Identify the source
Where invoices, bills, payments, and communications actually live today.
Flowwiz / IntegrationsYour ERP stays the
[Your stack]
Your ERP stays the
system of record.
Flowwiz reads from your accounting and payment systems and acts back into them. It does not replace them.
Confirm the connection
Supported data, available actions, and what setup requires.
Agree the handoff
Which system owns each record, and where the action happens.
Stack
Start with the systems your team uses.
The Flowwiz team can confirm supported connections and the actions available for your environment.
Accounting / ERP
QuickBooksNetSuiteXeroZohoSAPSageBilling
StripeChargebeeCommunication
Email / SMTPYour own domainTeamsSlackWhatsAppSMSPayments
PlaidBank feedsPayment systemsNot on the list? Custom connections are scoped with implementation partners around your actual setup.
How we fit
Your accounting system stays the system of record.
Flowwiz reads from it and acts back into it. Agents do the repetitive work inside the tools you already run, so your team keeps the judgement calls.
Standard integrations
- Named platforms connect directly, out of the box
- Accounting and ERP records read and updated
- Billing and subscription data available to workflows
- Email and messaging channels connected
Custom implementation
- Legacy and regional platforms
- Niche systems outside the standard list
- Scoped and built with implementation partners
- Open API for anything not covered
FAQ
Before you go further.
How do we choose the right connections?
Start with the systems that hold your invoices, bills, customer communications, and payment details. Those four determine what the workflows can act on.
What should we confirm before rollout?
Availability, access requirements, the data exchanged, supported actions, synchronisation, and which system owns each record.
What if our system is not listed?
Custom connections are scoped with implementation partners around your actual setup rather than a generic template.
Do we need to migrate data?
No. Flowwiz works alongside your system of record rather than requiring a migration into it.
How is access secured?
Connections are scoped to the permissions you grant, and every action taken is recorded in the audit trail.
Start
See it with your team’s context.
Bring your workflow, your systems, and who approves what.