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.

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

· Built for accountants

How Flowtly changes your month-end close

  1. 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.

  2. One-click export to your ERP or suite

    Download a CSV or XLSX file by month or date range, or for Polish entities a ready-to-import file for Comarch Optima, enova365, Symfonia or WAPRO, without manual reformatting.

  3. Peppol and Factur-X e-invoicing built in

    Outgoing invoices are issued as Peppol or Factur-X. Incoming e-invoices are captured and matched. Compliance is not an extra step.

What that looks like in Flowtly

  • Ready-to-import files by month or date range: CSV or XLSX for any office, and for Polish entities Comarch Optima, enova365, Symfonia and Wapro, with leave and absence data in the Optima export.
  • Questions about a bank transaction or cost invoice are asked and answered on that record, and a Questions inbox shows what is still open at month-end.
  • Ask a connected AI assistant for a month’s issued invoices and get one ZIP of PDFs: sent invoices and corrections, including those accepted by KSeF for Polish entities, never drafts.

How it works in Flowtly

Screenshots of the running product, taken in demonstration organisations with sample data. Select a screenshot to open it full size.

  1. 1Give access through permission groups such as Accountancy Manager, Office Manager or People Manager, or copy it from another user.
    The Assign permission groups dialog listing Accountancy Manager, Business Owner, Office Manager, People Manager and Recruiter, each with its number of permissions and a description.
  2. 2Follow it to the source: the incoming invoice with its net, VAT and gross amounts and its approval state.
    An incoming invoice opened from the incoming-invoices list: a side panel with the invoice number, its period and net, VAT and gross amounts.
  3. 3Invoices are grouped by month, with the payment status on every row and a column for e-invoicing status.
    The Invoices list grouped by month, each invoice with its client, sale date, payment status, net and gross amounts, and Export and Create an invoice buttons.

What accountants can rely on

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

Accountant questions on the record

Questions about a specific bank transaction or cost invoice are asked and answered right on that record, in one thread between the accountant and the team. A Questions inbox and an unresolved badge show what is still open at month-end, and resolved threads stay in the record’s history, ready to reopen.

Read the guide

A period’s invoices as one PDF archive

Ask your connected AI assistant for every invoice issued in a month and get one ZIP of PDFs: sent invoices and corrections, including those accepted by KSeF for Polish entities, never drafts, dated by sale date like the accountancy exports. The documents an accountant asks for, next to the ERP import files.

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Set-offs with one counterparty, started from reminders

From the payment reminders queue, declare a set-off with one counterparty: tick your invoices that have a reminder waiting and their cost documents, enter amounts that balance exactly, and record the date the declaration reached them. What remains due drops by the amount set off, and reminders for invoices now settled in full are dismissed. You deliver the declaration yourself; Flowtly records it.

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Review invoice approvals by asking

Ask Flowtly Assistant what is waiting on you, open the invoice it names, and decide whether to approve it or reject it with a reason. It prepares the decision and asks you to confirm it; you record it on your Waiting on me tab. Approval is a decision, not a payment.

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See every feature

FAQ

Frequently asked questions

Not answered here? Contact us.

Is e-invoicing included in every plan?
Yes. Peppol e-invoicing is included in every Flowtly plan at no extra cost. You can issue and receive Peppol invoices directly from your workspace.
Does Flowtly send payment reminders to my clients automatically?
No, and that is deliberate. When payment reminders are switched on, a daily check drafts a reminder for every overdue sales invoice that is not fully paid, for the amount still outstanding. A person with the right role reviews each draft in Finance → Payment reminders, can edit the message or add CC, and approves it before anything reaches the client. Sent, dismissed and failed reminders are kept in the History tab.
Which Polish ERPs can I export to?
Any accounting office can import Flowtly’s CSV or XLSX exports. For Polish entities, Flowtly also exports to Comarch Optima, enova365, Symfonia, and WAPRO ERP in their native import formats. Bulk export by period is supported.
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.
Is e-invoicing handled for me and my clients?
Yes. Clients issue and receive Peppol invoices from their workspace; you see them live and can export them alongside everything else.
Can my accountant ask about a specific transaction?
Yes. The accountant asks directly on the bank transaction or cost invoice, your team replies in the same thread, and the question is marked resolved once it is settled. A Questions inbox lists everything still open, and resolved threads stay on the record for later reference.
Can Flowtly Assistant approve invoices for me?
It helps you work through your decisions; it does not make them for you. Ask what is waiting on you and it lists the invoices you are assigned to approve, opens the one you name and sets out the decision for you to confirm. You record the approval or rejection on your Waiting on me tab, and a rejection needs a reason.
Is that the same as Alex, or as connecting Claude or ChatGPT?
Three different things. Alex answers questions on this website and never touches your data. Flowtly Assistant works inside your organisation on live data and handles approvals. Claude or ChatGPT over MCP can read and write some data, but not approval decisions.
Who can record a set-off, and what does it change?
Recording one needs an administrator, an invoices manager or a debt-collections manager. You pick invoices that already have a payment reminder waiting, add the cost documents for the same counterparty, enter amounts that balance, and give the date your declaration reached them. What remains due falls by that amount, and reminders stop for any invoice now settled in full. Flowtly records the declaration — it does not send it for you, and it is neither a bank payment nor a reconciled bank feed.

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