Start with your transfers.
Import your transfer export and set where your ledger begins. Keep manifest numbers and buyer details attached to the balance.
TrellFlowImportFictional data
From transfers to receivables.
Your outgoing transfers, organized by buyer.
CSV
outgoing-transfers.csv3 transfers · pricing included
✓ManifestInvoice amount
000104610Garden State Provisions
$6,570000104822Garden State Provisions
$8,600000105091Garden State Provisions
$4,000✓
3 invoices added to your ledger$19,170 outstanding
Import outgoing transfers with pricing to build your ledger. This walkthrough uses fictional sample data.
Know where your money stands.
Your transfers, buyer balances and payment history. One clear view.
14 days free · No credit card required
The whole relationship, in view
Know the buyer
behind the balance.
What they owe is only the beginning. See their oldest unpaid invoice, agreed terms, credit limit and payment history together.
- Balances and aging you can trace to an invoice
- Payment averages when there’s enough history
- Credit standing with the reasons spelled out
Buyer workspaceDemo data
From the shipment
to the next decision.
A connected workflow for the work that happens between sending product and getting paid.
Give every payment a place.
Record a buyer’s payment and allocate it across invoices, or import a payment file. Review before anything is applied.
Check before you ship.
Review the buyer and run a pre-ship check. Go, caution or stop comes with reasons; the shipment decision stays yours.
A few things
worth knowing.
Does TrellFlow control my Metrc transfers?
No. TrellFlow reads transfer information and helps you assess credit. It does not create, block or change a Metrc manifest.
Will a payment upload change my balances?
Uploading stages the file for review. Only the payment rows you confirm are applied to your invoices.
Are reminders sent automatically?
Email reminders are off by default. You choose when to enable them, and reminder attempts are recorded against the invoice.
What if I don’t have much payment history?
TrellFlow shows when history is limited. A payment average needs three paid invoices and a trend needs six; balances and credit terms are still available.
Flat monthly.
No contingency fees.
One subscription for your receivables and credit workflow. Your subscription price is not a percentage of your collections.
10 of 10 left
$199/mo
Founding member — first 10 operators only, locked for life.
- Everything in Standard
- Price locked for life — it never goes up
- Direct line to the founder
$299/mo
The full product, flat monthly, no cut of what you collect.
- Terms and a credit limit per buyer
- Pre-ship check: go, caution or stop, with reasons
- Metrc-fed receivables ledger
- An escalating sequence of email reminders
- Unlimited users and facilities
Start 14-day free trial — no card
Full product from day one. We put you on Founder automatically while seats last — 10 of 10 remain.