Bookkeeping without the bookkeeping headache.
FlowBooks organizes your receipts, statements, and transactions — and Flo, your intelligent bookkeeping assistant, helps you categorize, reconcile, and understand your books. Just upload your documents. No bank connection required.
Bookkeeping shouldn't be this stressful
Most small businesses juggle the same messy workflow. FlowBooks brings it all together.
Receipts scattered everywhere
Shoeboxes, inboxes, and apps that never talk to each other.
Statements hard to organize
Bank and credit card statements pile up with no structure.
Transactions need categorizing
Endless uncategorized lines with no clear next step.
Payroll & documents piling up
Payroll reports and financial documents stack up month after month.
Never sure if books are close-ready
No clear signal when an accounting period is complete.
Hard to see the full picture
Income, expenses, and cash flow live in separate places.
Meet Flo — your intelligent bookkeeping assistant
Flo helps you understand your documents, review and categorize transactions, reconcile accounts, and know when your books are ready to close — explained in plain language for small business owners.
How FlowBooks works
Four simple steps from messy to managed.
Upload
Drag in receipts, invoices, bank and credit card statements. No bank connection needed.
Organize
FlowBooks structures your documents and extracts transactions automatically.
Review
Flo suggests categories, flags duplicates, and highlights what needs your attention.
Understand
See profit & loss, cash flow, and period-close readiness at a glance.
Everything you need to manage your books
Powerful features built for small businesses and freelancers.
Financial document management
Upload, organize, and track receipts, invoices, and statements.
Transaction organization
See every transaction in one place, with clear status and history.
Receipt management
Capture and store receipts linked to the transactions they support.
Transaction categorization
Assign accounts and categories with Flo-suggested options.
Reconciliation
Match records and resolve discrepancies with Flo's help.
Period close
Know exactly when an accounting period is ready to close.
Financial reports
Profit & loss, cash flow, and tax-ready summaries on demand.
Flo AI assistant
Plain-language guidance across your whole bookkeeping workflow.
Google Sheets & Drive
Import from and export to Google Sheets and Drive.
Simple pricing that grows with you
Every plan starts with a 14-day free trial. No credit card required.
Prices in USD. Cancel anytime.
Built to protect your financial data
FlowBooks organizes your business into secure, isolated workspaces you control.
Workspace-based organization
Each business lives in its own isolated workspace, so your data never mixes with anyone else's.
Role-based access
Owners, admins, and members see only what their role permits — you control who can access what.
Full audit trail
Every important change is logged, so you can always see who did what and when.
Your data stays yours
Export your data anytime. We never sell your information.
Frequently asked questions
FlowBooks is an AI-powered bookkeeping and financial document management platform. You upload your financial documents, organize transactions, reconcile accounts, and understand your finances — with help from Flo, your intelligent bookkeeping assistant.
Ready to get your books under control?
Start your 14-day free trial today. No credit card required.