Know who owes you, and who you owe.
Flow is the AR/AP CRM built for firms who manage more than one set of books. Every invoice and bill shows its real status — Paid, Partial, Overdue — calculated from the amount, what's been paid, and the due date. Nobody has to remember to update a dropdown.
| Invoice | Customer | Balance | Status |
|---|---|---|---|
| INV-1042 | Sundram Textiles | ₹48,000 | Overdue |
| INV-1039 | Kailash Traders | ₹9,500 | Partial |
| INV-1051 | Meridian Apparel | ₹0 | Paid |
Purpose
Built for firms juggling more than one client's books at once.
Most invoicing tools assume one business, one ledger. A firm handling several clients' receivables and payables ends up tracking status in someone's head, or in a spreadsheet that's out of date by the time anyone checks it. Flow keeps every firm's books separate but visible from the same place, and keeps the status of every invoice and bill accurate without anyone manually updating it.
What it does
Everything that touches money coming in or going out.
Invoicing & purchases
- Raise invoices and purchase invoices (PIs), and link a PI straight to the invoice it belongs to
- Status updates itself the moment a due date passes, based on the amount and what's been paid
- PDF exports rendered consistently, ready to send to a client
Payments & balances
- Record a payment once — it updates the invoice and the running balance together
- A "By Document" view of receivables, so you can see balances per invoice rather than only per customer
- Cash flow, sales, and purchases tracked per firm, not blended across clients
Follow-ups & team communication
- A comment log on every invoice and PI, with @mentions and autocomplete
- Assign a follow-up to one or several teammates, from the comment log or the invoice itself
- Set a reminder with a date and time — it shows up on the dashboard and highlights the row until the balance is cleared
Access & structure
- Multi-firm from the ground up — switch between the firms you're part of
- Role-based access, so a teammate only sees what they should
Key objects
The handful of things everything else in Flow is built from.
- Firm
- A client's set of books. You can belong to more than one firm, and each firm's data stays separate.
- Invoice
- Money owed to the firm. Carries a status — Paid, Partial, or Overdue — that's calculated, not set manually.
- Purchase Invoice (PI)
- Money the firm owes a supplier. Can be linked directly to the invoice it relates to.
- Payment
- A record against an invoice or PI. Recording it once updates both the document's balance and the firm's cash position.
- Comm log entry
- A note or update on an invoice or PI's follow-up history, with @mentions and the ability to assign it to teammates.
- Reminder
- A date and time you set on a follow-up. Surfaces on the dashboard and highlights the row until it's resolved.
Getting started
From a blank firm to your first tracked invoice.
- Set up your firm.
Create the firm you're billing for, and invite any teammates who need access.
- Add your customers and suppliers.
These are who your invoices and purchase invoices will be raised against.
- Raise an invoice or purchase invoice.
Link a PI to the invoice it belongs to if the two are connected.
- Record payments as they come in.
Each one updates the document's balance and the firm's cash position automatically.
- Use the comm log for follow-ups.
@mention a teammate, assign the follow-up, and set a reminder so nothing slips.
- Let the statuses do the tracking.
Paid, Partial, and Overdue update themselves — check the dashboard rather than a spreadsheet.