https://www.accountingflow.io/blog Notes on new features in AccountingFlow, for the people who run accounting practices. en-GB Thu, 17 Sep 2026 09:00:00 GMT https://www.accountingflow.io/blog/proposals-priced-properly https://www.accountingflow.io/blog/proposals-priced-properly Thu, 17 Sep 2026 09:00:00 GMT 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. ProposalsPricing https://www.accountingflow.io/blog/post-sorted https://www.accountingflow.io/blog/post-sorted Wed, 16 Sep 2026 09:00:00 GMT 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. Client adminDocuments https://www.accountingflow.io/blog/two-ways-to-put-work-on-the-board https://www.accountingflow.io/blog/two-ways-to-put-work-on-the-board Tue, 15 Sep 2026 09:00:00 GMT Some jobs are identical every quarter. Some need a judgement call. AccountingFlow now has a way to automate each, and neither needs a developer. AutomationAI agentsWorkflow https://www.accountingflow.io/blog/planned-work-into-your-calendar https://www.accountingflow.io/blog/planned-work-into-your-calendar Sat, 12 Sep 2026 09:00:00 GMT 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. Capacity planningScheduling https://www.accountingflow.io/blog/dashboards-built-around-your-firm https://www.accountingflow.io/blog/dashboards-built-around-your-firm Thu, 10 Sep 2026 09:00:00 GMT 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. DashboardsWorkflow https://www.accountingflow.io/blog/client-details-that-keep-themselves-up-to-date https://www.accountingflow.io/blog/client-details-that-keep-themselves-up-to-date Thu, 10 Sep 2026 09:00:00 GMT 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. AI agentsClient records https://www.accountingflow.io/blog/agents-that-act-not-just-report https://www.accountingflow.io/blog/agents-that-act-not-just-report Tue, 08 Sep 2026 09:00:00 GMT 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. AI agentsAutomation https://www.accountingflow.io/blog/point-an-agent-at-a-job-not-just-a-client https://www.accountingflow.io/blog/point-an-agent-at-a-job-not-just-a-client Sat, 05 Sep 2026 09:00:00 GMT "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. AI agentsWorkflow https://www.accountingflow.io/blog/saved-steps-an-agent-library-your-firm-can-reuse https://www.accountingflow.io/blog/saved-steps-an-agent-library-your-firm-can-reuse Thu, 03 Sep 2026 09:00:00 GMT 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. AI agentsAutomation