Meet your accounting firm's newest colleague.
FlowLeap deploys AI colleagues that work across your ledger, email and client documents. They learn your firm's way of working, execute recurring accounting workflows and deliver finished work to your team's review queue. Your accountants review and sign off.
Not software that helps your team do the work. A colleague that does the work.
More capacity. Same team.
Trusted by
Works with the tools you already use
The review queue, running
Your AI colleague does the work. Your team reviews it.
FlowLeap works through recurring accounting tasks, completes the routine items and places finished work in your review queue. It surfaces only the exceptions, contradictions and low-confidence decisions that require professional judgement.
Bank statements → Xero
Bank statement imports and allocations becoming repetitive?
Line after line of statement entries, matched by hand to open invoices in Xero. FlowLeap allocates the obvious ones and only asks about the ones that are genuinely ambiguous.
Client document requests
Tired of following up on documents?
Statements, invoices, agreements — requested, chased, received and filed without anyone on your team writing another reminder email.
Meridian Trading
August bank statement
Kopano Logistics
Outstanding supplier invoices
Northwind Co
Vehicle finance agreement
Vela Holdings
Credit card statements
- 1
FlowLeap drafts the request from your own template and sends it.
- 2
No reply after three days? It follows up, politely, again.
- 3
Documents arrive and are filed to the right client folder.
- 4
You see one line: everything in, ready to work.
Supplier invoices
Still importing supplier invoices one by one?
Invoices arrive by email, get downloaded, renamed, captured and coded by hand. FlowLeap pulls them in, captures the detail, matches what it can and only asks about the exceptions.
Captured end-to-end, with every unmatched or duplicate invoice flagged for a human decision before anything posts.
Why AI colleagues
The colleague accounting firms have always needed.
Onboard it once. Improve it every cycle. Expand capacity without another recruitment round.
Never sleeps
Works through evenings, weekends and month-end volume without overtime or capacity drops.
Never takes a holiday
Recurring deadlines continue to be handled when the human team is unavailable or operating at reduced capacity.
Never resigns
Firm-specific process knowledge and workflow memory do not disappear when a team member leaves.
Never distracted by company politics
Executes the process as trained, without conflict, frustration or loss of focus.
Gets better with every cycle
Approved corrections become firm-specific rules and memory that improve future work.
Scales without hiring
Expand proven workflows across more clients and periods without adding equivalent headcount.
Your accountants keep the judgement and client relationships. Their AI colleague takes on the repeatable execution.
The work it does
Work a colleague picks up, executes and delivers.
Each workflow FlowLeap handles is a job with a beginning and an end: what the colleague receives, what it does, what it completes, what it escalates, and what your accountant reviews.
Bank transaction matching and reconciliations
Reads the statement, matches receipts and payments to the ledger, and allocates against open invoices.
- Receives
- Bank statements as PDF or feed, per client and period
- Does
- Extracts every statement line and checks the balance chain adds up
- Completes
- The full line extraction with a confidence score per line
- Escalates
- A deposit that fits two open invoices equally well
See the full workflowThe accountant reviews
A reconciled statement with the matched lines, the held items, and the reason each one was held. Posting to the ledger happens on approval.
Client document requests and follow-up
Notices what is missing, asks the client for it, watches for the reply and files what arrives.
- Receives
- The document checklist a workflow needs to complete
- Does
- Works out which statements, invoices or confirmations are actually missing
- Completes
- An accurate per-client checklist of what is outstanding
- Escalates
- Password-protected or unreadable attachments — nothing is opened without a person
See the full workflowThe accountant reviews
The outstanding checklist per client and the drafted requests. Client emails are sent only after a reviewer approves them.
VAT preparation and working papers
Prepares VAT workings, reconciles control accounts and surfaces only the items that need professional judgement.
- Receives
- The period's ledger data from Xero or Sage
- Does
- Recomputes input and output tax from the ledger rather than trusting the prior figure
- Completes
- The recomputed return figures with the ledger trail behind each one
- Escalates
- Zero-rated or exempt items whose treatment is not clear from the evidence
See the full workflowThe accountant reviews
The completed return, its workings and the short list of treatment decisions. Submission always requires approval.
GL mapping and allocation verification
Maps transactions to the right general ledger accounts using your firm's own conventions, then posts on approval.
- Receives
- Unmapped ledger and supplier lines
- Does
- Matches each line against existing accounts using your conventions, not a generic taxonomy
- Completes
- The mapped batch with the rule applied to each line
- Escalates
- Lines where two accounts are equally defensible
See the full workflowThe accountant reviews
The mapped batch, what is new, and the handful of lines that need a decision. Posting happens on approval.
Management accounts
Assembles the monthly pack, checks it against the prior period and explains the movements before a person reads it.
- Receives
- The period ledger once processing is closed off
- Does
- Rolls the trial balance into your firm's reporting format
- Completes
- The drafted pack in your firm's template
- Escalates
- Movements it cannot explain from the underlying data
See the full workflowThe accountant reviews
The drafted pack, the variance analysis and the commentary. The pack reaches the client only after a reviewer signs it off.
Routine client communications
Reads inbound client mail, drafts the reply with the figures attached and routes anything that needs judgement.
- Receives
- Inbound client email from Outlook or Gmail
- Does
- Reads what is actually being asked and pulls the context needed to answer it
- Completes
- A drafted reply with the relevant figures already gathered
- Escalates
- Anything touching advice, fees or a regulated conclusion
See the full workflowThe accountant reviews
The drafted reply. Sending stays with your team, always.
Custom workflows
Configure a colleague around the recurring work your firm already does — whatever shape that takes.
- Receives
- A recording of one of your people doing the job once
- Does
- Turns the recorded process into a repeatable workflow, with your steps and your checks
- Completes
- A documented workflow definition owned by your firm
- Escalates
- Steps where the firm's rule has not been confirmed yet
See the full workflowThe accountant reviews
Finished jobs in your review queue with the evidence, the reasoning and the exceptions listed.
How it works
Your AI colleague works inside the systems your firm already runs on.
It reads the request in the inbox, pulls the supporting document, does the work in the ledger, and prepares the reply — with one of your accountants approving before anything is posted or sent.
Reads the request
A client email or internal task lands in Outlook. Your colleague picks it up and works out what is actually being asked.
Gathers the evidence
Statements, invoices and supporting documents are pulled from Google Drive, or requested from the client if they are missing.
Does the work in the ledger
Allocations, reconciliations and workings are prepared in Xero or Sage and held in the review queue for approval.
Onboarding
Onboard it like a new employee. Increase responsibility as trust grows.
The controlled trial runs for two months. The initial shadow phase typically takes approximately two weeks, followed by verified live execution and expansion.
- 01
Introduce
Week 1Connect selected systems, map the firm's process and define the first client group.
- 02
Shadow
~2 weeksThe AI colleague runs alongside the existing team without disrupting the wider practice.
- 03
Coach
The team reviews its work. Approved corrections become firm-specific rules and memory.
- 04
Trust
Once accuracy is proven, the colleague takes on more of the workflow and only escalates exceptions.
- 05
Scale
By month 2Deploy proven workflows across more clients, periods and practice areas.
Why FlowLeap
Not another tool your team has to operate.
Point solutions automate individual steps. Internal AI projects create a permanent integration, security and maintenance responsibility. FlowLeap deploys and continuously improves an AI colleague that executes end-to-end workflows across the systems your firm already uses.
What it actually does
More point software
Automates individual steps inside one system.
Build internally
Requires integrations and workflow engineering before any work is executed.
FlowLeap
Executes complete recurring workflows across the systems your firm already uses.
Who operates it
More point software
Your team still connects the steps and drives the process.
Build internally
Your team, indefinitely — and a key-person dependency forms quickly.
FlowLeap
The colleague picks the work up and delivers it to your review queue.
Exceptions and review
More point software
Additional tools create additional handoffs between people.
Build internally
Exception handling and review controls have to be designed and maintained.
FlowLeap
Review queues, confidence scoring and audit trails are part of the product.
Ongoing responsibility
More point software
Each tool carries its own licence, admin and upgrade path.
Build internally
Ongoing security, maintenance and model updates sit with the firm.
FlowLeap
We deploy, monitor and improve it. Your firm keeps the judgement.
How it starts
More point software
A licence, then a rollout your team has to run.
Build internally
An internal project competing with billable work.
FlowLeap
A controlled trial on one workflow and a small client group.
How it grows
More point software
More tools, more surface area to manage.
Build internally
Whatever engineering capacity is left over.
FlowLeap
Proven workflows expand to more clients, periods and practice areas.
- Firm-specific workflows remain isolated
- Client data is not used to train general-purpose models
- SOPs and configurations remain documented and exportable
- Access can be revoked at any time from your own admin console
- Your existing ledger remains the system of record
Company
Built with accounting firms, for accounting firms.
We work directly with accounting firms to map real workflows, deploy controlled AI colleagues and improve them based on actual accounting work — not on assumptions about how a practice runs.
Dean Armstrong
Co-Founder & CEO
Dean leads FlowLeap's product, operations and client implementation. He works with firms from initial workflow analysis through controlled deployment and expansion.
Felix Anthonj
Founding Investor & Board Director
Felix is a technology entrepreneur and former founder of Flexperto. He supports FlowLeap's strategy, positioning, partnerships and commercial development.
Nils Fjastad
Commercial Lead
Nils leads FlowLeap's commercial development and works directly with accounting firm owners and partners to identify the workflows consuming the most capacity, structure controlled trials and build the commercial case for firm-wide rollout.
Get in touch
Let's identify the first workflow your AI colleague could take on.
Thirty minutes, your firm's recurring work on the table, and a clear view of what a colleague would execute with your team still in control.