FlowLeap
  • How It Works▾
  • What We Handle▾
  • About
  • Security
  • Blog
●  Built for Accounting Firms

Meet your firm'snewest colleague.

FlowLeap configures AI agents around your firm's most time-consuming workflows. They execute the work - reconciliations, VAT submissions, management accounts, client communications - and deliver it finished to your team's review queue. Your accountants review and sign off.

See What We Handle

Add a full hire's worth of capacity to your team - without adding headcount.

Trusted by

EMA - E Malan & Associates
SDS - Swiss Dental Solutions
PPR
The Delta
Uncap
AutoHolly
Project Y
Sound Familiar?

This is what we're here to fix.

A VAT return that should take 20 minutes takes an hour - extracted manually, recalculated, cross-checked line by line. Every quarter.

Management accounts still aren't out at the end of week two - because someone has to reformat the same template from scratch every single month.

A reconciliation sits half-done - too routine for a senior, too firm-specific to delegate to anyone junior enough to have the time.

A qualified accountant sends a client the same document request for the third time this week - between the work that actually needs their expertise.

At month-end, volume exceeds capacity - not because the work is complex, but because the same repeatable tasks take the same repeatable time.

Your best people are doing work a capable junior could handle - because there's no junior available, so it lands on whoever has the client relationship.

How It Works

Map. Automate. Train. Scale.

FlowLeap isn't a one-off install. We start with a focused set of workflows and clients, automate them end to end, and sharpen precision with every cycle - then roll the model out across your firm. The AI colleague gets more productive the longer it runs.

Phase 1 - Map

Workflow Mapping

We map your practice with your team: where the hours go, which workflows repeat, and which clients to start with. The processes most firms have never written down get documented here - so the automations have something solid to run on.

Phase 2 - Automate

End-to-End Automation

We connect the AI colleague to your existing tools and configure it to your firm's exact processes, then put it to work on the first workflows for a focused set of clients - executing them end to end. It flags exceptions and attaches a confidence score to every item, so your team reviews and approves rather than redoing.

Phase 3 - Train

Train & Improve

Every correction and approval becomes memory - your rules, preferences, naming, and edge cases. With each feedback cycle the AI colleague's precision climbs and the share of work it completes end to end, without help, grows.

Phase 4 - Scale

Scale Across the Firm

Proven workflows roll out to more clients, and new workflows come into scope. Coverage compounds - your team reviews more and personally handles less of the routine work, month after month.

Weeks, not months
From first mapping to your first workflows live and running
Every cycle
Precision and end-to-end coverage compound with every round of feedback
Zero disruption
We sit on top of your existing tools and team - nothing to migrate
The Shift

AI colleagues do the work. Your team reviews it.

Not a faster way to do the same work. A different way to run the firm - where execution happens without consuming your team's time.

Without FlowLeap
  • - Compliance work built from scratch each time
  • - Reconciliations pile up at month-end
  • - Files arrive at review incomplete
  • - Accountants chasing the same clients repeatedly
  • - Deadlines tracked manually; exceptions found late
  • - Growth means hiring - every time
→
With FlowLeap
  • ✓ Compliance work prepared and ready to review
  • ✓ Reconciliations worked through; exceptions flagged
  • ✓ Files arrive organised, complete, annotated
  • ✓ Client follow-up handled; nothing falls through
  • ✓ Every deadline tracked; every exception surfaced early
  • ✓ More capacity. Same team. Better margins.
What We Handle

The execution layer of your firm.

We start at the universal bottleneck - getting client data in, then reconciliations and allocations - and expand from there. Every engagement begins with understanding your workflows before automating anything.

Compliance Execution

The accounting work - done, not assisted

We start where the time actually goes: getting client data in, and getting reconciliations and allocations done. AI colleagues execute the high-volume, repeatable compliance work and deliver it finished for your review. Not a drafting assistant. Work completed and ready to sign off.

  • Document collection, processing & data capture
  • Bank reconciliations & GL allocation verification
  • VAT / GST return preparation & submission
  • Monthly management accounts
  • Year-end accounts & working papers
Client Operations

Consistent service across every client

Document collection, onboarding, follow-ups, routine communications - executed by AI colleagues in your firm's voice. Your clients receive consistent, timely service without your team managing it manually.

  • Document collection & client follow-up
  • New client onboarding
  • Client communications & status updates
  • Routine query handling
Practice Intelligence

Nothing falls through the cracks

Deadlines tracked, work status visible, exceptions escalated before they become problems - across your full client portfolio, without it falling on a person to maintain.

  • Compliance deadline monitoring
  • Work status & handoff management
  • Exception identification & escalation
  • Capacity & bottleneck visibility
Why AI colleagues

The colleague accounting firms have always needed.

No hiring. No onboarding. No notice period. No bad days. An exceptional colleague that executes, learns, and gets better with every engagement.

01

Never sleeps

Runs at 2am, over weekends, through month-end crunch. No overtime. No capacity gaps when you need volume most.

02

Never resigns

No notice periods. No replacement cycles. No institutional knowledge walking out the door mid-busy-season.

03

Never on holiday

Full capacity in August. Full capacity at Christmas. Deadlines don't pause - and neither do your AI colleagues.

04

Gets better every day

Improves with every reconciliation, every submission, every client. Performance compounds - it doesn't plateau after year one.

05

Consistent every time

No bad Mondays. No errors from rushing. The same quality on the 200th VAT return as the first.

06

Scales without hiring

Take on more clients without a single new hire. The cost of additional capacity no longer scales with headcount.

Accuracy & Control

Nothing reaches a client unchecked.

The AI executes; your team stays in control. Every output is proposed for review - never filed, posted, or sent on its own.

Approval-first by design

The AI colleague proposes the work; your accountant approves it. Nothing is filed, posted, or sent to a client without a human sign-off - the control layer that contains errors before they ever leave the firm.

Confidence-scored output

Every item carries a confidence score. High-confidence work flows straight to approval; anything the AI is unsure of is flagged for a person - so your team spends time only where professional judgement is actually needed.

Full audit trail

Every action is logged and reviewable, and your firm's data stays private to your firm. GDPR and POPIA compliant. Security details →

Sits On Top Of Your Stack

We don't replace your tools. We work across them.

One layer across the ledgers, payroll, documents, and email your firm already runs. Nothing to rip out, nothing to migrate.

FlowLeap
Xero
Sage
QuickBooks
Draftworx
Caseware
SimplePay
Dext
HubDoc
Karbon
TaxDome
Microsoft 365
Google Workspace
XeroSageQuickBooksDraftworxCasewareSimplePayDextHubDocKarbonTaxDomeMicrosoft 365Google Workspace
Intake to close, in one flow

See if FlowLeap is right for your firm.

We work with a limited number of firms at a time. A 30-minute call is usually enough to know whether there's a genuine fit.

FlowLeap

Finance work, in motion. AI colleagues execute the work; your team reviews and signs off. Built for accounting firms.

Product

  • What We Handle
  • How It Works
  • Security

Company

  • About
  • Blog

Legal

  • Impressum
  • Privacy Policy
  • Terms of Service
  • Cookie Policy
© 2026 FlowLeap