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Accounting Flow
What Accounting Flow is
Accounting Flow is web-based practice management software for accounting firms. It brings together client management, workflow tracking, document sharing and signing, information requests, timesheets, billing, and compliance deadlines. Its tools also cover financial management, communication, reporting, client engagement, automation, and onboarding. AI-powered banking reconciliation can feed into task workflows, and an email chatbot can draft, send, and store client emails. Listed connections include SharePoint, Xama, Google Drive, HMRC and Companies House portal data retrieval, and bookkeeping and email integrations. The platform includes a client portal, time tracking, document management, invoicing, and deadline tracking. The company says onboarding and implementation have no additional fee, and teams can usually be operational within a day of submitting client data by CSV. Annual pricing is £40 per user per month plus VAT for teams of 10 or more, or £49 per user per month plus VAT for teams of one to nine. A 30-day trial is available, with eligibility requirements.
Who it suits
Accounting practices looking to coordinate client work, compliance deadlines, billing, and documents in one web platform may find it relevant. Its stated audience is accountants and bookkeepers.
What it does well
- Automates client and compliance workflows.
- AI reconciliation can feed task management.
- Email chatbot drafts, sends, and stores messages.
- Includes a client portal and time tracking.
What to know first
- No free plan is listed.
- Annual pricing is plus VAT.
- Trial requires business email or status documentation.
Limits
The service has no free plan. Trial access lasts 30 days, is limited to one trial per customer and requires eligibility documentation; annual subscriptions are charged per user plus VAT.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| 10+ users (paid annually) | Paid annually; per user per month + VAT · 10+ users | £40 a month |
| 1–9 users (paid annually) | Paid annually; per user per month + VAT · 1–9 users | £49 a month |
As accountingflow.io lists them, read 7 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Accounting Flow website
- Select the annual plan for 1–9 users or 10+ users
- Request the 30-day trial with a valid business email or UK accountant documentation
- Submit client data by CSV for onboarding
- Connect listed services such as SharePoint, Xama, Google Drive, HMRC or Companies House
- Use the web platform for client, workflow and billing processes
Verdict
Accounting Flow combines practice workflows with client communication, billing, and document tools. Consider its annual per-user pricing and trial eligibility when evaluating it.
Questions
What does Accounting Flow cost?
For annual billing, teams of 10 or more pay £40 per user per month plus VAT. Teams of one to nine pay £49 per user per month plus VAT.
Is there a free trial?
Yes, a 30-day trial is available. Customers are limited to one trial and must provide a valid business email or official UK accountant or bookkeeper documentation.
Which platforms are supported?
Accounting Flow is available on the web.
What integrations are listed?
Integrations include SharePoint, Xama, Google Drive, HMRC and Companies House portal data retrieval, bookkeeping tools and email systems.
Does it include a client portal and billing?
Yes. Listed capabilities include a client portal, billing and invoicing, time tracking, document management and deadline tracking.
Facts from Accounting Flow's own pages
- AI bookkeeping
- The features page says AI-powered banking reconciliation feeds directly into task management workflows. · accountingflow.io, 7 Oct 2026
- An email chatbot can draft client emails and send and store them automatically. · accountingflow.io, 7 Oct 2026
- Feature areas
- Its listed feature areas include accounting and financial management, communication, tracking and reporting, client support and engagement, efficiency and automation, and onboarding. · accountingflow.io, 7 Oct 2026
- Headquarters
- 34-35 Clarges Street, London, England, WJ 7EJ · accountingflow.io, 28 Sept 2026
- Integrations
- The features page lists SharePoint, Xama, Google Drive, HMRC and Companies House portal data retrieval, and bookkeeping and email integrations. · accountingflow.io, 7 Oct 2026
- Intended customers
- The company describes Accounting Flow as built for accountants and designed for accounting practices. · accountingflow.io, 7 Oct 2026
- Onboarding
- The company says onboarding and implementation have no additional fee and teams can usually be operational within a day after submitting client data by CSV. · accountingflow.io, 7 Oct 2026
- Practice workflows
- It automates client management, workflow tracking, document sharing and signing, information requests, timesheets, billing, and compliance deadlines. · accountingflow.io, 7 Oct 2026
- Privacy and transfers
- The privacy policy says third-party providers may process or store data outside the UK or EU and that appropriate safeguards such as Standard Contractual Clauses are used where this occurs. · accountingflow.io, 7 Oct 2026
- Product
- Accounting Flow is a practice management platform built by accountants for accountants. · accountingflow.io, 7 Oct 2026
- Security
- The privacy policy says the company uses secure servers, limits data access, and encrypts data where applicable. · accountingflow.io, 7 Oct 2026
- Support
- The terms define standard customer support as email and telephone support during normal working hours; additional support may cost extra. · accountingflow.io, 7 Oct 2026
- Trial eligibility
- The terms limit customers to one free trial and require a valid business email or official documentation confirming UK accountant or bookkeeper status. · accountingflow.io, 7 Oct 2026