AI Finance Operations Platform
Run finance operations with AI agents.
Flowwiz connects finance data, emails, invoices, bills, spend requests, approvals, and payments so your team can ask questions, automate workflows, and act with human control.
Ask questions, build workflows, and automate the work connecting finance emails, invoices, approvals, bills, and payments.
Trusted by finance teams to reduce manual work and improve cash operations.
A professional services customer reduced days sales outstanding within three months using Flowwiz collection workflows.
85.9 → 50.1 days DSO
Spend requests, budget checks, approval routing, bill validation, and payment handoff in one connected workflow.
Inbound email, payment terms, and invoice follow-up agents running for finance teams today.
Connect the work between emails, approvals, invoices, bills, and payments.
Finance teams do not work in clean modules. A customer email can change a collection workflow. A vendor invoice can depend on an approval. A spend request can affect budget. A payment update can pause a reminder. Flowwiz connects these signals so finance teams can operate from one AI-powered layer.
Understand context. Decide. Route. Act with control.
Behind every Flowwiz agent is an orchestration layer that understands finance context, applies business rules, routes work, requests human approval, and executes supported actions across connected systems.
Inputs
- Emails
- Invoices / Bills
- Spend Requests
- ERP / Accounting Data
Flowwiz Agentic Core
- Understand
- Decide
- Route
- Act
- Learn
Outputs
- Tasks / Approvals
- Reminders
- Payment handoffs
- Timeline logs / Insights
Build and customize finance agents without code.
Finance teams can design workflows visually using triggers, AI nodes, routers, approvals, tasks, communication actions, and end states, starting from a blank canvas or from a prebuilt template.
Ask questions. Get answers. Take action.
Ask Flowwiz lets finance teams ask questions across invoices, customers, vendors, payments, approvals, communications, disputes, and cash operations.
Finance-grade controls for AI operations.
Flowwiz is built with permissions, audit trails, approval controls, and human-in-the-loop workflows for sensitive finance operations.
Role-based access
Department-based permissions
Approval controls
Audit logs
Human review
Data isolation
SOD controls
Secure integrations
Works with the systems finance already uses.
Flowwiz does not replace your accounting or payment systems. It becomes the AI operations layer on top of them.
Accounting / ERP
Billing / subscription
Communication
Payments / banking
Built for measurable finance outcomes.
See how finance teams turn connected workflows into measurable results.
A professional services company used Flowwiz to automate invoice follow-ups, capture promise-to-pay dates, and route disputes, reducing DSO from 85.9 to 50.1 days in three months.
Give your finance team AI leverage.
See how Flowwiz can help your team control vendor spend, collect cash, automate approvals, and operate from one AI finance platform.
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