More time for clients,
less time on admin.
Built for Swiss consulting and agency firms.FlowRich unifies quotes, project management and finance into a single system with real-time collaboration for clients and Treuhänder.
More Swiss than generic PSA tools.
More capable than local ERP tools.
Swiss-Native
QR-Bill, Swiss VAT (8% / 3.8% / 2.6%), Swiss data residency, and Swiss templates.
Treuhänder Portal
Real-time comments, approvals, VAT review, and audit-ready handoff. No exports. No email tennis.
Client Collaboration
Online quote approval, Skribble e-signature, client portal, and satisfaction surveys.
Zuri AI — Your Operational Copilot
Proactive financial insights, smart reminders, anomaly detection, and workflow suggestions.
Workflow-first
by design
No silos. No manual handoffs.
AI where it matters.
Contact → Opportunity
Centralize your CRM. Manage leads natively, track deal progress, and seamlessly transform opportunities into quotes.
Quote → Approval
Create quotes with Swiss VAT. Client approves online or e-signs via Skribble. Clean. Fast. Professional.
Quote Creator
Project → Delivery
Track time and expenses, manage capacity, and keep projects on budget. Flags overallocation before it becomes a problem.
Resource Planner
Time → Invoice
Generate QR-Bill invoices with correct VAT rates (8% / 3.8% / 2.6%). No more spreadsheets. Zero manual steps.
Invoice Chaser
VAT → Treuhänder Review
Your Treuhänder reviews VAT, adds comments, approves transactions—all inside FlowRich. Audit-ready data handoff. No exports. No email tennis.
Start with one agent.
Grow into a platform.
Meet your first agent — The Invoice Chaser
Each agent handles a distinct operational workflow — independently or together. Configure once, run continuously.
Invoice chaser
Cash flow automationMonitors overdue invoices and drafts personalised chase emails — matched to each client’s tone and payment history. You review and approve before anything sends.
- Triggers on overdue status or custom schedule
- AI-drafted emails, review before sending
- Escalation sequences for 7d, 14d, 28d
- Tracks payment confirmation automatically
Quote creator
Revenue pipelineTurn project briefs into professional quotes in seconds. Agent generates scope, pricing, and terms, you review & approve.
Resource planner
Capacity & utilisationMatch projects to team capacity automatically — surface overallocation and margin risk before they become problems.
Your AI handles the chase. You stay in control.
Describe your rules in plain words. The agent categorises, reminds, and escalates — you just approve.
Set follow-up tone, timing, and escalation in natural language. The agent sorts every invoice by risk and payment history, drafts the right message for each, and waits for your go-ahead before sending.
• 14d → 21d → 35d
Want me to list all invoices overdue 14+ days from your VIP clients?
Configure in seconds
Just tell Zuri what you need — no settings panel, no manual rules.
Rules
Custom triggers per segment
Flexible schedules
Send only on working days
Tone per client
Professional, firm or urgent
Dear Thomas,
I hope this finds you well. I'm writing to follow up on invoice #2024-089 for CHF 4,800, which was due 14 days ago.
Could you kindly confirm the payment status or let us know if any clarification is needed?
Kind regards,
Matthias Brunner
Acme AG
Pending approval
AI-drafted · awaiting sign-off
Schneider Beratung
#2024-081 · CHF 2,950 · Tone: urgent
Thomas Weber GmbH
#2024-089 · CHF 4,800 · Tone: professional
Müller & Kaufmann AG
#2024-094 · CHF 11,200 · Tone: firm
You stay in control
Every email Zuri drafts waits for your sign-off. No surprises, no accidental sends.
One-click approve
Review and send in seconds
Edit before sending
Improve tone or adjust content
Full audit trail
Every action is logged
The intelligence layer underneath.
Finally know which clients are profitable, which projects are at risk, and whether your business is actually improving - quarter on quarter.
Every project, client, and invoice feeds into one real-time view. DSO, billability, utilisation, and conversion rate.
PSA analytics
Firm-wide · Q1 2025Conversion funnel
Revenue health
Client breakdown
Click row to drill down| Client | DSO | Billability | Utilisation | Status |
|---|---|---|---|---|
| Zeller IT AG | 9d | 81% | 88% | Healthy |
| Braun Consulting | 12d | 76% | 79% | Healthy |
| Müller & Partner | 22d | 61% | 74% | Watch |
| Schneider AG | 34d | 48% | 71% | At risk |
| Hofmann GmbH | 11d | 79% | 83% | Healthy |
Founder's Story
Built from inside out.
“Working at the intersection of finance, operations, and technology, I spent years watching talented consultants chase invoices on Friday afternoons and piece together billability and utilisation numbers that should've been one click away.
FlowRich is the platform I wished existed - workflow-first, Swiss-native, and built to free you for the work that actually matters.”
Ready to run a leaner Swiss operation?
See how FlowRich helps consulting and agency firms cut DSO, improve billability, and stop chasing invoices manually.
No commitment. No credit card required.