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FlowLance User Guide

Welcome to FlowLance — the all-in-one platform for freelancers to manage clients, invoices, cashflow, proposals, time tracking, opportunities, and contracts.

Table of Contents

Getting Started

Core Features

  • Dashboard — Your business at a glance
  • Clients — Managing your client relationships
  • Contacts — Tracking individual people across your clients
  • Projects — Tracking project work and profitability
  • Invoices — Creating, sending, and tracking invoices
  • Proposals — AI-powered proposal generation and tracking
  • Time Tracking — Logging time, templates, timers, and goals
  • Cashflow — Forecasting, bank sync, tax estimates, and insights
  • Opportunities — Discovering and scoring new work
  • Contracts — Templates, dual-party signing, and amendments

Configuration

  • Profile — Building your professional profile for AI-powered proposals
  • Settings — Business details, tax, banking, invoices, and preferences

Help

  • FAQ — Frequently asked questions

Quick Start

  1. Sign up at flowlance.io — 28-day free trial, no credit card required
  2. Complete onboarding — 5-step wizard to configure your business basics
  3. Add your first client — From the Clients page or the dashboard quick actions
  4. Create a project — Link it to your client with budget and dates
  5. Log time — Track billable hours against your projects
  6. Send an invoice — Generate from unbilled time or create manually
  7. Check your cashflow — See your 12-month financial forecast

Platform Overview

FlowLance is designed for UK freelancers — sole traders and limited company directors — who want a single platform to run their business. Everything connects together:

  • Opportunities you discover can become Proposals with AI-generated content
  • Won proposals automatically create Projects with the right budget and dates
  • Projects track tasks, documents, budgets, and profitability
  • Contracts with dual-party digital signing and amendments link to projects
  • Time logged against projects feeds into Invoices as billable line items
  • Sent invoices appear in your Cashflow forecast as expected income
  • Bank transactions sync automatically via Open Banking to track what's actually been paid
  • Expenses are categorised and factored into your cashflow forecast
  • Tax estimates are calculated from your forecast so you know what to set aside

All of this is visible from your Dashboard — a single page showing revenue, pipeline, pending payments, opportunities, and time logged today.

Features at a Glance

Feature What It Does
Dashboard Business overview with stats, recent proposals, top opportunities, and quick actions
Clients Manage client relationships — contact details, linked projects, and invoice history
Projects Track work with budgets, dates, tasks, documents, and profitability analysis
Invoices Create, send, and track invoices — import unbilled time as line items, share payment links
Proposals AI-powered proposal generation using your professional profile and evidence
Contracts Templates, dual-party digital signing, amendments, and PDF export
Time Tracking Timer, quick log, day templates with guided sessions, weekly/monthly analytics
Tasks Task management linked to projects with time tracking integration
Cashflow 12-month forecast, bank sync, recurring pattern detection, AI-generated insights
Expenses Track and categorise business expenses
Opportunities Discover work from personal crawl targets, Slack channels, and curated feed sources — AI fit scoring
Profile Professional profile builder — expertise, values, voice, case studies, testimonials, credentials
Tax Automated estimates for income tax, NI, corporation tax, and VAT based on your entity type
Banking Open Banking integration (Yapily, Plaid, TrueLayer) for automatic transaction sync
Calendar Google Calendar sync for time entry suggestions
Slack Monitor Slack channels for freelance opportunities
Contacts Manage individual people across your clients — warmth tracking, client linking, CSV import
Import / Export CSV import for clients, projects, invoices, contacts, and bank transactions; full ZIP export of all your data
Referrals Earn 25% off by referring 2 paying customers