Revenue and Flaum BI
Net sales by brand, rep, customer, item, area, route or month, against last year, in one view that drills to the invoice.
Flaum PilotFlaum Pilot
The management layer above the systems that already run the business.
Flaum Pilot connects your sales, customers, purchasing, finance and operations — giving your team one place to manage the work that ties everything together.
- Sales
& Revenue - Customer
Management - Purchasing
& Inventory - Finance
& Payroll - Operations
& Logistics
Flaum Pilot
Sign in to your account
Use your flaums.com Microsoft account. New people are invited by an administrator.
QuickBooks is read, never written to · every change is recorded
The tour
Flaum Pilot in one minute.
What it does
Every part of the business, in one place, keyed the same way.
Six domains, one product. A rep, a customer or an item is one record everywhere, so a number on one page is the same number on every other.
Sales compensation
Each rep’s pace, draw, bonuses and growth commission, computed from the same sales the reports show, and paid from a statement the rep can read.
Purchasing and payables
Purchase orders, approvals, vendor bills and bill-back claims, matched to the ledger rather than re-typed into it.
Collections
Customer balances from the CRM export, promises to pay, follow-ups and the daily deposit, with the overdue surfacing by itself.
Finance
Statements, budgets, ratios and period reviews built on the posted ledger, with every adjustment versioned and attributed.
Warehouse and logistics
Items, inventory reviews, routes and the fleet, tied to the sales and purchases that move the stock.
How it works
Reads. Reconciles. Runs the work between systems.
01
It reads
QuickBooks, read-only and never written to. The CRM’s export. Sales files, by SFTP or uploaded. Nothing is re-keyed.
02
It reconciles
Every figure is matched to the ledger, and every rep, customer and item has one record that everything keys by.
03
It runs the work between systems
Compensation, claims, the budget, the deposit, approvals — with a record of who changed what, and when.
About
Built inside a distribution business, for the people who run it.
Flaum Pilot was not bought off a shelf. It was built for the finance, sales, purchasing, collections and warehouse teams of a distributor whose numbers already lived in QuickBooks, a CRM and a drawer of spreadsheets — and who needed one place where those numbers agree.
It changes nothing in the systems it reads. It adds the layer above them: the reconciliation, the compensation, the claims, the approvals and the audit trail.
- 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. 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.
Contact