Customers and prospects
360° record, risk score per customer and qualification score for prospects, with the recommended next step and conversion to customer.
An ERP designed for AI from day one: it analyzes your figures every morning, answers your questions with sources and prepares the work. Your teams decide, approve and stay in control.
Revenue is growing, driven by two key accounts. Watch out: three invoices are more than 45 days overdue and item A-220 only has 6 days of stock left.
We augment jobs, we don't replace them. FlowOS ERP reads the figures, reconciles and prepares documents: your employees keep the customer relationship, the trade-offs and the decision.
Every screen comes with an analysis, a score or a recommended next step.
Exportable at any time, no lock-in: you stay in control of your operations.
The AI layer goes through controlled access, with each user's rights, never through direct database access.
Autonomy levels per action type, human approval and a full audit log.
In plain language, as you would a colleague: answers are computed from ERP data, citing the invoices, orders and records used. Your role's rights are checked before any data is read.
Sales, finance, operations, purchasing: every module shares the same data, and the AI connects it to flag what matters.
360° record, risk score per customer and qualification score for prospects, with the recommended next step and conversion to customer.
Calls, meetings, emails, notes and tasks, sorted into overdue, today and upcoming. Every completed activity updates the last contact and the scores.
Drag-and-drop kanban, from Lead to Won or Lost with the loss reason. AI-estimated probability and tracked win rate.
A quote becomes an invoice in one click. Credit notes, recurring invoices, templates, PDF, sending, payment tracking and reminders ranked by importance. Ready for e-invoicing: Factur-X, UBL and CII export.
90-day forecast in three scenarios and what-if simulation: a late payment, a new hire, an investment.
Tasks and costs per project. The AI flags budget overrun risk before it is too late.
Days of coverage per item, stock-out alerts and movement history.
Purchase orders, receipt into stock, supplier price anomalies and supplier dependency flagged.
Contracts and files read by the AI: due dates, amounts and auto-renewal clauses flagged in time.
The 360° record brings together contacts, quotes, invoices and activities. The risk score warns you before a customer leaves, the qualification score shows where to focus sales effort.
Drag an opportunity from one column to the next: the AI recomputes its probability from history, exchanges and the customer profile. A lost deal asks for its reason, so you learn from every no.
Drag a card to another column, or use the keyboard: Space to pick up a card, left and right arrows to move it, Space to drop it, Escape to cancel. Enter opens the record.
A three-step invoicing editor, with a preview that updates as you type. The final number is assigned at finalization, and reminders are ranked by importance.
Three scenarios, cautious, central and optimistic, computed from invoices, due dates and each customer's payment history. The what-if simulation shows the effect of a decision before you make it.
82% of budget used at 60% completion: overrun risk.
6 days of coverage, stock-out expected before the next delivery.
Price +9% versus the last six orders, and 64% of the category spend.
Auto-renews in 45 days, notice to send within 15 days.
You choose how far the AI goes for each action type. It can just read, recommend, prepare, execute after approval, or act on its own within limits you set.
The AI reads the data the role allows.
It suggests an action, you decide.
It prepares quotes, reminders or orders, ready to approve.
It executes after your explicit approval.
It acts alone within set limits, every action is logged.
Payments and deletions always require human approval, whatever level you choose.
Questions asked, AI preparations and actions, approvals and rejections are logged: who, what, when. Exportable as CSV.
Everyone sees what their role allows, including in plain-language questions.
Your operations stay in your database. The FlowOS ERP AI layer is separate: it accesses it through a single gateway, with the user's rights, never through direct data access.
FlowOS ERP and FlowOS share your accounts and rights: agents work with ERP context, and the ERP hands tasks to agents.
FlowOS agents read the ERP customer record (contacts, opportunities, quotes, overdue invoices) within each role's permissions.
From a customer record: tender response, proposal, meeting prep or follow-up. The deliverable is saved in FlowOS, in the customer's folder.
Switch from FlowOS to FlowOS ERP and back without signing in again.
The whole team works on the same data. If a colleague changed the same item in the meantime, the ERP flags it instead of overwriting their work.
Management, sales, finance, operations, employee, administrator: the server only returns the sections each role is allowed to see.
Final invoice and quote numbers are assigned by the server, with no duplicates or gaps.
Invoices, quotes and reminders are emailed from the ERP; replies go to the employee.
Our AI engineers review your processes with you: customers, sales, invoicing, stock and purchasing.
Roles, rights and AI autonomy levels defined with you, action type by action type.
If needed, an onboarding training is organized for each team, on site or remotely, with your own data.
Pricing: custom quote, based on modules, number of users and support.
Request a demo →FlowOS ERP gets you ready for e-invoicing: finalised invoices export to Factur-X (PDF with embedded XML), UBL and CII following the EN 16931 standard, with mandatory-field checks, and incoming supplier e-invoices can be imported for approval. Transmission through a certified partner platform is coming soon.
No. It is the second product of the FlowOS suite: FlowOS augments jobs with its agents, FlowOS ERP runs and analyzes the company's operations. The two complement each other.
No. Your data can be exported at any time, and the AI layer only accesses it through a controlled gateway, with each user's rights.
No. Payments and deletions always require human approval, whatever autonomy level is chosen.
Each employee accesses data according to their role: executive, sales, finance, operations, employee or administrator. Rights are checked before any read, including for plain-language questions.
Yes. Questions, AI preparations and actions, and your approvals are recorded in an audit log you can export as CSV.
Yes, if needed: an onboarding training is organized for each team, on site or remotely.
Custom quote, based on modules, number of users and support. Request a demo for pricing.