Built for Bookkeeping & CAS Firms
Serve more clients with the same team — standardize the work, automate the busywork, and keep every close moving without adding headcount.
Use a repeatable setup, review, close, and reporting process across the firm.
Reduce manual categorization, transfer matching, selling-channel journals, and cleanup.
Keep reconciliation, adjustments, trial balance review, and supporting detail together.
Give clients live sales, banking, accounting, and performance visibility.
Firm partner intro
Why Flow’s partner program helps bookkeeping and CAS firms standardize work, automate the busywork, and grow capacity without growing headcount at the same rate.
The workflow problem
Most bookkeeping friction is not caused by one difficult transaction. It comes from rebuilding context across bank feeds, selling channels, spreadsheets, email threads, shared drives, close checklists, and client-facing reports.
Intake
Banks, cards, POS systems, selling channels, processor payouts, files, and client explanations all enter through different paths.
Close
Progress is tracked in spreadsheets, inboxes, and separate task tools, making it harder to see what is complete and what still needs judgment.
Delivery
Even when the books are accurate, the client often receives a static report after the decision window has already passed.
One operating workflow
Connect the activity, standardize the bookkeeping structure, automate the repeatable work, review exceptions, reconcile, report, and communicate without leaving the platform.
Automation as the baseline
Flow is designed around exception-based review. Predictable activity follows standardized accounting logic, while ambiguous items remain visible for your team to review, document, and complete.
Build a repeatable operating model for how your firm handles client activity.
Let the system process predictable work and surface the items that need judgment.
Add clients without reinventing the process for every bookkeeper on the team.
Close & commerce included
Quick migration
See how a client moves onto Flow — connections, setup, and a clean starting point without a messy firm-wide cutover.
What is this transaction for?
New POS terminal — receipt attached.
receipt-pos.pdfConversation stays on the transaction — not in email
Client collaboration in context
Flow keeps communication and documentation attached to the work that created it. Your team can see what was asked, what was answered, what support exists, and what still needs attention without reconstructing the conversation.
One system, two useful views
Bookkeepers need accounting detail. Clients need a clear view of what the numbers mean. Flow serves both from the same current ledger.
Bookkeeper view
Move from financial statements into trial balance, journal activity, account detail, reconciliation status, and the transactions behind each balance.
Client view
The same accounting work powers a live view of sales, banking, cash, margin, expenses, balances, and financial performance.
Notes live on the transaction — not in email
Start with one client
The easiest way to evaluate Flow is with one client that creates enough friction for the improvement to be obvious—without making a firm-wide decision on day one.
Identify one or two clients with selling-channel complexity, repetitive bank work, messy communication, or limited financial visibility.
Flow supports the account structure, connected sources, opening balances, rules, journals, and workflows needed to get the client operating correctly.
Evaluate the time saved, the quality of the close, the client experience, and the value of moving additional clients onto the platform.
Founder-led onboarding and migration support are included in the partner pilot.
Partner FAQs
Don’t flip the whole firm. Start with one or two clients. We help set up accounts, opening balances, and connections so the first client is a clean test — not a risky cutover.
Bank links go through Plaid. Flow never sees the client’s bank login or password. Client data stays in their workspace for your firm and the client — we don’t sell it.
Client data is still theirs. You can ask for an export, and we can delete what’s left on request.
Whatever Plaid supports — most major U.S. banks and cards. If a client’s bank is odd, check it on a partner demo before you pilot them.
Full books for the client. Categorization, rules, journals, reconciliation, reports, and client dashboards live here — not as a sidecar to another ledger.
Yes. They get live sales, banking, cash, and reports. Your firm still owns the accounting work and the client relationship.
A short product tour of Flow Keeping — useful if you’ve scrolled this far and want the full picture before booking a partner demo.
Founder-Led Partner Demo
Meet directly with Sutton to map Flow to your current process, identify a practical pilot client, and see how the platform handles the work from connected activity through close and client reporting. Leave with a clear pilot plan—without a firm-wide commitment.
