Team finance management system
Team finance management system by Flowlu. Segment finances into categories and teams simply and effectively. Analytics and reporting highlight issues and keep your records transparent and clear. Use the invoice generator to create, customise and sent invoices direct from the cloud, including PDF files and emails. Manage multiple teams, team members, accounts and businesses using one secure login.
Multiple Businesses Management
Flowlu is designed to make running several different companies easier. You can set up all of our tools and reports to work for each of your seperate businesses. No need for different accounts, just separate your businesses and run them from the same interface.
Custom Bank Accounts Tracking
Custom bank accounts tracking lets you keep complete control of your finances. Separate your different businesses, and then watch each one’s different accounts. See what’s going out of your checking, savings, and others.
Powerful Finance Reports
Our reports give you detailed insights on the efficiency of your spending. You’ll know what parts of what projects are making up the biggest part of your budget. Have insight on where you should spend more to increase your return on investment.
Finance Categories Management
Finance categories management gives you the ability to organize every part of your budget. Separate your different expenses from your different sources of income. Know exactly how much is going to rent or advertising, and how much revenue is coming from each of your sales sources.
Finance In Projects
Use Flowlu to track each project’s finances. You will know how much your different expenses are, and how much your client will pay you. See your profits per project and whether the margin is worth your time and resources.
Free Unlimited Invoices
Our software lets you invoice your customers directly from the cloud. Create new invoices and send them to customers at lightning speeds. Have previous invoices available on the cloud for easy 24/7 reference.
Share Direct Link & Send by email
Be able to send your team the invoices they need immediately. With just a few clicks, you’ll have several options for sharing company invoices. Send invoices from Flowlu by email, get a direct link to them, or download them for offline storage.
Products & Services Catalog
Create a products and services catalog to make customer billing easy. You’ll have a database with the cost of each one of your products or services. When the time comes, just add them straight to the invoice before you bill your customer.
Taxes, Discounts, Shipping Charges Online
Create different charges that you can individually add or subtract to every invoice. Explain to your customers how much added costs are and where they’re coming from. Separate between added taxes, discounts you can offer, and shipping charges in each invoice.
Reminders For Customers
Don’t worry about billing a customer, and forgetting to follow up. Our reminders for customers lets you send an automatic notification to you and your client. He’ll be followed up on and you’ll know he hasn’t paid yet.
Make it easier for your customers to get your money to you. Online payments let your customers pay you directly from the invoice page. They’ll see a detailed list of what the charges are, including taxes, shipping, and any discounts. They can then pay hassle free right from their computer.
Activate invoice approval and review team’s invoices before they are emailed to the customers. Maintain good relationships with your clients by ensuring that each invoice is accurate and error-free.
Time Tracking for Billable Hours
Keep track of how many hours you spend on providing services for your clients and issue invoices directly from a project. Define the billable rate for your tasks and charge your customers accordingly.
Save yourself time and craft invoice templates with predefined line items. Next time, you do not need to create an invoice from scratch — choose the right template, include customer details and send the invoice to your client. Speed up invoicing procedures and eliminate the number of administrative tasks!
Automatically create and email invoices to your clients based on recurrence preferences you set up. Streamline your payment processes to ensure you always get paid in due time. Let Flowlu take care of your invoicing and spend more time on growing your business.
Why businesses love Flowlu?
An Overall Excellent Product
Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight, and what he... Read more
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
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
Flowlu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried. What I like most is everything! Flowlu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed. They have a free trial period. I highly recommend yo... Read more
I just love it!
My company was looking for a CRM/Project Management/Client Portal and I immediately recommended Flowlu (I discovered it in my previous job and was seriously impressed). They were quick to implement once they saw what it could do, and they looked at lots of other software. It really does everything very, very well. They're improving all the ... Read more
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
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations