Accounting Flow
Notes on new features in AccountingFlow, written for the people who run accounting practices.
AI agentsAutomationWorkflowDashboardsProposalsPricingClient adminDocumentsCapacity planningSchedulingClient records
Working out which client an ambiguous email belongs to is a decision, not an essay. We have put a new kind of model behind it — one that returns a typed answer and a number saying how sure it is — and it is running alongside the old one until the evidence says switch.
Read it →Quote from your own rate card instead of a spreadsheet. Tick the services a client needs, answer how many, and the price works itself out the same way for everyone in the firm.
Scanned post should not need a person to work out whose it is twice. Each letter is matched to a client as it arrives, filed in a click, named the way you would name it, and sent to whoever has to act.
Some jobs are identical every quarter. Some need a judgement call. AccountingFlow now has a way to automate each, and neither needs a developer.
Your Planner already knows who is doing what and when. Now you can send it into Outlook or Google as real calendar entries — client, job and hours, marked busy.
Your home screen is now yours to build: put any saved filter on it as a count, a table or a breakdown, set cards that look ahead and turn red when something needs attention, then share the layout with the practice.
Clients tell you things in passing: a new address, a new VAT number. An agent now reads their emails and post, spots what changed, and proposes the update — with nothing saved until someone approves it.
An agent that finds out the return was filed used to tell a person, whose next act was to tick the box saying exactly that. Agents can now tick it themselves, raise a draft invoice and write the email — inside fences worth understanding.
"Review every VAT return still in preparation" and "write to every client who has one" are different questions, and they need different answers. Agents can now be targeted three ways.
The instruction that took three attempts to get right should not live inside whichever agent happens to have it. Save a step once, drop it into any flow — and it copies rather than links, on purpose.
Two minutes, and it uses your own numbers.
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