Scattered
Costs go in a spreadsheet; the reason stays in someone's head.
One job, four places
In conversationIn an emailIn a spreadsheetOn somebody's desktopThe action-and-finance flow
Every cost, income, and payment; next to the work that created it
In Flowra, an action (task) has a financial link: transactions attach to the work, a payment due date creates its own follow-up action, and reports tell the full story.
Who is this page for? Anyone whose work is tied straight to money: from a project manager with a budget to a freelancer chasing settlement.
Familiar pains
Buried
Chasing receivables and debts is left to memory.
Hunting for the latest version240 messages
Out of date
Financial reports say how much, but not what for.
The figure you have
42%Last updated: last weekBefore and after Flowra
The old way
End of month: "what was this 2 million for?"
Due dates get jotted down on paper.
Each project's numbers are pieced together from several apps.
Flowra
With Flowra
Transactions link to their action the moment they're logged.
A payment coming due creates its own follow-up action; exactly once.
Reports by tag and period show costs next to their work.
A real action from your kind of work
Settle up with the content collaborator
Every change to this action is recorded in its story.
The workflow, step by step
- 1
Create an action with a financial link
- 2
Log the transaction and connect it to the action
- 3
Define an expected payment or commitment
- 4
Automatic action at the due date
- 5
Follow up and record the payment
- 6
Period reports with CSV and print
The feature and its benefit
The action's financial link
Every number has a "why" attached.
Automatic action from due dates
No receivable or commitment is forgotten; no duplicates get created either.
Cards, currencies, and crypto
All accounts in one picture; each in its own currency.
Reports and CSV
Clean exports in your own calendar, for every stakeholder.
Why does Flowra work for this kind of work?
- The action-transaction link is in Flowra's data model, not a workaround; both sides know each other.
- The financial ledger is never deleted; voided transactions are recorded and auditable too.
- There's no automatic bank or exchange sync; entries are manual, and we're upfront about it.
Your questions
What exactly is an action's financial link?
On the action you mark "needs spending" or connect it to a specific account and transaction; you see the work's financial status right there.
How are automatic actions created?
When an expected payment or recurring commitment comes due, Flowra creates a follow-up action; a unique key prevents duplicates.
How do I manage multiple currencies?
Create a separate account per currency; each account's balance and reports stay in its own currency.
Can transactions be deleted?
Not truly deleted; a transaction is voided and its trace remains, so the books are always defensible.
What outputs do reports have?
Filter by card, in/out, and any period; export CSV in your own calendar, or print to PDF.
Related solutions
Your action files conversations all move together.
Everything attached to a piece of work stays right beside it.
Start with Flowra