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What problems are you trying to solve in your Finance Department?

Flowgear links ERP, banking and analytics so finance teams automate routine tasks, close faster and rely on real‑time numbers.
Practical examples
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Finance and Flowgear

Practical Examples and Use Cases Where Flowgear Can Help Finance Departments

Accounts Payable Automation
Invoice capture direct to ERP
Flowgear extracts data from emailed or scanned vendor invoices and posts the bill to any cloud accounting or ERP platform, eliminating manual entry and clerical errors.
Straight-through payment approvals
Once a bill is approved, Flowgear pushes payments to banking portals or gateways and marks the bill paid, giving finance real-time visibility and a clean audit trail.
Dynamic early-settlement discounts
Vendor terms in the ERP trigger Flowgear to offer early-pay discounts automatically, adjusting payment amounts and posting the required journals.
Accounts Receivable and Billing
Auto-invoice from Closed Won
When a deal closes in CRM, Flowgear creates a customer invoice in the finance system, attaches a PDF and emails it to the buyer, accelerating cash collection.
Payment gateway reconciliation
Card or ACH settlements flow back to the ERP, match invoices and update ageing reports, removing tedious spreadsheet matching.
Automated dunning sequences
Overdue invoices launch personalised reminder emails and update collection status fields so the team always knows where each account stands.
Bank Reconciliation & Cash
Daily bank-feed matching
Flowgear imports statement lines, matches them to ledger transactions and flags any exceptions for review, streamlining month-end close.
Rolling cash-flow forecast
Balances from ERP, CRM and payroll feed a live forecast in BI dashboards, giving treasury constant insight into liquidity.
Budgeting and Forecasting
Real-time revenue pipeline
Weighted pipeline value from CRM updates the budgeting tool every hour, keeping forecasts current without manual exports.
Driver-based what-if models
Actuals from ERP feed scenario models so finance can see the impact of business changes instantly.
Tax Compliance & Reporting
Automated sales-tax journals
Flowgear calls a tax engine to apply correct rates, post journals and prepare filing data for any region, reducing compliance risk.
Audit-pack creation on demand
All transactions, approvals and attachments stream to a secure archive, producing regulator-ready packs with one click.
Share data across the entire organization with a single source of truth
Real‑time data sync across platforms
Flowgear keeps every connected system in agreement, eliminating data silos and preventing version conflicts company‑wide.
Capture Data from Flat Files (Excel, CSV, PDF, etc.) in Real-Time with 100% Accuracy
Automated flat‑file ingestion
Finance teams drop spreadsheets or PDFs into a watched folder; Flowgear parses every line and posts clean data into ERP in seconds, removing manual capture.
Share data across the entire organization with a single source of truth
  • Integrate with internal systems

    Integrate your ERP (SAP, Sage, NetSuite, MS Dynamics) with critical systems like CRM, eCommerce, and Payroll. Flowgear automates these connections, ensuring accurate, real-time data flow, reducing manual work, and boosting operational efficiency.

  • Integrate with customer and supplier systems

    Connect your ERP and finance systems with client and supplier platforms to streamline invoicing, payments, and orders. Reduce errors, ensure real-time data flow, and improve efficiency for stronger partnerships.

Capture Data from Flat Files (Excel, CSV, PDF, etc.) in Real-Time with 100% Accuracy
  • Automate Manual Data Entry

    Capture financial data from flat files and transfer it directly to your financial systems.

  • Real-Time Processing

    Automatically process incoming flat files in real-time, allowing for faster financial reporting and reconciliation.

  • Error Elimination

    Automate the entire data capture process to eliminate human errors, ensuring consistent and accurate data across all systems.

Bank Reconciliation and Cash Management
  • Banking Integration

    By integrating the ERP with banking platforms, the finance team can simplify bank reconciliation processes. All bank transactions (deposits, withdrawals, transfers) are automatically pulled into the ERP, allowing the finance team to easily match and reconcile transactions.

  • Cash Flow Forecasting Integration

    Using cash flow management tools (e.g., CashForce or Kyriba) that integrate with the ERP, finance teams can create accurate cash flow forecasts based on real-time data, including receivables, payables, and bank balances. This enhances liquidity management and helps optimize cash usage.

Dashboarding and Business Intelligence Reporting
  • Business Intelligence (BI) Reporting

    Integrating BI tools like Power BI or Tableau with your ERP system allows your finance team to visualize and analyze financial data in real-time. They can create customized reports, dashboards, and KPIs, helping the team monitor financial health, profitability, and performance metrics.

Budgeting and Forecasting
  • Revenue Reporting

    Use a combination of ERP and CRM data to generate real-time revenue reports, integrating it with financial dashboards that help in budgeting and forecasting.

  • Budget Preparation

    Integrating ERP, CRM, or Warehouse Management Systems with budgeting tools allows the finance department to create dynamic budgets and accurate financial models based on real-time operational data, improving financial planning.

  • Warehouse Reporting

    By integrating inventory levels, turnover rates, and warehouse operating costs, the finance team can better predict future cash flow needs and allocate budgets more effectively.

  • Scenario Planning

    Some ERPs can be integrated with scenario planning platforms to analyze different financial outcomes, such as revenue fluctuations or cost changes. This is useful for long-term planning and adapting to market conditions.

Accounts Receivable (AR) and Billing Automation
  • Invoicing Automation

    Connecting a CRM system (e.g., Salesforce, HubSpot) with the ERP allows the finance team to simplify the creation of customer invoices based on sales orders or contracts. As sales are closed, invoices are automatically generated and sent to customers, ensuring accurate and timely billing and payment collection.

  • Credit Management

    Integration with credit risk management systems helps finance teams evaluate customer credit scores and manage credit limits, reducing non-payment risk and streamlining the decision-making process for extending credit.

  • Payment Gateway Processing

    Integrating payment gateways with the ERP enables customers to make payments directly through the invoice portal.

  • Account Reconciliation

    Automate the accounts receivable reconciliation, ensuring accuracy and reducing manual processing time.

  • Omnichannel Communication

    Flowgear integrates omnichannel platforms (such as email, online portals, messaging platforms, etc.) can simplify customer communications, reducing manual follow-ups, improving relationships, and ensuring faster, more efficient payment cycles.

Accounts Payable (AP) Automation
  • Invoice Management

    Integrating an ERP (e.g., SAP, Sage) with an AP automation tool simplifies the invoice processing workflow. Vendor invoices are scanned, captured, and synced directly with the ERP system, reducing manual data entry and minimizing errors.

  • Payment Processing & Tracking

    By integrating your ERP with payment platforms like PayPal, Stripe, or even your banking app, the finance team can simplify vendor payments, track outstanding payables, and reconcile AP transactions with bank records in real-time, ensuring accuracy and reducing manual processing.

  • Supplier Portal Engagement

    Integrating a supplier portal into the ERP system enables vendors to upload invoices, track payment statuses, and manage purchase orders directly. This reduces back-and-forth communication and streamlines AP processes.

  • Omnichannel Communication

    Flowgear integrates omnichannel platforms (such as email, online portals, messaging platforms, etc.) to simplify communications with suppliers, reducing manual follow-ups, improving supplier relationships, and ensuring faster, more efficient payment cycles.

Multi-Entity Financial Consolidation
  • Multi-Entity Financial Management

    For companies with multiple subsidiaries or business units, an ERP integration with a financial consolidation tool allows for simplified consolidation of financial statements across entities, currencies, and tax jurisdictions. This improves efficiency in generating consolidated reports and compliance with regulatory requirements.

  • Intercompany Transactions

    Integrating ERP systems with tools that handle intercompany transfers simplifies the tracking and reconciliation of transactions between subsidiaries, ensuring compliance with accounting standards.

  • Currency Conversions

    Integrate currency conversion tools with your ERP to simplify currency calculations for international subsidiaries, suppliers, and customers. This streamlines financial reporting across different regions and ensures compliance with local regulations.

Tax Compliance and Regulatory Reporting
  • Tax Compliance

    Integrating tax compliance solutions with the ERP ensures accurate calculation of sales tax, VAT, or other jurisdiction-specific taxes. The system can automatically apply the correct tax rates based on location and type of transaction, reducing the risk of errors and non-compliance.

  • Regulatory Reporting

    Integrating the ERP system with reporting tools simplifies the preparation of financial statements, tax filings, and other regulatory reports, ensuring timely and accurate submissions.

  • Audit Preparation

    Integrating your ERP with audit management software simplifies the creation and storage of audit trails for all financial transactions, making audits more efficient and ensuring compliance with internal controls and regulations.

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