Reports
AI-written client reports, every Friday.
Weekly progress reports drafted automatically from the real work done, plus pod and member performance — with a review window before anything reaches a client.
All features
Pillar 04 · 6 modules
Business
Run the agency, not just the work.
Reporting, money and control — the parts that decide whether the agency is actually healthy.
- 1ReportsAI-written client reports, every Friday.
- 2FinanceInvoices, chasing and cashflow.
- 3Director dashboardThe whole agency in one screen.
- 4Pods & peopleStructure that matches how you work.
- 5Roles & permissionsDecide exactly who sees what.
- 6Your own workspaceYour data is yours alone.
Inside business
Every module, wired into one live view.
Nothing here is a separate tool. Each module feeds the same record — so what one sees, the others already know.
- ReportsAI-written client reports, every Friday.
- FinanceInvoices, chasing and cashflow.
- Director dashboardThe whole agency in one screen.
app.clientflow.os / financeLive
Collected this month
£9,800
£18.2kApr
£21.4kMay
£19.8kJun
£24.6kJul
£26.1kAug
£22.4kSep
- INV-0139Aldermoor Accountancydue 26/09/2026£2,400Sent
- INV-0140Copperleaf Interiorsdue 29/09/2026£1,150Sent
- INV-0141Meridian Lawdue 02/10/2026£3,200Sent
- Pods & peopleStructure that matches how you work.
- Roles & permissionsDecide exactly who sees what.
- Your own workspaceYour data is yours alone.
Module by module
What each one actually does.
Finance
Invoices, chasing and cashflow.
Raise and track invoices, chase overdue payments automatically in a tone that escalates properly, and see a 90-day cashflow forecast with the risks called out.
Director dashboard
The whole agency in one screen.
Active clients, what is on track, what is at risk, pod capacity, client health, opportunities and the finance position — the view that tells you where to look today.
Pods & people
Structure that matches how you work.
Create unlimited pods, move people between them, and share a specialist across several pods when that is what the work needs.
Roles & permissions
Decide exactly who sees what.
Every module can be shown or hidden per department from one editable matrix — so a designer sees their work and a director sees the money.
Your own workspace
Your data is yours alone.
Each agency gets a fully isolated workspace. Your clients, projects, team and settings are never visible to another agency on the platform.
Keep exploring
Pillar 04 of 04 — the rest of the system
Try business on your own agency.
Fourteen days free, no card required. The data above is a demo agency.
Start free trial