Ask your business anything, then act on it
Connect Claude or ChatGPT to your live Flowtly data. Ask what is overdue or waiting on you, then review an invoice, log work or close a deal from the same conversation, never beyond your own permissions.
Integrations & automation
- Ask your business anythingAsk plain-language questions and get answers grounded in your live Flowtly data, then take the next action right from your phone with Flowtly Assistant.
- Connect Claude or ChatGPT: ask, then actLink your AI assistant to Flowtly over the open Model Context Protocol. It answers plain-language questions from your live data and can carry out named actions: log work time, create or update tasks and contracts, upload a document to an invoice, close a prospect or deal, or add and invite a colleague. It never goes beyond your own permissions in the organization you connected.Read the guide
- Review invoice approvals by askingAsk Flowtly Assistant what is waiting on you, open the invoice it names, and decide whether to approve it or reject it with a reason. It prepares the decision and asks you to confirm it; you record it on your Waiting on me tab. Approval is a decision, not a payment.Read the guide
- Ask about cash, then record the paperworkAsk your connected assistant which invoices are overdue, what is on your main account or what you spent with a supplier last quarter, with answers from live data. Then have it create or update suppliers, contracts and bank accounts, or upload a document to a specific invoice.Read the guide
- Onboard a colleague in one requestAsk your connected assistant to add a new person, email them an invitation to sign in and assign their permission groups. Inviting needs the same permission as managing people in Flowtly, and the new colleague sets up their own sign-in.Read the guide
- Close deals and log work from a chatAsk your connected assistant to mark a deal won, close a prospect or deal as lost with a reason from your list, log the hours you just worked or update a task. Each is a named action that stays within what your own account may do.Read the guide
Ask your business anything, then act on it