Flowtly for B2B real estate

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

Try flowtly

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.

-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

Bank statements miss counterparty names

Manually matching transfers to invoices stalls cash flow because data is incomplete or inconsistent.

Solution

Flowtly matches on regex, identifies payments via account numbers, phrases, transaction IDs, and auto-assigns them to tenants and invoices.

Result: valuation and cash flow do not stall while someone hand-matches 200 transfers.

Regexes, bank accounts and transaction IDs auto-link payments to tenants and invoices
Flowtly

Payments

Matching transfers

Automations
Counterparty Reference Rule Status
Nova Offices PL41 1234 ... 8821 Regex: NOVA|NVF Matched
LogiPark PL72 5521 ... 1190 ID: LOGIPARK Matched
Unrecognized PL60 0078 ... 3301 No rule To assign

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

Spreadsheets are interlinked in dozens of ways — easy to break

One change can wreck formulas elsewhere, so nobody wants to touch the sheets.

Solution

Flowtly takes over business logic from spreadsheets: allocation keys, percentage splits, CAM formulas, cost-to-building links. Set once—it runs automatically.

Result: no fear of touching formulas because you do not need to.

Keys, formulas and allocations moved out of sheets — run automatically, no manual fixes
Flowtly

Logic from sheets

No risk of breaking

Imported
Element Details Status
CAM formula Area + HVAC adjustment Imported
Allocation keys Offices, server rooms, common Active
Percent allocations Tower A · 42% · Campus West · 38% Active

Problem

Knowledge sits in one or two people’s heads

Processes stop when "the spreadsheet person" is on leave or busy.

Solution

All rules, policies, and formulas live in the system; audit trails show who changed what; automations run without the "one person who always handles it."

Result: the company runs even when someone takes time off.

Rules and audit trails live in the system — they work regardless of “that one person”
Flowtly

Knowledge & audit

Nothing lost in inboxes

Change trail
Element Owner Last change Status
Allocation rules Anna · Finance Today, 09:30 Current
Cost dictionaries Kamil · Ops Yesterday, 16:10 Current
Exceptions workflow Marta · Compliance 04.03, 11:45 Audit trail
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.

Whatsapp