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AccountingFlow
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Built for modern accounting firms

Every client's financial year,
on a single timeline.

The operating system for accounting firms. Track tasks, deadlines and missing documents across every client company — never miss a year-end again.

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Free for your first 5 clients · No credit card required

FY 2026 · PipelineAll systems on track
Acme Holdings Ltd
Year end · Feb 2026
82%On track
Northwind Trading
Year end · Feb 2026
54%At risk
Helix Biotech
Year end · Feb 2026
31%Behind
SARS-aligned workflowsMulti-tenant by designClient portal includedAudit-ready timelines

Why AccountingFlow

Replace messy spreadsheets with a purpose-built workflow.

Everything your firm needs to run dozens of client engagements in parallel — without the chaos of email threads, shared drives, and forgotten deadlines.

Year-end timelines

Visual progress for every client across their fiscal year.

Compliance tasks

Tasks with deadlines, priorities and assignees.

Missing documents

Always know what's outstanding from each client.

Multi-tenant by design

Your firm, your team and your client portal.

The monthly rhythm

One predictable workflow,
for every client, every month.

AccountingFlow turns bookkeeping into a repeatable process: collect documents, reconcile, review, and close — with full visibility for your team and your clients.

  • Document collection on autopilot
    Requests sent to clients, status tracked, reminders automated.
  • Deadlines that never slip
    Every recurring task, every year-end — surfaced before it's late.
  • Insight at a firm level
    See which clients are at risk and where your team's stuck.
FY 2026 · Acme Holdings Ltd
Annual progress
On track
68%complete
Trial balance reviewedDone
VAT return · Q3Done
Fixed asset registerPending
Statutory accounts draftPending

Start tracking your firm in minutes.

Create your firm, add client companies, and set up financial year timelines. Free to try — no credit card required.

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