A
now
Acme Fragrance
Can you confirm Colorado payroll registration before payroll runs tomorrow?
Turn Client Context into Revenue
A single place for the qualitative and quantitative data in your systems, and the tribal knowledge trapped in your team's head.
Get StartedN
Slack
3m ago
Northwind Dental
S
Outlook
6m ago
Summit Home Goods
C
Teams
9m ago
Cedar Family Office
Clients need answers now
And you’re still catching up on closing and reviewing the books as of 3 weeks ago.
Data is scattered across systems
Your team spends countless hours between different systems and tabs pulling reports, cross referencing information, only to build a completely new spreadsheet.
Gusto
New hire
This is their first employee in Colorado. Should we prepare the state payroll tax registration?
Bank feed
Transaction > $3,000
This transaction looks like it may need to be capitalized instead of expensed. Should I request the supporting documents?
City Hall
Road construction planned
This may materially affect foot traffic during their busy season. Want to make a plan for how to navigate it?
USTR
Tariff exclusion extended
Their top imported SKU may qualify for lower duties. Want to check prior entries, estimate refund exposure, and send them an advisory?
Major stuff slips through the cracks
Because your leadership, account managers, and staff accountants didn’t have the right context at exactly the right time.
Canvas & Co.
Re-SynthesizeEdit
Content
Orchestration
Drive
Log
Integrations
Chats
May 27, 2026, 6:12 PM UTC
Late May working brief for Rachel Ngo. Close, cash, customs, and retailer readiness stay reconciled in one operating view.
Status Checklist
- May close calendar and approvals are loaded.
- Wholesale pilot deck is tied to cash and margin.
- Tariff-rebate support is still missing.
- Fractional COO scope needs final coding review.
Client Goals
- Close May without reopening landed-cost accruals.
- Protect cash while wholesale terms scale.
- Separate tariff evidence from planning assumptions.
Self Updating Knowledge Base
- Refreshes itself from connected data and files
- Keeps source-specific update rules per page
- Answers questions with scoped client context
- Links every claim back to source records
ProposalApproved
Drive classifier and QBO matcher
Priya Shah
May 27, 2026, 3:08 PM UTC
FileAttached
Customer demand snapshot attached
Rachel Ngo
May 27, 2026, 1:30 PM UTC
AutomationCreated
Cash Runway Forecast
Flowglad
May 27, 2026, 11:18 AM UTC
Auditable System of Action
- Write automations that work across your systems, in natural language
- Flowglad feeds knowledge base context into agentic automations
- Agents propose actions, your teammates approve them
- See who did what, where, and when
Pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
| Plan comparison | Business | Enterprise |
|---|---|---|
| Self-updating knowledge base | Included in Business | Included in Enterprise |
| Connected-system data and files | Included in Business | Included in Enterprise |
| Context-grounded chat and analysis | Included in Business | Included in Enterprise |
| Record-level citations | Included in Business | Included in Enterprise |
| Reviewable agent actions | Included in Business | Included in Enterprise |
| Browser-use workflows for web apps | Included in Business | Included in Enterprise |
| Custom rollout and workflow design | Not included in Business | Included in Enterprise |
FAQ
Start with one workflow your team already hates
We'll help you choose it, set it up, run it, and decide if Flowglad is ready for the next client file.