Flowdeck is a management reporting layer. It turns the data you already collect into dashboards, answers and scheduled reports. It does not replace the systems that record transactions.
CSV upload and Google Sheet links with scheduled refresh. One workspace can hold many sources and datasets.
Columns are recognised as numbers, dates or text. You get warnings for empty columns, mixed types and duplicate rows before they affect a chart.
Build from built-in templates or describe what you want in plain English. Dashboards update when the underlying data refreshes.
Link an actuals dataset to a budget or forecast dataset, then show actual-vs-budget bars, variance tables and totals.
Compare this month, last month, quarter, YTD or the last 12 months. Rolling averages, run-rate and runway tiles are available out of the box.
Type a plain-English question and get a short answer plus a chart built from the real rows.
Generate written commentary, move reports through draft → in review → approved, and keep a locked snapshot of the signed-off version.
Set Google Sheets to refresh hourly, daily or weekly. Schedule report packs and create threshold alerts that notify the workspace.
Invite people as owner, admin, member or viewer. Every dataset and dashboard is scoped to its workspace.
Flowdeck is not an accounting ledger. It does not record debits and credits, journal entries or day books.
It does not store invoices, receipts, purchase orders or cheque counterfoils, and it does not extract data from PDF bills.
Balances and sub-ledgers live in your accounting package. Flowdeck reads exported or linked data for reporting, not transaction posting.
A trial balance is an accounting control step. Flowdeck shows preview tables and quality checks, but it does not produce a formal TB.
Currency conversion and multi-entity consolidation are kept for a later phase; numbers are reported in the currency they arrive in.
Reports and alerts currently live in-app. Email delivery needs a custom sending domain and is planned for a later release.
Flowdeck reads data and produces reports. It does not write forecasts or adjustments back into Google Sheets, ERPs or bank feeds.
Upload a CSV or link a Google Sheet and build your first dashboard.