One place for all accounting documents & client communication

AccountingFlow is a secure client portal designed for accounting firms to manage and share client documents with clarity and structure. It centralizes VAT statements, annual filings, legal documents, and communication in one place, so accountants can notify clients, track document views, and discuss each file directly — without emails, calls, or confusion.

AccountingFlow improves team and client communication by moving all discussions directly onto the documents themselves. Accountants share files, notify clients instantly, and track when documents are viewed, while all questions and clarifications happen in a dedicated chat per document. This keeps communication clear, contextual, and organized — eliminating emails, reducing calls, and ensuring everyone is always aligned.

Unlike standard productivity tools, AccountingFlow focuses on strengthening human connection. It combines collaboration features with rituals and team-building practices that nurture culture, trust, and alignment—not just task management.

Current AI Features in AccountingFlow:

AI Document Understanding (OCR + Structuring)

When a document (PDF / image / Excel) is uploaded:

• It’s OCR’d once
• Key data is extracted into structured JSON
• Stored in a queryable format (by month, year, company, document type)
• No re-scanning every time → fast & cost-efficient

“Ask Your Documents” AI Chat

Clients can ask questions like:

• “What taxes do I have this month?”
• “Show me income tax documents for January”
• The AI only uses stored data
• No hallucinations
• No external internet knowledge
• Think of it as a smart accountant assistant, not ChatGPT-in-the-cloud

No. Try it with zero commitment.

Yes, anytime.