FlowLeap

Customers

From manual execution to review-ready work.

FlowLeap is deployed with accounting firms as design partners. Below is the shape every deployment follows. We publish named stories, quotes and results only once a firm has verified them and given permission — so you will not find invented figures here.

Trusted by

  • E Malan & Associates logo
  • Swiss Dental Solutions logo
  • PPR logo
  • The Delta logo
  • Uncap logo
  • AutoHolly logo
  • Project Y logo
  1. The firm and its operational challenge

    A practice with a recurring, high-volume workflow that consumes qualified time: month-end reconciliations, VAT cycles or document intake across a client book that keeps growing faster than the team.

  2. The workflow selected for the trial

    One workflow, one small client group. We map how your firm does it today — the conventions, the review points, the client quirks — rather than imposing a generic process.

  3. What the AI colleague executes

    It gathers the inputs, does the routine work end-to-end and applies your firm's rules. Where a rule has not been confirmed, it stops instead of guessing.

  4. What is delivered to the review queue

    Finished work with the source documents attached, the reasoning or rule applied, a confidence score, what was already completed and, where it stopped, why.

  5. What the accountants remain responsible for

    Judgement, client relationships and sign-off. Posting to a ledger, sending client communications and submitting returns require a named reviewer to approve.

  6. How the scope expands over time

    As accuracy holds, the colleague takes on more of the workflow and escalates only exceptions. Proven workflows then widen to more clients, periods and practice areas.

Want to see a deployment in detail?

On a 30-minute call we will walk through a live workflow, the review queue and how scope widens as trust is proven.

Book a 30-minute call