Powerful features for modern bookkeeping
From document management to AI-powered insights, FlowBooks gives you everything you need to keep your books organized and accurate.
AI-Powered Assistant (Flo)
Flo helps you categorize transactions, review documents, and surface insights about your financial health.
Financial Document Uploads
Securely upload and store all your financial documents in one organized place.
Receipt Management
Capture and track receipts with automatic extraction of key details.
Invoice Management
Organize and track invoices with full visibility into what's paid and outstanding.
Payroll Management
Upload payroll reports and summaries to keep your books accurate and complete.
Bank Statement Management
Import and reconcile bank statements with automatic transaction extraction.
Transaction Review
Review, approve, and categorize transactions with an intuitive workflow.
Transaction Categorization
Automatically categorize transactions into the right accounts and categories.
Profit & Loss Reporting
Generate detailed P&L reports to understand your business performance.
Dashboard Insights
Get a real-time view of your financial health with customizable dashboard widgets.
Shared Workspace Collaboration
Invite your team or accountant to collaborate on the same workspace.
Task Assignments
Create, assign, and track bookkeeping tasks across your team.
Audit History
Every change is logged with a complete audit trail for accountability.
Secure Cloud Storage
Your financial data is encrypted, backed up, and always under your control.
Accounting Periods
Organize transactions by accounting period and lock closed periods.
Google Sheets & Export
Export your data to Google Sheets, CSV, or PDF for seamless integration.