Accounting work without the chase
Flowtly gives accountants clean, complete client data — invoices, expenses, approvals, and timesheets — without follow-ups or missing documents. Export everything into your ERP with one click and manage your own practice in the same system.
- Complete data from clients, no chasing
- Exports into your ERP in one click
- Run your own practice in the same system
Built for accounting firms
Accounting work without the chase
Get clean client data, export to your ERP, and run your own practice without missing documents.
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One-click export to your accountancy ERP Export invoices, expenses, approvals, and timesheets to your accounting software without manual work.
What changes
How Flowtly helps accounting firms
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Complete data from clients, no chasing
Invoices, expenses, approvals, and timesheets stay in one place without back-and-forth.
Features
What accounting firms can switch on
Each block is a capability you can enable to match how your practice and clients work.
Use Flowtly for your own practice
Run invoicing, expenses, and team operations for your practice in one clean system.
Recommend Flowtly to your clients
Invite clients to use Flowtly so you avoid missing documents and follow-ups.
One-click export to your accountancy ERP
Export invoices, expenses, approvals, and timesheets to your accounting software without manual work.
Automated monthly closing package
Compile invoices, expenses, approvals, and timesheets into a standard monthly bundle.
Live access to client documents
Access receipts, invoices, timesheets, and approvals live—no waiting for clients to forward files.
Bulk download of client periods
Download multiple months or quarters at once for faster processing.
Pre-checked data quality review
Flowtly flags duplicates, missing receipts, inconsistent categories, and unapproved items before export.
Playbooks
Popular workflows for accounting firms
Guided flows to keep client data clean and ERP-ready without chasing.
Recommend Flowtly to your clients
Invite clients to use Flowtly so you avoid missing documents and follow-ups.
Live access to client documents
Access receipts, invoices, timesheets, and approvals live—no waiting for clients to forward files.
