Flowtly for B2B real estate

Flowtly is where you handle utilities, contracts, and settlements. No spreadsheets, chaos, or piles of extra documents.

Try flowtly

For property operators

Running buildings is demanding enough on its own

You do not need ten tools, five folders, and daily file hunts. Flowtly brings together everything you need to run financial operations and link them with documentation in one clear system. Meter readings, invoices, contracts, reinvoices, and forecasts all live where they belong and work together without chaos.

  • Spreadsheets everywhere and dozens of different programs
  • Many exceptions in settlements
  • No single tool to run an entire building
  • More financial responsibility landing on property teams

Working with legacy meters or procurement tools? Book a 30-minute audit and we’ll sketch the automations or partners that fit.

-18h

–18 hours a month spent reconciling data

100%

100% of documents linked to transactions

15 min

15 minutes to prepare a forecast

Flowtly playbooks for your industry

Pick an operational challenge and see how teams solve it with Flowtly.

Problem

Invoice descriptions are confusing and misaligned with services

Tenants receive invoices with generic or technical descriptions they question later.

Solution

Every line item can have a clear description, and you can use rules that generate names per your standards. The invoice becomes tenant-friendly—without jargon.

Result: tenants ask less, contest less, and pay faster.

Each line has its own description or naming rule — tenants know what they pay for
Flowtly

Invoice lines

Clear line items

No jargon
Item Description / formula Status
Energy – Building A kWh usage × rate OK
HVAC service Formula: calculated OK
Shared services Description: Security, reception To edit

Problem

No single view of client – building – portfolio

Managers hunt data across systems and files and cannot drill from portfolio to a specific invoice quickly.

Solution

Flowtly links costs, revenue, readings, allocations, recovery, projects, and contracts into one cockpit. Drill into a single invoice or view the whole portfolio.

Result: zero time wasted searching—managers get ready answers.

Drill into the invoice or see the whole portfolio — without switching systems
Flowtly

Combined view

Client · Building · Portfolio

1 cockpit
Client Building Portfolio
View Asset Cash flow Status
Nova Offices Tower A 212,000 PLN OK
LogiPark Campus West 148,500 PLN Alert
Fund X Portfolio 658,000 PLN OK

Problem

Costs must be split by multiple methods — area, meters, custom formulas

Different allocation methods mean every invoice is split by hand, and you have to remember which went "by meters" versus "minus offices + HVAC."

Solution

In Flowtly you build allocation formulas once. Then the system maps them to buildings, merges meter and vendor data, and calculates CAM and recovery without manual maths.

Result: costs split themselves; you stop policing exceptions in spreadsheets.

Flowtly

Allocations

Set formulas once

Automatic

Rules

Area · Meters · Formulas

3 active

Offices · M2

Area × rate · Tower A, Campus West

Active

Server rooms · Energy

Meter kWh · Logistics Hub

Active

Shared services

Formula “calculated” · All

Active

Current splits

Invoices × method × share

No manual recalcs
Invoice Method Tenant Share Status
#INV-5530 · Water Area Tower A 42% Ready
#INV-2045 · Energy Meter kWh Logistics Hub 61% Ready
#INV-8841 · HVAC service Formula Campus West Distribution Calculating

Problem

Bank statements miss counterparty names

Manually matching transfers to invoices stalls cash flow because data is incomplete or inconsistent.

Solution

Flowtly matches on regex, identifies payments via account numbers, phrases, transaction IDs, and auto-assigns them to tenants and invoices.

Result: valuation and cash flow do not stall while someone hand-matches 200 transfers.

Regexes, bank accounts and transaction IDs auto-link payments to tenants and invoices
Flowtly

Payments

Matching transfers

Automations
Counterparty Reference Rule Status
Nova Offices PL41 1234 ... 8821 Regex: NOVA|NVF Matched
LogiPark PL72 5521 ... 1190 ID: LOGIPARK Matched
Unrecognized PL60 0078 ... 3301 No rule To assign
Flowtly for B2B real estate

B2B Real Estate Playbook

Command your portfolio from one console

Flowtly keeps utilities, vendor docs, and tenant billing in one workflow so finance, asset managers, and ops see the same numbers in real time.

  • Portfolio dashboard with live leases, meters, and CAPEX readiness.
  • Lease, service, and finance processes chained into one automation spine.
  • Board-ready rollups for owners and funds without chasing files.

FAQ

B2B real estate questions, answered

Quick answers on utilities, shared services, and real-time cash visibility with Flowtly.

How do you capture meter readings and supplier invoices?

It depends on the systems already installed on site. Flowtly ingests CSV/API feeds or portal uploads, but proprietary building-automation formats may need a lightweight automation layer (or integration partner) in front of Flowtly for the cleanest process.

Can Flowtly split costs per tenant or cost center?

Set allocation formulas based on area, consumption, or manual overrides. Flowtly builds reinvoices with audit trails so finance can explain every charge.

Do tenants get visibility into utilities and shared services?

Yes. Flowtly issues statements that already include line items, allocation formulas, and supporting invoices, so tenants can log in or receive exports that explain every euro automatically.

How do property managers track maintenance SLAs and contractor performance?

Flowtly focuses on the financial and contractual layer. For field dispatching or SLA timers you should pair it with a CMMS such as Qmaint, then sync approved work orders and invoices back into Flowtly.

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