Your financial command center
See cash, channel sales, margin, expenses, and balances in one live view.
Modern accounting software for businesses and accounting firms.
Real-time accounting powered by industry tailored accounts and CPA-reviewed automation—saving bookkeepers time and giving clients connected financial clarity.
Speak with our team or see the platform for yourself.
No credit card required.
All Platforms Connected
- Banks
- CCs
- Shopify
- Invoices
- Square
Real-Time Data
Industries Tailored Financials
- E-Commerce
- Retail
- Restaurants
- Software & SaaS
90-second demo
See Flow Keeping in action.
A fast product walkthrough — how banks, selling channels, and automation come together in one live accounting platform.
Gain 30% more capacity.
Switch to automation built for your industry. Connected, reviewed, and live from day one.
Industry-tailored
More than 80% of transactions categorized to your industry automatically.
CPA-Reviewed Automation
Rules written and reviewed by CPAs, so the books stay clean as they run.
Connected Tools
Banks, cards, and selling channels feed one live set of books.
Real-time Insights
Cash, sales, and the books as they stand today, ready to act on.
What people are saying
Clarity for business owners. Consistency for bookkeepers.
Business owner perspectives
“Flow Keeping gives me one place to see the financial health of my business. Instead of piecing together reports from different platforms, I can quickly understand what’s happening and where I need to focus.”
“Flow helps me put real numbers behind my decisions. I’m no longer relying on gut feelings or incomplete information.”
“I can easily see my daily sales, overhead, and bank balances in real-time. Being able to see that anywhere and in one place is a game changer!”
Bookkeeper and accountant perspectives
“Flow Keeping creates a consistent process and layout across all my clients despite their industries. Mixed with their automation, I am able to serve more clients and work less.”
“Flow Keeping automates many of the repetitive tasks that traditionally take up a bookkeeper’s time. I can focus less on gathering and organizing information and more on helping clients understand their numbers.”
Connectivity
All your business platforms. One connected financial picture.
Bring banks, cards, and selling channels into one live accounting workflow so automation, standardization, and reporting start from real activity.
Bank Accounts
Credit Cards
Investment Accounts
Stripe
Invoices
Bills
eBay
Endless
Connected Platforms
Complete
Financial Visibility
One
Unified Dashboard
See Flow in action
One product.
Every step from transaction to insight.
Explore how connected data moves through categorization, accounts, bank rules, files, reporting, and close without leaving the platform.
Why Flow
Flow versus typical alternatives.
QuickBooks Online or Xero plus spreadsheets, inboxes, and add-ons can cover pieces. Flow connects activity, automation, communication, and live insight in one system.
| Capability | Flow KeepingConnected system | Typical AlternativesQBO/Xero + sheets + email |
|---|---|---|
| Bank, sales, and accounting data in one real-time dashboard | Yes | Limited |
| Industry-tailored account structure | Yes | No |
| Prebuilt transaction automation | Yes | No |
| Sales channel connectivity | Yes | Limited |
| Industry-tailored bookkeeping support | Yes | Generic |
Choose your path
Built for both sides of the books.
See the product here, then explore the outcomes, workflows, and onboarding path designed for your role.
For Business Owners
Run the business with the full financial picture.
See cash, selling-channel performance, margin, expenses, and reports in real time. Add bookkeeping support when you want it.
Explore Flow for businesses →
For Bookkeepers and Firms
Standardize and scale the way your firm works.
Automate repeatable accounting, manage exceptions, keep client communication in context, and deliver live insight from the same books.
Explore Flow for firms →Connected communication
Keep every question, file, and decision with the work.
Flow Drive and transaction notes make communication part of the accounting workflow, so context does not disappear across inboxes, folders, and follow-ups.
Documents where your team needs them
Attach receipts, statements, and supporting files to the transaction or period they belong to, so answers are easier to find and the work keeps moving.
Resolve questions in context
Ask, answer, and document decisions on the transaction itself. Everyone sees the same context without rebuilding the conversation in email.
CFO-level visibility
Make the live dashboard tangible.
Cash, margin, channel performance, expenses, and trends — annotated on the same real-time view owners and firms share.
- Channel performance
See daily channel revenue with COGS, refunds, fees, and gross profit in one view.
- Margin & spend
Watch gross profit, operating expenses, and operating income as the month builds.
- Cash & balances
See cleared cash, cards, and money in transit in one balance picture.
- Trends
Read month-to-date revenue movement while the period is still open.
Common questions
What to know before you start.
Straight answers about the product, who it serves, how it connects, and what happens next.
What is Flow Keeping?
Flow Keeping is a connected accounting platform that brings banks, cards, selling channels, automation, collaboration, reconciliation, and real-time reporting into one workflow.
Who is it for?
Flow works for businesses that want live financial clarity and for bookkeeping or accounting firms that want a standardized, scalable client workflow. Explore the audience pages for role-specific use cases.
What does Flow automate?
Flow can automate bank rules, repeat categorization, selling-channel journals, and other predictable accounting work while surfacing exceptions for review.
Can I use Flow with or without bookkeeping support?
Yes. Use the software independently, or add U.S.-based bookkeeping support without changing systems, dashboards, files, or conversations.
Do I need QuickBooks or Xero?
No. Flow can serve as your accounting system of record. If Xero remains part of your process, connect it for journal posting and reporting.
What will I see in a demo?
A demo walks your workflow from connected activity through automation, transaction review, reporting, reconciliation, and the live dashboard.
See Flow in action
Turn your accounting workflow into a live financial system.
Bring your banks, selling channels, accounting work, communication, and reporting together. Book a demo for a guided walkthrough or start a free trial and connect your accounts.