Flowglad

Flowglad is built for accounting and advisory firms that manage client work across multiple disconnected systems. It sits between your existing tools, pulling in data, running workflows, and keeping a structured record of client context, without replacing your ledger, email, or practice management software.

The core idea is controlled automation. Agents read context, prepare work, and surface rationale. Your team decides what gets posted or sent. Nothing sensitive moves without a review step if you want one.

What it handles:

• Cross-system workflows like pulling monthly bank statements via browser and posting them to QuickBooks-connected systems, or scanning AR, AP, and P&L across clients each morning for anomalies
• Self-updating knowledge bases that refresh based on your instructions, scoped per client or space, with every claim linked back to its source record
• Browser-based automation for systems that don't expose APIs, including authenticated sessions and OTP handling
• Structured client spaces with isolated pools of context, per-space permissions, and controls over which teammates and integrations can connect
• Approval workflows so you can specify which automations run automatically and which need a human sign-off before anything is posted

Client pages store engagement scope, working notes, uploaded files, connected-system records, draft analyses, and the approval history from prior actions. That makes firm knowledge durable rather than scattered across inboxes and spreadsheets.

A useful starting point doesn't require API integrations. You can begin with files, spreadsheets, or browser-accessible systems, then layer in API connections when you need fresher data or reliable write-back. For teams doing document-heavy close work or fielding repetitive client questions, the time savings show up quickly.

Flowglad is pursuing SOC 2 Type 2 and ISO 27001 certifications, which matters for firms handling sensitive financial data across multiple clients.