[AI] Finance operations platform
Collect cash, control spend, and connect your finance work.
One AI platform. Your team approves what matters.
SIGNAL Ask Flowwiz
“Which customers promised to pay this week?”
WORKFLOW Agent Builder
Reply read from billing@northstar.co
“We’ll process the payment this Friday.”
Commitment recorded against INV-1048
Account owner notified for review
SIGNAL Ask Flowwiz
“Which bills are waiting on an approval?”
WORKFLOW Agent Builder
Bill captured from ap@harbourfreight.com
Vendor, amount, terms, and PO reference extracted.
Rate compared against contract HF-2025
Billed rate is 4.2% above the agreed rate card.
Held for the AP owner, no payment scheduled
SIGNAL Ask Flowwiz
“Which payments haven’t been applied yet?”
WORKFLOW Agent Builder
Incoming payment $6,000 detected on the bank feed
Reference ML-1042.
Remittance located in the customer email thread
Amount and reference align with INV-1042
Confidence high. Ready to apply.
[01] How it works
Not a separate model per feature. The same reading, routing, and approval layer sits under receivables, payables, reconciliation, and close.
Email text, invoice PDFs, and request forms become customer, vendor, amount, due date, and terms.
Finance intent such as dispute, promise-to-pay, remittance, or budget request. Not generic sentiment.
Your rules decide what happens next: department, amount threshold, vendor, policy.
Runs only after the approval your policy requires. Otherwise it executes and logs immediately.
Input, classification, rule applied, approver, and action, timestamped into one trail.
[02] The work that matters
Each is a flow your team defines, with the review points where you want them. The full workflow lives on each page.
Analyse the account, guide the approach, then act or route the exception.
Every bill validated against PO, contract, and usage before anyone approves.
| Vendor | Matched against | Amount | State |
|---|---|---|---|
| Atlas Cloud | PO-4471 · budget | $3,200 | Approved |
| Harbour Freight | Contract HF-2025 | $7,650 | Rate +4.2% |
| Brightwell Office | PO-4480 · receipt | $1,180 | Approved |
| Vantage Legal | Awaiting approval | $9,400 | With controller |
The remittance read, invoices matched, and unapplied cash given an owner.
| Amount | Agrees to the cent |
Sub-ledgers tied out, exceptions owned, and sign-off recorded.
[03] A customer outcome
A professional services customer used Flowwiz collection workflows to connect follow-ups, promises to pay, and dispute routing.
[04] Controls
Approval limits, confidence thresholds, and escalation rules are yours to define. Sensitive actions route to a person before they execute.
Role and department permissions decide who sees a record and who can act on it.
Anything outside policy routes for human sign-off before it executes.
Approval routing enforces SOD rather than assuming it.
Every decision and action is timestamped and traceable.
[05] Fits your finance world
Flowwiz reads from your accounting and payment systems and acts back into them. It does not replace them.
QuickBooks · NetSuite · Xero · Zoho · SAP · Sage
Stripe · Chargebee
Email / SMTP · Teams · Slack · WhatsApp · SMS
Plaid · Bank feeds · Payment systems
[Start free]
Begin with everyday finance essentials, then add automation and capacity as your workload grows.
[06] Make room for what’s next