Flowtly tutorial portal

Create an Organization in Flowtly

Use this guided walkthrough to go from registering your Flowtly account to launching your very first organization.

Add a Client and Contact in Flowtly

Capture billing details and key contacts so invoices always reach the right person.

Create an employee in Flowtly

Add new teammates, grant permissions and activate agreements so they can start working in Flowtly right away.

Create an Outbound Invoice in Flowtly

Learn how to capture client details, add line items and send the invoice straight from Flowtly without leaving the browser.

List a user’s active projects in Flowtly Console

Use Flowtly Console to request a structured list of active projects assigned to a user in plain language.

Process Incoming Invoices in Flowtly

Review AI-extracted suggestions for related month, amounts, and counterparty so every supplier invoice is accepted by your accountant.

Keep transactions clean and well categorized

Learn how to categorize bank transactions, handle AI suggestions, attach supplier invoices, assign budgets, and record incoming payments.

Share a security and cleaning invoice across tenants

Set up two attributes — one on buildings, one on tenants — and let Flowtly divide a supplier invoice between them instead of typing the shares by hand.

Automate Your Onboarding: From Offer to First Day Productivity

Learn how to set up automated workflows and checklists in Flowtly to streamline the entire employee onboarding experience, ensuring compliance and efficiency.