Flowglad
flowglad.comWorking memory for client accounting files
Finance & Fintechaccountingclient-managementworkflow-automationdocument-processingreview-workflowbookkeepingai-tools
About
Flowglad is a multiplayer workspace designed for accounting firms to capture and retain client context, source documents, prior-period data, and review steps before work is posted to the ledger. It bridges the gap between practice management tools, email, spreadsheets, and the general ledger by giving each client file a persistent working memory. The platform supports review workflows, source document processing, and controlled learning so firms can build repeatable, auditable processes around client finance work.
Problem
Accounting firms lose time and make errors because critical client context, review decisions, and tacit knowledge are scattered across email, spreadsheets, practice management tools, and the ledger with no central home.
For
Accounting firms and bookkeepers managing client finance work
How it works
Flowglad creates a persistent working memory for each client file, capturing rules, source documents, prior-period context, and review steps, and stages sensitive accounting actions for approval before they hit the books.
Business model
freemium
Status
launched