Invoice reading
Use Flinq Intelligence to read key invoice details, including supplier, amount, currency and due date. Review suggested values against the original before preparing a payment.
Every payment moving forward. Every team in control.
Coming soon: bring invoice reading, payee checks, approvals and payment tracking into one connected workflow for Trust & Corporate Service Providers and Fund Administrators.
Payments
A view of what’s next
For approval
4
Scheduled
8
Processing
3
| Payment | Next step |
|---|---|
| Supplier invoice | Awaiting approval |
| Client distribution | Scheduled |
| Account transfer | Processing |
A preview of what’s coming
Less rekeying. Better checks. Clearer control.
Bring payment preparation, supporting evidence, checks, approvals and status into one governed workflow.
Confirmation of Payee
Check payee names against account details using Confirmation of Payee and equivalent checks where available. Give reviewers a clear view of matches, discrepancies and checks that need follow-up.
Spot potential issues earlier
Surface possible duplicate invoices and payments, changed bank details and unusual payment patterns, helping your team focus on items that need a closer look.
Approvals with the full picture
Bring invoices, client instructions, checks and supporting documents into the approval process. Route decisions to the right people, with a clear record of who approved what.
Bulk and recurring payments
Prepare batches and recurring schedules for repeat work, with payments still subject to the controls and approvals configured for your team.
Progress through to reconciliation
Follow payment status, identify exceptions and match payments to imported bank transactions. Keep the payment, its supporting evidence and the history of decisions together.
The planned workflow
A clearer path from request to completion
From an invoice arriving to a payment being reconciled, keep the information and the next decision connected.
- 1
Capture the request
Start with an invoice or a payment request. Bring the amount, payee, due date and supporting documents together, with invoice reading to reduce rekeying.
- 2
Check the details
Review the captured information, payee-check results and any warnings about duplicates or changed bank details. Resolve questions before passing the request on.
- 3
Approve with context
Give authorised reviewers the information behind the payment and route approvals according to your organisation’s policies and responsibilities.
- 4
Send and track payments
Send approved payments through supported banking channels. Track their progress, reconcile them against available bank transactions and identify exceptions that need attention.
From document to decision
Read the invoice. Review the details. Keep control.
Turn an uploaded invoice into a starting point for a payment, with key details ready to review against the original. Missing information, potential duplicates and changes to payee details can be brought to your team’s attention. Reviewed invoices then move into the payment approval process, with the supporting document kept alongside the request.
Payments is coming soon. Invoice reading, banking connections and payee checks will depend on your agreed setup. Confirmation of Payee and equivalent checks are subject to bank, country and scheme coverage.
Invoice to payment
Details ready for your review
Invoice INV-1048
Suggested details from the document
- Supplier
- Example Services Ltd
- Amount
- £4,250.00
- Currency
- GBP
- Invoice date
- 15 September
- Due date
- 30 September
Confirmation of Payee
Name matchExample result for the selected payee account. Payment approval is still required.
Review the invoice details before creating the payment request.
Coming soon
Help shape your next payment workflow
Tell us about your payment workflows, approval responsibilities and banking relationships, and explore what Flinq Payments could bring to your team.
Discuss your payment needsA preview of what’s coming. Features and availability may evolve as we prepare for release.