For the business office

For the work that keeps your business office running.

We build the processes your office runs on. The timesheet with three pay rates on it, the travel request, the reimbursement that should have a receipt attached, the requisition from a building across town. We build them around how your office already works, take them off your hands, and keep them moving.

Book a conversationAbout 30 minutes
Business office · Submissions
October, partial
Ref4471
ProcessExtra Duty Timesheet
Submitted byR. Delaney, Building 2
AuthorizedOct 14, 4:02 PM
StatusPaid
Ref4468
ProcessTravel Reimbursement
Submitted byM. Hovde, Central Office
AuthorizedOct 13, 9:20 AM
StatusPaid
Ref4465
ProcessRequisition
Submitted byJ. Pruitt, High School
AuthorizedOct 13, 8:05 AM
StatusOrdered
Ref4462
ProcessP-Card Expenditure
Submitted byA. Keller, Business Office
AuthorizedOct 12, 1:47 PM
StatusOn file
Ref4459
ProcessConference Claim
Submitted byT. Wolf, Middle School
AuthorizedOct 11, 3:33 PM
StatusOn file
Every line complete when it arrived. Nothing added up by hand.
01 · The condition

You're the last stop.

Most of this work starts somewhere else and finishes here. A teacher fills something out, a principal signs it, and then it arrives at your desk for the final sign-off and the record.

01Is everything on it?
02Do the numbers add up?
03Was it done the way it's supposed to be done?

Because the record is the record, and it has to be right. That's the part of the day that isn't the budget.

02 · The desk

The work that touches your desk.

01
Timesheets and hours
Every category of employee, each at its own rate, calculated on the form instead of by you.
02
Requisitions and purchase orders
From every building, complete, and out to the people who approve before anything gets ordered.
03
Travel and conference requests
Approved before somebody books a hotel, not after.
04
Reimbursements and claims
With the receipt attached, in a form you can pull into a spreadsheet at month end.
05
Card expenditures
What it was for, who approved it, and the documentation, on the transaction instead of in a drawer.
06
Leave requests
Submitted, approved, and where whoever arranges coverage can see them.
07
Extra duty and stipends
The pay that isn't on a contract, submitted from wherever the work happened, on record with who authorized it.
And if the one costing you the most is not on this list, it is still this kind of work. That one is usually the place to start.
03 · Today

Right now everything gets checked twice.

Ridgeland School District 122 in Illinois ran three separate paper timesheets, one for each category of employee, each at a different rate. Every one came in on paper, and every one got read, added up, and checked against a rate before anything could be paid.

The rest of the office runs the same way. A reimbursement arrives without the receipt, so somebody asks for it. A requisition arrives missing a line, so it goes back. A form arrives with the math done by whoever filled it out, so the math gets done again here. None of that is the work. It's what has to happen before the work.

Went back
One week
Certified timesheetAdded up by hand
Classified timesheetWrong rate applied
Substitute timesheetChecked against a rate
Mileage reimbursementNo receipt attached
Requisition 2209Missing a line
Five entries. None of them the work.
04 · With Flow Forms

It arrives right. What's left is your sign-off.

A form doesn't submit without what's required on it. If something has to be attached, it's attached. If there's a number to calculate, the form does it, at the rate that applies to the person filling it out. Nobody's arithmetic is standing between a submission and a payment.

So when it reaches you, it's complete and it's correct, and what's left is your sign-off. Which you can do from a phone, in a parking lot, on a Sunday, without going back to the office to look at a stack.

Each process goes the way it actually goes in your district, with your people, in your order. You stay responsible for the budget. We build the rest of it with you, and from there it runs.

How we build it →
What goes away is the carrying.
That's the work we take off your hands.
Extra Duty Timesheet
Ref 4471
Employee categoryClassified
Hours × rate18.5 × rate B
Totalcalculated on the form
Documentationattached
Authorized byR. Delaney, 4:02 PM
Your sign-off
Nothing to add up
nothing to send back
05 · What it looks like moving

“They make sure we get the forms to work just the way we want them to. They listen to our feedback and have made some exciting changes in just the short time we have been working with them. Flow Forms has stream-lined and simplified many of our cumbersome paper forms; Leave Requests, Travel Reimbursements, P-Card Expenditures, Requisitions, and many more.”

Andrea Keller, Clerk/Business Manager
Harlowton Public Schools
From the register
What runs there
Harlowton Public Schools
Requisitions, leave, travel reimbursements, P-card expenditures
Philipsburg School District No. 1
Purchase orders, conference claims, leave, maintenance requests
Glendive Public Schools
Approval routing in every department, 12+ processes
Montana Office of Public Instruction, state agency
Purchase requisitions, routed department to department
06 · Tomorrow

Once it's running.

A timesheet arrives with the hours at the right rate and nothing missing. A reimbursement comes in with the receipt already on it. You approve four things from your phone between other things, and none of them come back. At month end the numbers export to a spreadsheet instead of coming off a stack. When someone asks who approved something in October, you don't go looking.

Travel Reimbursement 2208
Carried by: nobody
Oct 6, 8:41aSubmitted with receipt
Oct 6, 8:41aTotal calculated
Oct 7Supervisor approved
Oct 12Your sign-off, from a phone
Oct 31Exported for claims
Still here in two years, exactly as it was.

All of this, and all anyone does is fill out a form. That is a business office where the work moves and nobody carries it.

Bring us the first one.

Start with timesheets, or start with whatever is costing you the most. We'll talk it through together and show you how it could work in your office. No slide deck. No generic walkthrough.

Book a conversationBuilt around your office. We do the setup.▊
07 · Questions

Questions we hear from every office.

Does this replace our accounting system?
No. Whatever you use for accounting stays where it is, doing what it does. We build the processes that reach it.
Can the form do the math?
Yes. Rates, totals, whatever the calculation is. It happens on the form, at the rate that applies to whoever is filling it out.
Can I require a receipt or an attachment?
Yes. If it has to come with the request, the form won't submit without it.
Can I approve from my phone?
Yes. You don't have to be at your desk to sign off on anything.
Can I get the data out?
Yes. Export what you need to a spreadsheet, with the fields you need on it, whenever you need it.
How is it priced?
Per process, so the office that needs it can say yes on its own.
Who builds it?
We do, with you, on a video call while you watch. Nothing like a typical software rollout. No IT project, no six-month timeline, and we stay on to make changes whenever you need them.