Financial Management Software for Smart Small Businesses

Try financial management software built with your business in mind. Streamline every aspect of your money operations without sacrificing other features. Manage cash flow streams, track income & expenses, leverage smart automation, and see your business situation in detail.

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Flowlu - Financial Management Software for Smart Small Businesses

Real-time finances

Understand your financial standing with clear reports at a glance.

Streamlined revenue

Accelerate income and optimize payments with smart automation.

Efficient operations

Optimize daily processes with integrated work management features.

Achievable growth

Take your business to the next step and scale performance with ease.

Financial Management Application for Small Businesses and Solopreneurs

No more feelings of overwhelmment by disorganized financial data. Attain a clear, real-time view of all money aspects of your business. Get actionable insights to support future management decisions.

Powerful Finance Software Solutions

Control Your Cash Flow

Do uneven cash flow and messy account sheets paralyze your business? Categorize all transactions in Flowlu automatically for effortless transfer, income, and expense tracking. Create multiple bank accounts to sync data and streamline reconciliation.

Create Documents Easily

Manually creating documents is a huge time sink that can be easily avoided with Flowlu. With user-friendly finance business software, you can create professional estimates in minutes by simply customizing reusable templates then convert them to invoices with a click.

Simplify Payment Flow

Open invoices and regular billing by hand limit cash flow. Release the revenue stream through automation of recurring invoices and multiple online payment options. Check invoice statuses and send reminders to customers automatically based on your unique terms.

Get Actionable Reports

Swamped by numbers, but lack clear financial insights? Instantly see your business performance thanks to detailed reports and customizable dashboards in Flowlu. Gain insights from P&L reports, track account balance dynamics, check in on recent invoices, or identify best-performing employees.

Automate Fin Workflows

Handle entire financial lifecycles with intuitive automation. Create rules to trigger new tasks or tax calculations from payments, expenses or transfers. And establish robust invoicing workflows from approval request to full payment.

Optimize Project Profits

Project budget overruns are a daily worry for businesses. Our financial management accounting software lets you monitor project expenses and revenues directly in Flowlu. Access real-time reports for actual costs across your projects, ensuring every initiative contributes positively to your bottom line and delivers value to your customers.

Plan Budgets Strategically

Avoid cash gaps and gain full control over your finances. Create extensive cash flow and P&L budgets for any period, and across multiple business lines or organizations. Flowlu automatically syncs actual transactions, enabling instant comparison of planned vs. actuals and providing strategic insights for your effective business management.

Plan Payments Proactively

Don’t worry about cash shortages and missing payments. Get a visual overview of all incoming and outgoing funds, alongside actual scheduled payments. Identify cash gaps, and add new revenue and expense estimates.

Unite Your Business

Disconnected systems cause confusion and waste effort. Flowlu connects all operational and financial aspects of your business. From attracting high-converting leads and managing project budgets to logging every billable hour for tasks for reliable invoicing without manual data entry.

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Enable Client Collaboration

Eliminate back-and-forth for payment updates and document requests. Invite clients as external users to view estimates, approve, and convert them into invoices online. Customize permissions to safeguard your financial data.

Command Global Finances

Managing finances for multiple entities or international clients can weigh down productivity and limit effectiveness. In Flowlu, you can securely administer finances for multiple businesses in multiple currencies under a single account.

Secure Records

Worrying about the security of sensitive accounting data consumes valuable time and focus for any business leader. Be confident in knowing that your financial data is secure with solid data encryption and granular user permissions.

Manage Funds on the Go

Being away from your desk doesn’t mean you lose access to your financial data. Stay on top of your finances even when you're out of the office with Flowlu. Create and send estimates & invoices, track payment statuses, and record all transactions: income, expenses, and imprest funds.

Collaborate on Financials

Financial decisions blocked by poor communication and siloed information? Collaborate swiftly on all accounting operations. Request responses from teammates, comment on documents, and set up invoice approval workflows.

Software Finance Tools for Every Business and Every Role

Small Business Owners

See business finances clearly, from cash flow streams to profitability % reports, and make sensible decisions. Reduce manual bookkeeping time and focus on sustainable growth.

Freelancers & Solopreneurs

Create estimates and convert them into branded invoices with a click. Categorize revenue & expenses to maintain accurate accounting records, and get timely payments online.

Agencies & Service Biz

Overcome project budget overruns by tracking expenses and revenues per customer and project. Automate invoicing for accurate billing, using precise project finance data for improved management.

Financial Managers & Bookkeeper Pros

Manage all finances with a system designed for compliance. Automate reconciliation, generate thorough reports, and ensure everything is auditable to reduce possible risks.

Shaiq Uddin

Director, Sales & Marketing Operations

"We were able to replace 12 different apps partially or in full from our day-to-day routine by completely switching to Flowlu. Not only did we eliminate most of the manual integration work, we were also able to cut down and save hundreds of dollars that used to go in monthly subscriptions."

12+

Business apps replaced with Flowlu

$4k+

Saved on subscriptions annually

100%

Key business processes automated

1.1k

Tasks executed through Flowlu

Read the case study

See all customer stories

Navigate Our Subscription Options

Find your ideal pricing tier for seamless financial management.

1 Month Year -25%

Free

For freelancers and small teams: a simple workspace for trying Flowlu without commitment.

Always free. No expiration,
no hidden fees

Key Features
CRM

100 contacts, 1 pipeline, lead capture forms

Tasks & Projects

1 workflow, Kanban & list views, milestones

Finance

Invoices & estimates, product catalog, branding, payment & expense tracking

Collaboration

Private chat, personal calendar, comments & mentions, basic wiki, mind maps, company feed

Time Tracking

Customization

HR

Integrations & API

Automation

Support

Help center + AI bot
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Essential

For growing teams: move beyond basic task tracking to manage client work confidently.

$9 ~~$12~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Free +
CRM

Multiple sales pipelines, email sync, email templates, CRM reports

Tasks & Projects

Gantt chart, backlog & sprints, subtasks, task dependencies, project workflows, basic financial tracking

Finance

Online payments, invoice templates, late reminders, finance reports (P&L, cash flow)

Collaboration

Task followers and collaborators, group chat, shared calendars, growing team knowledge base

Time Tracking

Timer for tasks

Customization

Custom fields & lists, task statuses, templates, basic record customization

HR

Basic team organization (groups)

Integrations & API

Core integrations

Automation

Support

Live chat
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Advanced POPULAR

For mid-sized companies: handle complex projects and finances with more control.

$17 ~~$22~~

per user / month
billed yearly per user / month
billed monthly

Start free trial

Everything in Essential +
CRM

Sales automations, email tracking, client portal, duplicate merge, advanced CRM reports

Tasks & Projects

Multiple tasks workflows, recurring tasks, portfolio management, project cash flow forecast

Finance

Recurring invoices, multi-org & multi-currency support, inventory tracking

Collaboration

Role-based access, external wiki for clients, advanced knowledge base

Time Tracking

Billable hours, planned vs. logged time, custom billing rates

Customization

Formula fields, branding, advanced record customization

HR

Org chart, time off management, schedules

Integrations & API

Full integration hub with higher API capacity

Automation

Workflow & pipeline automations, 3 business processes

Support

Priority support
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Ultimate

For scaling organizations: unify projects, people, and finances in a customizable system.

Custom

per user / month
billed yearly per user / month
billed monthly

Everything in Advanced +
CRM

5 inboxes per employee, extended email history, advanced tracking

Tasks & Projects

20 task & project workflows, 50 agile projects, enterprise project & portfolio analytics

Finance

Budget planning, advanced dashboards, enterprise finance tools, multiple organizations

Collaboration

Enterprise knowledge base, 100 external collaborators, full collaboration suite

Time Tracking

Full time tracking suite across projects & teams

Customization

Full white-labeling, custom domain & email, enterprise security options

HR

Enterprise HR suite for large teams

Integrations & API

Enterprise integrations with maximum API capacity

Automation

Full automation suite, 10 business processes

Support

Dedicated success manager + onboarding
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Want to learn more about all the handy features we offer? Check out our detailed pricing page to explore everything that’s included.

Go to Pricing

Why businesses love Flowlu?

A very strong tool for SMB and PM

Imagine a unified business management platform that caters to SMBs but includes powerful enterprise-level functionality normally reserved for more expensive CRMs, PM tools, and the like. It's as if they scoured the market for the most popular features, then crammed them all into their product. Read more

Brandon E.

Sales Specialist

Comprehensive solution for project management and CRM

Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more

Tomas V.

CEO

By far one of the best business management software

I run an agency and have personally used countless project and business management software solutions. Flowlu is a feature-rich CRM that offers amazing automation tools to make your life easier. It provides a plethora of features that can be customized to meet your company's unique requirements. I also appreciate that it includes time track... Read more

Shiraz Q.

CEO

Fast, feature packed, priced right

Flowlu is easy to use, has a mobile app, and keeps getting better. Flowlu peaked my interest when I saw how many different features they were able to incorporate into their system. Once I started using it I was surprised at how everything was pretty fast and cohesive. This will be a great tool for my agency and fits a lot of needs that other sys... Read more

Josiah H.

Web Developer

THIS is what I've been waiting for

My experience has been incredible so far. Flowlu has replaced five applications and has made life better for me and 350 of my employees. It's kind of like being a kid at Christmas... I actually look forward to using the application every morning. The thing that differentiates them from everyone else is that they do a lot of things very well... Read more

Antonio Thornton, P.

CEO

Pumped about Flowlu

I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more

Martin G.

Director

Does it all really well

Flowlu is one system that puts all your client interactions at your fingertips. I really like the concept of one integrated system that keeps track of most of the tasks I need to do with clients every day, rather than requiring duplicate data entry across several disconnected systems. This is especially important for small companies like mine th... Read more

Joshua M.

Founder

So much more than just a Project Management tool!

Flowlu is a full-fledged business workflow tool that allows you to manage pretty much everything in your business from one central location. It has a well-designed, user-friendly interface that is simple to operate and navigate. It also includes one of the best new customer onboarding processes I've seen from a SaaS provider, utilizing its ... Read more

Tim D.

Head Consultant

Flowlu has been the most useful project management tool that we have

We are having the best and most efficient experience working on our projects with Flowlu. It allows us to ensure constant collaboration on all our tasks, which helps us achieve our project goals within the allocated timeframe. It offers us an amazing virtually shared workspace that helps us collaborate and work on our tasks as a team. Read more

Tim Van W.

Senior Project Supervisor

Flowlu allows businesses to manage projects from anywhere

This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more

Alvin Buckley

Events Services

Integrate with your favorite tools

Connect your Flowlu account with other apps via native and third-party premade integrations.

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FAQ

You will find the answers in the knowledge base or write to us in the online chat.

Knowledge base Ask a question

Business financial management software is a digital system that gives you tools to manage, automate, and streamline a company's money activities. It helps to perform accounting, financial reporting, and forecasting tasks.

Flowlu’s financial management platform delivers intuitive features to handle budgeting, invoicing, cash flow management, expense tracking, and thorough reporting.

Small businesses want tools that can save them time on routine money operations, mitigate costly mistakes with irregular billing, and simplify revenue growth.

Flowlu empowers SMB leaders with real-time data tracking, categorization, and calculation, speeding up work and reducing the risk of an error.

Smart automation rules provide AI-like assistance for fast and easy reporting tasks.

Cash flow management, estimates & invoices, and income & expense tracking. Flowlu offers all these, plus automating processes like recurring invoices and bank reconciliation.

With our financial data software, you receive precise insights for confident business control.

To monitor the cash flow within your organization, use Flowlu’s dedicated financial control software with instant updates.

Our financial management accounting software lets you spot and address potential cash shortages or surpluses, plan budgets for projects effectively, and set realistic goals for your business.

Using spreadsheets for financial reporting causes many hindrances from constant manual data wrangling and miscalculation errors to lack of time for strategic work.

Flowlu’s financial system software centralizes data points, delivering dashboards that can be populated with flexible widgets to transform complex arrays of information into actionable insights.

An integrated financial management system software like Flowlu is crucial for data consistency and robust money workflows.

It speeds up and automates tasks, improves data reporting, and helps identify growth drivers and cost drains, supporting strategic planning without the complexity of an enterprise financial management software.

When comparing finance management systems, you should look for a solution that is user-friendly, with a high degree of scalability, and integrating essential work management features.

Flowlu combines an accessible UI with finance administration, CRM, project & task management, time tracking, knowledge storage, and automated workflows.

This positions it as a leader among software used in finance, offering the best solutions for your business.

See how Flowlu works for your business. No credit card required.