FinFlow for Creatio
FinFlow is one solution for managing all main processes in Service Companies and Startups. Our platform simplifies project management, finance, and business development, streamlining operations and driving profitability.
Overview
Product overview
Product description
FinFlow is one solution for managing all main processes in Service Companies and Startups. Our platform simplifies project management, finance, and business development, streamlining operations and driving profitability. Built on a low-code platform, it offers unparalleled customization, seamlessly integrating with existing workflows to empower businesses.
Use cases:
- Managing tasks
- Generating bills
- Keeping project's PNL.
Key features:
- Projects management.
- Manage both T&M and Fixed-price projects - distribute resources between different projects, generate and keep track of bills and spendings. Gain real-time insights into project profitability with FinFlow's robust tracking capabilities. Monitor expenses, revenue, and margins to optimize resource allocation and decisionmaking.
- Billing Automation. Say goodbye to manual billing processes. FinFlow automates bill generation and delivery based on customizable parameters, ensuring accuracy and efficiency.
- Task Management. FinFlow provides a comprehensive 360-degree view of projects, including project owner, resources, revenue, services, and task details. Teams can easily collaborate and monitor progress, ensuring projects stay on schedule and within budget.
Pricing
Monthly
Annual
Finflow for Creatio cloud / on-site
$
50.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Setup guide
* Install Customer360 application
* Install FinFlow application
The current version works with the Activities section for creating billable tasks. Compability with the new Tasks section coming with the next releases.
In order to start using the application, make sure to fill the following lookups with the necessary data according to your business model if needed:
Technology stack
Resource types
Service types
* Install FinFlow application
The current version works with the Activities section for creating billable tasks. Compability with the new Tasks section coming with the next releases.
In order to start using the application, make sure to fill the following lookups with the necessary data according to your business model if needed:
Technology stack
Resource types
Service types
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0
8.1.0 and up
Release summary
- Projects management.
- Manage both T&M and Fixed-price projects - distribute resources between different projects, generate and keep track of bills and spendings.
- Resources management. Distribute resources without conflicts between projects, manage capacity and tech stack of teams/individual developers. Monitor the schedules of availability.
- Tasks management. Create tasks, and track the time and resources spent on each task.
- Bill management. Automatically generate and send bills based on such parameters as project type, services delivered, time slots, and resources. Customize the bill generation according to your standards.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.