LIVE Flowtly update: Enhanced P&L by Person Analysis and Budget Tracking (2026-06-14)

Flowtly for B2B real estate

Flowtly is where you handle utilities, contracts, and settlements. No spreadsheets, chaos, or piles of extra documents.

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For property operators

Running buildings is demanding enough on its own

You do not need ten tools, five folders, and daily file hunts. Flowtly brings together everything you need to run financial operations and link them with documentation in one clear system. Meter readings, invoices, contracts, reinvoices, and forecasts all live where they belong and work together without chaos.

  • Spreadsheets everywhere and dozens of different programs
  • Many exceptions in settlements
  • No single tool to run an entire building
  • More financial responsibility landing on property teams

Working with legacy meters or procurement tools? Book a 30-minute audit and we’ll sketch the automations or partners that fit.

What Flowtly does for you

Capabilities matched to how your industry actually works

Included #1

Budgets and P&L you control

Set budgets per project, client, or team and track real spend against them. Catch overruns early and see profit and loss without building a spreadsheet.

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Budgets and P&L you control
Included #2

e-invoicing and KSeF, handled

Send and receive structured e-invoices through KSeF automatically. Submission status is tracked, inbound invoices are matched, and corrections stay auditable.

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e-invoicing and KSeF, handled
Included #3

Cost control with approvals

Categorize every cost, link it to a project or budget, and route spend through approval workflows so nothing slips past unauthorized.

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Cost control with approvals
Included #4

Recurring payments and commitments

Every subscription and recurring cost in one place, tied to its supplier, so forecasting and budgeting include what is actually coming.

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Recurring payments and commitments
Included #5

Contracts and work schedules

Employment agreements in every variant, plus work schedules, as the backbone of your people data.

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Contracts and work schedules
Included #6

Asset and equipment tracking

Track physical and operational assets with meters and readings, so maintenance and lifecycle cost stay under control.

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Asset and equipment tracking
Included #7

Property and room booking

Manage reservations and occupancy across properties and rooms, see availability at a glance, and avoid double-bookings.

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Property and room booking
Included #8

Auto-generate invoices from logged hours

Auto-generate invoices from logged hours
Included #9

Multi-currency, VAT and tax rule support

Multi-currency, VAT and tax rule support
-18h

–18 hours a month spent reconciling data

100%

100% of documents linked to transactions

15 min

15 minutes to prepare a forecast

Flowtly playbooks for your industry

Pick an operational challenge and see how teams solve it with Flowtly.

Problem

Too many spreadsheets, too many errors, zero consistency

Costs, utilities, readings, and projects live in separate files; versions drift and mistakes slip into reinvoices and reports.

Solution

Flowtly gathers all operational and financial data in one place.

Specifically:
- one view for costs, utilities, readings, assets, and projects,
- automatic error checks (missing readings, odd values, duplicates),
- no manual sheet joining — the data is already where it belongs.

Result: fewer mistakes, fewer questions, and no chasing the team for "the latest version of the file."

One cockpit instead of many sheets · Automatic matching of invoices and readings · Anomalies queued for review
Flowtly

Cockpit danych

Reads · Invoices · Exceptions

Synchronized

Reads today

128

6 locations

Vendor invoices

34

29 attached

Exceptions

3

Awaiting review

Data stream

Readings and costs

CSV · API · Upload
Asset Reading Cost Status
Tower A · Energy 126 200 kWh 48 900 zł OK
Campus West · Water 18 400 m³ 12 300 zł OK
Logistics Hub · Heat 58 900 kWh 21 700 zł Check

Exceptions

To verify

3

Logistics Hub · Heat

No reading since 05.02

Missing data

Tower A · Energy

Big spike vs last month

+32%

Campus West · Water

Duplicate upload invoice #5530

Duplicate

Problem

Invoice descriptions are confusing and misaligned with services

Tenants receive invoices with generic or technical descriptions they question later.

Solution

Every line item can have a clear description, and you can use rules that generate names per your standards. The invoice becomes tenant-friendly—without jargon.

Result: tenants ask less, contest less, and pay faster.

Each line has its own description or naming rule — tenants know what they pay for
Flowtly

Invoice lines

Clear line items

No jargon
Item Description / formula Status
Energy – Building A kWh usage × rate OK
HVAC service Formula: calculated OK
Shared services Description: Security, reception To edit

Problem

No governance — errors show up only at month end

Errors in readings, missing data, or duplicates appear when the invoice is ready — too late for calm fixes.

Solution

Flowtly adds entry validations (e.g., a reading cannot be lower than the previous), change history, alerts for incomplete or unusual data, and an exception approval workflow.

Result: you do not learn about errors after the invoice has gone to settlement.

Flowtly

Cash cockpit

Live CAM forecast

Auto-refresh
Oct
Nov
Dec
Jan
Open vendor liabilities

128,000 tracked

Planned recovery

412,000 in 30 days

Problem

No single view of client – building – portfolio

Managers hunt data across systems and files and cannot drill from portfolio to a specific invoice quickly.

Solution

Flowtly links costs, revenue, readings, allocations, recovery, projects, and contracts into one cockpit. Drill into a single invoice or view the whole portfolio.

Result: zero time wasted searching—managers get ready answers.

Drill into the invoice or see the whole portfolio — without switching systems
Flowtly

Combined view

Client · Building · Portfolio

1 cockpit
Client Building Portfolio
View Asset Cash flow Status
Nova Offices Tower A 212,000 PLN OK
LogiPark Campus West 148,500 PLN Alert
Fund X Portfolio 658,000 PLN OK
Flowtly for B2B real estate

B2B Real Estate Playbook

Command your portfolio from one console

Flowtly keeps utilities, vendor docs, and tenant billing in one workflow so finance, asset managers, and ops see the same numbers in real time.

  • Portfolio dashboard with live leases, meters, and CAPEX readiness.
  • Lease, service, and finance processes chained into one automation spine.
  • Board-ready rollups for owners and funds without chasing files.

FAQ

B2B real estate questions, answered

Quick answers on utilities, shared services, and real-time cash visibility with Flowtly.

How do you capture meter readings and supplier invoices?

It depends on the systems already installed on site. Flowtly ingests CSV/API feeds or portal uploads, but proprietary building-automation formats may need a lightweight automation layer (or integration partner) in front of Flowtly for the cleanest process.

Do tenants get visibility into utilities and shared services?

Yes. Flowtly issues statements that already include line items, allocation formulas, and supporting invoices, so tenants can log in or receive exports that explain every euro automatically.

How do property managers track maintenance SLAs and contractor performance?

Flowtly focuses on the financial and contractual layer. For field dispatching or SLA timers you should pair it with a CMMS such as Qmaint, then sync approved work orders and invoices back into Flowtly.

Can Flowtly split costs per tenant or cost center?

Set allocation formulas based on area, consumption, or manual overrides. Flowtly builds reinvoices with audit trails so finance can explain every charge.

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