Set up Flowtly step by step, one task at a time

Create an Organization in Flowtly

Use this guided walkthrough to go from registering your Flowtly account to launching your very first organisation.

Add a Client and Contact in Flowtly

Capture billing details and key contacts so invoices always reach the right person.

Create an employee in Flowtly

Add new teammates, grant permissions and activate agreements so they can start working in Flowtly right away.

Create an Outbound Invoice in Flowtly

Learn how to capture client details, add line items and send the invoice straight from Flowtly without leaving the browser.

List a user’s active projects in Flowtly Assistant

Use Flowtly Assistant to request a structured list of active projects assigned to a user in plain language.

Process Incoming Invoices in Flowtly

Review AI-extracted suggestions for related month, amounts, and counterparty so every supplier invoice is accepted by your accountant.

Keep transactions clean and well categorised

Learn how to categorise bank transactions, handle AI suggestions, attach supplier invoices, assign budgets, and record incoming payments.

Share a security and cleaning invoice across tenants

Set up two attributes — one on buildings, one on tenants — and let Flowtly divide a supplier invoice between them instead of typing the shares by hand.

Start a new lease and book the office

Set up a tenancy from nothing: the client with its tax number, the project that carries the lease, an attribute set so the areas can be entered, the open-ended reservation on the unit, and the category rates the rent is actually priced from.

End a lease and release the office

Close a tenancy on its end date: final meter readings, the ending checklist, releasing reservations instead of cancelling them, archiving the project, and the checks that prove nothing bills on after the tenant has gone.

Business management with Claude: connect Flowtly over MCP

Ask Claude about invoices, cash and projects, then have it log time or close a deal. Connect Claude to your Flowtly organisation over MCP in six steps.

Business management with Grok: connect Flowtly over MCP

Run invoices, projects, time tracking and deals from a Grok chat. Connect Grok to your Flowtly organisation over MCP in six steps.

Business management with ChatGPT: connect Flowtly over MCP

Ask ChatGPT about cash, invoices and projects, then have it log time or close a deal. Connect ChatGPT to your Flowtly organisation over MCP in six steps.

Business management with Gemini and Google Workspace: connect Flowtly over MCP

Manage invoices, projects and time tracking from Gemini. Connect Flowtly through the Gemini app, Gemini Enterprise for Google Workspace, or Gemini CLI.

Declare demand and staff a project

Declare how many people a project needs, fill the open seats from the bench or day by day, then turn the draft into a confirmed allocation.

Request staffing and approve the request

Ask for a person on a project, read the verdict before you decide, and settle it: approve, approve at a lower share or decline with a reason.

Read Actuals: plan versus reported hours

Compare planned hours with logged ones, break a week down by project, and learn what Money mode measures and what it derives.

Set up your company in Flowtly

Set your formats, default currency, billing data, invoice name format and permission groups before you invite your team.

Move your data into Flowtly

Bring your bank history, clients, invoices, contracts and assets into a new Flowtly organisation with statement uploads and an AI assistant connected over MCP.

Create a project with team, phases and budget

Create a project for a client, add the team and their hourly rates, split the work into phases and record the initial budget.

Log time and sign off the month

Log your hours by hand or with the Project timer, check that the team has filled its month, then review, adjust and sign off a project month so finance can invoice it.

Set up leave and run your first request

Set your time off types, annual allowance and carry-over rules, then take one request from submission to approval and see it on the planner.

Invoice your billable hours and see project margin

Turn a month of logged hours on a project into an invoice from the project itself, then read what each phase invoiced against what it cost.

Connect your bank and import transactions

Add your bank and account, connect it through Kontomatik or upload an MT940 statement, and see the imported transactions in Flowtly.

Export the month to your accountant

Download the month’s invoices and costs in the format your accounting office imports, and give your accountant their own read-only access.

Close the month in Flowtly

A month-end checklist in which every check opens the screen where you confirm the month is complete, from signed project hours to the export for your accountant.

Connect KSeF to Flowtly Workspace

Generate an authorisation token in KSeF, connect it to Flowtly Workspace and prove the connection by sending one invoice and downloading its UPO.