How can Flowtly ​​help you?

We help small businesses run like big ones.

Tailored flow, countless benefits

Automation

Repetitive manual processes reduced to a minimum

Better communication

Support for team collaboration

One data format

Consistency in managing data from various sources

Clear Overview

A comprehensive view of your company's operations at your fingertips

Cost Savings

Tailored selection of paid modules and an affordable pricing model.

Time Tracking & Productivity

  • Easy time logging with approval workflows
  • Link time entries to projects and clients
  • Custom rates and billing classifications
  • Real-time FTE, productivity and project reporting
  • Task lists, recurring tasks and templates per project

Tasks & Projects

  • Organize work into task lists grouped by project or department
  • Four priority levels: low, normal, high and urgent
  • Recurring tasks with daily, weekly and monthly frequency rules
  • Threaded comments, watchers and multi-assignee collaboration
  • Configurable per-project statuses and reusable task templates
  • Every project on trackSee at a glance whether each project is on schedule, within budget, and properly staffed, so you spot slippage before it costs you a client.
  • Action Center keeps ops cleanOne hub that surfaces and fixes data gaps, from unassigned hours to incomplete records, and reassigns hours when people move teams.

Invoicing & Clients

  • Auto-generate invoices from logged hours
  • Multi-currency, VAT and tax rule support
  • Built-in client and contract database
  • Payment tracking with bank data reconciliation
  • Bulk invoice generation from timesheets and projects
  • Suppliers and clients, auto-enrichedKeep one registry of every client, supplier, and partner with tax IDs and payment terms, automatically enriched with public business data, with duplicate detection and merge to keep it clean.

HR & Employee Management

  • Central employee records and contracts
  • Track salaries, benefits, roles, and access
  • Review cycles, feedback and soft HR tools
  • Alerts for contract expirations and updates
  • Work schedules, shift templates and rotating patterns
  • Meeting scheduling with agenda and calendar sync
  • Capacity and burnout at a glanceUtilization, overtime, and leave across the whole team. Know when you can take on more work and who is overloaded before it breaks.
  • Benefits, simplifiedDefine and assign benefits like medical care, sport cards, meals, and insurance with coverage and pricing tiers, history kept clean.
  • Reviews and feedbackRun structured performance reviews and 360 feedback in one place, tied to each person profile and their growth over time.
  • Goals that ladder up (OKR & KPI)Set objectives at company, team, and individual level and track weighted Key Results, so everyone has a clear line of sight from daily work to what success looks like.
  • Clear responsibilities and role profilesMap duties to positions, group them into standardized role profiles, and see accountability across teams — so scope is explicit and you can plan hiring and restructuring with confidence.

Leave Management

  • Country-specific holiday calendars
  • Request, approve, and log time off
  • Track leave balance in real time
  • Sync absences to shared calendars
  • Leave and holidays, managedHoliday types, requests, approvals, balances, and bank holidays in one place, synced to calendars. No leave spreadsheet.

Finance & Profitability

  • Track all costs per employee, client or project
  • Forecast expected expenses and recurring spend
  • Set budgets with alerts and real-time tracking
  • Budget approvals integrated with finance workflows
  • Profitability analytics by team, client or business unit
  • Track recurring payments for subscriptions and supplier contracts
  • Budgets and P&L you controlSet budgets per project, client, or team and track real spend against them. Catch overruns early and see profit and loss without building a spreadsheet.
  • Your cash position, liveInflows and outflows in one real-time dashboard, by bank account and refreshed on demand. No exporting to chase the number that matters.
  • Bank sync and reconciliationConnect your banks, auto-import transactions, and match payments to invoices automatically. Real-time cash with no statement uploads.
  • Cost control with approvalsCategorize every cost, link it to a project or budget, and route spend through approval workflows so nothing slips past unauthorized.
  • Recurring payments and commitmentsEvery subscription and recurring cost in one place, tied to its supplier, so forecasting and budgeting include what is actually coming.
  • Import straight into your ERPHand off clean, ready-to-import files for Comarch Optima, Symfonia, Wapro, and enova365, with invoices, costs, and Optima payroll data by month or date range.

E-Invoicing & KSeF

  • Send and receive structured invoices via Polish KSeF
  • Automatic XML conversion and submission status tracking
  • Inbound invoice sync with approval workflow routing
  • Corrective invoices and corrections with full audit trail
  • e-invoicing and KSeF, handledSend and receive structured e-invoices through KSeF automatically. Submission status is tracked, inbound invoices are matched, and corrections stay auditable.

Agreements

  • Full agreement versioning and history
  • Store attachments with audit-proof access
  • Assign terms (e.g. hours/week, compensation)
  • Alerts for agreement review and renewals
  • Five types: Employment, Annex, Termination, Letter of Intent and Work Experience
  • Visual Work Schedule Planner with shifts, rotations and FTE coverage planning
  • Contracts and work schedulesEmployment agreements in every variant, plus work schedules, as the backbone of your people data.

Contracts & Payment Schedules

  • Define supplier and client contracts with explicit payment schedule lines
  • Link contracts to budgets for automatic planned expense contributions
  • Generate recurring schedule lines by frequency, date range and amount
  • Filter by direction, status or linked project
  • Attach documents to contracts for audit-ready record-keeping

Document Management

  • Centralized storage linked to employees, agreements and projects
  • Configurable document types to match your organization
  • Expiration reminders and renewal alerts for time-sensitive files
  • Audit-ready access history and entity-level document trails
  • Sign documents nativelySend contracts and agreements for e-signature inside Flowtly, both sides sign, and you get a sealed PDF with an audit certificate. No DocuSign tab.
  • Documents attached to every invoiceKeep receipts, contracts, and supporting files linked to the invoice or cost they belong to, so the books are document-complete and audit-ready.

Resource Booking

  • Book rooms, vehicles, desks or equipment
  • Calendar-based self-service reservations
  • Avoid double bookings and conflicts
  • Usage tracking and assignment history
  • Asset meters and usage-based maintenance tracking
  • Asset and equipment trackingTrack physical and operational assets with meters and readings, so maintenance and lifecycle cost stay under control.
  • Property and room bookingManage reservations and occupancy across properties and rooms, see availability at a glance, and avoid double-bookings.
  • Scan-to-act asset QR codesPrint a branded QR code for any asset so anyone nearby can report a problem or log a security-patrol visit in one scan, public or sign-in-only, with every scan tied to the exact asset.

Integrations & Automation

  • Native integrations: Google Calendar, Kontomatik, Make
  • Open API with OAuth for custom apps and BI
  • Prebuilt no-code modules for time, cost, and leave
  • Automate workflows: approvals, notifications, reports
  • Accountancy exports for Comarch Optima, Symfonia and Wapro
  • 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.
  • All your clients in one placeRun the books for every client organization from one login, switch between workspaces, and keep your whole portfolio of clients organized.
  • Tailor Flowtly to your dataDefine custom attributes on employees, projects, and other records, group them into sets with validation rules, and even drive billing rates from them — no core-system changes required.
  • Connect Claude or ChatGPT to your dataLink your AI assistant to Flowtly over the open Model Context Protocol and ask plain-language questions about your live business — read-only, so it can look but never change a thing.

Security & Compliance

  • Role-based access at module and data level
  • Encrypted at rest and in transit (TLS 1.2+, AES-256)
  • GDPR-aligned with audit logs and data controls
  • Tenant-isolated data architecture and daily backups
  • A full audit trailA verifiable record of who changed what, from rates to invoices to agreements, ready for compliance reviews and diligence.

Dedicated landing pages

Focused pages with the full story for specific roles and use cases.

Invoicing software

KSeF-ready invoices from approved hours, recurring billing, payments, and reminders.

Software for accounting firms

Clean client data, one-click exports to Comarch, enova365, Symfonia, and WAPRO ERP.

Remote accounting

Free accountant seat, phone-captured receipts, KSeF and JPK handled automatically.

Connect Stripe

Sync your Stripe payouts and charges into Flowtly as a read-only bank source.

Try Flowtly