The Modern Workspace for Accounting Firms
Cloud-based accounting practice management software for South African firms. Manage every client, document and monthly deadline from one intelligent platform — with AI-powered invoice and bank statement processing.
No credit card required · Set up in minutes
Why AccountingFlow
Everything your firm needs, in one calm workspace.
Client Workspaces
Every client has its own organised workspace. Store documents, monitor deadlines and keep everything in one place.
Monthly Accounting Workflow
Never miss another deadline. Track monthly tasks, required documents and outstanding work automatically.
AI Processing
Upload invoices, receipts and bank statements. AccountingFlow automatically extracts data, classifies documents and prepares information for review.
Platform features
Built for the way firms actually work.
Client Portal
Clients securely upload documents without endless email chains.
Document Management
Store every invoice, receipt, statement and supporting document in one secure location.
Team Collaboration
Assign work, monitor progress and keep everyone accountable.
Smart Notifications
Automatic reminders for missing documents and upcoming deadlines.
Dashboard
Real-time overview of every client and every month.
Secure Cloud
Encrypted cloud storage with role-based permissions and audit history.
Individuals
Personal tax clients, managed as carefully as your companies
AccountingFlow handles individual tax clients as first-class records — not notes on a spreadsheet. Every plan includes an allowance of individual clients alongside your companies.
Individual client profiles
ID numbers, tax numbers, contact details and relationships to the companies they own or direct — one profile per person.
Tax season workspace
Track every ITR12 from information request through preparation, review, client approval and SARS submission.
Document collection on autopilot
Request IRP5s, medical certificates and IT3s with secure no-login upload links, then let AI read them for you.
Assessments and refunds
Capture SARS assessments, compare to your calculation and track refunds or amounts payable to completion.
Turnover Tax Module
A dedicated workspace for micro businesses on the SARS turnover tax system — registration status, payment cycles and threshold monitoring in one place.
- Turnover-tax registered clients tracked separately from VAT clients
- Automatic TT02 and TT03 payment reminders on the SARS cycle
- Simplified income capture built for micro businesses
- Turnover thresholds monitored so you know when a client must switch
Be first to know
Join the waitlist and we'll let you know the moment the Turnover Tax Module goes live.
Let AI Handle the Repetitive Work
Upload documents and let AccountingFlow do the reading, extracting and categorising — your team simply reviews and approves.
AI Invoice Processing
Extract supplier, VAT, totals and dates.
AI Bank Statements
Automatically read and categorise transactions.
AI Document Classification
Recognise invoices, receipts, statements and supporting documents.
AI Duplicate Detection
Prevent duplicate processing.
AI Confidence Score
Review before posting.
Human Verification
Stay in complete control.
Every subscription includes free monthly AI Processing Credits. Purchase more only when you need them.
Why firms choose AccountingFlow
Pricing
Simple Pricing That Grows With Your Firm
Every plan includes free monthly AI Processing Credits. Only upgrade as your client base grows.
Starter
Up to 10 Companies · 10 Individuals
For small firms getting started with client document management.
- 10 Individual Tax Clients
- 50 AI Credits/month
- 50 OCR pages/month
- 3 Team Members
- 5 GB Secure Storage
- Monthly Workflows & Tasks
- Document Requests & Client Checklists
- AI Document Processing (OCR)
- AI Bookkeeping Assistant
- AI Bank Statement Processing
- Client Portal
- Document Portal
- Email Notifications
- Sage 50cloud Export
- Xero Export
- QuickBooks Export
Professional
Up to 30 Companies · 30 Individuals
For growing firms that want AI-assisted bookkeeping and SARS workflows.
- 30 Individual Tax Clients
- 150 AI Credits/month
- 150 OCR pages/month
- 10 Team Members
- 20 GB Secure Storage
- Monthly Workflows & Tasks
- Document Requests & Client Checklists
- AI Document Processing (OCR)
- AI Bookkeeping Assistant
- AI Bank Statement Processing
- Client Portal
- Document Portal
- Email Notifications
- Sage 50cloud Export
- Xero Export
- QuickBooks Export
Business
Up to 100 Companies · 100 Individuals
For established firms with high volumes and multi-format exports.
- 100 Individual Tax Clients
- 300 AI Credits/month
- 300 OCR pages/month
- 30 Team Members
- 50 GB Secure Storage
- Monthly Workflows & Tasks
- Document Requests & Client Checklists
- AI Document Processing (OCR)
- AI Bookkeeping Assistant
- AI Bank Statement Processing
- Client Portal
- Document Portal
- Email Notifications
- Sage 50cloud Export
- Xero Export
- QuickBooks Export
Enterprise
Unlimited Companies · Unlimited Individuals
For large practices needing unlimited scale, white label and priority support.
- Unlimited Individual Tax Clients
- 500 AI Credits/month
- Unlimited OCR pages
- Unlimited Team Members
- 80 GB Secure Storage
- Monthly Workflows & Tasks
- Document Requests & Client Checklists
- AI Document Processing (OCR)
- AI Bookkeeping Assistant
- AI Bank Statement Processing
- Client Portal
- Document Portal
- Email Notifications
- Sage 50cloud Export
- Xero Export
- QuickBooks Export
- Priority Support
Need additional AI processing?
Purchase extra AI Processing Credit Packs anytime.
Top-up credits are valid for 12 months from purchase.
Testimonials
Firms are already feeling the difference.
“We finally stopped chasing clients for documents.”
“Our monthly workflow is now completely organised.”
“The AI bank statement processing saves hours every month.”
Ready to Modernise Your Accounting Firm?
Start your free trial today and experience a smarter way to manage clients, documents and monthly accounting work.