Your AI colleague for accounting firms
Meet your accounting firm's newest colleague.
FlowLeap does the preparation across the tools your firm already uses. Your team reviews the finished work and signs off before anything is posted or sent.
Trusted by
Too many systems. Too much admin. Sound familiar?
Ledger, inbox, document folders, spreadsheets. Your day is spread across all of them.
One colleague, across all your tools. Nothing new to learn.
PROCESSES FIRMS RUN EVERY MONTH
From chasing to submission.
Recurring accounting work, done across the systems your firm already uses.
Bookkeeping
Keeps the ledger current between month-ends.
- Bank reconciliation and allocations
- Supplier invoice capture and coding
XeroSageGoogle DriveBank rec · example
VAT
Prepares the workings so review is a check, not a rebuild.
- VAT return workings
- Pre-submission review checklist
XeroSageVAT workings · example
Client documents
Gets what's missing without your team chasing.
- Missing document requests
- Polite follow-ups until it arrives
OutlookGoogle DriveSharePointDraft email · example
Hi Sam, we still need the March statement for the business account. Could you upload it to the shared folder?
Management accounts
Monthly packs, prepared from the ledger.
- Monthly management accounts
- Variance commentary draft
XeroSageMicrosoft 365Mgmt pack · example
Ledger accuracy
Catches mistakes before they reach a report.
- General ledger mapping review
- Flags miscodings for your judgement
XeroSageGL review · example
Client communication
Replies drafted in your firm's tone.
- Inbox triage and routing
- Reply drafts for review
OutlookMicrosoft 365Inbox · example
Not on the list?
We map it with you in a workshop, like briefing a new starter, and build it into a workflow.
Book a DiscussionYour new colleague
Flo's CV. Highly recommended.
Flo
AI colleague for accounting firms, by FlowLeap
- Availability
- Around the clock, including filing deadlines
- Location
- Inside the tools you already use
- Notice period
- One month. Roughly two weeks in shadow mode, then trusted with more tasks.
- Experience
- Bookkeeping, VAT workings, client document chasing, management accounts, ledger reviews and client email, data prep work for submission.
- Skills
- XeroSageGoogle DriveOutlookSharePointMicrosoft 365SARS
- Working style
- Prepares the work, flags what needs your judgement, and never finalises anything without your approval.
- Hobbies
- Reconciling things. Chasing missing receipts, politely.
- References
- Available on request
See it at work
Your AI colleague does the work. Your team reviews it.
FlowLeap completes the routine items and places finished work in your review queue. It surfaces only the exceptions that need professional judgement.
Security and control
Your data, your rules.
No AI training on your data
What you share stays yours. It is never used to train or fine-tune general-purpose models.
Scoped, revocable access
Connections use the permissions you grant and can be revoked any time. Every action is logged.
Nothing final without you
Posting, sending and submitting always wait for a named reviewer at your firm.
- 01
Choose a workflow
Pick the recurring work that eats your team's week.
- 02
Connect your apps
We set it up inside the tools your firm already uses.
- 03
Review the work
FlowLeap prepares, you approve. Nothing is final until your practice signs it off.