What is Profitbase Flow
Profitbase Flow is a low-code platform for building AI agents, data integrations, and automating workflows.
AI agents
- Leverage AI models from Azure AI Foundry, OpenAI, Anthropic, Google VertexAI and Mistral to build AI agents that interact with users and business systems.
- Build a mesh of agents that work together to complete complex tasks.
- Create agents and tools that can be used by external systems like Teams, Excel, and custom business apps.
- Automate knowledge work such as data analysis, reporting, and information lookup.
- Control how agents access data and systems to ensure security and compliance.
- Combine AI reasoning with business data to deliver relevant and contextual information.
Connect data and systems
- Connect to ERP systems, databases, APIs, and cloud services.
- Extract, transform, cleanse, validate and enrich data from disparate data sources.
- Build unified data models for reporting and analysis.
- Connect business applications through APIs and services.
- Orchestrate operations and move data between systems.
Workflow automation
- Automate manual tasks and workflows.
- Monitor and respond to events or state changes in external systems.
- Coordinate actions across multiple systems and services.
- Schedule and run recurring processes without manual intervention.
Financial calculations and automation
- Build financial models as chains of calculations, business rules, and data operations in visual diagrams.
- Automate finance tasks such as accounts payable, accounts receivable, account reconciliations, financial statement preparations, budgeting and forecasting, credit risk scoring, month-end close, audit and much more.
- Perform advanced calculations and data operations on large volumes of data at high speed.
Decision engines
- Build decision engines for any type of business area, including finance, operations, IT, HR, sales, and marketing.
- Track how and why each decision was made for transparency and compliance.
- Automate complex decision-making based on data and conditions.
- Centralize and manage business rules so they’re easy to update.
