In Datamolino, users typically organise folders in one of two ways - depending on whether they manage multiple clients or internal operations.
Accountants and bookkeepers typically use folders to keep client work separate.
Businesses use folders to separate internal workflows, like departments or project sites.
Each folder acts as a separate environment with its own settings for automation, sharing, and export.This makes it easier to tailor your workflow to the specific needs of each client or team.
Use Case 1: Accountants Managing Multiple Clients
If you're managing multiple clients, folders help you stay organised by giving each one a dedicated space. You can:
Create unlimited folders: create a dedicated folder for every client you manage.
Connect to multiple cloud accounting organisations: each folder can be connected to a separate Xero, QuickBooks or FreeAgent entity.
Set automation rules for each client: set individual automation rules for invoice processing, saving you time on repetitive tasks.
👉 The Accountant plan is ideal for this setup, as it allows unlimited cloud connections and folders.
Use Case 2: Businesses with Multiple Locations or Projects
If you're a business managing internal workflows, folders can represent your branches, departments, or projects. This setup works especially well for companies with multiple locations — for example, a construction firm managing several building sites, or a catering company handling multiple restaurant branches. You can:
Create multiple folders: organise documents by department, location, or team.
Connect all folders to a single cloud accounting organisation
Collaborate easily: Invite team members to specific folders for seamless collaboration.
👉 The Business plan is perfect for companies needing a cost-effective way to organise their documents while connecting to one accounting entity.
How to connect your folders to your cloud accounting
To connect a folder to Xero, QuickBooks Online, or FreeAgent, go to your dashboard and click the ‘Connect Folder’ tab in the Connections column.
For step-by-step instructions, see this article on connecting folders to your cloud accounting software.