Close faster, chase less, and keep every number traceable

Flow sends the reminders, matches the payments and collects the receipts, then leaves your team the decisions that need an accountant.

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A woman working through financial documents with a calculator at her desk
to close the books, down from 9 at Northbeam
3 days
days sales outstanding after six months
−38%
of automatic entries traced to a rule
100%

Workflows finance teams run on Flow

Built for the repetitive half of finance, with approvals wherever money moves.

  • Invoice follow-ups

    Send polite, escalating reminders on overdue invoices, in your tone of voice.

    Uses Xero, Gmail.

  • Payment matching

    Match payouts to invoices every night and queue the differences for review.

    Uses Stripe, QuickBooks.

  • Receipt collection

    Ask employees for missing receipts in Slack and attach whatever they reply with.

    Uses Xero, Slack.

  • Spend approvals

    Route purchase requests to budget owners with last quarter's spend attached.

    Uses Slack, Google Sheets.

  • Failed payment recovery

    Retry failed charges on the best day and email the customer a card update link.

    Uses Stripe, Gmail.

  • Close checklist

    Track every month-end task, chase owners and post a daily status update.

    Uses Notion, Slack.

Collections that sound like you

The collections agent drafts every reminder from your tone guide and holds anything sensitive for a person.

  1. 1Find what's overdueEvery weekday at 9:00, Flow pulls invoices past their due date from your ledger.
  2. 2Draft and holdThe agent drafts reminders and holds strategic accounts and disputes for review.
  3. 3Send and follow upApproved reminders go out from your address, with a follow-up a week later.
Workflows/Overdue invoice follow-upLive
ScheduleWeekdays at 9:00Europe/London
ActionFind overdue invoices14 found · $48,210
AgentDraft remindersPolicy: Collections v3
ApprovalReview 3 accounts#finance-opsWaiting
ActionSend 11 remindersFrom ar@northbeam.com

“Our close was nine days of spreadsheets and reminders. Flow chases the missing receipts, matches payments and leaves us the exceptions. We close in three.”

Rafael CostaHead of Finance Operations, Northbeam3 daysto close the books, from 9
Rafael Costa, Head of Finance Operations at Northbeam

Connects to the tools you use

All integrations
  • Xero
  • QuickBooks
  • Stripe
  • Gmail
  • Slack
  • Google Sheets
  • Notion
  • Snowflake

Finance questions

Will Flow post entries to our ledger without approval?

Only if you allow it. Most teams let Flow reconcile exact matches automatically and require approval for anything with a difference or above a set amount.

Can our auditors see what Flow did?

Yes. Every action is in the audit log with the run, the rule it followed and who approved it. Business and Enterprise plans can export the log for any period.

Which accounting systems do you support?

Xero, QuickBooks and NetSuite have native connectors. Others can be connected with the HTTP step or through a data warehouse.

Take the chasing out of month-end

Start with invoice follow-ups, or book a demo and we'll map your close checklist into Flow.

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