Capture client context, source docs, and review steps before work hits the books.
The ledger has the numbers. Practice management has the tasks. Email has the requests. Spreadsheets have the workarounds. The client has questions. The reviewer has context no one wrote down.
That gap is where firms lose time. A prior period changes and no one knows why. A client sees a number before the team catches the issue. A bookkeeper follows the process but misses the tacit rule. A CPA makes the final adjustment because they know the client story, not because the software does. Flowglad gives that missing context a home.
Grounded workflows for the places accounting context usually disappears.
Every client file gets a working memory: rules, notes, source documents, prior-period context, report preferences, exceptions, and review decisions. This is the core product wedge and the clearest differentiation from generic AI tools, practice management, and the ledger.
Compare current work against prior reports, balances, categorization, and known client context. Flag what changed, what looks unexpected, and what needs review before the client sees it first.
Sensitive accounting actions are staged before they hit the books. Show the source, proposed action, destination, and reasoning. Let the reviewer approve, reject, or correct.
Read contracts, receipts, handwritten checks, bank statements, payroll reports, sales summaries, exports, close packages, and spreadsheets. Turn messy inputs into reviewable finance work.
Prepare accounting work before it turns into cleanup. Match vendors, apply firm rules, use prior transactions, attach backup, and flag ambiguous items.
The firm sees work across clients. Each client sees only their own workspace. This lets Flowglad support internal operations and client collaboration without becoming another internal-only practice management tool.
Flowglad does not replace practice management. It prepares, explains, routes, and documents finance work around the systems your firm already uses. When the workflow needs to land somewhere else, Flowglad should hand it off cleanly.
Capture the questions clients are already asking about cash, reports, open items, changes, and assumptions. Turn those questions into context for the firm, not one-off interruptions.
When a reviewer corrects Flowglad, the client workspace gets smarter. The goal is not to guess once. The goal is to build repeatable operating memory for the firm and client.
Accounting firms are trusted with a business's most private information. Flowglad is designed around that reality.
Your team should always know what Flowglad can access, what it found, what it plans to do, and what needs approval. Client workspaces stay separated. Source documents stay tied to the work they support. Sensitive accounting actions are reviewed before they post.
Flowglad should not ask firms to trust magic. It should earn trust through visibility, control, and consistency.
For larger firms, Flowglad supports a structured vendor review before production use.
During onboarding, we walk through data access, connected systems, approval rules, credential handling, and the current state of our security program.
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
| Features | Business | Enterprise |
|---|---|---|
| Client workspace memory | Included in Business | Included in Enterprise |
| Source document processing | Included in Business | Included in Enterprise |
| Review before posting | Included in Business | Included in Enterprise |
| Prior-period comparison | Included in Business | Included in Enterprise |
| Firm view and client view | Included in Business | Included in Enterprise |
| Structured onboarding | Included in Business | Included in Enterprise |
| Vendor review support | Not included in Business | Included in Enterprise |
| Custom rollout planning | Not included in Business | Included in Enterprise |
We'll help you choose it, set it up, run it, and decide if Flowglad is ready for the next client file.