What is Payflow?
Managing financial planning and analysis often involves juggling disparate data sources, spending countless hours on manual reporting, and struggling to extract timely strategic insights. Payflow introduces Luca, your dedicated AI finance analyst, designed specifically for midsized and fast-growing companies. Luca works to give your finance team back valuable time – potentially over 400 hours per year – and significantly reduce operational costs, shifting your focus from data wrangling to strategic decision-making, often delivering tangible business value within the first week.
Key Features
🔗 Data Sync: Connects seamlessly with your essential business systems (ERP, CRM, HRIS, Operating Systems, Online Stores, Inventory Management, and more). This creates a unified, reliable source for all your financial data, eliminating manual consolidation efforts.
💡 Insights: Ask critical business questions in plain language (e.g., "What drove the change in gross margin last month?") and receive clear answers backed by data, often within minutes. Luca also proactively identifies and surfaces important trends or anomalies you might have missed.
📊 Reports: Automates the creation and delivery of structured reports directly to your inbox. Configure regular updates on KPIs, customer cohort performance, location-specific results, board-level summaries, and more, freeing up dozens of team hours each month.
📈 Financial KPI Dashboards: Visualizes your integrated financial data through interactive dashboards. Explore key metrics, drill down into specific charts to understand underlying factors, and even chat with Luca to discuss the drivers of change.
🔮 Forecasts [Coming Soon]: Leverages AI to generate granular forecasts using detailed data from your GL, transactions, inventory, HRIS, and CRM. These forecasts will be paired with clear explanations of assumptions, and you'll be able to upload existing Excel models for comparison and refinement discussions with Luca.
🔒 Security & Support: Operates with robust security protocols, including end-to-end data encryption and partnerships with SOC II Type 2 certified providers for sensitive integrations. Benefit from the expertise of a team experienced in financial systems and security, plus always-on support options for dedicated assistance.
Use Cases
Accelerating Month-End Reporting: Instead of spending the first week of the month manually pulling data and building board packs, a CFO at a mid-sized tech company uses Payflow. Luca automatically syncs data overnight, generates pre-configured variance reports and KPI summaries, and delivers them by the first business day. This cuts the board reporting cycle from days to hours.
Investigating Performance Dips Quickly: A finance manager at a growing retail chain notices a dip in regional profitability. Rather than tasking an analyst with days of SQL queries and spreadsheet analysis across sales, inventory, and expense systems, they simply ask Luca: "Why was the West region's EBITDA margin lower last quarter compared to the previous one?" Luca analyzes the integrated data and provides a breakdown identifying increased shipping costs and a specific product category's underperformance as key drivers within minutes.
Providing Real-Time Visibility for Leadership: The CEO of a rapidly scaling SaaS company needs a constant pulse on key subscription metrics (MRR, Churn, CAC) alongside core financials. Payflow’s dashboards provide a continuously updated, consolidated view, integrating data from their CRM, billing system, and ERP. The CEO can self-serve this information anytime and use the chat feature to ask Luca follow-up questions about specific trends.
Conclusion
Payflow, powered by your AI analyst Luca, transforms your FP&A function from a reactive reporting center to a proactive strategic partner. By automating data integration, analysis, and reporting, it saves significant time and resources, allowing your team to focus on higher-value activities like interpreting insights and guiding business strategy. With its focus on security, ease of use, and rapid value delivery, Payflow is built to empower finance teams in dynamic companies.
More information on Payflow
Launched
2023-09
Pricing Model
Contact for Pricing
Starting Price
Global Rank
Follow
Month Visit
<5k
Tech used
Google Analytics,Google Tag Manager,Webflow,Amazon AWS CloudFront,Cloudflare CDN,Google Fonts,jQuery,Gzip,HTTP/3,OpenGraph,HSTS
Payflow was manually vetted by our editorial team and was first featured on 2025-05-02.
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