The management layer above the systems that already run the business.
Flaum Pilot sits above QuickBooks and the CRM. It does not replace them — it reads them, reconciles them against each other, and gives the work that falls between them somewhere to live.
- Who it is for
- Finance, purchasing, sales management, collections and the warehouse. One account each, opening only the modules that person’s role allows.
- What it does
- Reconciles revenue, payables, collections and the fleet in one place, and runs the work that sits between systems — sales compensation, bill-back claims, the budget and the daily deposit. Every list sorts, filters, prints and exports the same way.
- Where the numbers come from
- QuickBooks, read-only and never written to. Customer balances from the CRM export. Everything else is entered here, and every change records who made it and when.