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.
Automation
3 posts on automation in AccountingFlow.
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.
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