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.
Store custom rules, source files, notes, prior-period context, questions, and review steps in one workspace.
Read files, transform spreadsheets, run analysis, match vendors, prepare schedules, and stage accounting actions.
Your team sees the source, proposed action, destination, and reasoning before the agent writes anything sensitive to the books or external systems.
Give clients a clear view of what is received, blocked, under review, waiting on them, or ready for discussion.
Grounded workflows for the places accounting context usually disappears.
What did the firm receive? What is still missing? What changed since last month? What is blocked? What is under review? What question should the client answer before close can finish?
Flowglad gives each client a shared workspace for the work in progress.
The firm sees the operating view across clients. The client sees their own workspace: open items, received files, pending questions, review status, and plain-English explanations.
The result: fewer "why isn't this done?" messages, fewer surprise logins to the ledger, and fewer headache calls after the client sees something before the firm does.
A vendor is coded a certain way because of a conversation six months ago. A client wants reports in a specific format. A CPA adjusts an entry based on context the bookkeeper never saw. A fractional CFO knows the owner's fear, goal, and operating constraint, but that knowledge never becomes part of the workflow.
Flowglad gives each client file a working memory.
Capture the notes, exceptions, source files, coding rules, report preferences, prior-period context, and review decisions that shape the work. Then use that memory when preparing reports, reviewing transactions, answering client questions, or explaining what changed.
The ledger has the numbers. Flowglad keeps the story around the numbers.
A sync broke. A user touched the file. A third-party app posted something unexpected. A transaction moved. A balance changed. The client saw it first, and now the firm has to explain what happened.
Flowglad helps reviewers compare current work against prior-period context.
Surface what changed, where it came from, what source documents support it, and whether it needs review. Give the account manager or CPA enough context to answer without reconstructing the whole month manually.
The goal is not real-time accounting theater. The goal is controlled visibility before a small change becomes a client trust problem.
Flowglad helps prepare the transaction-level work earlier.
Read receipts, handwritten checks, payroll reports, statements, exports, and spreadsheets. Match vendors. Use prior transactions. Apply firm rules. Attach backup. Flag unclear items. Stage the proposed accounting action for review.
The bookkeeper gets better preparation. The CPA or account manager keeps control of the judgment.
But the team is still buried in cleanup, categorization, document collection, portal logins, spreadsheet transformation, and month-end close work.
Flowglad helps CAS teams move up the stack by making the work underneath visible, repeatable, and easier to review.
Start with the repetitive workflows. Collect files. Process reports. Compare periods. Prepare schedules. Attach backup. Stage updates. Then use the same workspace to show what is waiting, what changed, what needs approval, and what the client should understand.
Advisory gets easier when the underlying work is trusted.
But the client has been thinking about cash for weeks.
Flowglad keeps a living record of the client's questions, goals, fears, pending issues, assumptions, and financial context. Before the meeting, the CFO can see what changed, what the client asked, what is unresolved, and which assumptions need review.
Better conversations start with better context.
Holidays shift timelines. One team member assumes first-in-first-out. Another expects a specific client to go first. The owner only sees the problem after a client complains.
Flowglad gives the firm a shared operating layer across client work.
Track incoming work, priority, blockers, review status, client-facing impact, and open questions. Make the queue visible before the owner has to intervene.
This is not just task management. It is finance work tied to client files, source documents, systems, and review steps.
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.
Give clients a clear view of what is received, missing, blocked, under review, or waiting on them. This is the strongest collaborative use case and the cleanest way to make Flowglad feel bigger than an internal firm tool.
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.
Pick a workflow that is painful, frequent, and easy to verify. We help set it up and prove it on one client file.
Prove one workflow on one client file.
Give one client file a working memory.
Run recurring work across client files.
Add review structure, controls, and vendor readiness.
Additional active client workspaces start at $49/month.
Pricing is based on active client workspaces, not seats.
Firms should be able to invite the people needed to review, approve, and support the work without worrying about per-seat friction.
We'll help you choose it, set it up, run it, and decide if Flowglad is ready for the next client file.