Built for finance teams managing more than one entity
Flow was built for businesses that outgrew their accounting software before they realized it.
CFOs
Real-time numbers, without waiting on close.
Stop re-coding the same transactions every month
Your team spends hours each month categorizing transactions that are identical to last month’s. Different team members code the same expenses differently, creating inconsistencies that cause rework and audit risk.
Flow observes your chart of accounts, suggests categorizations for new or complex transactions, and lets you set rules that run automatically from that point forward — so your team reviews exceptions, not everything.
AI suggests account codes for complex, unfamiliar transactions
Set rules once, and Flow handles those transactions automatically going forward
Full audit trail of every categorization decision, reviewable at any time
Team only reviews exceptions, instead of hundreds of routine line items
Reconciliation that doesn’t require a weekend
Manual reconciliation is one of the most time-consuming parts of the month-end close. It's also one of the most error-prone. Flow automatically matches your bank statements against your books, flags mismatches, suggests corrections, and generates documentation that satisfies auditors.
What used to take days now takes hours.
Automatic bank statement matching means no manual line-by-line review
Mismatch detection with suggested fixes and clear explanations
Audit-ready documentation generated automatically, not assembled at deadline
Faster close: reconciliation that took days now takes hours
Month-end close without the chaos
Most finance teams run their close from a combination of spreadsheets, email threads, and notepads. Tasks get missed. No one knows who’s waiting on what. Flow gives your team a live close checklist tied directly to your actual financial data — so every task and its status is visible in real time. No more meetings just to find out if the close is done.
Live checklist tied to actual financial data — not manual status updates
Every team member knows exactly what’s complete and what’s blocked
Tasks are organized by entity, so multi-entity closes don’t fall through the cracks
Nothing slips: every step is tracked, documented, and accountable
Get up and running in less than a day
01
Connect
Link your QuickBooks accounts, bank accounts, and existing tools in minutes. No rip-and-replace. No IT project.
02
Learn
Flow maps your chart of accounts and starts suggesting categorization rules immediately based on your transaction history.
03
Automate
Set your rules once. Flow handles routine transactions automatically from day one — and gets smarter over time.
Fits into the tools your team already uses
Flow was built for businesses that outgrew their accounting software before they realized it. Here are a few more ways it helps construction finance teams work better.
Don’t just take our word for it
FAQ's
Questions
worth asking
How long does it take for the AI agents to learn my chart of accounts?
Flow starts suggesting categorizations from day one based on your existing data. Most teams find the AI is accurately handling the majority of transactions within the first close cycle — and gets sharper from there as you approve suggestions and set rules.
Do I still have to review everything the AI does, or can it run fully on autopilot?
Both. For routine, repeatable transactions you can set rules and let Flow handle them automatically. For anything unusual or ambiguous, Flow surfaces it for your review with a suggested match — so you stay in control without doing the grunt work.
Will this work with my existing accounting setup, or do I have to change how we operate?
Flow is built to fit around your close process, not replace it. Your chart of accounts, entity structure, and workflows stay intact. The AI agents handle the manual steps inside that process — categorization, matching, reconciliation — so your team does less, not differently.
How does the AR agent actually follow up on invoices, what does it send and to who?
The AR agent identifies outstanding invoices and follows up with the relevant contacts based on your data. You stay in control of the tone and cadence. It's less "robot emailing your clients" and more "never letting an invoice fall through the cracks again."
Is the data my AI agents work with secure and audit-ready?
Yes. Every action the agents take is logged and traceable, so when an auditor asks why a transaction was categorized a certain way, you have a clear answer. Flow is SOC 2 compliant and built with audit documentation as a first-class requirement, not an afterthought.