Tools built for business control.

A modular platform: connect your data sources, control your workflows, and export the insights you need.

Payables Management

Centralise your accounts payable workflow. From invoice review to payment execution. insightFlow pulls unpaid bills from Xero, lets you prepare and execute payment runs, and maintains a full audit trail.

Finance Manager

CFO

Key capabilities

Review and approve unpaid invoices from Xero

Prepare and generate payment runs

Export payment files for banking

Full history with void and archive support

Supplier reconciliation

Outputs

CSV Export

Payment run file

Audit log

Supplier reconciliation

Key capabilities

Contact and company timeline

Pipeline and deal tracking

Task management linked to contacts

Notes and activity history

Finance-ops coordination view

Outputs

Pipeline reports

Calendar view

Contact view

CRM Features

A lightweight CRM purpose-built for finance and operations coordination. Track contacts, manage pipelines, and keep notes aligned with your financial workflows — without the overhead of a full CRM platform.

Finance Manager

OPs

Timesheets Management

Capture, review, and export timesheet data ready for payroll and budgeting. Filter by employee, project, or date, apply overtime multipliers, and generate payroll-ready reports.

Finance Manager

Project Manager

OPs

Key capabilities

Timesheet capture and review

Employee, project and date filtering

Overtime calculation

Payroll-ready export generation

Budget allocation from timesheet data

Outputs

Payroll export

Budget allocation report

CSV export

Key capabilities

Bank feed connections

Real-time cash position view

Automated bank statement imports

Outputs

Cash position report

Bank statement export

Transaction log

Bank connections

Connect to bank feeds for real-time cash visibility and financial controls. See your cash position across accounts and entities without manual bank logins.

Finance Manager

CFO

Integrations: Remato + Xero

insightFlow's backbone — sync Remato timesheets and Xero accounting data into one platform. Keep operational and financial records aligned automatically.

CFO

Project Manager

OPs

Key capabilities

Automatic Remato timesheet sync

Xero accounting data connectivity

Bidirectional data validation

Sync status monitoring

Error handling and reconciliation

Outputs

Sync reports

Audit log

Data validation summary

Module capabilities at a glance

Module

Control

Visibility

Exports

Auditability

Payables

CRM Feature

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Bank Connections

Timesheets

Integrations

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Ready to bring business control into real time?

See how insightFlow connects your operational and financial data into one control platform.