The software your clients already use — and you get clean data

Stop chasing invoices, receipts, and approvals across email and WhatsApp. Export everything into Comarch Optima, enova365, Symfonia, or WAPRO ERP with one click, and run your own practice in the same workspace.

Try Flowtly
Clients enter data, you get it clean

Clients enter data, you get it clean

A shared workspace with live read access. No follow-ups, no "can you send it again?", no missing documents at month-end.

Clients enter data, you get it clean

One-click ERP exports

Comarch Optima, enova365, Symfonia, WAPRO ERP. Bulk download by period so you can book a whole month in a single pass.

One-click ERP exports
One-click ERP exports
Automated monthly closing package

Automated monthly closing package

Invoices, costs, approvals, and timesheets bundled into one export, ready to import — no more manual stitching.

Automated monthly closing package

Built-in data quality review

Duplicates, missing receipts, bad categories, and missing approvals are flagged before you export — no bad books to clean up later.

Built-in data quality review
Built-in data quality review
Run your own practice in the same workspace

Run your own practice in the same workspace

Your own invoices, timesheets, and team — no extra tool for you either.

Run your own practice in the same workspace

Flowtly vs dedicated accounting-office portals

Dedicated accounting-office portals

  • Your client has to learn a second tool just to work with you.
  • Their data sits in a silo separated from their operations.
  • Manual export mapping per ERP target.
  • No support for your own practice administration.
  • Priced per client seat.

Flowtly

  • Clients use Flowtly for their whole business — not just for you.
  • All client data already structured from day one.
  • Native exports to PL and international ERPs.
  • Unified workspace for your practice + your clients.
  • Bundled client pricing available.

Related terms

Accounts payable (AP) Money a company owes to suppliers for goods or services received but not yet paid for. Managing accounts payable effectively improves suppli…
Accounts receivable (AR) Money owed to a company by its customers for goods or services delivered but not yet paid. Efficient AR management shortens the cash convers…
ERP Enterprise Resource Planning; integrated software that unifies finance, HR, operations, and supply chain data in one system. By centralizing…
Compliance Adherence to external laws, industry regulations, and internal policies that govern business conduct, data handling, and reporting obligatio…
KsEF Poland's National e-Invoicing System (KSeF) for structured XML invoices with real-time clearance; voluntary since 2022 and slated to be mand…

FAQ

Do you have any questions?

We have collected answers to the most frequently asked questions. If you don't find the answer to your question, contact us - we'll be happy to help!

How does the monthly closing package work?

Each month Flowtly bundles the client's invoices, costs, approvals, and timesheets into a single export package ready to import into your ERP.

Can I use Flowtly for my own accounting practice?

Yes. Run your practice — invoicing, timesheets, team, expenses — in the same workspace you use to service clients. No extra tool needed.

Which Polish ERPs can I export to?

Flowtly exports to Comarch Optima, enova365, Symfonia, and WAPRO ERP in their native import formats. Bulk export by period is supported.

Is KSeF handled for me and my clients?

Yes. Clients issue and receive KSeF invoices from their workspace; you see them live and can export them alongside everything else.

Do clients have to pay to give me access?

No. Clients can grant you scoped read access at no additional seat cost. You only pay for your own practice workspace.

Keep going

Accounting-firm overview The full company-type page with workflows and playbooks.
Working with your accountant (client POV) The same story from your client's perspective — useful for referrals.

Security & compliance

Security is our priority

We protect your data with the same standards you use for finance.

Data availability

Users retain full control over their data, even after ending cooperation or subscription to our services. Data can be downloaded and transferred to another system at any time, enhancing flexibility and independence.

Transparency

We are fully transparent regarding our data protection processes and procedures. We regularly update our systems and procedures to meet evolving security requirements and continuously improve our approach to information storage and protection. We provide reports and details about the security of our clients' data.

Reliable data center

Our system uses Amazon Web Services RDS, one of the largest and most reliable data centers in the world. AWS is renowned for its high standards of security, performance, and availability, providing advanced protective measures such as multi-layer firewalls and regular security audits.

Flowtly Workspace

Flowtly Workspace demo

Discover how Flowtly simplifies the management of projects, employees and finances.

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