Month end, minus the copying and pasting
Payments, invoices, reconciliations and approvals move between systems that were never introduced to each other. Flomation does that moving, applies your approval rules, and keeps the evidence as it goes.
- Best for
- Finance and finance operations teams
- Works with
- Stripe, Xero, QuickBooks, SQL, S3
- Controls
- Approvals, audit trail, access control
The close is only as fast as the copying
The numbers are all there. Getting them into the same place, in the same shape, with somebody senior having agreed to them, is the part that takes the week.
- Reconciliation happens in a spreadsheet that only one person fully understands.
- Approvals arrive by email, and the evidence for them lives somewhere else entirely.
- Deadlines do not move, so the work compresses into the same few days each month.
- Errors are found late, when correcting them is most expensive.
- Segregation of duties is real in practice but hard to evidence on request.
The controls, built into the process
When the approval and the audit trail are part of the flow rather than bolted on afterwards, they stop being a separate piece of work.
Your accounting systems, natively
Xero and QuickBooks connect through managed OAuth, Stripe through your own key, and SQL databases directly. No exports, no intermediate spreadsheet.
Approvals inside the flow
Pause for a named approver, present the figures and the evidence together, and record the decision and the person who made it before anything is posted.
Evidence that assembles itself
Every run keeps what went in and what came out, so the working is already there when somebody asks how a figure was arrived at.
Where finance teams usually start
The recurring work, first. The exceptions can wait.
- 01Daily payment reconciliationMatch what the payment provider settled against what the ledger expects, and raise only the differences for a human to look at.
- 02Invoice approval and postingRoute an invoice to the right approver by value and cost centre, then create it in the accounting system once it is agreed.
- 03Supplier onboarding checksRun the register checks, apply your own rules, and set the supplier up in finance only once the checks and the approval are both done.
- 04Management reportingAssemble the same pack from the same sources on a schedule, so the reporting cycle starts with a draft rather than a blank page.
What an auditor will ask about
All of it is a property of how flows run, rather than something to remember to do.
- Credentials are held per environment, encrypted, and never exposed in a flow definition.
- Every execution keeps its inputs, outputs and timings, so a figure can be traced back to its sources.
- Approval steps record who decided, what they saw, and when they answered.
- Access control governs who can run a flow and against which environment.
See it built
Worked examples, with the flow and the outcome laid out end to end.
Give the close a head start
Automate the reconciliation that runs every day, and the month end starts from a position that is already reconciled.
Get started