Templates
The working papers your team fills in every month, filled for them.
Start from our library or send us your own master. FlowLeap cleans the client's files, fills your template in your layout, and hands it to your team to review.
Illustrative example. Your team reviews before anything is posted or sent.
VAT
VAT return and workings
- Return figures recomputed from the ledger
- Control-account reconciliation
- Workings with each figure traced to source
Time back: 4 h → 45 min per return
Payroll
Payroll inputs and journals
- Monthly inputs collected from the client
- Payroll journal ready to post
- Differences to last month flagged
Time back: 2 h → 20 min per payroll run
Posted only after your approval
Tax
Personal tax working papers
- Working papers per taxpayer
- Client query list for missing items
- Prior-year comparison
Time back: 3 h → 45 min per taxpayer
Management accounts
Monthly management pack
- Trial balance rolled into your format
- Variance analysis to prior period and budget
- Drafted commentary on material movements
Time back: 6 h → 1 h per pack
Reconciliation
Bank reconciliation
- Every statement line extracted
- Matched set ready to post
- Remaining difference stated exactly
Time back: 3 h → 20 min per client, per month
Data preparation
Clean client data
- Exports in different layouts standardised
- Duplicates removed, totals checked
- Ready for any of the templates above
Time back: 2 h → 10 min per client, per month
Runs before every template
Your template stays yours
Bring your own master in three steps.
01
Send your master
The template your team already uses, with one client's data. Anonymised if you prefer.
02
Confirm it on your data
We set it up and run it. Your team checks the result against what they would have prepared.
03
Reuse it every period
The same template, for every client that needs it. Corrections your team makes are kept.