Clearflow

Your customers and your finances. The complete picture.

Customers, sales, invoicing, collections, accounting and taxes in one place. Keep control of your business and work in your own words, with native AI connected to Clearflow’s functions.

Explore Clearflow

From the sale to the accounting close.

Quote, invoice, collect and record every transaction without losing its source. Keep customers, documents, payments and accounts connected in one place.

Customers, sales and pricing

Bring together customers, suppliers, contacts and commercial terms. Prepare quotes and pro formas, turn orders into sales and manage catalogs, price lists, discounts and returns.

Invoicing and fiscal documents

Manage invoices, recurring billing, credit and debit notes, withholding documents, purchase settlements and dispatch documents. Follow each document’s status and keep its records connected to the sale, purchase or shipment that created it.

Receivables and customer balances

Review balances, installments, due dates, advances and account statements. See the age of each debt and connect each payment to the obligations it settles.

Collection teams and campaigns

Organize portfolios and campaigns, assign accounts to agents and supervisors and retain the contact history. Record payment commitments, schedule follow-up and review each team’s results.

Cash, banks and accounting

Control receipts, payments, deposits and transfers. Reconcile bank movements and connect each transaction to its journal entry, account, cost center and period. Review the general ledger, financial statements and accounting closes.

Purchasing, expenses and suppliers

Connect requisitions, orders, receipts and supplier documents. Record expenses and withholdings, control payables and organize due dates and payments with their supporting records.

Inventory and points of sale

Review stock by warehouse, location and batch. Manage movements, costs, transfers and counts. Connect counter sales, payment methods, returns, shifts and register closes to the rest of your accounts.

Taxes and returns

Organize sales, purchases, expenses and withholdings to prepare draft VAT and income tax returns and supporting reports. Review potential deductions with their records and preserve the detail your accountant needs.

Multiple companies. The complete picture.

Manage companies, locations, issuing points and teams with their own permissions. Import customers, products and transactions, compare results and see who changed what, when and using which information.

Ask Clearflow.

Create an invoice, record an expense, review an account or prepare a tax return in your own words. AI works with your company’s context and Clearflow’s functions. You define permissions and approvals.

Sell and invoice

  • Prepare a quote with these products and apply this customer’s prices and terms.
  • Create the invoice for this sale, apply the advance payment and show it to me for approval.

Record expenses and review deductions

  • Record these receipts, classify the expenses and prepare their journal entries.
  • Review this month’s expenses and identify potential deductions, with their supporting records and the criteria I need to review.

Prepare VAT and income tax

  • Prepare this month’s draft VAT return and detail sales, purchases, withholdings and differences to review.
  • Prepare the draft income tax return with the year’s income, expenses and withholdings. Flag any missing information.

Organize collections

  • Show overdue receivables by age, amount and agent, including outstanding payment commitments.
  • Prepare a campaign for these accounts, propose team assignments and follow-up reminders.

Reconcile and review accounts

  • Reconcile these bank movements against recorded receipts and flag those that do not match.
  • Prepare this month’s income statement and explain the differences from the previous period.

Control purchasing and inventory

  • Identify products that need replenishment by warehouse and prepare a purchase proposal.
  • Organize this week’s payables, their due dates and the documents awaiting approval.

Connect companies and tools

  • Import this customer file, detect duplicates and show me the changes before saving them.
  • Query sales from my CRM through the MCP integration and compare them with my companies’ invoices and collections.

Every document, tax return and transaction retains its source and your company’s required authorizations.

Your tools, connected to Clearflow.

Connect your online store, CRM and work tools to sales and finances in Clearflow. API and MCP integrations let you share information and give your AI assistants access, with your company’s permissions and approvals. Each connection depends on what the source system supports.

Explore integrations with Clearflow

Meet Clearflow before its launch.

Let’s talk about how you handle invoicing, collections and your company’s accounts today, and what you expect from a solution that connects them.

Public launch to be announced.

Let’s talk about Clearflow