Everything you need to run your VA business
From AI-powered document drafting to advanced financial analytics, Flow has every tool a virtual assistant needs to succeed
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 amount suggestions from time tracking
- Daily briefing with priorities and insights
- Natural language business queries
Manage clients and projects
Keep everything organized in one central hub
Client CRM
Comprehensive client profiles with contact information, project history, communication logs, and custom fields. Search, filter, and segment your clients effortlessly.
- Unlimited client profiles with detailed contact info
- Custom fields and tags for organization
- Complete communication history tracking
- Secure client portal access links
Project Pipeline
Visual Kanban board to track projects from inquiry to completion. Drag-and-drop between stages, set deadlines, and never lose track of where each project stands.
- Customizable pipeline stages for your workflow
- Intuitive drag-and-drop interface
- Project timelines and milestone tracking
- Advanced status tracking and filters
Task Management
Create tasks, set due dates, assign to team members, and track completion. Link tasks to specific projects and clients for complete context.
- Task assignments with due dates and reminders
- Priority levels and custom labels
- Subtasks and detailed checklists
- Task dependencies for complex workflows
Team Collaboration
Invite team members with role-based access control. Assign tasks, share projects, and collaborate seamlessly with your virtual assistant team.
- Role-based permissions (Admin/Member)
- Easy team member assignments
- Shared project workspaces
- Real-time activity tracking
Get paid faster
Streamline invoicing, payments, and billing
Smart Invoicing
Create professional invoices in seconds. FLOW AI suggests invoice amounts based on your tracked time entries, or draft invoices manually with customizable templates.
- AI-powered invoice amount suggestions
- Automatic time tracking to invoice conversion
- Customizable professional invoice templates
- Automatic invoice numbering and organization
Stripe Payments
Accept payments directly through Stripe with one-click payment links. Clients can pay invoices instantly from their portal or email.
- One-click Stripe checkout integration
- Credit card and ACH payment options
- Automatic payment status tracking
- Instant payment confirmation emails
Time Tracking
Track billable hours with a live timer or manual entries. Log time to specific projects and tasks, set hourly rates, and generate invoices from tracked time.
- Live timer with start/stop functionality
- Manual time entry for flexibility
- Billable vs non-billable hour tracking
- Configurable hourly rates per project
Recurring Billing
Set up subscription-based billing for retainer clients. Automatically generate and send invoices monthly, quarterly, or yearly.
- Flexible billing cycles (monthly/quarterly/yearly)
- Automatic invoice generation and delivery
- Stripe subscription integration
- Easy pause/resume subscription management
Grow your business with intelligence
AI-powered insights and automation to scale faster
Profit Dashboard
Real-time financial analytics showing revenue, expenses, profit margins, and monthly trends. Understand your business health at a glance.
- Revenue vs expenses tracking in real-time
- Profit margin calculations and trends
- Monthly and yearly trend analysis
- Billable hours reporting and insights
Tax Preparation
Automated tax reports with quarterly and annual summaries. Track tax-deductible expenses and get estimated tax calculations.
- Automated quarterly tax reports
- Comprehensive annual tax summaries
- Tax-deductible expense tracking
- Estimated tax payment calculations
Budget Forecasting
Set monthly revenue and expense targets, track variance, and get alerts when you're off-track. Plan ahead with confidence.
- Monthly budget targets and goals
- Variance tracking and analysis
- Visual progress indicators
- Smart budget alerts and notifications
Automation
Automated email reminders for overdue invoices, pending proposals, and unsigned contracts. Set up recurring billing and scheduled reports.
- Automated email reminders for clients
- Recurring invoice generation
- Scheduled business reports
- Custom workflow triggers
Professional client experience
Branded portal that makes you look like a pro
Client Portal & Messaging
Secure branded portal where clients can view their projects, pay invoices, download files, and message you directly.
- Secure client access with unique links
- Project and file viewing capabilities
- One-click invoice payment processing
- Built-in messaging system
Digital Signatures
Send contracts for digital signature directly from Flow. Track when contracts are viewed, signed, and completed.
- Secure e-signature capture
- Real-time contract status tracking
- Signature verification and audit trail
- Automatic signed document storage