical guides for setting up your workspace, running cash-flow workflows and connecting AI assistants.

Getting startedChoose between Personal and BusinessUnderstand which Spifex workspace type fits your finances and how the two can coexist.Read guide Getting startedCreate and configure your workspaceSet the workspace type, country, currency and first accounts before you start entering data.Read guide Getting startedAccount access, verification and securityHow sign-in, email verification, sessions, roles and account protection work.Read guide Cash flowPlan, execute and reconcile cash flowUse planned entries, settlements and reconciliation to keep the cash-flow picture current.Read guide Banking and settlementsConnect bank accounts and import statementsAdd accounts, import statements and keep balances aligned with settlements.Read guide Banking and settlementsSettlements, partial payments and transfersRecord payments, split settlements across banks and move money without double counting.Read guide ReportingReporting, KPIs and operational filtersRead outstanding, settled and projected positions without rebuilding the data in a spreadsheet.Read guide AI connectionsConnect ChatGPT or Claude to SpifexSet up the read-only MCP connector, approve consent and revoke access when needed.Read guide Security and billingRoles, governance and connector activityControl who can view and change financial data, and review AI connector activity.Read guide Security and billingPlans, billing currency and checkoutUnderstand Free, Starter and Pro, regional pricing and what happens at checkout.Read guide

Operational documentation. Legal pages are separate and require professional review before launch.