Workflow 01
Intake and document chasing
Keep new-client details, missing documents, and the next internal handoff moving without another spreadsheet chase.
AI workflows for accounting firms
Put repetitive firm work on autopilot.
FlowPilot designs practical AI workflows around the operational work that slows accounting teams down—without automating away professional judgment.
Fixed-scope implementation. Remote setup. Clear human review points.
Workflow design
Build. Test. Review. Launch.
Automate the handoffs, not the human judgment.
Built for accounting firms
Less chasing. More control over the work that moves your firm.
We focus on repeatable back-office workflows where the right context, owner, and review step make the difference—not generic automation for automation's sake.
Workflow 02
Engagement-letter handoff
Turn a signed engagement into the onboarding steps, internal ownership, and review points your team already needs.
Workflow 03
Monthly close status updates
Prepare consistent status updates and surface exceptions for a human review before they reach the client.
Workflow 04
Internal knowledge search
Help staff find firm procedures, templates, and approved answers without combing through disconnected folders.
Practical delivery
A focused path from bottleneck to working workflow.
Week 1: map the work
Identify the handoffs, systems, exceptions, and people who need to stay in the loop.
Weeks 2–3: build and test
Configure the workflow, test realistic edge cases, and refine the human review points.
Week 4: launch and hand off
Train the owners, document the process, and leave a clear plan for iteration.
Data handling
Careful with the data your firm trusts us to handle.
We scope access to the systems and data needed for the workflow, use established tools with your team's approval, and keep human review in place where it matters. We document the handoff so your team can see how the workflow operates.
Every firm's policies and tools are different, so we review the practical setup together. This is a working posture—not a legal or compliance guarantee.
Your first move
Find the workflow your firm keeps chasing.
Bring one repeated, delayed, or frustrating process. We'll help identify what to automate, what to keep human, and the clearest path to launch.