FlowCaddy Freelance Finance & Cash Flow OS
Take Complete Control of Your Revenue, Retainers, and Tax Estimations
Never worry about tax season or unpaid invoices again. The FlowCaddy Finance & Cash Flow OS tracks every dollar coming in and going out of your business with automated charts and monthly financial health summaries.
📊 Features:
- Automated Revenue Breakdown: Monthly & annual visual income progression.
- Retainer & Recurring Subscription Tracker: Never miss a renewal date or client bill.
- Quarterly Tax Reserve Calculator: Automatically set aside the right amount for taxes.
- Expense Categorization: Clean tax-ready expense tagging by write-off category.
Engineered for Effortless Execution
Everything you need to eliminate operational chaos and elevate your client experience.
Instant Digital Delivery
Access your systems within 3 seconds of checkout with 1-click Notion duplication links.
Lifetime Free Updates
Never pay for upgrades. Receive all future enhancements, workflows, and tools automatically.
Stripe Secured Processing
256-Bit bank-grade SSL encryption supporting Visa, Mastercard, AMEX, and Apple Pay.
Implementation Support
Complete step-by-step video tutorials and direct support to integrate into your team workflow.
Frequently Asked Questions
Everything you need to know about our digital systems and instant delivery.
How do I receive my system after purchasing?
You will receive instant access immediately upon checkout. You'll be presented with a direct duplicate link on the order confirmation page, and an email receipt containing your private template link and onboarding video will arrive in your inbox within 30 seconds.
Do I need a paid Notion account to use these?
No! All FlowCaddy templates are 100% compatible with both Free and Paid Notion accounts. You can duplicate them into a free workspace and start using them immediately without any subscription required.
Can I customize the templates for my agency and clients?
Yes, absolutely. Once duplicated into your workspace, you have 100% full ownership to adjust colors, add your agency's logo, modify databases, and share private client views with your stakeholders.
What payment methods are supported?
All transactions are processed securely via Stripe. We accept all major Credit and Debit Cards (Visa, Mastercard, American Express, Discover), as well as Apple Pay and Google Pay for instant 1-touch checkout.
What is your refund policy?
We stand behind the quality of our systems. If you encounter any technical issues or need support adapting the system, our team is available 24/7 at support@flowcaddy.com to ensure you get full value from your purchase.