01
Customers at risk
Identify valuable customers who have reduced or stopped buying.
- Behavior-based customer segmentation.
- Revenue history associated with each customer.
- Priorities for retention and reactivation.
Intelligence applied to outcomes.
Find opportunities. Anticipate risks.
FlowChat shows where to protect revenue and act first using the data you already have. Start with tax documents and expand only what proves valuable.
- Start with Tax.
- No ERP replacement.
- Expand through value.
Opportunity prioritized
Illustrative example. Results vary according to the data analyzed.
FlowChat
Where is the opportunity or risk?
Next action
Review at-risk customers
Start with the outcome, not the integration.
Choose one priority, validate it with a sample of existing data, and expand only when the gain is clear.
- 01
Choose the gain
Define the opportunity, risk, or decision that matters most to the operation.
- 02
Prove it with your data
Start with tax documents and receive analysis connected to source evidence.
- 03
Expand what works
Connect new sources, workflows, and automation only after validating value.
Outcome → proof → scale. Without: replacing the ERP, creating new spreadsheets, or starting with a complex integration.
What the initial analysis can reveal.
The value is not another dashboard. It is finding the opportunity or risk that deserves action now.
02
Strategic products
Discover which products sustain revenue and how concentrated the portfolio is.
- ABC curve and product rankings.
- Sales trends by period and region.
- Mix, concentration, and commercial opportunities.
03
Operations that need attention
Evidence includedFind transactions, indicators, and classifications that deserve team review.
- Sales, purchases, returns, and transfers.
- Tax and commercial indicators in one context.
- Answers connected to source documents.
Where to start
Start where value can already be proven.
The Tax Agent is available for companies and accounting firms. Other areas are enabled according to the priority and validated outcome.
Tax Module
The Tax Agent uses invoices and transport documents to find customers at risk, strategic products, and operations that need attention.
Explore the Tax AgentFinancial Module
Financial intelligence, consented Open Finance, and collections workflows evolving through an agreed roadmap.
Low risk to get started
Validate with your data before expanding the investment.
The initial analysis uses a controlled scope, authorized sources, and one business question that defines success.
Authorized sample
Start only with the documents required to investigate one concrete priority.
Traceable findings
Every answer remains connected to the sources and criteria behind the analysis.
Value-led expansion
New integrations and automation advance only when the outcome justifies the next step.
Frequently asked questions
No. FlowChat doesn't replace your ERP, CRM, or financial systems: it connects those sources so your company can see what's happening, decide with more context, and act with less manual work.
Discover the first gain your data can already produce.
Start with tax documents, validate one priority with your team, and expand only what proves valuable.
For companies and accounting firms. No ERP replacement or complex integration to get started.