InstantFlow FAQ
Frequently Asked Questions
Find answers about InstantFlow, features, setup, pricing, security, partners.
About InstantFlow
InstantFlow is an AI business automation platform for small businesses. It helps manage expenses, client records, quotes, invoices, cash flow, and daily back-office workflows in one connected workspace at instantflow.io.
InstantFlow is built for small businesses, solo owners, freelancers, consultants, service providers, and lean teams that want to reduce manual admin work.
Yes. InstantFlow helps solo owners and freelancers with admin, billing, expenses, client records, quotes, and invoices without hiring extra staff.
No. InstantFlow is not a traditional ERP. It is a simpler AI-powered operations platform for small businesses that want automation without complex ERP setup.
Odoo is a broad ERP with many business modules. InstantFlow focuses on AI-powered back-office automation — expenses, quotes, invoices, and records — with a simpler, faster setup for small teams.
Genie is InstantFlow’s AI assistant. You can ask it to create quotes, log expenses, update client records, and check cash-flow or invoice status in plain language.
Features & Automation
InstantFlow offers AI-powered tools for expense tracking, quote and invoice generation, client and vendor records, cash flow visibility, and centralized business operations. See feature pages on instantflow.io for details.
Yes. InstantFlow captures receipts, categorizes expenses, and monitors spending. Details: instantflow.io/features/expenses-tracker
Yes. InstantFlow creates quotes, converts them to invoices, and tracks payment status. Details: instantflow.io/features/invoice-quote-generator
Yes. InstantFlow helps monitor invoices, recorded payments, expenses, and a cash flow forecast. Details: instantflow.io/use-cases/cash-flow-automation
Setup & Ease of Use
No. InstantFlow is designed for non-technical users and business owners who want to manage expenses, invoices, records, and workflows without complex setup.
It usually only takes about 10 minutes. InstantFlow is designed so small teams can start managing expenses, invoices, and records without a long implementation.
Yes. InstantFlow is accessible from desktop, tablet, and mobile browsers, so you can manage business workflows across devices.
Yes. You can change plans, add seats or entities, and use higher AI and receipt allowances as the business grows, without rebuilding your back office from scratch.
Pricing & Subscription
InstantFlow offers Lite, Starter, Standard, and Premium plans for solo owners, small teams, and growing businesses. Visit instantflow.io/pricing to compare seats, AI credits, receipt captures, and features.
No. InstantFlow does not require long-term contracts for standard subscription plans. You can manage or cancel your subscription from account settings, subject to the subscription terms.
Yearly billing is priced so the effective monthly rate is lower — roughly equivalent to about two months free versus paying month to month. It is not a separate free trial period.
The Lite plan is best for individual owners who want to manage expenses, quotes, invoices, and receipts with AI support.
The Starter plan is best for small teams that need shared access, more AI credits, and collaborative back-office workflows.
Yes. You can add an extra seat or an extra entity without changing your plan tier; see the pricing page for current add-on rates.
You can top up anytime without changing plans. Current top-ups are listed on the pricing page.
Yes. You can change your InstantFlow plan as your business needs change, subject to the subscription terms.
Security & Data
Yes. InstantFlow uses security practices designed to protect business data and does not share customer information with third parties without consent.
No. InstantFlow does not share customer information with third parties without consent.
Access is controlled by your account and seats. Only users you invite to your workspace can work in it, according to your plan’s seat limits.
Partners & Programs
Yes. InstantFlow offers affiliate opportunities for creators, course makers, content publishers, consultants, accountants, and businesses who refer new customers and earn commission.
No. InstantFlow (instantflow.io) is an independent company providing an AI back-office agent for small businesses. It is not affiliated with instantflow.ai.
Creators, educators, consultants, accountants, and businesses whose audience includes solo owners and small teams looking for AI back-office tools.
Contact
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