Use cases

More accurate reports. More time for your finance team.

Reduce the hours spent gathering figures, reconciling spreadsheets and preparing monthly reports. We connect your records, check the numbers and give your team a report they can review.

Talk through your process

Bring actuals and budgets together.

Connect the records your finance team uses. Review budget differences without copying figures between spreadsheets.

Connect the source systems ↗
September · Budget vs actual
DepartmentBudgetActual
Operations £48,000 £46,500
Commercial £36,000 £38,200
Technology £52,000 £50,800

Resolve differences before review.

Reconcile totals to their sources. Give missing or conflicting records a place to be corrected before they become part of a report.

Explore agents, data stores and views ↗
Report checks
CheckStatus
Ledger total Reconciled
Department allocation 2 records to review
Reporting period Confirmed

Prepare the report for a decision.

Put the dashboard, supporting figures and draft commentary in one place. Your finance team reviews the output and approves what goes out.

Build views for your team ↗
Monthly report · Review queue
SectionStatus
Budget vs actual Ready for review
Cost commentary Draft prepared
Management summary Awaiting approval
Your systems, connected

Use the tools behind this work.

We agree which records, access and controls your workflow needs, then connect the relevant systems.

Explore all integrations ↗
Colleagues reviewing figures and discussing a plan together.
Time for the work that needs you

Discuss the numbers. Decide what to do.

Let the application handle the preparation. Keep your people involved where their experience and judgement matter.

Measure what changes.

Compare preparation and review time, corrections, reconciliation differences and on-time reporting with your current process. Measure capacity released alongside report accuracy.

We agree the baseline with you, build around your systems and keep improving the application as your work changes.

Start with the work you want to improve.

Show us the process, the systems and where your team loses time.

Talk to Flowstate
Practical questions

What to know before you start.

What should a reporting agent automate first?

Start with collecting inputs, reconciling records and highlighting missing or conflicting information. Keep the sources available so a finance reviewer can check the draft before it is used.

How do you measure whether reporting improved?

Compare preparation time, review time, corrections and delivery against the existing process. Include running costs and distinguish released capacity from an actual reduction in spending.