Your AI business assistant
FLOW AI is your 24/7 business advisor. Get instant insights, draft professional documents in seconds, and receive daily priorities — all powered by AI that understands your business.
- AI-powered proposal and contract drafting
- Smart invoice suggestions from time tracking
- Daily briefing with priorities and insights
- Natural language business queries
Clients & Projects
Keep everything organized in one central hub
Client CRM
Centralized client profiles with contact info, project history, and communication logs.
Project Pipeline
Kanban board to track projects from inquiry to completion with drag-and-drop stages.
Task Management
Create tasks, set due dates, assign to team members, and track completion.
Team Collaboration
Invite team members with role-based access and shared workspaces.
Invoicing & Payments
Secure Billing from time tracking to payment confirmation
Secure Billing
Create professional invoices in seconds. AI suggests amounts from tracked time and sends automatically.
Stripe Payments
Accept card and ACH payments via Stripe with one-click payment links.
Time Tracking
Track billable hours with a live timer or manual entries linked to projects.
Recurring Billing
Subscription billing for retainer clients with auto-generated invoices on schedule.
Intelligence & analytics
AI-powered insights and automation to scale faster
Profit Dashboard
Real-time financial analytics showing revenue, expenses, profit margins, and monthly trends.
Tax Preparation
Automated tax reports with quarterly and annual summaries and estimated calculations.
Budget Forecasting
Set monthly revenue and expense targets, track variance, and get alerts when off-track.
Automation
Automated email reminders for overdue invoices, pending proposals, and unsigned contracts.
Professional portal
Branded client experience that makes you look like a pro
Client Portal & Messaging
Secure branded portal where clients view projects, pay invoices, and message you directly.
Digital Signatures
Send contracts for digital signature. Track when viewed, signed, and completed.
Questionnaires
Send branded onboarding questionnaires to new clients. Auto-populate project details from responses.
AI Document Drafting
AI drafts proposals and contracts from a simple brief. Review, edit, and send in minutes.
Built for how VAs actually work
Intelligent tools that protect your time, money, and reputation
Scope Guard
Stop Scope Creep.
AI monitors your tasks and alerts you when a client request falls outside your contract. Never work for free again.
⚠ Out-of-scope alert — 4.5 hrs over contract limit
The Tax Pot
Tax-Ready, Always.
Automatic percentage allocation for every paid invoice. Your tax pot fills itself — no spreadsheets, no surprises.
Impact Reports
Show Your Value.
Beautiful, automated weekly summaries delivered to your clients every Friday. Let the data speak for you.
Global Sync
Time-Zone Intelligent.
Seamlessly manage global clients with automated deadline and meeting synchronization. Every client sees times in their own timezone — no confusion, no missed calls.
Luminary Brands
New York · 9:00 AM EST
TechFlow Ltd
London · 2:00 PM GMT
Nova Agency
Sydney · 11:00 PM AEST