AccountingFlow
Smart Financial Workflow Management for Modern Accounting Firms
AccountingFlow replaces spreadsheet and email chaos with one secure platform where every client, financial year, and missing document is fully visible.
Core positioning
A purpose-built operating system for modern accounting firms.
Manage client companies, financial years, monthly workflows, document collection, Annual Financial Statements, team collaboration, compliance tracking, and client communication — all in one structured, compliance-focused platform.
Try it. Switch roles. See the gates.
Three roles, one platform. Switch between Firm Admin, Accountant, and Client to feel exactly how AccountingFlow works.
Firm overview
Live compliance and workflow status across every client company.
Demo data only — nothing is persisted. Use the Reset button to start over.
The hard gate that keeps your firm clean.
A new financial year cannot open until the previous one is finalised. AccountingFlow enforces this in the UI, in validation, in workflow automation, and in reporting.
- · Open financial years stretch indefinitely
- · AFS uploads forgotten until SARS deadlines
- · Turnover captured in scattered spreadsheets
- · Endless email threads chasing client documents
- · No single source of truth for compliance status
A new FY can only open when the prior FY satisfies every gate:
- All 12 months closed
- Monthly turnover captured
- Annual Financial Statements (AFS) uploaded
- Previous financial year finalised
Every document, a tracked state.
No more 'did the client send it?' AccountingFlow tracks every requested document through a strict lifecycle, per month, per financial year.
Clients see only their outstanding requests. Accountants see status across every assigned company. Firm Admins see the full picture.
Built as an operating system for accounting firms.
Not a generic SaaS template. Every screen, label, and workflow assumes a multi-client accounting firm.
Every client company in one place — profile, compliance status, financial year progress, risk badges, assigned accountant, and outstanding documents.
Visual financial year timelines, month-by-month tracking, AFS upload requirements, and hard-gated finalisation logic.
Requested → Pending → Received → Approved → Missing. Secure signed-URL uploads, drag-and-drop, monthly and FY categorisation.
Monthly reminders, missing-document escalations, year-end prompts, and compliance triggers run quietly across every client.
Financial year progress, outstanding documents, team performance, client risk — all exportable as white-labelled PDFs.
Multi-tenant isolation, Row-Level Security, role-based permissions, signed URLs. Clients only ever see their own company data.
Upload your firm logo, configure brand colours, customise PDF reports and client emails. Clients experience your brand, not ours.
Firm Admin, Accountant, and Client roles enforced in every screen, every query, every export — never expose admin actions to clients.
Enterprise security, by default.
Clients can only access their own company data. Accountants can only access companies assigned to them. Firm Admins see everything inside their own firm — and nothing outside it.
Every firm operates in a strictly isolated data boundary. No cross-firm exposure, ever.
PostgreSQL RLS policies enforce that clients can only access their own company data — at the database level.
Firm Admin, Accountant, and Client roles are enforced in every query, route, and UI render.
Every document download is short-lived and audited. Files never leak through public URLs.
Client uploads are encrypted at rest, accessible only to the assigned accountant and the firm.
Modern infrastructure: React 19, TanStack Start, PostgreSQL, edge functions, SSR. Built for scale.
Questions about AccountingFlow.
What is the financial-year finalisation gate?+
A new financial year cannot open until the previous one has all 12 months closed, monthly turnover captured, Annual Financial Statements uploaded, and the prior year finalised. This is enforced in the UI, validation, automation, and reports.
How does the white-labelled client portal work?+
Each firm uploads its logo, configures brand colours, and customises PDF reports and client emails. Clients log in to a portal that carries your firm's brand — not AccountingFlow's.
How is client data isolated between firms and clients?+
AccountingFlow runs multi-tenant with PostgreSQL Row-Level Security. Clients can only access their own company data. Accountants only see companies assigned to them. Firm Admins see everything inside their own firm and nothing outside it.
Who is AccountingFlow built for?+
Accounting firms, bookkeeping firms, financial consultants, and outsourced finance teams managing multiple client companies, financial years, and monthly close workflows.
Does AccountingFlow replace my existing accounting software?+
No. AccountingFlow sits alongside Xero, Sage, or QuickBooks and replaces the spreadsheet-and-email layer firms use to manage clients, financial years, document collection, and compliance.
How are documents collected from clients?+
Through the white-labelled client portal with secure signed-URL uploads. Outstanding requests appear with a single primary CTA, with automated reminders and escalation rules behind the scenes.
Reduce document chasing. Run a structured firm.
Built for accounting firms ready to graduate from spreadsheets and email. Structured financial workflows, client document automation, full compliance visibility.
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