CySo Flow
Every Flow module, and what it does.
Start alone on the free core. Add people, locations and modules as you grow. Modules are switched on inside the app, where current prices and plans are shown before you pay.
- Every plan, free part of the free core
- Included from Pro part of a paid plan
- Add-on switched on separately, from the Pro plan
From one person to several branches
Just you
Quotes, invoices, a calendar and your clients, on the free plan.
A team
Invite people with their own roles and permissions, and track their hours.
Several locations
Warehouses, tills and staff across branches, with an activity log of who did what.
Teams includes 5 users and grows to 25. Larger teams by arrangement.
Sales & money
From the first quote to money in the bank.
Quotations
Every plan, freeQuotes your clients approve online.
- Online approval link
- Becomes a Workshop job card
- Send by WhatsApp or email
- Promo codes
Invoices
Every plan, freeInvoices, receipts and credit notes.
- Recurring invoices (Pro)
- Receipts and payment history
- Credit notes
- Overdue reminders
- Send by WhatsApp or email
Finance
Included from StarterWhat you earned, collected and are still owed.
- Revenue by period
- Outstanding amounts
- Job profit including labour
- PDF and CSV export
Subscriptions
Included from ProRecurring plans for products, services or licences.
- Per client
- Automatic schedule
- Same engine as recurring invoices
Expenses
Included from ProSnap a receipt and the details are read for you.
- Receipt scanning
- Input VAT, incl. reverse charge
- Multi-currency
- Recurring expenses
Bank
Included from ProYour bank and cash accounts in one view.
- Current, savings, cash and card accounts
- Running balance
- Totals per currency
Jobs & operations
Plan the work, do it, and keep the paperwork.
Calendar
Every plan, freeBook and see every job.
- Day, week, month, agenda
- Wall display mode
- Google Calendar
Clients
Every plan, freeAll your clients and their history. The free plan holds up to 15 clients.
- CSV import
- Self-registration link
- Full job history per client
- Erase a client's data on request
Service reports
Included from StarterReports for the work you have done.
- Invoice several reports at once
- Recurring reports (Pro)
Workshop
Add-onA repair workshop's job board.
- Job cards with vehicles
- Inspection checklist
- Status board
- Labour and parts to invoice
- Client approval and deposit
- Booking requests
Equipment
Add-onThe machines, vehicles and tools you look after.
- Asset register per client
- Custom fields
- Service intervals and history
- Invoice a service
Tickets
Add-onInternal fault and job tickets.
- Routed to a department
- Due dates by priority, with escalation
Delivery
Add-onDeliveries assigned to your drivers.
- Driver assignment
- Live driver position (with Traccar GPS)
- Signature on delivery
- Tracking link for the customer
Customer portal
Add-onYour customers see their own orders. Works with Delivery.
- Sign in by email
- Past and current orders
- Loyalty card on the phone
Stock & selling
From supplier to shelf to till.
Inventory
Included from ProSimple stock for parts and products.
- Low-stock alerts
- One-tap reorder
- Several suppliers per item
- Part photos
Purchasing
Included from ProSuppliers and purchase orders.
- Purchase orders by email
- Supplier acceptance page
- Receive into stock (with Warehouse)
Warehouse
Add-onFull stock control across several warehouses.
- Several warehouses, zones and bins
- QR bin labels and phone scanning
- Lot, serial and expiry
- Cycle counts
- Products made from parts
- Stock deducted when you invoice
Point of sale
Add-onA tablet till for over-the-counter sales.
- Keeps selling offline
- Cash sessions
- Takings per location
- Several locations with Warehouse
Loyalty
Add-onReward your regular customers.
- Stamps, points and tiers
- Enrol a client
- Phone card via the Customer portal (needs Delivery)
People
Staff records, hours and pay.
Employees
Add-on · included in TeamsYour staff register.
- Contracts and employment type
- Pay and bank details
- Documents
Time & Attendance
Add-on · included in TeamsWho is working, when and where. Works with Employees.
- Clock in from a phone
- Work zones checked on the server
- Shared kiosk tablet
- Weekly rota
- Timesheets
- Leave and a staff portal
Payroll
Add-onPayslips and payment files. Works with Employees.
- Payslip PDFs
- Weekly or monthly pay
- SEPA payment file for your bank
- Export for social insurance and TD7 returns
Payroll and Time & Attendance can also be taken together as the People bundle. Employees is still needed.
Accounting & AI
Books that stay up to date, and AI where it helps.
Accounting
Add-onFull double-entry books.
- Journal and chart of accounts
- Trial balance, profit and loss, balance sheet
- VAT return figures
- Fixed assets
- Client books for accounting firms
- Accountant pack in one click
AI Accountant
Add-onUpload statements, receipts and bills; AI reads them for you. Works with Accounting and the AI Assistant.
- AI reads and checks documents
- Review queue before posting
- VAT split
- Duplicate guard
AI Assistant
Add-on · included in TeamsA chat inside Flow for questions about your business.
- Chat inside Flow
- Needed to connect ChatGPT or Claude
AI connector
ChatGPT directory listing pendingUse Flow from ChatGPT or Claude. Needs the AI Assistant add-on.
- Per-key permissions
- Confirm before anything irreversible
- Hide client names from the AI
Team & admin
Run a team safely.
Dashboard
Every plan, freeYour business at a glance.
- Only the modules you use
- Unpaid invoices and amounts owed
Team
Included from ProInvite people and decide what each can do.
- Role presets
- Per-person permissions
- Seat overview
- Dispatch map
Activity log
Included from ProWho did what, and when.
- Activity log
- CSV export
- Kept for a year
Integrations
Included from ProConnect Flow to other systems.
- API keys and a REST API
- GPS tracking (Traccar)
Extra storage
Add-onMore room for your files.
- +25 GB
Running a children's sports academy? See CySo Academy.
Start free, add what you need.
Plans, add-ons and prices are shown inside the app.