Platform
One AI platform for finance operations.
Flowwiz connects finance data, inboxes, approvals, invoices, payments, customers, and vendors so agents can follow up, route approvals, control spend, and answer questions.
What is Flowwiz?
One operations layer for finance teams.
Flowwiz brings together finance inboxes, invoices, vendors, customers, approvals, payments, spend requests, and cash collection workflows into one system. With Agent Builder, Ask Flowwiz, and prebuilt finance agents, teams automate follow-ups, approval routing, spend control, payment workflows, disputes, reminders, and finance insights without treating AR and AP as disconnected systems.
The six experiences that power every workflow
Everything runs through the same agentic core.
Six platform capabilities, one shared core underneath all of them.
Flowwiz Agentic Core
The orchestration layer every capability on this page runs on. It reads finance context, classifies intent, routes work, requests approval, and keeps an audit trail.
- 01Understand: reads unstructured input (email text, invoice PDFs, spend request forms) and extracts structured entities: customer, vendor, amount, due date, terms.
- 02Classify: assigns finance-specific intent (dispute, promise-to-pay, remittance, budget request) rather than generic sentiment or topic.
- 03Route: applies your configured rules (department, amount threshold, vendor, policy) to decide what happens next and who's involved.
- 04Act with controls: executes only after required human approval; if no approval is configured, executes and logs immediately.
- 05Audit: every input, classification, rule applied, approver, and action is timestamped into one immutable trail.
09 · Human approval & controls
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
Permissions scoped to what each person should see and do.
Approval controls
Sensitive actions route for human sign-off before execution.
Audit logs
Every decision and action is timestamped and traceable.
SOD controls
Segregation-of-duties enforced in approval routing.
10 · Integrations
Works with the systems finance already uses.
Flowwiz does not replace your accounting or payment systems. It works alongside them, reading from and acting back into the tools you already run.
Accounting / ERP
Billing
Communication
Payments / Banking
11 · CTA
See the platform in action.
Book a demo to see how Flowwiz agents connect finance data, communications, approvals, and actions.
Book a Demo