Flows ERPHow we set up Flows for youin five steps
Try the system first. Then our team helps you set it up, train your staff, and go live — and keeps supporting you after that.
One-month free trial before you buy.
5 steps
from trial to go-live
4–8 weeks
until your team is fully using Flows
No extra fee
setup is included in the annual plan
Every quarter
a report on your system
Who does what in each step
- 1Try the system
- 2Tell us how your business works
- 3Add the fields you need
- 4Set up templates and import data
- 5Training and go-live
Step 1
Try the system
Use the free one-month trial, or book a 30–45 minute demo.
What we do
Show you the system in a demo, with examples close to your business.
What you do
Try it with your own cases. There is nothing to install.
Step 2
Tell us how your business works
We agree on the plan and what will be set up.
What we do
Go through your contracts, billing, and stock with you, and confirm the plan and the setup.
What you do
Explain how your team works today and what you need from the system.
Step 3
Add the fields you need
Your own information goes onto the forms.
What we do
Help you list the extra fields your business uses and add them to the forms.
What you do
Tell us what information you keep, such as branch or customer source.
Step 4
Set up templates and import data
Your documents and your existing records go into Flows.
What we do
Set up your invoice, tax invoice, and receipt templates, and help with the data import if needed.
What you do
Send us your document templates, and import your existing data with our Excel templates.
Step 5
Training and go-live
Each team learns its own screens, then you switch over.
What we do
Train each team on the screens they use, and stay on hand while you go live.
What you do
Use Flows alongside your current system for a while, then switch over.
After you go live
Help when you need it
The team that set you up answers questions, adjusts your setup, and trains new staff.
A system report every quarter
Uptime, speed, backups, and what we fixed or improved that quarter.
We look after the servers
Updates, security fixes, and backups run on our servers. Your team has nothing to maintain.
Onboarding questions
How long does Flows ERP onboarding take?
Most teams are fully using Flows within 4–8 weeks, including data import and staff training. We will agree on the timeline with you in step two.
Is there an extra fee for onboarding?
There's no extra fee. Setup, document templates, staff training, and go-live help are all included in your annual plan; only custom development is quoted separately.
Who imports our existing data?
Your team imports it using our Excel import templates, which check every row before anything is saved. If your data needs cleaning up or you get stuck, our team is happy to help.
What do we need to prepare?
Please have your document templates ready, along with a list of the information your business keeps and your existing data in Excel. We'll help you sort out all three during our sessions.
Can we keep using our current system while switching?
You can run both systems side by side for a while and compare the results. You switch over fully only when your team is ready.
Can we export our data if we stop using Flows?
Your data always stays yours. You can export customers, suppliers, contracts, document data, and stock to Excel at any time, without having to ask us.
Start with the free trial
Use the real system free for one month, then decide.