FlowBook by TruTed

One connected system for the work behind your business.

Explore the modules that connect clients, projects, proposals, invoices and accounting in one cloud workspace.

Connected business softwareFlowBookTruTedJoFotaraPayments ready
01Clients

Every client, one directory

Contacts, location and financial history live in one record that every other module reads from.

✓Client contact details and balances
✓Searchable directory across your whole business
✓Linked to every proposal and invoice
FlowBook clients directory
02Projects

See every project, without asking

Track status, budgets and the project manager responsible for each piece of work.

✓In progress, not started and completed views
✓Budget vs. actuals per project
✓A project manager on every record
FlowBook projects board
03Proposals

From pending to approved

Send proposals, track approvals, and see the whole sales pipeline at a glance.

✓All proposals, approved, pending, sent
✓Convert an approved proposal into an invoice
✓A clear owner on every deal
FlowBook proposals summary
04Invoices

Billing that stays in sync

Sales orders, proposals, invoices and receipts, all connected to the same client record.

✓Sent, partially paid and paid status
✓Balance due tracked automatically
✓Multi-currency, JOD and beyond
FlowBook invoices list
05Accounting

A ledger that stays balanced

A live chart of accounts with balance sheet and profit & loss, updated as work happens.

✓Assets, liabilities and equity in one view
✓Balance sheet checked automatically
✓Every account traceable to its entries
FlowBook chart of accounts

Everything in context.

Move from a lead to a decision without losing the thread.

Purchases & expenses

Track suppliers, purchase invoices and expenses behind the work.

Team management

Team members, payslips and responsibilities in one place.

Recurring transactions

Organize repeat invoices and templates without manual re-entry.

See it in action

Bring your business into one system.

Request a demo and see how FlowBook can fit the way your team works.

Book a FlowBook conversation →