Real businesses, running on FlowSuit today.

Two systems we built from the files our clients already had. Client names and figures are kept private, because their data is confidential.

Real estate developer

Installment recovery for a housing project, live for the whole team

Before

Customer payment plans, receipts and bank collections came out of separate systems as Excel exports. Accounts combined them by hand each week, recovery staff kept their own call lists, and management waited for a consolidated sheet before they could see how much was overdue.

After

Accounts upload the latest exports and every screen updates for everyone at once. Management reads the same numbers as the accounts team, without waiting for a weekly sheet, and recovery staff work from one shared list.

Guide: installment recovery tracking FlowSuit ERP

What we built

Receipts against dues for every customer and for the whole project
Number of installments paid and the percentage of price received
Bank collection by day and bank, matched to customers
A recovery desk with follow-up notes and history per customer
Per-person logins: management views, accounts upload, admin sees the audit trail
Daily backups the client downloads and keeps

Multi-company group

From QuickBooks to one finance ERP for several companies

Before

Each company kept its books in its own QuickBooks file, and the financial statements were rebuilt in spreadsheets every period. Nobody could see the whole group in one place, and a posted entry could still be changed without a trace.

After

Years of QuickBooks history came across per company, checked against the QuickBooks totals before anything was saved. Posted vouchers can no longer be edited, and every change is recorded with who made it and when.

Guide: moving from QuickBooks to an ERP FlowSuit Finance

What we built

One chart of accounts designed for the financial statements
Separate books per company, with a switch between them
Bank, cash, journal and sales vouchers that lock once posted
QuickBooks Journal import per company, with a check page and saved account matches
View-only and editing roles, and an append-only change history
Trial balance and statements straight from the posted vouchers

Your workbook could be the next one.

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