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profflow
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Setting up

The first day in Profflow,
step by step

From the payment to the first client reading their dashboard. Most firms are through it in an afternoon; a Profflow manager is with you the whole way.

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  1. 1The order and the payment

    Choose a package or the pilot, read the agreement, pay by transfer. We contact you at once; access usually opens within the hour.

  2. 2Your firm

    Your logo, name and colour; the team invited with their roles.

  3. 3The first client

    Type the registry code: the business register fills in the company. The client gets a link.

  4. 4The client’s data

    Upload a bank statement (camt.053, CSV or Excel) or connect the bank and the accounting program with the client’s key.

  5. 5Check together

    Open the client’s dashboard, see that the money and the debts match, and send the link.

  6. 6The first month

    Questions come with drafts; at the month’s end the report goes out under your name.

What we do for you

  • A manager

    Writes or calls the way you chose, from the first day.

  • Help with the data

    We help load the first statements and check them with you.

  • Answers in writing

    Every answer also comes in writing, so the team can read it later.

See it on example clients

The demo opens in a minute: the firm’s cabinet and a client’s dashboard.

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Frequently asked questions

  • The firm itself, a few minutes. Each client, the time it takes to upload a statement.

  • No. Everything is done in the browser.

All questions in the help centre

Can’t find your answer? Write to us