For mid-sized accounting practices
Your recurring accounting work, prepared by AI.
Win back the hours your team spends on manual work. FlowLeap prepares VAT, payroll, bank recs and month-end across Sage, Xero, Excel and email, for every client, the way your practice does it. Your accountants review and sign off.
We set it up with you, client by client. No new software to learn.
Illustrative example. Your team reviews before anything is posted or sent.
The problem
Accountants still lose hours every week moving data between systems.
The work grows, the team doesn't
Every client is different
The method lives in people's heads
Across your systems
The AI that works across your firm's and your clients' systems.
Each client gets its own connections, so the AI always works with the right data.
Own connections, own permissions. Never mixed with other clients.
ChatGPT or Claude
- Connected to one person's accounts
- Clients kept apart only if you remember to
- You explain the method every time
- No named reviewer or audit trail
FlowLeap
- Connections set up for each client
- Each client's data kept separate
- Your procedures run every period
- A named reviewer signs off, every action logged
How it works
One place for every client's work.
01
Set up each client
Their systems, documents and deadlines, in one place.
02
Teach it your way
Your procedures (the recurring workflows you run) and the templates you use.
03
Review and sign off
FlowLeap prepares the work. Your accountants approve.
Chat
Ask about any client
Plain questions, answered from that client's own records.
"Why doesn't the February balance tie?"
Templates
The files you hand in
Your working papers and returns, filled from client data and ready for review.
VAT return workings, payroll journal
See templates →Procedures
Your recurring work, every period
Collect documents, process, fill the template, flag exceptions, route for sign-off.
VAT preparation, bank reconciliations
See procedures →Context
Each client's world, underneath everything
Systems, documents, conventions and every correction your team makes. FlowLeap gets better at your clients over time.
Time back
What practices get back.
Typical time at a mid-sized practice, before and after FlowLeap.
Bank reconciliations
3 h → 20 min
per client, per month
Your team reviews the held lines instead of ticking off every transaction.
See the procedure →VAT preparation
4 h → 45 min
per VAT return, including workings
Workings arrive traced to source. Your accountant checks the treatment decisions and submits.
See the procedure →Client document requests
8 h → 1 h
per month-end, across all clients
No more chasing lists. Requests and follow-ups are drafted, and replies are filed for you.
See the procedure →Estimate your firm's time back
Work FlowLeap takes on
Your estimate
229hours
back every month
1.6
full-time accountants
29
working days
Based on typical times: bank rec 3 h → 20 min per client a month, a VAT return every two months, monthly packs for a quarter of clients, and 140 working hours per person a month.
Your review
FlowLeap stops where your judgement is needed.
The review queue shows finished work and surfaces only the exceptions. Nothing is posted, sent or filed until a named reviewer approves it.
One line read at 41% confidence. FlowLeap didn't post.
Illustrative example
Security and control
Your practice stays in charge.
No training on your data
Client data completes your firm's work and nothing else.
Scoped, revocable access
Access per client and role. Revoke it any time. Every action is logged.
Nothing final without you
Posting, sending and submitting wait for a named reviewer.
Your ledger stays the record
FlowLeap prepares the work. Sage or Xero keeps the books.
Questions
What partners ask us first.
How we work with you
Start small. Grow at your pace.
Free
Consultation
Free
Workshop
Grow