Processes

Discover the power of ProcessFlex - your complete solution for managing financial control, operations and processes. Whether for your business, team or personal projects, from purchasing and approvals to project tracking, our platform adapts to any workflow you need.

Take advantage of our comprehensive set of features:

  • Financial Control: Track costs, revenues, budgets and make informed decisions
  • Customizable Workflows: Create and adapt processes to meet your specific needs
  • Stock as operational support: Track balances and movements by product and variant when needed
  • Profile Management: Manage candidates, suppliers, customers and more
  • Team Collaboration: Assign tasks, share files and communicate effectively
  • Smart Automation: Optimize operations with AI-powered tools

Start with our pre-configured templates or build your custom solution. Our team is here to support you every step of the way.

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Process manager hero

Powerful process capabilities

  • Cost and revenue control per process;
  • Custom status and approvals;
  • Link purchases to financial view;
  • Custom financial categories;
  • Deadline tracking and follow-up;
  • Kanban board view;
  • Attach files and documents;
  • Assign team members and permissions;
You can also register manual stock in and out movements by product, warehouse, and variant, without turning the platform into a heavy ERP.
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Process Board

Financial-focused operational processes

Pre-registered process templates:

  • Purchasing & Quotations;
  • Sales & Revenue;
  • Tasks & Approvals;
  • Recruitment;
  • Projects;
  • Meetings;
  • Hiring;
  • And More...

Unlimited custom workflows:

Build unlimited custom process types tailored to your business needs, expanding beyond the pre-built templates.
Process Form

Profiles & Evaluations

Profile capabilities

  • Create comprehensive profiles with custom fields;
  • Compare profiles with custom criteria;
  • Evaluate suppliers and partners;
  • Link profiles to purchasing processes;
  • Track performance and history;
  • Attach documents and certifications;
  • Send secure registration links;
  • Search and filter by skills, ratings, etc;
  • Score profiles objectively;
  • Build profile history;
  • Manage contact information;
  • Integrate with approval workflows;
  • Export data for reports;

Pre-registered profile types:

  • Suppliers
  • Clients & Customers
  • Candidates
  • Employees
  • Consultants
  • Sales Representatives
  • Carriers & Logistics
  • Custom Types

Unlimited profile types:

Create unlimited custom profile types tailored to any stakeholder, from first-time suppliers to strategic partners.
Profile Status

searchSearch icon Compare Profiles

Define the evaluation criteria of the profiles and compare the results.

AI

Use the power of artificial intelligence to obtain profile evaluation analyses according to specific and editable criteria, whether in candidate selection processes, supplier quotations, or any other type of process you desire.
Profile Compare

ToDo

Create and assign activities for team members in processes

searchSearch icon Your ToDo List

Have a list of the activities you need to do. Never forget what needs to be done.

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Todo List

Financial control without ERP complexity

Real financial visibility — understand how purchases and operations impact your results:

  • Work with multiple currencies while keeping financial clarity
  • Set recurring income and expense rules to automate future entries
  • Manage multiple accounts and cost centers easily
  • Create reports focused on what matters to your business
  • Organize revenues and expenses with a simple account structure
  • Link transactions to clients or projects
  • Create and save custom filters for quick access
  • Finance connected to decisions — purchases, quotations and sales reflect directly in your financial view

Start controlling your finances better, with the flexibility and simplicity of ProcessFlex.com.

Financial
Financial Module
Comparativo

Escolha o plano ideal

Compare limites, recursos incluídos e extras do plano.

Free

Comece sem custo

Ideal para começar, testar o fluxo e organizar a operação inicial.

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Pro

€ 16,00/month

Melhor custo-benefício para equipas pequenas que já operam todos os dias.

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Business I

€ 30,00/month

Mais capacidade para equipas em crescimento com maior volume e autonomia.

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O que muda entre os planos
Nº de utilizadores
1
2
4
Contas bancárias
up to 2
up to 10
No limits
Centros de custo
up to 10
No limits
No limits
Plano de contas
up to 10
No limits
No limits
Tags
up to 10
No limits
No limits
Perfis
up to 100
No limits
No limits
Processos
up to 100
No limits
No limits
Financial records / month
up to 60
No limits
No limits
AI analyses / month
50/month
1000/month
6000/month
Storage
10 MB
100 MB
200 MB
Incluído em todos
Cash flow
Income statement (P&L)
Break-even point
Revenue vs. expenses
Multi-account statements
Financial calendar
AI reconciliation
AI receipt reading
AI analysis & projections
Profiles registry
Process flows
Extras dos planos pagos
Inventory management
—
Optional tax module
—
—
—
Branches
—
—
Optional (+€ 10,00/branch)

Free

Comece sem custo

Ideal para começar, testar o fluxo e organizar a operação inicial.

Create free account
O que muda entre os planos
Nº de utilizadores 1
Contas bancárias up to 2
Centros de custo up to 10
Plano de contas up to 10
Tags up to 10
Perfis up to 100
Processos up to 100
Financial records / month up to 60
AI analyses / month 50/month
Storage 10 MB
Incluído em todos
Cash flow
Income statement (P&L)
Break-even point
Revenue vs. expenses
Multi-account statements
Financial calendar
AI reconciliation
AI receipt reading
AI analysis & projections
Profiles registry
Process flows
Extras dos planos pagos
Inventory management —
Optional tax module —
Branches —