Accounting Flow
Two ways to put work on the board
Some jobs are identical every quarter. Some need a judgement call. AccountingFlow now has a way to automate each, and neither needs a developer.
AI agents
5 posts on ai agents in AccountingFlow.
Client details that keep themselves up to date
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.
Agents that act, not just report
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.
Point an agent at a job, not just a client
"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.
Saved steps: an agent library your firm can reuse
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.
See what your firm could save
Two minutes, and it uses your own numbers.
Open the ROI calculator