Work with your accountant — without the email ping-pong

Give your accountant a dedicated seat, capture receipts with your phone, and let KSeF + JPK handle compliance. See your costs live, not two weeks after month-end.

Try Flowtly
Dedicated seat for your accountant

Dedicated seat for your accountant

Scoped read access to exactly what they need — invoices, costs, approvals — no back-and-forth, no passwords shared over WhatsApp.

Dedicated seat for your accountant

Capture receipts with a phone photo

Mobile upload, auto-category, attached to cost entries the moment you pay. Your accountant sees them in real time.

Capture receipts with a phone photo
Capture receipts with a phone photo
KSeF and JPK handled

KSeF and JPK handled

Compliance without the compliance headaches. Flowtly submits and receives KSeF invoices and generates JPK exports on demand.

KSeF and JPK handled

See costs live, not two weeks late

Dashboard, cash position, budget burn — shared with your accountant in real time. Make decisions from numbers that are a day old, not a month.

See costs live, not two weeks late
See costs live, not two weeks late
One-click monthly closing export

One-click monthly closing export

A bundle your accountant can import into their ERP (Comarch Optima, enova365, Symfonia, WAPRO ERP).

One-click monthly closing export

Flowtly vs email + scans + spreadsheets

Email + scans + spreadsheets workflow

  • Receipts get lost between pockets, emails, and desk drawers.
  • Invoices are forgotten until month-end.
  • End-of-month scramble every month.
  • No live cash picture — only a rear-view snapshot.
  • Your accountant re-types everything into their ERP.

Flowtly

  • Receipts captured at the moment of payment.
  • Your accountant sees it immediately.
  • Monthly closing is one click, not two days of email.
  • Live cost and cash dashboard.
  • You stay focused on the business, not on admin.

Related terms

Cash flow The movement of cash into and out of a business across operating, investing, and financing activities. Positive cash flow means the company …
KsEF Poland's National e-Invoicing System (KSeF) for structured XML invoices with real-time clearance; voluntary since 2022 and slated to be mand…
Factur-X A hybrid e-invoice format combining a human-readable PDF with embedded structured XML data, widely used in France and Germany. Factur-X allo…
Accounts payable (AP) Money a company owes to suppliers for goods or services received but not yet paid for. Managing accounts payable effectively improves suppli…
Compliance Adherence to external laws, industry regulations, and internal policies that govern business conduct, data handling, and reporting obligatio…
Expense management Workflow to submit, approve, and reimburse business expenses with policy controls. Expense management tools capture receipts, enforce spendi…

FAQ

Do you have any questions?

We have collected answers to the most frequently asked questions. If you don't find the answer to your question, contact us - we'll be happy to help!

What exactly does my accountant see?

Whatever you grant: typically invoices, costs, receipts, and approvals. Permissions are configurable per module.

Does this work if my accountant uses Comarch Optima, enova365, or Symfonia?

Yes. Flowtly exports monthly closing packages in formats compatible with Comarch Optima, enova365, Symfonia, and WAPRO ERP.

Is my data safe if I change accountants?

Yes. Your data stays in your workspace. You revoke the previous accountant's seat and invite the new one — no migration needed.

Does my accountant pay anything to access my Flowtly account?

No. You can grant your accountant a scoped read-only seat at no additional cost.

How do I upload receipts on my phone?

Snap a photo with the Flowtly mobile app and the receipt is attached to a cost entry automatically, with category suggestions.

Keep going

For your accountant Send this to your accounting firm — same story from their side.
Invoicing Issue KSeF-ready invoices in seconds.

Security & compliance

Security is our priority

We protect your data with the same standards you use for finance.

Data availability

Users retain full control over their data, even after ending cooperation or subscription to our services. Data can be downloaded and transferred to another system at any time, enhancing flexibility and independence.

Transparency

We are fully transparent regarding our data protection processes and procedures. We regularly update our systems and procedures to meet evolving security requirements and continuously improve our approach to information storage and protection. We provide reports and details about the security of our clients' data.

Reliable data center

Our system uses Amazon Web Services RDS, one of the largest and most reliable data centers in the world. AWS is renowned for its high standards of security, performance, and availability, providing advanced protective measures such as multi-layer firewalls and regular security audits.

Flowtly Workspace

Flowtly Workspace demo

Discover how Flowtly simplifies the management of projects, employees and finances.

Worked hours
16
/ 40
Log time
Free days left
4
/ 20
Holiday requests
Absent this week
KW
Kevin Walsh • Mon–Wed
JB
Julia Baker • Tue–Wed
Holiday requests
2
pending
Olivia Adams
Karl Mitchell
Responsibilities
3
open
Sign agreement with Globex
Review payroll for March
Transactions need attention
4
unmatched
82% matched this month
Cashflow · 30 days
+16 670 €
Projects summary
Project Project progress
Website refresh
due 28.03.2026
32%
Service launch
since 08.03.2026
82%
Q2 campaign
since 01.08.2026
12%
Process audit
since 12.03.2026
80%
Team training
due 04.04.2026
43%
All projects
Agreements requiring action
JB
Julia Baker
julia.baker@mail.com
B2B
Active
KW
Kevin Walsh
kevin.walsh@mail.com
B2B
No file
OA
Olivia Adams
olivia.adams@mail.com
B2B
No file
IA
Isaac Andrews
isaac.andrews@mail.com
B2B
No file
KM
Karl Mitchell
karl.mitchell@mail.com
B2B
No file
IS
Ian Stewart
ian.stewart@mail.com
B2B
No file
ZB
Zoe Bennett
zoe.bennett@mail.com
B2B
No file
Whatsapp