Need help with StockFlow?

Not sure where to begin? We offer hands-on support to get you up and running quickly, and ongoing services to keep things running smoothly.

1

Onboarding Support

We offer consulting services to help new clients get set up on StockFlow from day one. All onboarding is handled remotely, with data exchanged securely through a shared online cloud folder. You provide the files — we take it from there.

Suppliers

Your supplier list structured and loaded, ready to use from day one.

Items & Product Catalogue

Products and components captured correctly before you go live.

Stock Values & Opening Balances

Your stock position accurately reflected from the start.

Costs & Pricing

Your cost structure and selling prices imported or built out on your behalf.

Supplier Invoice Loading

We assist with processing and loading supplier invoices as part of your onboarding, so your records are accurate from the first day.


2

Managed Stock (SLA)

Not ready to manage stock yourself? We offer bespoke Service Level Agreements where we manage your stock data on your behalf — remotely, on a schedule that suits your business.

We start by agreeing on the total number of hours and the cadence that works for your team. From there, we typically apportion:

70%

Structured work

Scheduled, recurring management to keep your stock data clean, current, and accurate.

30%

Ad hoc requests

Reserved capacity for the unexpected — urgent updates, new suppliers, or one-off tasks.

Both the split and the cadence are fully customisable. We work out an arrangement that fits how your business actually runs.


3

Technical Integration Services

Already using other tools? We help you connect StockFlow to the systems you rely on so everything works together seamlessly. All integration work is scoped to your specific setup and carried out remotely.

Accounting Software

Xero, Sage, and others — keep your books and your stock in sync.

Payment Gateways

Connect your preferred payment provider so transactions flow straight through.

Google services

Document AI for invoice reading, Google Drive for cloud filing, and workspace connections where your plan supports them.

AI agents

OpenAI, Anthropic, xAI, Azure OpenAI, Groq, or your own API keys for document review, supplier matching and automation.


Ready to get started?

Whether you need a once-off data load or a fully managed SLA, reach out and we will put together a package that fits your business.

StockFlow Onboarding & Support Services | StockFlow