AR Agent
“Follow up on all outstanding invoices”
AR Agent
“Follow up on all outstanding invoices”
then
Bookkeeping Agent
“I’ve auto-booked 120 transactions for you”
Reconciliation Agent
“Match 847 transactions automatically”
auto
rule
trigger
01
01 / 03
AI Rules
AI Rules
Flow learns, suggests, then automates
AI suggests accounts and matches for tricky transactions — you review and approve. For everything else, set up rules once and let Flow handle it automatically.
Search accounts, bills, invoices, and JEs
Split
Accounts
Bills & Invoices
JEs
Transfers
Suggestions
2
10001
Promotions & Advertising: Referrals
Expenses | Operating Expenses | Sales & Marketing
10001
Promotions & Advertising: Reviews
Expenses | Operating Expenses | Sales & Marketing
All
3
10001
M&E - External
Expenses | Operating Expenses | Meals & Entertainment
10001
M&E - Internal
Expenses | Operating Expenses | Meals & Entertainment
Search accounts, bills, invoices, and JEs
Split
Accounts
Bills & Invoices
JEs
Transfers
Suggestions
2
10001
Promotions & Advertising: Referrals
Expenses | Operating Expenses | Sales & Marketing
10001
Promotions & Advertising: Reviews
Expenses | Operating Expenses | Sales & Marketing
All
3
10001
M&E - External
Expenses | Operating Expenses | Meals & Entertainment
10001
M&E - Internal
Expenses | Operating Expenses | Meals & Entertainment
02
02 / 03
Reconciliation
Reconciliation
Streamline your reconciliation
Flow matches your bank statements automatically, catches mismatches, and suggests fixes. All with clear documentation to put any auditor at ease.
03
03 / 03
Monthly Checklist
Monthly Checklist
Month-end? Make it easier
Put away the notepads — Flow handles your close checklists. Tasks stay tied to your actual data, so your team knows exactly what's done and what's next.
Since Flow was built multi-entity from the start, teams can seamlessly get any entity’s financial data with the click of a button. Honestly, why was this ever a problem?
Sheila Ames
Crumbl
Since Flow was built multi-entity from the start, teams can seamlessly get any entity’s financial data with the click of a button. Honestly, why was this ever a problem?
Sheila Ames
Crumbl
Since Flow was built multi-entity from the start, teams can seamlessly get any entity’s financial data with the click of a button. Honestly, why was this ever a problem?
Sheila Ames
Crumbl
Move beyond work
and get into flow
Let Flow handle the repetitive work. You stay in control while it speeds everything up.
Move beyond work
and get into flow
Let Flow handle the repetitive work. You stay in control while it speeds everything up.
Move beyond work
and get into flow
Let Flow handle the repetitive work. You stay in control while it speeds everything up.
Move beyond work
and get into flow
Let Flow handle the repetitive work. You stay in control while it speeds everything up.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.