Close faster, chase less, and keep every number traceable
Flow sends the reminders, matches the payments and collects the receipts, then leaves your team the decisions that need an accountant.
11 reminders sent
$31,060 outstanding
3 days
to close the books, down from 9 at Northbeam
−38%
days sales outstanding after six months
100%
of automatic entries traced to a rule
Workflows finance teams run on Flow
Built for the repetitive half of finance, with approvals wherever money moves.
Invoice follow-ups
Send polite, escalating reminders on overdue invoices, in your tone of voice.
Payment matching
Match payouts to invoices every night and queue the differences for review.
Receipt collection
Ask employees for missing receipts in Slack and attach whatever they reply with.
Spend approvals
Route purchase requests to budget owners with last quarter’s spend attached.
Failed payment recovery
Retry failed charges on the best day and email the customer a card update link.
Close checklist
Track every month-end task, chase owners and post a daily status update.
Collections that sound like you
The collections agent drafts every reminder from your tone guide and holds anything sensitive for a person.
1
Find what’s overdue
Every weekday at 9:00, Flow pulls invoices past their due date from your ledger.
2
Draft and hold
The agent drafts reminders and holds strategic accounts and disputes for review.
3
Send and follow up
Approved reminders go out from your address, with a follow-up a week later.
Schedule
Weekdays at 9:00
Europe/London
Action
Find overdue invoices
14 found · $48,210
Agent
Draft reminders
Policy: Collections v3
Approval
Review 3 accounts
#finance-ops
Waiting
Action
Send 11 reminders
From ar@northbeam.com
“Our close was nine days of spreadsheets and reminders. Flow chases the missing receipts, matches payments and leaves us the exceptions. We close in three.”
Rafael Costa
Head of Finance Operations, Northbeam
to close the books, from 9
Connects to the tools you use
All integrations
Xero
QuickBooks
Stripe
Gmail
Slack
Google Sheets
Notion
Snowflake
Finance questions
Will Flow post entries to our ledger without approval?
Can our auditors see what Flow did?
Which accounting systems do you support?
