Get in Touch

Talk With the Flow Team

Whether you’re exploring Flow, have questions, or want to see if it fits your business, we’re here to help.

Send Us a Message

Fill out the form below and a member of our team will get back to you within one business day.

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We typically respond within one business day. No spam, ever.

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Get in Touch

Talk With Our Team About Your Business

Share a few details about your business and what you’re looking for, and our team will follow up to answer questions, talk through options, and help you take the next step.

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Email Us

For general inquiries, demos, and onboarding questions.
sales@flowkeeping.com

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Support

Already a customer and need help? Reach our support team directly.
support@flowkeeping.com

Our Onboarding Process

Get Started in Minutes.

Connect your accounts and start seeing transactions flow into the platform in minutes, with much of your activity already categorized so you can quickly see how Flow works for your business.

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Step 1

Enter Business Details

Enter a few details about your business so Flow can align your setup with the way your company is structured.

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Step 2

Select Industry

Select your industry and the level of detail your business needs so your reporting is structured to match how you operate.

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Step 3

Connect Banks & Credit Cards

Connect your bank accounts and credit cards through Plaid so Flow can begin pulling in transactions and categorizing them to match your industry.

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Step 4

You're in the Flow

Explore your dashboard, see your cash flow and performance come together, and finalize any remaining transactions as needed.

Questions & Answers

Common Questions

How quickly can I get set up?

Customers can get set up within minutes. Once you connect your platforms and activate your Flow account, our team can help with any additional onboarding or transition you may need.

Do I need to already use QuickBooks or Xero?

No — but if you do, Flow Keeping integrates directly with Xero to pull and push data between the two platforms. If you're starting fresh or transitioning, we can help you convert over your books.

What types of businesses is Flow best built for?

Flow is especially well suited for e-commerce brands, retailers, and other growing businesses that want a clearer, more real-time view of their financials.

Can Flow work with my current accountant or CPA?

Yes. Flow can fit alongside your current accountant, CPA, or bookkeeper and help give them cleaner, more connected financial data to work from. We also offer bookkeeping services in house.

We're Ready When You Are

Ready to See Your Numbers?

Get started and have real-time financial clarity in minutes.