Skip to content

LIVE Flowtly update: Faster, sortable lists across people, counterparties and settings (2026-06-28)

Books that reconcile. No document chasing.

Flowtly keeps invoices, costs, receipts, and time logs structured and complete at the source — so your month-end close happens on data you can trust, not emails you had to chase.

Try Flowtly

Built for accountants

Get clean source data, one-click ERP exports, KSeF/e-invoicing compliance, and client-ready books — without hunting for missing documents.

  • One-click export to your accountancy ERP Export invoices, expenses, approvals, and timesheets to your accounting software without manual work.
  • Ask your business anything Ask plain-language questions and get answers grounded in your live Flowtly data, then take the next action right from your phone with Flowtly Assistant.
  • 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.
  • Bank sync and reconciliation Connect your banks, auto-import transactions, and match payments to invoices automatically. Real-time cash with no statement uploads.
  • A full audit trail A verifiable record of who changed what, from rates to invoices to agreements, ready for compliance reviews and diligence.
  • Sign documents natively Send contracts and agreements for e-signature inside Flowtly, both sides sign, and you get a sealed PDF with an audit certificate. No DocuSign tab.
  • Import straight into your ERP Hand 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.
  • Documents attached to every invoice Keep receipts, contracts, and supporting files linked to the invoice or cost they belong to, so the books are document-complete and audit-ready.
  • All your clients in one place Run the books for every client organization from one login, switch between workspaces, and keep your whole portfolio of clients organized.

What changes

How Flowtly changes your month-end close

  • Clean source data, every period

    Invoices, supplier costs, receipts, and approved expenses arrive structured and complete — no PDF hunting, no back-and-forth with the client.

  • One-click export to your ERP or suite

    Download exactly the file your accountancy software needs — Optima, enova365, WAPRO, or a generic CSV/XML — without manual reformatting.

  • e-Invoicing and KSeF compliance built in

    Outgoing invoices sync with KSeF automatically. Incoming e-invoices are captured and matched. Compliance is not an extra step.

Features

What accountants can rely on

Each block keeps your client data structured, exportable, and audit-ready.

Included #1

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.

Learn more
e-invoicing and KSeF, handled
Included #2

Bank sync and reconciliation

Connect your banks, auto-import transactions, and match payments to invoices automatically. Real-time cash with no statement uploads.

Learn more
Bank sync and reconciliation
Included #3

A full audit trail

A verifiable record of who changed what, from rates to invoices to agreements, ready for compliance reviews and diligence.

Learn more
A full audit trail
Included #4

Sign documents natively

Send contracts and agreements for e-signature inside Flowtly, both sides sign, and you get a sealed PDF with an audit certificate. No DocuSign tab.

Learn more
Sign documents natively
Included #5

Import straight into your ERP

Hand 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.

Learn more
Import straight into your ERP
Included #6

Documents attached to every invoice

Keep receipts, contracts, and supporting files linked to the invoice or cost they belong to, so the books are document-complete and audit-ready.

Learn more
Documents attached to every invoice
Included #7

All your clients in one place

Run the books for every client organization from one login, switch between workspaces, and keep your whole portfolio of clients organized.

Learn more
All your clients in one place
Included #8

Ask your business anything

Ask plain-language questions and get answers grounded in your live Flowtly data, then take the next action right from your phone with Flowtly Assistant.

Learn more
Ask your business anything
Included #9

One-click export to your accountancy ERP

Export invoices, expenses, approvals, and timesheets to your accounting software without manual work.

One-click export to your accountancy ERP

FAQ

Accountant FAQ

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!

How does the monthly closing package work?

Each month Flowtly bundles the client's invoices, costs, approvals, and timesheets into a single export package ready to import into your ERP.

Which Polish ERPs can I export to?

Flowtly exports to Comarch Optima, enova365, Symfonia, and WAPRO ERP in their native import formats. Bulk export by period is supported.

Is KSeF included in every plan?

Yes. KSeF (Poland's national e-invoicing system) is included in every Flowtly plan at no extra cost. You can issue and receive KSeF invoices directly from your workspace.

Is KSeF handled for me and my clients?

Yes. Clients issue and receive KSeF invoices from their workspace; you see them live and can export them alongside everything else.

Whatsapp