ClassInsights Flow is an easy-to-use web app that automates bookkeeping by analyzing and organizing invoices, managing contacts and products, and quickly generating professional invoices - all designed to simplify financial management for the company ClassInsights.
๐ Showcase
This video demonstrates the most important features of ClassInsights Flow like customer creation, product management, receipt generation and registration.
๐งพ Receipt Generation
Generating professional invoices is a straightforward process within ClassInsights Flow. The system automatically pulls relevant information from the product catalog and customer list, allowing users to create professional invoices in just a few clicks. Each invoice includes all necessary details, such as applicable taxes, optional discounts, and customized payment terms. The invoices are formatted to meet standard business and legal requirements, ensuring that every transaction is both compliant and professional in appearance.
๐๏ธ Invoice Recording
One of the standout features of ClassInsights Flow is its seamless invoice management system. Users can effortlessly upload invoices and the application uses artificial intelligence to automatically analyze these documents. This intelligent system extracts key information such as dates, amounts, vendor details and so on without requiring manual data entry.
๐ค Stakeholder Managment
Beyond invoice management, ClassInsights Flow offers tools for managing business relationships. Users have the ability to create and maintain comprehensive profiles for both customers and suppliers. These profiles include essential contact information and notes, enabling the company ClassInsights to keep their records organized and up to date. This structured approach helps to remain the communication smooth and efficient.
๐ฆ Product Catalogue
The platform features an intuitive product catalog, where users can define and manage the products or services they offer. By entering details such as product names, descriptions, and pricing, you can maintain a clear and organized overview of your offerings. The product catalog also tracks sales frequency, providing valuable insights into which products are most popular and helping inform business decisions.