See it in action
Explore BizFlow Financial with sample data
A read-only walkthrough of the workspace using fictional client companies, so you can judge the screens before sharing anything of your own. Nothing here is editable, and no real client data is involved.
Four screens are open to click through below: expenses, invoices, team permissions and import jobs.
Sample data · fictional client companies
Click through the screens your team would live in
Switch between expenses, invoices, team permissions and import jobs. These are the real screen layouts, filled with the same fictional client companies, so you can see exactly what a bookkeeper sees on a Monday morning.
The reporting view: invoiced totals, imported spend and expected cash movement across the portfolio, every figure labelled by currency and traceable back to the import it came from.
Invoiced · USD
USD 26,400.00
Imported invoice totals for the period
Invoiced · EUR
EUR 19,400.00
Kept separate from USD
Imported spend · USD
USD 7,070.49
Imported expense rows for the period
Imported spend · EUR
EUR 3,042.40
Kept separate from USD
Expected in / out by week · USD
Every report figure is read from the imports themselves, so it can be traced back to the file and the commit that brought it in. Currencies are reported side by side and never blended into a single total.
Every panel is read-only sample data. In a live workspace each row links back to the import job it arrived in, so any figure can be traced to the file a client sent.
The portfolio, with fictional clients
This is the shape of the real dashboard: balances per currency, data freshness per client, and the exceptions that need a person. A live workspace fills it from your own imports.
Client portfolio overview
Sample data · fictional client companiesOutstanding receivables
USD 182,450.00
EUR 64,900.00
Open invoices with a verified balance
Overdue
USD 24,830.00
EUR 5,120.00
Past the due date and still open
Due in the next 14 days
USD 41,700.00
EUR 18,900.00
Expected receipts on the cash calendar
Balances awaiting verification
4 invoices
Excluded from outstanding and overdue totals
Expected in / out by week · USD
Last successful imports 23–24 October 2026 · reporting period September 2026
Client companies needing attention
Sample data · fictional client companies
| Client company | Last import | Outstanding | Overdue | Open follow-ups |
|---|---|---|---|---|
| Northwind Traders | Fresh · imported 2 days ago | USD 42,800.00 | USD 9,800.00 | 3 |
| Bluepeak Logistics | Fresh · imported yesterday | USD 36,150.00 | — | 1 |
| Meridian Studio | Stale · last import 21 days ago | EUR 21,400.00 | EUR 5,120.00 | 4 |
| Cobble & Roe | Failed import · 3 rows rejected | EUR 12,350.00 | — | 2 |
Each company keeps its own currency. Outstanding and overdue totals are never blended across currencies.
Action queue
Sorted by priority, then due date- Due 28 Oct 2026
Three invoices overdue by more than 30 days
Northwind Traders · Owner D. Alvarez
- Due 29 Oct 2026
Three rows rejected in the last expense import
Cobble & Roe · Unassigned
- Due 31 Oct 2026
Balance unverified on two open invoices
Northwind Traders · Owner M. Okafor
- Due 3 Nov 2026
September invoices not imported yet
Meridian Studio · Owner M. Okafor
Rule-generated alerts close themselves when the underlying data is fixed; manual tasks are closed by the teammate who owns them.
Sample figures are static illustrations. In a live workspace, every number links back to the imported record and the import job it arrived in.
Or see it with your own client data
A demo takes about twenty minutes. Send one or two CSV exports from a client before the call and we will import them live, so you can see what BizFlow surfaces for books you already know.
- Who it suits: bookkeeping agencies, outsourced finance teams and fractional CFOs looking after more than a handful of client companies.
- What to bring: a CSV invoice or expense export from any system — QuickBooks, Xero, Zoho Books, Sage, or a plain spreadsheet.
- What you leave with: a clear answer on whether the oversight layer fits how your practice already works.
Prefer to start on your own? Create an account — plans are billed monthly or annually through Stripe, and you can cancel at any time.
Book a demo
Tell us what you look after and we will show you the workspace with data shaped like yours.
- A reply from a real person within one working day.
- A twenty-minute walkthrough using your own CSV export.
- No obligation afterwards, and nothing is left switched on for you.