Flowtly for software development companies

Combine delivery, staffing, and billing in one operating system for custom software teams.

Try flowtly

For software teams

Give delivery, staffing, and finance the same operating system

Flowtly replaces scattered spreadsheets and niche tools with one workspace for pipeline, sprints, budgets, and hiring so PMs, finance, and talent partners share identical context.

  • Mirror CRM pipeline into staffing, contractor, and hiring plans automatically.
  • Track retainers, sprints, and change requests with live burn vs. budget for every squad.
  • Automate contractor onboarding/offboarding with audit-ready playbooks and tasks.

Need help wiring Flowtly into Git/Jira or your ERP stack? Talk to our team for a technical scoping session.

Delivery rituals

Keep scope, staffing, and cash visible in every sprint

Give PMs, finance, and leadership a live hub for change requests, blockers, and approvals.

4x

Manual updates removed from sprint and retainer trackers

+18%

More accurate utilization forecasts per squad

-8h

Hours saved reconciling change requests each week

Flowtly playbooks for your industry

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

Filter by focus

Problem

Pipeline forecasts and staffing plans live in spreadsheets, so hiring always lags demand.

Biz dev, staffing, and recruiting all maintain different sheets for pipeline stages and required roles, so by the time a deal closes the right engineers still aren’t hired or contracted.

Solution

Flowtly mirrors CRM stages, probabilities, and skill needs directly into staffing plans and hiring queues. When pipeline changes, recruiting tasks, contractor budgets, and bench alerts update automatically, so you act before demand hits.

Flowtly

Pipeline staffing

CRM + squad planner

6 weeks coverage
Stage Probability Key roles Status
Discovery 35% PM, UX Staffing
Proposal 55% Backend, QA Hiring
Contract 80% Frontend, DevOps Contractor
Won 100% Full squad Scheduled
Bench ready

6 engineers

Contractors budgeted

$48k

Open roles

2 senior FE

Problem

Retainers and project budgets are reconciled manually, so PMs can’t see true burn vs. budget.

Finance closes books in Excel while PMs track hours elsewhere, leaving no shared view of retainers, out-of-scope work, or live margin.

Solution

Flowtly keeps retainers, T&M projects, and fixed-fee budgets in one workspace. Timesheets, change orders, and invoices update burn charts automatically so PMs and finance see the same live margin, alerts, and billing schedule.

Flowtly

Retainer guardrails

Burn vs. budget

Live alerts
Fintech retainer · Retainer $78k / $120k
E‑commerce rebuild · Fixed-price $245k / $280k
AI prototype · T&M $65k / $90k
Projects under budget

8 / 9

Alerts triggered

2 this week

Change orders logged

+$36k

Problem

Contractor onboarding/offboarding is inconsistent, risking IP leaks and compliance gaps.

Access to repos, environments, and documents is granted via ad hoc chats, and no one logs when contractors leave or which assets they touched.

Solution

Use Flowtly playbooks to onboard contractors with NDAs, asset checklists, and time-boxed access tasks. Offboarding workflows revoke credentials, collect hardware, and archive approvals so compliance teams have a full audit trail.

Flowtly

Contractor playbook

On/Offboarding checklist

Audit trail

Maya Torres

Frontend
Onboarding
  • NDA signed
  • Repo access
  • Laptop shipment

Leo Schmidt

DevOps
Active
  • 2FA verified
  • VPN ok
  • Asset log

Priya Iyer

QA
Offboarding
  • Disable Git access
  • Return hardware
  • Invoice review
Access, hardware, and NDA tasks stay logged per contractor for compliance

Problem

Revenue recognition stays manual, so finance can’t keep up with milestones, fixed-price, and T&M models.

Milestone approvals, retainers, and timesheets are stitched together at month end, delaying revenue reporting and confusing leadership.

Solution

Flowtly ties project milestones, retainers, and T&M work to billing rules. Once a milestone or time entry is approved, revenue schedules update automatically and finance exports accruals with the right context.

Flowtly

Revenue console

Milestones & accruals

15 min update
Engagement Billing model Next recognition
Fintech retainer Retainer Apr · $42k
Gov portal rollout Fixed price Milestone 3 · $95k
AI discovery Time & materials T&M · $18k
Revenue scheduled

$155k next 30 days

Approvals waiting

1 milestone, 2 invoices

Flowtly for software teams

Software Delivery Kit

Keep scope, staffing, and margins in one rhythm

Flowtly aligns sprints, retainers, and budgets so PMs, finance, and leadership react to the same signals.

  • Live capacity and pipeline to staff squads before deals close.
  • Billing, burn, and change requests tracked without extra sheets.
  • Delivery rituals, approvals, and security checks centralized.

FAQ

Questions from software teams

See how Flowtly connects delivery, staffing, approvals, and finance without extra tools.

What controls exist for security/compliance (access to code, environments, documents)?

Flowtly tracks the operational side (tasks, approvals, budgets) but it is not an access-control system. Use your existing IAM/DevSecOps tooling for repositories and environments, then log the workflow or evidence links inside Flowtly when needed.

How does Flowtly connect Git/Jira data with staffing and budgeting?

Flowtly doesn’t ingest raw commits or tickets automatically, but it’s easy to adapt. Teams usually import time from Jira or expose workload summaries via lightweight automations/CSV so staffing and budgets stay in sync.

Can Flowtly manage fixed-price, T&M, and retainers in one place?

Yes. Create each project type with its billing rules—retainers with drawdowns, fixed-price milestones, or T&M with rate cards—and monitor them together with shared alerts and reporting.

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