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Streamline Your Accounting Practice: Save Time and Boost Efficiency with Accounting Flow
Learn how one client grew from 8 to 23 employees and tripled revenue to £3M with our AI-powered Practice Management Solution.
Meet the Client
Sampson Fielding is a London-based Accounting Practice serving Corporate and Private clients. Experiencing explosive growth and undertaking two acquisitions, they engaged Accounting Flow to streamline their operations. The results:
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About Accounting Flow
Accounting Flow is a flexible and agile Practice Management platform built by accountants for accountants. Frustrated by the speed of improvement from incumbent providers and the lack of a cohesive platform that could integrate with all technology providers needed by a modern practice, we set out to solve our own problems. Accountants are at the heart of our business and our success is driven by our ability to listen and respond quickly to our customers needs.
Features
Accountancy firms using the the latest Practice Management technology are more efficient, accurate, and responsive to customer demands. Accounting Flow is your
competitive advantage.
Powerful Integrations
Accounting Flow connects all of your existing services into one simple interface streamlined via automated workflows. A single Practice Management tool that combines data from across your ecosystem with the help of AI to take your practice to the next level.
Bookkeeping:
AI-powered banking reconciliation feeds directly into your task management workflow.
Automated Onboarding
Single data entry across your practice management and bookkeeping software.
Email Integration
Use our chatbot to craft engaging client emails and send and store them automatically.
Data Retrieval
Streamlined onboarding and third-party verification of key task completion via HMRC and Companies House portals.
How we can help
A centralised hub for your practice.
AI Co-pilot:
Streamlines email responses and task updates.
Automated Onboarding
Engagement letters, client questionnaire, 2-way client portal & Document Signing.
Branded Client Portal
Driving client side activity for smooth document management.
Task Management Automation
API integration with leading third parties.
Meet The Client
A London-based Accounting Firm targeting SMEs and Private Clients.
Like many small Accounting firms, Sampson Fielding ran their business using Excel. It worked well enough but was a barrier to them scaling and made them less attractive if they ever chose to sell their firm.
They were looking for a flexible, affordable platform, requires minimal effort to launch, that would radically improve the productivity of their employees.
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Pricing
Implementation is free and we aim to get you live in under 48 hours.
Annually
Monthly
Paid Annually
1 - 100 users
from:
£50
$29/month
Per user per month + VAT
Paid Annually
100+ users
from:
£25
$29/month
Per user per month + VAT
Community
Our approach to product development is unique.
Your roadmap is public and each paying users upvote which features they want developed next.
Community members are empowered to share their favourite workflow automation with non-community members growing your user base organically.
The Results - User Feedback
"We now have greater confidence that we aren't going to miss customer deadline through the Companies House & HMRC integration."
- Partner
The Results - User Feedback
“Timesheet and billing functionality make billing easy, allow management to review recoverability & assess profitability of clients”
- Analyst
The Results - User Feedback
“All staff have a clear idea of what tasks they have on, priority of workload & tasks to come - helps managers plan overall workload”
- Partner
The Results - User Feedback
“Sub-tasks allow junior staff to be guided by software rather than managers”
- Partner
The Results - User Feedback
“AI-bot & client areas coincide to provide daily questions to be answered in real-time”
- Analyst
The Team
Accounting Flow combines a seasoned team of platform and fintech technologists with entrepreneurial Accounting industry experts.
CEO
Executive Chairman
CTO
CPO
Have a question for us?
We’re here to help! Fill out the form, and our team will get back to you as soon as possible. Whether you have inquiries about our services, need support, or just want to say hello, we’d love to hear from you. Let’s connect!
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