Flowtly gives founders a single view of projects, people, cash, and clients — so you can make faster decisions and spend less time chasing numbers across spreadsheets.
From first invoice to full team, keep every business dimension visible and connected.
· Built for founders & CEOs
One view of revenue, burn, and delivery
No more pulling numbers from four tools — see margin, cash, and workload at a glance.
Decisions backed by live data
Approve hires, deals, and spend with actual budget context, not gut feel.
Scale without hiring an ops manager
Structured workflows replace the manual coordination that grows with headcount.
Sign documents natively
Send any PDF, PNG or JPEG for e-signature, not only a contract from its record. Each signer confirms a one-time code sent by email, with no Flowtly account needed, and you get a sealed PDF with an audit certificate. No DocuSign tab.
Read the guideEvery signature request in one list
The Signatures page shows every request, whether it started from an uploaded file or a contract, as sent, partially signed, completed, declined or expired, with each signer's progress. For an NDA: upload the PDF, place a signature field for each party, send, see who has signed, then download the sealed document and its evidence. Sending needs a Contracts or Budgets manager role.
Read the guideDaily budget alerts, before the period closes
Every morning Flowtly checks each planned budget and notifies its recipients in the bell and by push when costs run more than 10% over plan or the margin falls below target or is already at risk. Each alert shows actual against plan, the date its figures are current to and a link to the budget, and it never changes the budget for you.
Read the guideCash Out: every payment coming due
Upcoming and overdue payments in one forward-looking view, about two weeks back to three months ahead: supplier invoices already on the books plus expected obligations not yet invoiced, shown muted. Switch between a chart by week or month, a per-day calendar and a list sorted by date, amount or counterparty.
Read the guideContracts read from the signed file, checked by you
Upload signed contracts as PDF or image, one at a time or in a batch, and Flowtly reads the parties, dates, payment terms and prices into a review screen that suggests the matching counterparty. You correct and save; a rate-based lease keeps its rate and no invented total, and a file added to an existing contract only fills fields that are still empty.
Read the guideClose deals and log work from a chat
Ask your connected assistant to mark a deal won, close a prospect or deal as lost with a reason from your list, log the hours you just worked or update a task. Each is a named action that stays within what your own account may do.
Read the guideInstall Workspace on your phone or computer
Work in the browser, or install Flowtly Workspace from it on iPhone, Android or desktop for its own window and home-screen icon, with no app store needed. Flowtly Workspace for Android is also on Google Play. It is the same workspace, with the same data and permissions.
Read the guideA whole working day from your phone
A notification reaches your lock screen; tap it and you land on the record it is about — an approval waiting, a request to review. From the same installed workspace you log the hours you just worked, or file a leave request that shows the working days it will cost before you send it. It is the same workspace as on your laptop, with the same data and the same permissions.
Read the guideTurn a prospect into a customer and a deal in one step
Convert a prospect into a new or existing customer: its contacts are copied across, a deal opens in the first pipeline stage with Prospect as its origin, and the prospecting timeline stays where it was.
Read the guideClose deals as won or lost, with reasons you can count
Drop a deal on Won or Lost below the pipeline board, with Undo right after. Lost asks why from a fixed list of reasons, plus an optional note. Closed deals move to the List tab, where you filter by status and reopen one that comes back.
Read the guideStaffing plan from project to role to person
Each project opens into the roles it needs and the people booked on them, week by week. Say how many people a role needs, and an unfilled role shows as a gap from the week it opens. Filter to open roles for a ready hiring or reassignment list.
Read the guideActuals: planned versus reported hours
Compare each person's planned hours with the time they reported, week by week, with billable utilization and a breakdown of where the hours went. With resourcing financial permissions, the Money view adds revenue, cost and margin per person, drilled down by project.
Read the guideFAQ
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!
Thanks to Flowtly, we were able to automate key business processes, significantly increasing our efficiency and saving time. We especially appreciate the budget and cost management module, which helps us better control expenses and optimize costs.
Result: The team better controls expenses and optimizes costs across projects.
Spectra Development
Read the full storyFlowtly has been essential in organizing our internal processes. It helped us gather and analyze vital information from various sources in one place. Thanks to Flowtly, we eliminated the need for multiple systems, making our administration team’s work more efficient and comfortable.
Result: Internal processes are organized in one place, with information gathered and analyzed centrally.
Primotly
Read the full storySince implementing Flowtly, we can conveniently monitor our resources and their usage. Additionally, shared company resources are accessible to everyone for reservations, helping to avoid misunderstandings and enhancing the comfort of hybrid work.
Result: Resources and their usage are now easy to monitor across the organization.