Ask across the operation
Questions answered from invoices, bills, payments, emails, and approvals, with the source cited and a next step attached.
Flowwiz / Platform overviewOne operations layer
[Platform]
One operations layer
for finance.
Receivables, payables, reconciliation, and close running on one system, with the same reading, routing, and approval layer underneath all of it.
Build the workflow
Triggers, rules, approval points, and actions configured around the process your team already follows.
Run it daily
Agents carry the recurring work, and exceptions come back to the person who owns them.
Underneath
One core. Every workflow runs through it.
Not a separate model per feature. The same reading, classifying, routing, and approval layer sits under every workflow on the platform.
- 01Read
Email text, invoice PDFs, and request forms become customer, vendor, amount, due date, and terms.
- 02Classify
Finance intent such as dispute, promise-to-pay, remittance, or budget request. Not generic sentiment.
- 03Route
Your rules decide what happens next: department, amount threshold, vendor, policy.
- 04Act with controls
Runs only after the approval your policy requires. Otherwise it executes and logs immediately.
- 05Audit
Input, classification, rule applied, approver, and action, timestamped into one trail.
Reads from
- Invoices and bills
- ERP and accounting records
- Bank and payment feeds
- Customer and vendor email
Acts back into
- Invoice and bill status
- Tasks and approvals
- Reminders and collections timelines
- Payment handoffs
Coverage
What sits under every workflow.
The same five capabilities serve receivables, payables, reconciliation, and close.
- 01Invoice and bill follow-up
- 02Approval routing and escalation
- 03Promise-to-pay tracking
- 04Remittance detection and cash application
- 05Dispute detection and routing
- 06Payment prediction and risk scoring
- 07Spend validation against PO, contract, and usage
- 08Exception routing with full context
FAQ
Before you go further.
Does Flowwiz replace our ERP?
No. Your accounting platform stays the system of record. Flowwiz reads from it and acts back into it, and agents do the operational work inside the tools you already run.
Where should we start?
Pick one recurring workflow with a clear trigger, an owner, and an observable end state. Collections follow-up and bill validation are the two most common starting points.
How do we keep control?
Approval limits, confidence thresholds, and escalation rules are configured per workflow. Anything outside policy routes to a person before it executes.
What does the audit trail contain?
Every input, classification, rule applied, approver, and action is timestamped and traceable, so any decision can be reconstructed later.
What can the agents read?
Invoices, bills, spend requests, payment records, approvals, and customer and vendor email, scoped by the permissions you configure.
Start
See it with your team’s context.
Bring your workflow, your systems, and who approves what.