FinanceFlow tracks invoices, payment milestones, finance cases and documents against every deal — so collections stop depending on someone remembering to ask.
Tell us where to reach you — we'll walk you through FinanceFlow on your own workflows.
Each capability works out of the box — and everything lands on the same customer record the rest of the platform uses.
A closing deal raises its invoice automatically, with the right items, prices and taxes.
Token, downpayment, balance — every milestone tracked with due dates and automatic reminders.
Loan applications, approvals and disbursements per deal, visible to sales and finance alike.
KYC, agreements and receipts attached to the record — searchable, versioned, audit-friendly.
Outstanding by customer, age and owner. Know exactly who to call today.
Credit terms and write-offs route through approval chains with a complete trail.
Every module shares one database and one customer record — turn on a second module and they connect instantly, no integration project.
DealFlow gives you a visual funnel with quotes, approvals and closure tracking built in — so you always know what will close this month, and what is stuck.
DeliveryFlow verifies payments, issues gate passes and runs handover checklists with photo and signature proof — so delivery day is a process, not a scramble.
It’s the operational layer — quotes, invoices, milestones, collections — that your accountant’s books are fed from. Exports keep your accounting tool in sync.
Yes — payment reminders go out on your schedule via EngageFlow, and overdue items escalate internally.
Yes. Milestone-based payment plans and third-party finance/loan cases are first-class objects on every deal.
More questions? Talk to us or explore all modules.
A 20-minute walkthrough on your own workflows. No credit card, no lock-in.