Service Flow Pro help center

What do you want to set up?

Pick the product you have. We will show you one short step at a time. You do not need to know code.

AI SKILL PACK

Add your skills and use the first one.

Open the ZIP. Add the skill folders. Start one job with your AI tool.

Open the skill pack guide →
DATA ANALYST TOOLKIT

Start your toolkit and add your first file.

Open the ZIP. Let your AI helper set it up. Run a sample report.

Open the data toolkit guide →
CFO OPERATING TOOLKIT

Build your first Weekly CFO Pack.

Run the safe demo. Add finance files. Review cash, risks, and decisions.

Open the CFO Toolkit guide →
ACCOUNTING AGENT TOOLKIT

Run one evidence-bound accounting case.

Install locally. Onboard the company. Review one sealed case with a named person.

Open the Accounting Toolkit guide →
FLEET MILEAGE MANAGER

Build a traceable mileage and fuel report.

Join saved telematics, gas-card, dispatch, and finance exports with MPG and exception review.

Open the fleet mileage guide →