Revenue suite

Quote-to-Cash

The full revenue cycle, AI-orchestrated

From the first quote a sales rep sends to the cash landing in your bank — every step automated, every customer touch personalised, every entity reconciled. Quote configuration, contract negotiation, order execution, invoicing, collections, and revenue forecasting on one operating brain. The Quote-to-Cash platform that deploys in weeks instead of years.

By the numbers

Quote-to-Cash by the numbers.

60%
Faster quote-to-order cycle

From days to hours on standard B2B quotes.

30%
DSO reduction typical

Cash auto-applied + smart collections + revenue intelligence.

95%+
Cash auto-applied

Incoming payments matched without human review.

<2 weeks
First entity live

vs 9-12 months for legacy Quote-to-Cash suites.

The use case

Run Quote-to-Cash end-to-end. From first quote to cash collected.

Mid-market and enterprise B2B businesses with €20M-€2B in annual revenue, complex pricing rules, multi-entity invoicing, and customers spread across multiple countries and currencies — where Sales Ops, Finance, and Customer Success all run on different tools that don't talk, quote-to-order takes days, DSO has crept up, and the revenue forecast is a controller's best guess.

Flowie unifies the full Quote-to-Cash lifecycle on one operating brain: quote (catalog → pricing → approvals) → contract (lifecycle → e-sign → clause extraction) → O2C (order → invoice → cash → reconciliation) → customer success (renewals → expansion → churn risk). Every step orchestrated by AI agents grounded in Astral, the Flowie knowledge graph. Every handoff automated. Every exception routed with reasoning chain. Deployed on top of your existing CRM, billing, and ERPs — no rip-and-replace.

For who

CFO / VP Finance
Cash forecasting is gut feel. Revenue dashboards lag the actual quarter by weeks.
Revenue Operations
Quote-to-order takes days. Sales waits on Finance. Finance chases Sales.
AR / Credit Manager
DSO is creeping up. Disputes age forever. Collections is reminders sent late.
Customer Success / Renewals
Renewal lists are exported from billing every quarter. Expansion signals get missed.

Capabilities

What Quote-to-Cash actually does.

01Capability

Smart Quoting & Configuration

Sales rep starts a quote, AI agents pre-populate the right SKUs, contracted prices, and approval thresholds from your catalog and customer history. Discount controls, margin guardrails, and approval routing built in. Quotes go out in minutes, not days.

02Capability

Contract Lifecycle Management

Negotiate, e-sign, and store every customer contract on one operating brain. AI extracts every clause, expiry, renewal trigger, and SLA into structured fields. Connected to the customer record, the catalog, and every downstream order — so renewals never get missed and out-of-contract terms get flagged before invoicing.

03Capability

Order-to-Cash Execution

The full operational loop — order, fulfillment, invoice, payment, cash application — orchestrated by AI agents grounded in your contracts and pricing rules. 95%+ cash auto-applied. Disputes opened with full context. Every transaction posted to the right ERP automatically.

04Capability

Customer Health & Renewals

Continuous monitoring of every customer — payment behavior, NPS signals, usage patterns, contract performance, churn risk. AI surfaces renewal opportunities, expansion plays, and at-risk accounts before they hit the QBR. Sales, finance, and customer success see one shared view.

Under the hood

The technology behind Quote-to-Cash.

Engineering layers that make agentic orchestration work — across every ERP, every partner, every mandate.

01

Astral · The central brain

Flowie's knowledge graph maps every customer, contract, quote, order, invoice, payment, and entity into one connected operating brain. Built from your CRM, billing, and ERP exports, refreshed in real time, queryable by every agent.

02

Agentic AI Layer

Pre-trained agents reason on top of Astral — Quoting, Contract, Cash Application, Collections, Renewal, Customer Health. Powered by frontier foundation models, fine-tuned on revenue workflows. Every recommendation comes with a reasoning chain you can audit.

03

Multi-system Connector Mesh

Bidirectional, real-time sync to your CRM (Salesforce, HubSpot, Pipedrive), billing engine (Stripe, Zuora, Sage Intacct), and 30+ ERPs. Reads sales pipeline, writes orders, reconciles payments, posts journal entries — across whatever stack you actually run today.

04

Compliance Layer

French PA/PDP, EU ViDA, Peppol, FatturaPA, FACe, ZATCA, e-Fatura, and 95+ country-specific e-invoicing mandates baked into every customer invoice. ISO 27001:2022 certified, EU-hosted, GDPR-compliant by default.

Implementation

Live in weeks, not years.

Day 1

Connect

Plug Flowie into your ERPs, banks, and partner systems. No data migration, no integration team, no rip-and-replace.

Week 1

Ship

First workflow live in production. Your team uses it on real intake, match, payment, and reporting work — not in a sandbox.

Month 2

Scale

Multi-entity rollout. Compliance gates pass. Workflows expand to your full team and full ERP/partner stack.

The difference

Before Quote-to-Cash. After Quote-to-Cash.

Without Flowie

  • Quotes built in Excel, contracts in DocuSign, orders in CRM, invoices in ERP — none of it talks.
  • Quote-to-order takes days because finance has to validate every line manually.
  • Cash application is 3 days late and 30% of items need manual review.
  • Renewal pipeline is an export from billing every quarter — opportunities get missed.
  • Revenue forecast is the controller's spreadsheet, updated monthly, behind by a quarter.

With Flowie

  • Quote, contract, order, invoice, payment, renewal — one platform, one data model.
  • Quotes auto-validated against pricing rules and contract terms. Sales reps don't wait on Finance.
  • Cash auto-applied at 95%+. AR team only touches the items that genuinely need a decision.
  • Renewal and expansion signals surfaced continuously by AI. CS, Sales, and Finance see one view.
  • Revenue, ARR, NRR, and cash forecast updated with every transaction. CFO opens a dashboard, not Excel.

Customer voice

What teams running on Quote-to-Cash say.

We replaced four AP tools with Flowie in a single quarter. Our AP team reclaimed 30 hours a week and we finally have spend visibility across all eight entities — on the same screen, in real time.
ML

Marie Laurent

Chief Financial Officer, Eiffage

70% faster
Our FP&A team gets real-time committed-vs-actual spend across every entity and cost center. Forecast accuracy improved 40% because we're no longer reconciling stale data. The board notices.
Ho

Head of FP&A

Head of FP&A, Healthcare network · 12 sites

Forecast accuracy +40%

Asked & answered

Buyers ask us this.

How is Quote-to-Cash different from Order-to-Cash?

Order-to-Cash covers the operational cycle from order through payment. Quote-to-Cash extends upstream to include quote generation, configuration, and contract negotiation. O2C answers 'how do we execute orders efficiently?'. Q2C answers 'how do we generate revenue strategically AND execute orders efficiently?'. Most B2B businesses need both — Flowie delivers them on one operating brain.

Is Flowie a CPQ replacement?

Not for complex configured products with thousands of SKUs and engineering rules — that's Salesforce CPQ or Conga territory. Flowie is the right fit for B2B businesses with catalog-based quoting, contracted pricing, and multi-stage approvals. We focus on the quote-to-order-to-cash flow, not the deep configuration layer.

Does this work alongside our CRM and billing engine?

Yes. Flowie connects bidirectionally to Salesforce, HubSpot, Pipedrive, Zoho, Sellsy on the CRM side, and Stripe, Zuora, Sage Intacct, Chargebee on the billing side. Plus 30+ ERPs for the AR/finance posting. We sit on top — your CRM and billing systems of record stay in place.

How does AI fit into Quote-to-Cash?

AI agents handle the work humans don't want — extracting clauses from contracts, matching cash to invoices, scoring renewal risk, suggesting collections cadence, surfacing expansion signals. Every recommendation is auditable. Pricing decisions, deal closure, and customer relationships remain human-driven; AI accelerates execution.

Does Flowie cover French e-invoicing for customer invoices?

Yes. Flowie is a registered PA (ex-PDP) for the 2026 French mandate. Customer invoices flow through Flowie's PDP-compliant rail in Factur-X, UBL, or CII format, with FNFE / Chorus Pro routing handled automatically.

How does this integrate with our customer success motion?

Customer health scores, renewal triggers, expansion signals, and churn risk are computed continuously from transaction data, contract terms, payment behavior, and external signals. CS, Sales, and Finance share one customer record and one set of signals — no more "the renewal is in 30 days" surprises.

ISO 27001:2022 · GDPR · EU-hosted · Full audit trails · Trust Center →

See Quote-to-Cash running on your stack.

A 30-min demo, on your data, with your CRM, billing, and ERPs in the loop.

ISO 27001
GDPR
CyberVadis
PA Certified
Peppol