TransactionFlow
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Accountant Hub

Manage 100 Clients
Like You Have 10

AI handles the grunt work. You handle strategy. Free for accountants. Your clients subscribe.

Create Firm Account See Demo
Free Hub Access
Manage All Your Clients
5-Min Setup
Your Clients
12 Active
Acme Corp
247 transactions ready
Smith LLC
AI categorizing...
+ Add Client
Invite or create
Benji - Your AI Accountant

Why Accounting Firms Choose Us

Free for You

Your hub account is 100% free. Forever. Manage all your clients.

$0/month

10x Productivity

AI categorizes transactions in seconds. Your team reviews and approves. That's it.

10+ hrs saved

Clients Pay

Your clients subscribe per-client pricing. You get the benefits.

$20-35/client/mo
Client Access

Give Your Clients Direct Access to Their Financials

Stop creating Excel spreadsheets and PDF reports to email your clients every month. With TransactionFlow, you simply send an invite — and your clients log in to see their financial reports anytime they want.

Same Reports, No Extra Work
Clients see the same Profit & Loss, Balance Sheet, and financial reports you do — in real time, without you lifting a finger.
No More Emailing Spreadsheets
Clients no longer have to wait for you to pull numbers and email files. They log in, they see it. You save hours every month.
Simple Email Invitation
Send an invite from your dashboard. Your client creates an account and instantly sees their data. You control what role and access level they get.
You See Everything, They See Theirs
Full data isolation. Each client only sees their own business. You have a bird's-eye view across your entire portfolio.
Invite Team Member
Send access to your client
Email Address
client@acmecorp.com
Role
Member
What Your Client Sees
Profit & Loss Report
Balance Sheet
Schedule C / Tax Reports
Transaction History

Built for Multi-Client Management

Templates

Create chart of accounts templates. Apply to new clients instantly. Consistency across your firm.

Bulk Operations

Process statements for multiple clients at once. AI handles the heavy lifting.

Firm Dashboard

See all client statuses at a glance. Know who needs attention. Track team progress.

Role Management

Add staff with custom permissions. Junior staff categorize. Partners review and approve.

Client Billing

Clients subscribe directly. You never handle billing. We do the accounting for the accounting.

S-Corp Compliance

Built-in compliance engine checks IRS regulations, state requirements, and filing deadlines for your S-Corp clients.

What to Expect

Scale Your Firm Without Scaling Costs

AI handles the repetitive categorization work, so your team can focus on advisory and review. Here's how a typical firm uses the platform:

Reduce categorization time by up to 75%
AI categorizes in seconds, your team reviews and approves
Take on more clients without hiring
Same team, more capacity through automation
Role-based workflow
Junior staff categorize, partners review and approve
Typical Firm Setup
Partners + Staff
Everyone gets their own access level
Clients on Per-Client Plans
Each client billed individually ($20-$35/mo per client)
AI-Assisted Workflow
Upload → AI categorizes → Review → Post
Your Hub is Free
You pay nothing — clients subscribe directly

How Pricing Works

Simple per-client pricing

For Accountants

FREE

Forever. No limits.

  • Manage all your clients
  • Team collaboration
  • Firm dashboard
  • Priority support

Per-Client Pricing

  • All platform features
  • AI categorization included
  • We handle billing
  • Cancel anytime

Get Started in 5 Minutes

1

Create Firm Account

Sign up with your firm email. Takes 30 seconds. Free forever.

2

Invite Your Team

Add partners and staff. Set permissions. Everyone sees the same data.

3

Add Clients

Invite existing clients or create new ones. They subscribe to their plan.

✓

Start Processing

Upload statements. AI categorizes. You review. Done.

Write-Up Packages

Need to Catch Up on Past Months?

Commitment-based write-up bundles to process historical transactions. Longer commitments unlock bigger savings.

PDF Document Parsing

PDF invoices, receipts & statements

Duration Rate Total Savings
6 mo —
12 mo 3% ($12)
24 mo BEST
25+ mo Pay as you go

Plaid Bank Integration

Automated transaction import

Duration Rate Total Savings
6 mo —
12 mo
24 mo MAX
Max 24 months (Plaid partnership limitation)

How Write-Up Packages Work

1
Choose your commitment
2
Upload old statements
3
AI categorizes all
You're caught up!

Ready to Scale Your Firm?

Free hub account. 7-day trial for first client. No credit card.

Create Firm Account