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For your team

  • Marketing teamsCampaigns from brief to launch
  • Product and dev teamsFeatures and bugs with full context
  • Design and content teamsBrief, files and delivery side by side
  • Operations teamsWork, documents and costs you can track
  • Sales and services teamsFrom meeting to contract and payment
  • Remote teamsOnline meeting to delivery, on your time

For your role

  • Project managersAction stories instead of chasing the team
  • Freelancers and consultantsFrom brief to contract and settlement

For your workflow

  • Meeting to actionMeeting decisions as trackable work
  • Actions with financial contextCosts next to the work that caused them
  • Actions with contract contextEvery commitment as trackable work
  • Brief to project deliveryEvery project step, one complete action
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Flowra/Solutions/Freelancers and consultants
For freelancers and consultants

Run every project on actions, from brief to contract to settlement

Client, meetings, actions (tasks), files, contract, and settlement for each project in one personal space; several clients, nothing mixed up.

Start with Flowra

Who is this page for? A freelancer or consultant juggling several clients at once; you're the doer, the project manager, and the accountant.

Familiar pains

Scattered

Each client's work lives in one place and the money in another.

One job, four places

In conversationIn an emailIn a spreadsheetOn somebody's desktop
Buried

Contracts and agreements are verbal or scattered across chats.

Hunting for the latest version240 messages

Out of date

It's unclear which project is actually worth it.

The figure you have

42%Last updated: last week

Before and after Flowra

The old way

Chasing settlement means awkward reminders

all from memory.

Nobody knows where the signed copy of the contract is.

A project's income and costs have never sat side by side.

Flowra

With Flowra

Tue18

A payment due date creates its own follow-up action.

NovemberMTWTFSS1234567Campaign brief15:00 · Content teamBanner handoff16:20 · Design team

The contract gets a two-party signature in Folio and is archived in My Files.

This monthClosedActionsExpenseReport

Transactions are logged and reported with project tags.

A real action from your kind of work

actions

Deliver phase one of the client's website

ClientFrom My Network
MeetingInitial brief
DueAgreed in the contract
ContractSigned in Folio
DeliveryFiles in My Files
SettlementDeposit and phase one

Every change to this action is recorded in its story.

Build this in Flowra

The workflow, step by step

  1. 1

    New opportunity in the pipeline

  2. 2

    Brief meeting with the client

  3. 3

    Contract and two-party signature

  4. 4

    Phased actions

  5. 5

    File delivery from My Files

  6. 6

    Record the settlement and project report

The feature and its benefit

Personal space

All clients in one place but kept separate; with tags and filters.

Folio with guest links

Clients sign without installing anything.

Automatic due-date action

You won't forget to chase a receivable; it shows up on its own.

Tagged financial reports

See each project's real profit in numbers.

Why does Flowra work for this kind of work?

  • You wear several hats alone; Flowra seats those roles together in one space, not five apps.
  • Cards, foreign-currency accounts, and crypto wallets mean freelance foreign income has a home too.
  • No official invoicing or automatic bank sync; entries are manual but organized.

Your questions

Do I need a separate space for each client?

No; your personal space with tags and filters is usually enough. If you work with the client's team, create a shared space.

Does it issue official invoices?

Not official tax invoices; but in Folio you can design and sign A4 receipts and bills.

How do I record dollar or crypto income?

Create a foreign-currency account or crypto wallet and log transactions there; each account reports separately.

Does my client need Flowra too?

No; a Folio guest link covers signatures and forms. If they want more, invite them to the space.

How do I know which project pays off?

Tag transactions by project; period reports put each tag's income and costs side by side.

Related solutions

Sales and services teams

From meeting to contract and payment

Actions with contract context

Every commitment as trackable work

Actions with financial context

Costs next to the work that caused them

Your action files conversations all move together.

Everything attached to a piece of work stays right beside it.

Start with Flowra

Related pages

  • DocumentationContracts, milestones and receivablesA contract sits on the project itself: the company is the other party, milestones split the amount into instalments and every receipt is a real transaction in your accounts. This chain tells you how much of a job has actually been collected.
  • DocumentationCollaboration opportunitiesA funnel that follows an introduction all the way to a collaboration: each opportunity is someone from My Network sitting under a project, with a stage, notes, a follow-up owner and a history, and every project side by side in one pipeline.
  • DocumentationWorking hours, leave and booking pageSay when you're available, when you're not, and what rules your meetings follow; then have a booking page where people outside Flowra can set up meetings with you in those same hours themselves.
  • DocumentationThe ledgerPersonal finance and the finance of every workspace: accounts, recording a transaction in two steps, categories and labels, receipts, transfers across currencies, reports, and money tied to projects and contracts; all from one ledger that never erases a row.
  • PagePricingStart free and pay only for people: the plan belongs to your account, every workspace you own is on it, and extra seats are billed per person.
  • PageFrequently asked questionsEverything people ask about Flowra, in one place: actions and projects, teams and access, files and connectors, meetings and chat, finance, Folio, security and pricing.
  • Release0.16.0 · Calendar, network and AIRecurring schedules and booking pages, My network as a CRM, a new transaction form, and connecting your own AI to Flowra.
Flowra

Flowra is an all-in-one workspace for managing tasks, projects, finances, meetings, and teamwork, powered by AI to keep everything organized in one place.

Solutions for teams

  • Marketing teams
  • Product and dev teams
  • Design and content teams
  • Operations teams
  • Sales and services teams
  • Remote teams

Roles and flows

  • Project managers
  • Freelancers and consultants
  • Meeting to action
  • Actions with financial context
  • Actions with contract context
  • Brief to project delivery

With Flowra

  • All solutions
  • Pricing
  • Frequently asked questions
  • Documentation
  • Contact us
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  • Design system
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Version 0.16.0