Ask Flowwiz

Ask anything about your finance operations.

Get answers across invoices, payments, customers, vendors, emails, approvals, disputes, usage, and cash operations without switching systems.

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Conversational finance assistant

A real answer, sourced from your data, with a next step attached.

Each answer cites its source, shows when it was last updated, and suggests the next step.

You
Which customers promised to pay this week?
FW

3 customers have an active promise-to-pay this week: Acme Corp ($12,400, due Thu), Beacon Labs ($8,200, due Fri), Novaworks ($3,150, due Fri).

Source: Finance Inbox promise-to-pay detections · updated 2 hours ago

Send reminder to NovaworksView all 3

Example questions

Ask across the whole finance operation, not one corner of it.

Cash & collections
Which customers promised to pay this week?What changed in DSO this quarter?Which invoices are at risk?
Spend & approvals
Which approvals are stuck?Which spend requests are over budget?Which vendor bills are waiting for action?
Vendor & usage
Which vendor subscriptions are underused?Which usage-based invoices increased this month?Which vendors are awaiting payment?
Disputes & exceptions
Which invoices are disputed?Which customer emails need attention?

Finance data grounding

Answers come from your finance graph, not a guess.

Every answer is sourced from the same records the Agentic Core extracts across your connected systems.

  1. 01Invoices & bills. amounts, due dates, status, payment history.
  2. 02Customers & vendors. contact records, terms, communication history.
  3. 03Spend requests & approvals. status, routing, policy checks applied.
  4. 04Email threads. disputes, promises-to-pay, remittance detected by Finance Inbox.
  5. 05Connected system data. accounting, billing, and payment records via integrations.
  6. 06Uploaded knowledge. policies and contracts uploaded directly.
Why this matters

Ask "which invoices are at risk?" and Flowwiz answers from actual invoice and payment-prediction data, so it won't invent a number that isn't backed by a real record.

Permission-aware answers

Two people, same question, different answer, on purpose.

Answers respect the same role- and department-based permissions configured across the platform. Ask Flowwiz never surfaces data a user isn't allowed to see.

AP clerk asks: "Which vendor bills are waiting for action?"

Sees bills within their assigned department and approval limit.

CFO asks the same question

Sees every department's waiting bills, plus aggregate exposure across the company.

Take action from answers

From answer to action in the same thread.

Relevant actions appear inline. Sensitive actions still require the same human approval configured elsewhere on the platform.

From a cash question
Send reminderPause reminderLog promise-to-pay
From a spend question
Route for approvalFlag policy exceptionQueue payment prep

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See Ask Flowwiz answer the questions your team asks every day.

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