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Accounting Flow

Accounting Flow is web-based practice management software built for accountants and accounting practices.

Place
#17 of 29
Score
6.1
Accounting Flow's website

What Accounting Flow is

Accounting Flow is web-based practice management software built for accountants and accounting practices. It organizes client management, workflow tracking, document sharing and signing, information requests, timesheets, billing, and compliance deadlines. Listed feature areas include accounting and financial management, communication, reporting, client engagement, onboarding, efficiency, and automation. AI-powered banking reconciliation can feed directly into task workflows, while an email chatbot can draft, send, and store client emails. Integrations include SharePoint, Xama, Google Drive, HMRC and Companies House data retrieval, plus bookkeeping and email tools. The platform provides a client portal, workflow automation, time tracking, billing and invoicing, document management, and deadline tracking. The company says onboarding and implementation have no additional fee and teams can usually become operational within a day after CSV submission. Annual pricing is £40/user/mo plus VAT for 10+ users or £49/user/mo plus VAT for 1–9 users. A 30-day trial has eligibility requirements.

Good

  • Client management and workflow tracking
  • AI banking reconciliation feeds task workflows
  • Client portal and document management
  • Billing, invoicing, and deadline tracking
  • No additional onboarding fee

Watch out

  • No free plan
  • Annual prices exclude VAT
  • Trial limited to one per customer
  • Trial requires business or accountant verification

Who it suits

Accounting Flow is intended for accountants and accounting practices managing clients, deadlines, documents, billing, and recurring workflows. It suits firms wanting practice-focused automation and integrations.

Verdict

Accounting Flow brings client, workflow, document, billing, and deadline work into one practice platform. Its annual pricing and trial eligibility rules matter for firms evaluating access.

Plans and prices

From Accounting Flow's own pricing page, checked 7 Oct 2026.

All about pricing
PlanPriceWhat it gives you
10+ users (paid annually)£40 a month10+ users · Paid annually; per user per month + VAT
1–9 users (paid annually)£49 a month1–9 users · Paid annually; per user per month + VAT

The facts

Each one read from Accounting Flow's own pages, with the date it was checked.

What it does

AI bookkeeping
The features page says AI-powered banking reconciliation feeds directly into task management workflows.checked 7 Oct 2026
Email
An email chatbot can draft client emails and send and store them automatically.checked 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.checked 7 Oct 2026
Integrations
The features page lists SharePoint, Xama, Google Drive, HMRC and Companies House portal data retrieval, and bookkeeping and email integrations.checked 7 Oct 2026
Intended customers
The company describes Accounting Flow as built for accountants and designed for accounting practices.checked 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.checked 7 Oct 2026
Practice workflows
It automates client management, workflow tracking, document sharing and signing, information requests, timesheets, billing, and compliance deadlines.checked 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.checked 7 Oct 2026
Product
Accounting Flow is a practice management platform built by accountants for accountants.checked 7 Oct 2026
Security
The privacy policy says the company uses secure servers, limits data access, and encrypts data where applicable.checked 7 Oct 2026
Support
The terms define standard customer support as email and telephone support during normal working hours; additional support may cost extra.checked 7 Oct 2026

The company

Headquarters
34-35 Clarges Street, London, England, WJ 7EJchecked 28 Sep 2026

Money

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.checked 7 Oct 2026

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