Close the books without the chaos

Flowtly gives finance leaders clean, complete data — invoices, costs, approvals, and time logs all in one place — so month-end close happens without chasing documents.

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Get complete financial data, ERP-ready exports, and real-time budget visibility without manual stitching.

· Built for finance leaders

How Flowtly changes your month-end

  1. Complete data without follow-ups

    Invoices, receipts, timesheets, and approvals arrive in one place — no back-and-forth.

  2. ERP-ready exports in one click

    Download exactly what your accounting suite needs without manual stitching.

  3. Live budget vs actual at all times

    See project margins and team costs in real time, not at month end.

What that looks like in Flowtly

  • With the approval workflow on, an incoming invoice goes to the owner of its cost-category tag, then to the owner of the linked cost, and otherwise to everyone with an invoices permission.
  • Tick the supplier invoices to pay and export one file for your bank’s bulk-payment import: pain.001 XML, or Multicash PLI for ING in Poland.
  • A supplier invoice split across projects counts on each budget only at its allocated share, in the month the document relates to.

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. 1Read budget realisation: planned, contracted and invoiced stay in separate columns, and the view names any contract it leaves out.
    The budget realisation tab: a notice that one untagged contract is not shown in the table, above planned, contracted and invoiced totals.
  2. 2See shared costs on the project: each allocated supplier invoice with its amount and the share assigned to this project.
    The related costs tab of a project: a purchase invoice row with an amount of 4 000,00 €, an allocated value of 2 400,00 € and a 60% share.
  3. 3Follow 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.

What finance leaders can switch on

Each block is a capability you can enable to match how your finance function runs.

Supplier invoice approval, routed to the right person

Turn on the approval workflow and each incoming invoice goes to the owner of its cost-category tag, then to the owner of the linked cost, and otherwise to everyone with an invoices permission. Approvers work from their own Waiting on me tab, a rejection carries a note, and every invoice keeps its decision history.

Read the guide

Daily 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 guide

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.

Read the guide

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.

Read the guide
See every feature

Work out what it is worth

Where your budget will land

Where a budget will land at the current pace, and when it crosses the alert line.

What an unbilled hour costs

What hours that never reach an invoice cost in a year, and how a sign-off stops it.

Profit per person

What one person earns the firm after their own cost and a share of overhead.

What outdated rates cost you

The yearly gap between your rate card and the rates you actually bill.

FAQ

Frequently asked questions

Not answered here? Contact us.

Can an AI assistant do work in Flowtly, or only answer questions?
Both. Connect Claude, ChatGPT or another assistant that supports MCP connectors to one Flowtly organisation, and it answers questions from your live data, such as overdue invoices or a bank balance. It can also carry out a curated set of named actions: log work time, create or update tasks and contracts, upload a document to an invoice, close a prospect or deal, and add, invite and set access for a colleague. There is no free-form “do anything” action, and it never goes beyond what your own Flowtly permissions allow.
What can the CFO advisor tell me, and can it change anything?
Flowtly Assistant includes a CFO advisor for finance leaders. It reads your transactions, bank balances, invoices, contracts, cost groups and budgets and interprets them rather than just listing them: how liquidity looks, where the money is going, how long the funds last, which receivables are still unpaid, how actuals diverge from budget, and which risks are worth acting on. It leads with a verdict and names the figures behind it. It is read-only and never changes anything in your data — the agents that do act, such as logging time or preparing a contract, are separate and stay within your own permissions. The advisor is available to finance and leadership roles.
How does Flowtly help manage VAT across countries?
Flowtly tracks VAT amounts per invoice, exports compliant summaries, and lets you tag costs with VAT categories. You can also share data with partners or accountants to reconcile cross-border VAT obligations quickly.
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 support multi-currency invoicing?
Yes. Issue invoices in any currency, with exchange rates captured at the invoice date for accurate bookkeeping.
Can I set up subscription or recurring invoices?
Yes. Define a payment schedule on a contract and Flowtly generates the recurring invoices automatically. If a client falls behind, Flowtly drafts a payment reminder that you review and approve before it is sent.
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.
What exactly does my accountant see?
Whatever you grant: typically invoices, costs, receipts, and approvals. Permissions are configurable per module.
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.
Will Flowtly warn me when a budget goes off plan?
Yes. Every morning Flowtly checks each budget that has a plan and sends a notification, in the bell menu and as a push notification, when costs run more than 10% over plan, when a finished period’s margin is at least 5 points below target, or when costs already put the running period’s margin at risk. Alerts go to the budget’s own recipients, or to everyone who can manage budgets, and repeat only when the situation gets worse. You can switch them off per budget.
Can Flowtly read the contracts we have already signed?
Yes. Upload a signed contract as a PDF, PNG or JPEG and Flowtly reads the parties, dates, payment terms and prices into a review screen. Nothing is saved until someone allowed to manage contracts checks the fields and confirms them, and a file that cannot be read says why, with the option to read it again or upload a clearer copy. Adding a document to an existing contract only fills fields that are still empty, and re-reading a document asks before it overwrites anything.
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.

Case studies

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