Analyze
Across Systems
Analyze
Across Systems
Analyze
Across Systems
A unified home for your team's cross-system automations, context, and knowledge.
A unified home for your team's cross-system automations, context, and knowledge.
A unified home for your team's cross-system automations, context, and knowledge.
KMGP Advisory
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Queen Industries
Altera BioSystems
Ferguson Construction
Altera BioSystems
Altera Quickbooks
Managed by Andres
10-K Annual Report
Automation: Download monthly bank statements
Unify your data in one place
Pull context and push actions to all your favorite tools
Unify your data in one place
Pull context and push actions to all your favorite tools
Unify your data in one place
Pull context and push actions to all your favorite tools
Pull Last Month's Bank Statements
Use the browser to download credit card statements and then post them to Quickbooks.
Coffee Morning Report
Every morning, for every client, pull AR, AP, and P&L to identify any anamolies. And create a task for the account manager look into it.
Review Month End Close
For each client, analyze their month end close for anamolies. Consider all client correspondence from the last month. Notify us in a report.
Pull Last Month's Bank Statements
Use the browser to download credit card statements and then post them to Quickbooks.
Coffee Morning Report
Every morning, for every client, pull AR, AP, and P&L to identify any anamolies. And create a task for the account manager look into it.
Review Month End Close
For each client, analyze their month end close for anamolies. Consider all client correspondence from the last month. Notify us in a report.
Pull Last Month's Bank Statements
Use the browser to download credit card statements and then post them to Quickbooks.
Coffee Morning Report
Every morning, for every client, pull AR, AP, and P&L to identify any anamolies. And create a task for the account manager look into it.
Review Month End Close
For each client, analyze their month end close for anamolies. Consider all client correspondence from the last month. Notify us in a report.
Self-Updating Knowledge Base
Build knowledge bases that update themselves based on context.
Auto Refreshing
Pages updates according to your instructions.
Permissions
Keeps source-specific update rules per space
Scoped Context
Answers questions with scoped client context
Clear Sources
Links every claim back to source records
Automations
Use pages as context for automations.
Human Controls
Choose what automations needs approval
Self-Updating Knowledge Base
Build knowledge bases that update themselves based on context.
Auto Refreshing
Pages updates according to your instructions.
Permissions
Keeps source-specific update rules per space
Scoped Context
Answers questions with scoped client context
Clear Sources
Links every claim back to source records
Automations
Use pages as context for automations.
Human Controls
Choose what automations needs approval
Self-Updating Knowledge Base
Build knowledge bases that update themselves based on context.
Auto Refreshing
Pages updates according to your instructions.
Permissions
Keeps source-specific update rules per space
Scoped Context
Answers questions with scoped client context
Clear Sources
Links every claim back to source records
Automations
Use pages as context for automations.
Human Controls
Choose what automations needs approval
Organize Your Knowledge and Data
Create secure, isolated pools of context. Specify which teammates and systems can connect to each one.
Create secure, isolated pools of context. Specify which teammates and systems can connect to each one.
AICPA
SOC2
SOC 2
Type 2
IN PROGRESS
ISO 27001
IN PROGRESS
MONITORED BY
Simple pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
Workspace
Credits
10k
50k
350k
Spaces
1
5
20
Seats
1
Unlimited
Unlimited
Team Collaboration
Connectivity
Integrations
2
5
Unlimited
Automation
Automatic Workflow Runs
2
Unlimited
Unlimited
Manual Workflow Runs
Success
Support
Email and Dedicated Slack
Onboarding and Training
Add-Ons
Additional Space
$20/mo each
$15/mo each
Simple pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
Workspace
Credits
10k
50k
350k
Spaces
1
5
20
Seats
1
Unlimited
Unlimited
Team Collaboration
Connectivity
Integrations
2
5
Unlimited
Automation
Automatic Workflow Runs
Manual Workflow Runs
Success
Support
Email and Dedicated Slack
Onboarding and Training
Add-Ons
Additional Space
$20/mo each
$15/mo each
Simple pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
Workspace
Credits
10k
50k
350k
Spaces
1
5
20
Seats
1
Unlimited
Unlimited
Team Collaboration
Connectivity
Integrations
2
5
Unlimited
Automation
Automatic Workflow Runs
2
Unlimited
Unlimited
Manual Workflow Runs
Success
Support
Email and Dedicated Slack
Onboarding and Training
Add-Ons
Additional Space
$20/mo each
$15/mo each
Frequently asked questions
What is Flowglad replacing?
Flowglad is not trying to replace the ledger, email, or practice management. It becomes the operating layer that holds client context, connected-system data, source files, and the automations that act on them.
What does the knowledge base actually store?
Client pages can store engagement scope, operating history, working notes, uploaded files, connected-system records, citations, draft analyses, and the approval history around prior actions. The point is to make firm knowledge durable and usable.
Does Flowglad act automatically?
It can propose actions automatically, but the core model is controlled automation. Agents read context, prepare work, and produce rationale. Your team decides what requires review before anything sensitive is posted or sent.
How does this help create revenue?
It helps firms catch advisory opportunities earlier, answer client questions faster, reduce context-switching overhead, and turn recurring operational friction into structured services instead of unrecoverable labor.
Do we need API integrations for this to be useful?
No. A good first workflow can start from files, spreadsheets, or browser-based systems. API integrations become useful when the workflow needs fresher data or reliable write-back into another system.
Can it work with systems that do not expose APIs?
Yes. Flowglad supports browser-based workflows with authenticated sessions and OTP handling for systems that only expose a web application.
How do citations work?
Citations appear in chat so you can verify sources and accuracy,
What is a good first use case?
Start where context already leaks time or margin: client questions, repetitive close tasks, document-driven accounting work, or advisory work that currently requires too much manual reconstruction.
Frequently asked questions
What is Flowglad replacing?
Flowglad is not trying to replace the ledger, email, or practice management. It becomes the operating layer that holds client context, connected-system data, source files, and the automations that act on them.
What does the knowledge base actually store?
Client pages can store engagement scope, operating history, working notes, uploaded files, connected-system records, citations, draft analyses, and the approval history around prior actions. The point is to make firm knowledge durable and usable.
Does Flowglad act automatically?
It can propose actions automatically, but the core model is controlled automation. Agents read context, prepare work, and produce rationale. Your team decides what requires review before anything sensitive is posted or sent.
How does this help create revenue?
It helps firms catch advisory opportunities earlier, answer client questions faster, reduce context-switching overhead, and turn recurring operational friction into structured services instead of unrecoverable labor.
Do we need API integrations for this to be useful?
No. A good first workflow can start from files, spreadsheets, or browser-based systems. API integrations become useful when the workflow needs fresher data or reliable write-back into another system.
Can it work with systems that do not expose APIs?
Yes. Flowglad supports browser-based workflows with authenticated sessions and OTP handling for systems that only expose a web application.
How do citations work?
Citations appear in chat so you can verify sources and accuracy,
What is a good first use case?
Start where context already leaks time or margin: client questions, repetitive close tasks, document-driven accounting work, or advisory work that currently requires too much manual reconstruction.
Frequently asked questions
What is Flowglad replacing?
Flowglad is not trying to replace the ledger, email, or practice management. It becomes the operating layer that holds client context, connected-system data, source files, and the automations that act on them.
What does the knowledge base actually store?
Client pages can store engagement scope, operating history, working notes, uploaded files, connected-system records, citations, draft analyses, and the approval history around prior actions. The point is to make firm knowledge durable and usable.
Does Flowglad act automatically?
It can propose actions automatically, but the core model is controlled automation. Agents read context, prepare work, and produce rationale. Your team decides what requires review before anything sensitive is posted or sent.
How does this help create revenue?
It helps firms catch advisory opportunities earlier, answer client questions faster, reduce context-switching overhead, and turn recurring operational friction into structured services instead of unrecoverable labor.
Do we need API integrations for this to be useful?
No. A good first workflow can start from files, spreadsheets, or browser-based systems. API integrations become useful when the workflow needs fresher data or reliable write-back into another system.
Can it work with systems that do not expose APIs?
Yes. Flowglad supports browser-based workflows with authenticated sessions and OTP handling for systems that only expose a web application.
How do citations work?
Citations appear in chat so you can verify sources and accuracy,
What is a good first use case?
Start where context already leaks time or margin: client questions, repetitive close tasks, document-driven accounting work, or advisory work that currently requires too much manual reconstruction.
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