Solutions

One system for trading and the numbers behind it.

DataFlow runs order to cash and your management accounts on the same system. Quotations, orders, deliveries and invoices post straight to the ledger, so your P&L, balance sheet and VAT position stay current as you trade.

  • Order to cash and the ledger on one system
  • Management accounts without the month-end rebuild
  • VAT filed straight to HMRC under Making Tax Digital
DataFlow for trading businesses: order processing, management accounts and VAT on one system.

Trusted by UK trading and accounting businesses

Bannerman Company Ltd
The problem

When trading and the numbers live apart.

If sales and accounts run on separate systems, the figures only meet at month-end — and they rarely agree the first time.

Management accounts a step behind

Trading figures are re-keyed into the accounts after the fact, so the P&L and balance sheet describe last month rather than where the business is now.

VAT is a stressful scramble

Every return means pulling numbers together by hand and hoping the nine boxes reconcile before the deadline, with no clear trail back to the transactions.

Spend controls are weak

Orders and payments go through without a clear approval chain, so overspend is spotted after it happens rather than stopped before it does.

The cash position is a guess

With sales, purchases and the bank sitting in different places, nobody can say what is really owed and owing today, so cash-flow calls are made on a picture that is already out of date.

Overview

Trade and account on one system.

Order to cash and management accounts, kept in step as you work.

Order to cash scene

Quotations, orders, deliveries and invoices on one system

Quotations, orders, deliveries and invoices in one flow. Every document posts to the ledger as it is processed.

  • One flow quote to invoice
  • Auto ledger postings
In their words
Running our trading and our accounts together on one platform keeps day-to-day work simple.
DeWolfe Music Media & music
Frequently asked

Trading business questions.

Can DataFlow run order processing and accounts together?

Yes. Quotations, orders, deliveries and invoices run on the same system as your accounts, and every document posts to the nominal ledger as it is processed, so trading and the numbers stay in step.

Are the management accounts always up to date?

Yes. Because trading posts to the ledger automatically, the trial balance, P&L and balance sheet reflect the real position rather than a month-end reconstruction, and dashboards read straight from the same ledger.

Does it handle VAT and Making Tax Digital?

Yes. VAT posts as documents flow through the system, the VAT period reconciles against the ledger, and the nine-box return is filed straight to HMRC under Making Tax Digital.

How does DataFlow keep spend under control?

Authority-limit approval chains route orders and payments for sign-off before they commit, a full audit trail records every entry, and an ordered period close takes each module through end-of-month in sequence.

See it on your business

Trade and account on one system.

  • 30-minute walkthrough
  • Your order and VAT flow
  • No obligation
Working with DataFlow

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