SW
Sarah Wong
The set-and-forget automated reminders protect our cash flow, while the dashboard lets me easily pause nudges for clients I am already talking to.
The autonomous workspace
The AI Agent for
Small Businesses
Empowering micro-businesses to scale beyond current capacity. An AI platform that automates finance, sales and administrative work.
InstantFlow — Back office
Expenses
Auto-categorized by your AI agent
✓ Booked to "Tooling"
MerchantCategoryAmount
Cloud Hosting Co.$240.00
Office Supplies Ltd.$86.20
Metro Transit$12.75
Print & Post$154.00
Data Insights Inc.$390.00
The impact
Impact & Efficiency with InstantFlow
Reduce admin work, lower costs, and increase accuracy—that's what our AI agents can bring from day one.
0%
Time saved—admin work down from 8 hours to under 1 hour a week
0%
Cost saved on software and maintenance
0%
Accuracy in receipt matching and data entry
The agents
AI agents built for every part of your business
Each AI agent focuses on one job—recording transactions, generating quotes and invoices, updating your database, and more—then hands you the result.
01
Record Transactions
Extracts merchants, line items, taxes, and currencies from any receipt in seconds, and categorizes the expense at the same time.
No more manual receipt entry
02
Generate Quotes
Just tell your AI assistant Genie what you need, and Genie generates the quote for you.
Generate quotes instantly, anywhere
03
Generate Invoices
Turn a quote into an invoice with one click, or simply ask your AI assistant Genie to generate the invoice for you.
Generate invoices instantly, anywhere
04
Auto-Update Your Database
Update your database the moment a transaction is recorded—clients, products, services, suppliers, and partners, all kept in sync.
Auto-updated records
05
Auto-Restock
Automatically sends a purchase order to your supplier the moment stock runs low.
Automatic, self-triggered restocking
06
Check Company Status
Your AI assistant Genie can answer questions about your company's finances, quotes, invoices, and their status.
Instant visibility into company status
The All-In-One operations software built for Small Businesses & Solo Owners
Eliminate manual data entry with an AI expense tracker, automated invoice generator, and centralized client database designed to streamline your business workflows.
For Solo Owners
AI-Powered Operations for Solo Owners
Run your entire business without the administrative overhead.
As a solo operator, your time is your currency. Our platform acts as your digital back-office assistant. Use our AI expense tracking to instantly scan and extract data from receipts, eliminating manual bookkeeping. When it’s time to get paid, leverage our automated billing features to draft error-free documents in seconds. It’s the easiest way for solo founders to scale their daily operations without hiring an assistant.
✓ Synced
This month
$17,521.00
Coffee & Co.$12.40
Receipts scanned48
Invoices sent12
Hours saved26
Receipt.jpg
This month$12.40
For Service Providers, Freelancers & Agencies
Streamlined Quote & Invoice Generation for Service Providers
Win clients faster with smart quote-to-invoice workflows.
Stop wasting time hunting down pricing details or copying and pasting client info from messy spreadsheets. Our integrated client database software and custom item catalog let you store products, services, and rates in one secure hub. Use the intuitive quote and invoice generator to instantly inject saved items into professional, branded estimates. Transition seamlessly from a signed quote to a live invoice with zero friction.
CompanyStatus
Vendor Co.
AddedAcme Client
AddedSupplier Ltd.
AddedPartner Inc.
AddedFor Growing Small Businesses
A Centralized Management System for Growing Small Businesses
Keep your team, clients, and vendors perfectly aligned.
As your business expands, fragmented data leads to costly mistakes. Our small business management system provides a unified vendor data hub and partner database to keep your external relationships organized. Track company expenses across your entire team with smart AI extraction that flags errors automatically. Get a crystal-clear view of your cash flow, client billing histories, and operational databases without dealing with overly complex corporate ERPs.
Security & compliance
AI tool that you can trust
You stay in control
The AI prepares and executes, but you decide. Every quote, invoice, record, logic can stay under human review.
Enterprise-grade encryption
All financial records and client details are protected with enterprise-grade encryption, keeping your data private and secure.
Traceable, sourced data
Every field and document is traceable directly to its source — nothing is made up.
Your data stays yours
Your data is strictly confidential—never reused or trained on—and hosted on secure infrastructure.
Role-based access
We support role-based access controls for your team.
Trusted by small businesses.
TM
Tony Mak
Our reps can build a custom quote, manually override pricing on the fly, and convert it to an invoice in literally two minutes.
ML
Michael Lee
Our employees just upload receipt photos to the Genie chatbot, which automatically extracts the data and factors it straight into their next payout calculation.
ET
Emma Thompson
I love that when a client settles their balance, we simply mark it Paid in the dashboard and the reminder sequence shuts off instantly.
DY
David Yik
InstantFlow gives my team total flexibility to override unit prices and update quantities on the fly during active negotiations, keeping our deal momentum alive.
LC
Lisa Chong
Our buyers receive the quote immediately on their mobile devices, and the second they sign off, it becomes a structured invoice.