Flowwiz / Ask Flowwiz

[Finance assistant]

Ask a question.
Know what to do next.

Answers drawn from your invoices, bills, payments, and emails, with the source cited and a next step attached.

01

What needs attention?

Overdue invoices, waiting approvals, unapplied cash, and commitments due this week.

02

Why did it happen?

The reason behind a movement: a late-paying segment, a policy gap, or one account owner’s book.

03

What happens next?

A suggested next step you can review before anything moves.

Product

Ask Flowwiz in action.

Answers come from the same records the agents read, not a separate reporting copy.

Ask Flowwiz · product demonstrationOpen video

Grounding

An answer, its source, and the next step.

Every answer cites where it came from and when that record was last updated, so nobody has to take a number on trust.

  1. 01Ask

    A question in plain language, across the whole finance operation rather than one module.

  2. 02Ground

    The answer is drawn from the same records the agents read. If there is no record behind a number, Flowwiz does not produce one.

  3. 03Cite

    The source and its last-updated time sit with the answer.

  4. 04Act

    Relevant actions appear in the same thread: send a reminder, route for approval, or log a promise.

  5. 05Respect permissions

    Two people asking the same question get the answer their role allows. Nothing else surfaces.

Cash & collections
  • What changed in DSO this quarter?
  • Which invoices are at risk?
  • Which customers promised to pay this week?
Spend & exceptions
  • Which approvals are stuck?
  • Which vendor bills are waiting for action?
  • Which payments have not been applied?

FAQ

Before you go further.

Where do the answers come from?

Invoices, bills, spend requests, approvals, payment records, email threads, and connected accounting data, the same records the agents work from.

Will two people get the same answer?

Only if their permissions match. Answers respect the role and department rules configured across the platform.

Can I act on an answer directly?

Yes, where the workflow supports it. Sensitive actions still require the same approval configured elsewhere.

Does it need a separate data warehouse?

No. Ask Flowwiz reads from your connected systems rather than a copied reporting layer.

What if the data is incomplete?

The answer says so and points at what is missing, rather than filling the gap with an estimate.

Start

See it with your team’s context.

Bring your workflow, your systems, and who approves what.

Book a demo

REVIEW Before the decision

The context, then the call.

Atlas Services has disputed invoice INV-1039 ($8,400). The purchase order reference on the invoice does not match the PO on file, and the customer has asked for a corrected copy before paying.

Agent recommendation

Confirm the correct purchase order with the account owner, reissue the invoice, and hold the collection reminder until the dispute is closed.

See this workflow in a demo