For Professional Services & IT Services
Augment your finance staff with Flowwiz agents.
Professional services firms manage revenue and costs through timesheets, contracts, purchase orders, project milestones, customer emails, and vendor invoices. Flowwiz connects these moving parts and deploys agents to process work, identify exceptions, follow up with the right people, and keep finance operations moving with humans in control.
Timesheet-driven billing
Timesheets arrive messy. Invoices still need to go out on time.
They come by email, in different formats, from different systems, at different times.
Capture
- Read timesheets from emails and attachments
- Process different file formats and sources
Match & validate
- Match to employees, contractors, projects, customers
- Validate hours, rates, billing periods, assignments
Resolve
- Identify missing or incomplete timesheets
- Follow up with staff to submit or correct
Bill
- Generate invoices from approved data
- Route exceptions for human review
This helps billing teams reduce manual data entry, prevent missed billable hours, and issue invoices faster.
Root-cause collections
Collections isn't about sending more reminders.
A customer may delay payment for reasons a generic reminder can't fix:
Flowwiz reviews invoices, emails, tasks, promises, remittance information, and payment history to find the actual reason, then takes the appropriate action instead of sending another reminder.
Inbound email
Every customer email, read and routed correctly.
Agents connect the message to the right customer, project, invoice, or task, and route it to the right employee, preparing a response, updating the workflow, pausing reminders, or creating a review task where appropriate.
Prediction & risk
Move from reactive collections to proactive account management.
This helps teams predict likely payment dates, flag high-risk customers, and prioritize accounts that need early intervention.
Cash application
One consolidated payment. Multiple projects, one remittance email.
The payment lands in your accounting system. The allocation details are still sitting in a remittance email.
This reduces unapplied cash and removes hours of manual reconciliation work.
Ask & build
Not a fixed collections or payables app.
Ask questions across customers, invoices, projects, payments, vendors, contracts, approvals, and tasks, or configure and deploy agents for your own operating process.
Vendor spend
Spend should start with an approved request, not an unexpected invoice.
Agents review proposed spend, collect supporting information, route approvals, and create the operational context needed for invoice validation later.
Invoice validation
Catch the mismatch before the invoice is approved.
For contractor and staffing expenses, Flowwiz compares vendor invoices against:
It can catch incorrect rates, excess hours, missing approvals, duplicate billing, or contract overages before payment goes out.
Vendor disputes
When something doesn't match, Flowwiz explains why.
The agent can draft or send the vendor email after human approval, create a dispute task, and track it until resolved.
Approval routing
Route by whatever logic your policy actually uses.
Supports sequential and parallel approvals, follows up with delayed approvers, escalates overdue decisions, and keeps a full audit history.
Early-payment discounts
Discount capture, as a managed process, not an accident.
AP teams lose available discounts when invoices arrive late, exceptions stay unresolved, or approvals stall. Flowwiz identifies discount terms, calculates the deadline, prioritizes eligible invoices, accelerates approvals, and tracks what's captured and missed.
Flowwiz can also go further, identifying vendors and invoices suitable for negotiation based on invoice value, payment timing, vendor history, available cash, prior discount acceptance, contract terms, and strategic importance, then preparing a proposal and managing the negotiation with a human in the loop. See Control Vendor Spend for the full capability.
Augment, not replace
Your staff's judgment stays your staff's.
Flowwiz agents handle the repetitive work, reading emails, matching data, validating transactions, following up, preparing responses, routing exceptions. Your team stays responsible for customer relationships, vendor decisions, approvals, and high-risk financial actions.