Finance Inbox
Turn finance emails into actions.
Flowwiz understands customer and vendor communication, updates timelines, creates tasks, pauses reminders, and routes exceptions.
Unified finance inbox
One inbox the whole team sees, not five people forwarding threads.
Today, finance communication is scattered across individual inboxes: the AR person's inbox, the AP person's inbox, whoever happened to reply to a vendor last. Nobody has the full picture without asking a colleague to forward something. Finance Inbox unifies it into one shared, searchable view tied to the actual customer, vendor, or invoice, not to whoever's mailbox it landed in.
Customer & vendor email intelligence
Understands what's being said on both sides.
Customer emails and vendor emails carry different signals. Flowwiz classifies both.
Customer email intelligence
Vendor email intelligence
Staff forwarding support
Works with how your team already emails.
Customers and vendors keep emailing the person they already know. A forwarded thread or a CC gets classified and logged into the timeline exactly like a direct communication. No need to change who customers and vendors reach out to.
Timeline logging
One timeline per customer, per vendor, not per inbox.
Every email, task, and payment event lands on one chronological record, so anyone can see the full story without digging through mailboxes.
- Mar 3, 9:15amTimeline updated: AR owner notified of promise-to-payAuto
- Mar 3, 9:14amEmail received from billing@acme.com: "We can pay $12,400 by Thursday." Promise-to-pay captured, reminder paused
- Mar 1, 2:30pmReminder #2 sentAuto
- Feb 24, 11:02amInvoice #4021 issued: $12,400, due Mar 10
Task creation & reminder pause
When it needs a human, it creates a task and stops the wrong reminder.
Task creation
When Flowwiz can't confidently resolve something on its own, like an ambiguous request or an escalation-worthy dispute, it creates a task assigned to the right person rather than leaving it unread.
Reminder pause
A detected promise-to-pay or dispute automatically pauses the collections reminder sequence, so the team doesn't send another "please pay" email to a customer who just explained why they can't yet.
Book a demo and see how your own finance communications would look unified.