Client activity arrives scattered.
Banks, cards, POS systems, selling channels, processor payouts, files, and client explanations all enter through different paths.
Built for Bookkeeping & CAS Firms
A Modern Accounting Platform for Bookkeeping Firms—and the Clients They Serve
Standardize every client workflow, automate banking and commerce accounting, close with less friction, and give clients real-time financial visibility—all from the same platform.
Start with 1–2 clients
Founder-led onboarding
Migration and opening-balance support
No firm-wide commitment
Client workspace / Transactions
One connected workspaceBanking, accounting, communication, and reporting
CurrentQuestions stay in contextClient comments and bookkeeper notes remain attached to the transaction.
Exceptions ready for reviewAutomation handles the predictable work while your team keeps control.
Client value is visibleThe same clean books power current dashboards and reports.
Standardize every clientUse a repeatable setup, review, close, and reporting process across the firm.
Automate repetitive workReduce manual categorization, transfer matching, selling-channel journals, and cleanup.
Finish cleaner closesKeep reconciliation, adjustments, trial balance review, and supporting detail together.
Deliver better insightGive clients live sales, banking, accounting, and performance visibility.
The workflow problem
Your firm should not need six tools to finish one set of books.
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.
The close lives in your team's memory.
Progress is tracked in spreadsheets, inboxes, and separate task tools, making it harder to see what is complete and what still needs judgment.
Clients see the result too late.
Even when the books are accurate, the client often receives a static report after the decision window has already passed.
Flow turns that fragmented process into one operating workflow.
Connect the activity, standardize the bookkeeping structure, automate the repeatable work, review exceptions, reconcile, report, and communicate without leaving the platform.
SetupCategorizationReconciliationJournalsReportingClient communication
Automation as the baseline
Automate the repeatable work. Keep judgment with your bookkeepers.
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.
- ✓Transaction categorization and layered bank rules reduce repetitive coding while preserving firm control.
- ✓Smart transfer recognition helps identify movement between connected bank and card accounts.
- ✓Standardized account structures and opening-balance workflows give each client a cleaner starting point.
- ✓Automated selling-channel journals convert complex commerce activity into organized accounting entries.
- ✓Review queues and attached context keep exceptions from disappearing into side spreadsheets.
Set the standard onceBuild a repeatable operating model for how your firm handles client activity.
Review what mattersLet the system process predictable work and surface the items that need judgment.
Scale with consistencyAdd clients without reinventing the process for every bookkeeper on the team.
Rules, categorization, and review in the same accounting workspace
A visible close workflow
A close your team can track, complete, and defend.
Flow combines the operating workflow with the accounting tools needed to finish the books. Your team can move from setup through reconciliation and reporting without exporting the process into separate systems.
01
Set up the ledgerAccounts, mappings, opening balances, and connected sources
Foundation02
Process and review activityCategorization, transfers, commerce journals, and client questions
Ongoing03
Reconcile and adjustStatements, outstanding items, journals, and account cleanup
Close04
Review and deliverTrial balance, financial reports, dashboards, and client insight
Complete
Bank reconciliation
Track statement balances, cleared activity, outstanding items, and remaining differences in a dedicated reconciliation workflow.
Merge accounts
Consolidate duplicate or overlapping accounts without rebuilding the ledger or losing the underlying activity.
Opening balances and imports
Set up beginning balances as part of a controlled migration instead of forcing a messy cutover.
Trial balance
Review account balances in a familiar accountant-focused view before reports are finalized.
Manual journal entries
Record adjustments, accruals, corrections, and accountant-created entries with supporting context.
Account-level drill down
Move from the financial statements into the transactions and journals that explain each balance.
Selling-channel & POS accounting
Commerce accounting without rebuilding every payout by hand.
Flow brings selling-channel and POS activity into the ledger as structured accounting, preserving the details that disappear when revenue is booked only from net deposits.
SourceSelling channelsOrders, discounts, refunds, tax, and fees
SourcePOS systemsDaily sales, tenders, returns, and settlements
SourceBank activityPayouts, deposits, and money-in-transit movement
Flow outputAutomated daily journalComplete entry prepared from the underlying commerce activity
Flow outputPayout matchingSales activity tied to what cleared and what remains in transit
Flow outputCurrent reportingRevenue, COGS, fees, refunds, margin, and cash visibility
Automated selling-channel journalPrepared for review
Account
Debit
Credit
Money in Transit
$8,562.94
—
Cost of Goods Sold
$3,118.72
—
Processing Fees
$246.81
—
Refunds
$184.30
—
Gross Sales
—
$9,449.00
Sales Tax Payable
—
$545.05
Preserve the full sales story
Sales are not the same as deposits. Flow accounts for the difference.
Instead of asking your team to reconstruct a payout after the fact, Flow captures the underlying components and turns them into organized journals and reports.
- ✓Gross sales and discounts remain visible instead of being buried in net settlement activity.
- ✓Sales tax, processing fees, refunds, and COGS are separated into the correct accounting treatment.
- ✓Payout and money-in-transit tracking explains timing differences between commerce activity and the bank.
- ✓Daily journals and current reporting keep the books closer to the business as it actually operates.
SalesSales taxFeesRefundsCOGSPayoutsMoney in transit
Flow DriveClient workspace
January bank statementUploaded by client
Equipment receiptAttached to transaction
Loan agreementSupporting documentation
Client collaboration in context
Client questions belong on the transaction—not buried in email.
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.
- ✓Transaction comments keep questions, answers, and explanations with the entry.
- ✓Bookkeeper and client notes preserve internal context while keeping client-facing follow-up clear.
- ✓Flow Drive centralizes statements, receipts, contracts, support, and recurring client files.
- ✓A living review trail helps your team understand why an item was handled the way it was.
One system, two useful views
Reports your team can trust—and clients can understand.
Bookkeepers need accounting detail. Clients need a clear view of what the numbers mean. Flow serves both from the same current ledger.
Bookkeeper view
Review the books with the detail your team expects.
Move from financial statements into trial balance, journal activity, account detail, reconciliation status, and the transactions behind each balance.
Profit & Loss
Balance Sheet
Trial Balance
Journal Detail
Account Drill-down
Reconciliation Status
Client view
Give clients current insight without maintaining a second reporting stack.
The same accounting work powers a live view of sales, banking, cash, margin, expenses, balances, and financial performance.
SalesCurrent channel activity
CashConnected bank visibility
ProfitabilityRevenue, COGS, fees, and margin
A stronger client experience
Your firm owns the relationship. Flow becomes the platform behind it.
Introduce Flow as the technology layer that powers your bookkeeping and advisory service. Your clients receive a more modern experience and better access to their numbers, while your team controls the setup, accounting workflow, close, reports, and financial guidance.
Differentiate the firmOffer a connected platform experience instead of another monthly PDF and email thread.
Strengthen advisoryUse current sales, cash, margin, and accounting data in client conversations.
Standardize deliveryCreate a consistent technology and reporting experience across your client base.
Keep the relationshipYour firm remains the trusted financial partner responsible for the books and the insight.
Start with one client
Do not switch the whole firm. Prove the workflow first.
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.
Choose the right pilot client.
Identify one or two clients with selling-channel complexity, repetitive bank work, messy communication, or limited financial visibility.
Set up the books together.
Flow supports the account structure, connected sources, opening balances, rules, journals, and workflows needed to get the client operating correctly.
Measure the workflow, then expand.
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
Questions bookkeeping firms usually ask before changing the workflow.
Is Flow a complete accounting platform or an add-on?
Flow is designed to serve as the accounting system of record for the client. It includes transaction categorization, account management, bank rules, manual and automated journals, opening balances, trial balance, bank reconciliation, financial reporting, collaboration, and connected client dashboards.
Do we need to move our entire client base?
No. The recommended starting point is one or two clients where automation, selling-channel accounting, reconciliation, communication, or real-time reporting can create an obvious improvement.
How does migration and opening-balance setup work?
Flow supports account setup, opening-balance entry, and opening-balance imports. During the partner pilot, the Flow team works with your firm to establish the client structure, connect the relevant data, and validate the starting balances.
Which clients are the strongest fit?
Flow is especially valuable for retail, ecommerce, restaurants, multi-location businesses, and other clients whose books depend on selling channels, POS systems, processor payouts, sales tax, fees, refunds, inventory-related COGS, and money in transit.
Can clients access the dashboard and reports?
Yes. Clients can receive current visibility into sales, banking, cash, profitability, balances, and financial reports while your firm manages the accounting workflow and remains the financial partner guiding the relationship.
Does Flow replace our internal task and communication process?
Flow brings the work itself, transaction comments, bookkeeper notes, client notes, documents, reconciliation progress, and accounting review into the same platform. Your firm can decide which outside tools it still wants to keep for broader operations.
Founder-Led Partner Demo
See how Flow fits your firm—starting with one client.
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.
✓Built around your firm's workflow and client mix
✓See banking, commerce journals, reconciliation, and reporting
✓Review migration, opening balances, and onboarding
✓Leave with a clear pilot plan—without a firm-wide commitment
A focused working session
Book your partner demo with Sutton.
Choose a time on the next page. The conversation will focus on the work your team repeats, the clients creating the most friction, and whether Flow is the right fit.
- Your current workflowWhere time is lost across setup, transaction review, close, and client communication.
- The right pilot clientA practical first client that makes the value easy to evaluate.
- Setup and migrationAccounts, connected sources, opening balances, rules, journals, and onboarding.
- A clear next stepLeave knowing whether to pilot Flow and exactly what that pilot would involve.
Opens Sutton's Flow Keeping scheduling page in a new tab.