Spend Close Season on the Numbers, Not the Chasing
We automate the document chasing, data entry, and deadline tracking that eat into an accounting firm's busiest weeks, so your team spends that time on the work that actually needs a professional's judgment.
The Accounting Problem
These are the operational friction points that hold most accounting businesses back.
Chasing Clients for Documents
A huge share of staff time goes to emailing and calling clients for receipts, statements, and signatures that should have arrived on their own.
Month-End and Year-End Crunches
Close periods turn into overtime because reconciliation and reporting are still mostly manual.
Deadline Tracking Across Clients
Filing dates, remittances, and engagement deadlines are easy to lose track of across a full client book.
Data Entry Between Tools
Manually moving numbers between QuickBooks, Dext, Outlook, and spreadsheets introduces errors and eats hours every week.
How We Help Accounting Businesses
Targeted AI automation services built for the specific workflows that matter most in your industry.
Automated Document Collection
Clients get automated reminders and a simple upload flow, so your team stops chasing receipts and statements by hand.
Deadline & Engagement Tracking
Every filing date, remittance, and engagement milestone is tracked automatically, with alerts before anything is at risk.
Reconciliation & Reporting Automation
We automate the data pulls and reconciliation work between QuickBooks, Dext, and your other tools, cutting close time significantly.
Client Communication Automation
Automated status updates and follow-ups between your practice management tools and client inboxes, without another manual email.
From First Call to First Automation
Practice Audit
We map how documents, deadlines, and data actually move through your firm today, by client type and season.
Automation Design
We design automations around your existing stack, QuickBooks, Dext, Outlook or M365, and your practice management tool.
Build & Integrate
We build and test everything with a small group of clients before rolling out firm-wide.
Roll Out for Busy Season
We launch ahead of your next close or filing deadline, so the time savings show up when you need them most.
Services We Deploy for Accounting
Korra Back Office Solutions is a Nanaimo accounting and back-office firm we've partnered with. This particular engagement was a full website build, not an automation project.
“Flowbaut delivered exactly what we needed. Fast, professional, and with constant communication throughout the process. The end result exceeded our expectations.”
Common Questions
Let's Map Out Where Your Team's Hours Are Going
Book a free practice audit and we'll point you at the automations that would save your firm the most time before the next close.