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Sales and finance

From quote to invoice, all the way to the numbers that matter.

9 of the 16 modules open

Employee ManagementTime ManagementInventory ManagementProject ManagementDocumentsSales ManagementFinancial TrackingAccounting & SyncSecurity & AuditNo charge
  • 14-day free trial
  • No credit card
  • Change plans at any time

You create your account first. No payment is asked during the trial.

Size of your organization

$29/month

Whole team, up to 10 users · $2.90 per user

You save $30 per month

The same modules bought one by one would cost $59. This bundle is $29.

Choose this plan

No credit card. Change plans whenever you want.

What you get, module by module

Every module is open the moment it's active, with its screens and its full cycle. Nothing is capped, nothing costs extra.

Employee ManagementCore

Your team, structured and performing

Manage your team from A to Z. Invite users, assign granular roles, track employee files and measure individual performance — all from a single interface. Your HR department, digitized.

  • User management with granular roles
  • Simplified invitations and onboarding
  • Centralized employee records
  • Individual performance tracking

The cycle, at a glance

Employee Management — The cycle, at a glance

Time ManagementCore

Every minute counts

No more Excel timesheets and calculation errors. Time Management automates punch in/out with GPS geolocation, manages your shift types and detects anomalies before they cost you. Your employees clock in, the rest takes care of itself.

  • Quick punch in/out via mobile, tablet or fixed terminal
  • Automatic geolocation at each clock-in
  • Anomaly detection (delays, absences, overtime)
  • Travel logs and real-time GPS tracking

The cycle, at a glance

Time Management — The cycle, at a glance

Inventory Management

Zero stockouts, zero excess

Never be caught off guard by a stockout again. Track your inventory levels in real time across all locations, receive automatic reorder alerts, and view complete price history. Your stock, always under control.

  • Multi-location management in real time
  • Automatic reorder alerts
  • Complete movement and price history
  • Inventory dashboard with overview

The cycle, at a glance

Inventory Management — The cycle, at a glance

Project Management

From idea to delivery

From quote to delivery, keep every project on track and on budget. Assign staff and machines to activities, track costs vs. budget in real time, and centralize all your documents — technical drawings, project and machine docs — in one place.

  • Kanban board for activities: visual tracking Not Started, In Progress, On Hold, Completed
  • Staff and machine assignment per activity with budget tracking
  • Centralized project, machine documents and technical drawings
  • List, Grid and Board views to manage your activities your way

The cycle, at a glance

Project Management — The cycle, at a glance

Documents

Your documents, your rules, AI-powered extractions

Centralize all your documents in one place and choose where they live: Cloudflare R2 (high-availability cloud) or local agent (on-premise on your servers). Claude AI extracts data from your invoices, delivery notes and quotes — every document becomes a usable record in seconds.

  • Choice of storage provider: Cloud R2 or local agent
  • AI data extraction (Claude) — invoices, quotes, delivery notes
  • Customizable templates by document type
  • Zero-Tenant-Data architecture — your files never leave your perimeter

The cycle, at a glance

Documents — The cycle, at a glance

Sales Management

From quote to delivery

Turn every opportunity into revenue. Manage customer orders from quote to delivery, centralize your client base, and track the status of every order in real time. A clear and seamless sales pipeline.

  • End-to-end customer order management
  • Centralized client base
  • Real-time order status tracking
  • Easy quote-to-order conversion

The cycle, at a glance

Sales Management — The cycle, at a glance

Financial Tracking

Your numbers at a glance

Visualize your company's financial health at a glance — not after hours of spreadsheets. Invoice your clients, track revenue vs. expenses by week, month or quarter, set margin targets and analyze profitability per project.

  • Professional customized invoicing
  • Financial forecasts and margin targets
  • Profitability analysis per project
  • Real-time financial dashboard

The cycle, at a glance

Financial Tracking — The cycle, at a glance

Accounting & Sync

Effortless synchronization

Connect GestFlow directly to your accounting software. Set up your connector, sync your financial data in one click and keep a complete history of every synchronization. Your books, always up to date.

  • Accounting dashboard with overview
  • Connection to QuickBooks Online (Sage and Xero coming soon)
  • Complete history of every synchronization
  • Customizable mappings between systems

The cycle, at a glance

Accounting & Sync — The cycle, at a glance

Security & AuditNo charge

Stay in full control of who accesses your data. Every action on your orders and invoices is traced and timestamped, sensitive cancellations require dual approval, and you set access by role and by folder. Enterprise-grade security, full transparency.

What is not included

Better to know now than after signing. These modules stay available: you add them the day the need shows up.

Shift SchedulingPayroll ProcessingPurchase ManagementAccounting & SyncProduction OrdersEquipment ManagementCapacity Planning

Another bundle may cover more for a few dollars extra. The builder will tell you in two clicks.

Compare all ten offers

Is Sales and finance the right fit?

$29 per month for the whole team, up to 10 users. Fourteen days to try it, no credit card, and you can change plans whenever you want.

Choose this plan