Order to cash - Capability
Client Portal
Discover the future of client collaboration with Flowie : our Client Portal allows you to interact and onboard clients collaboratively. Collect necessary informations and documents easily : contracts, NDA... Unlock risk analysis of any client for secure business relationships.
Onboard and interact with clients through a white label portal
Let your client order directly from their Client Portal
Manage all your contracts within one platform
Unlock comprehensive client risk assessments
Onboard and interact with clients through a white label portal
Collect all the necessary information for onboarding directly from your clients through an intuitive Client Portal : business information, contracts and documents, tax ID, payment details... Our easy to adopt portal centralizes all communications with your clients.
Let your client order directly from their Client Portal
For maximum efficiency, your clients can build their order directly from their Client Portal. Give access to your up-to-date database of available products, for them to build their order before sending it to you. Thanks to our bidirectional synchronization with your ERP, this order is propagated everywhere.
Manage all your contracts within one platform
Collect and centralize all your clients contracts and records within Flowie. We extract the informations for analysis and matching with POs and invoices, and to unlock searching capability.
Unlock comprehensive client risk assessments
With Flowie, you can monitor client risk in a instant. We integrate third-party risk checks, scores and flag responses.