Connect your agents to your business
Analyze, act, and automate work across all of your team's systems.
Analyze, act, and automate work across all of your team's systems.
Analyze, act, and automate work across all of your team's systems.
Kona Bookkeeping
Home
Tasks
Connectors
Automations
Skills
Spaces
Queen Industries
Altera BioSystems
Ferguson Construction
Unify your data in one place
Pull context and push actions to all your favorite tools
Unify your data in one place
Pull context and push actions to all your favorite tools
Unify your data in one place
Pull context and push actions to all your favorite tools
Connections
Automations
Governance
Custom Apps
Trigger
Weekly on Thursday at 9am
Initiates every Thursday at 9am pacific time
Step 1
Get Quickbooks Report
Retrieve and download expenses & reciepts
Step 2
Download Bank Statement
Log into Chase portal, download most recent bank statement
Step 3
Compare & reconcile expenses
Analyze both expense reports from Quikcbooks and Chase and reconcile report
Output
Report outcome or status
At the end of this run, report status or automation run
#general
#acme-corp
#altera-biosystems
Acme Corp
Entire Inbox
from "@acme.com"
from "@altera.com"
General Ops
Acme Corp
Altera Biosystems
Securely connect your team's data and apps
Connect your apps to Flowglad, and grant access to them via Spaces. Control which teammates can access each space.
Connections
Automations
Governance
Custom Apps
Trigger
Weekly on Thursday at 9am
Initiates every Thursday at 9am pacific time
Step 1
Get Quickbooks Report
Retrieve and download expenses & reciepts
Step 2
Download Bank Statement
Log into Chase portal, download most recent bank statement
Step 3
Compare & reconcile expenses
Analyze both expense reports from Quikcbooks and Chase and reconcile report
Output
Report outcome or status
At the end of this run, report status or automation run
#general
#acme-corp
#altera-biosystems
Acme Corp
Entire Inbox
from "@acme.com"
from "@altera.com"
General Ops
Acme Corp
Altera Biosystems
Securely connect your team's data and apps
Connect your apps to Flowglad, and grant access to them via Spaces. Control which teammates can access each space.
Connections
Automations
Governance
Custom Apps
Trigger
Weekly on Thursday at 9am
Initiates every Thursday at 9am pacific time
Step 1
Get Quickbooks Report
Retrieve and download expenses & reciepts
Step 2
Download Bank Statement
Log into Chase portal, download most recent bank statement
Step 3
Compare & reconcile expenses
Analyze both expense reports from Quikcbooks and Chase and reconcile report
Output
Report outcome or status
At the end of this run, report status or automation run
#general
#acme-corp
#altera-biosystems
Acme Corp
Entire Inbox
from "@acme.com"
from "@altera.com"
General Ops
Acme Corp
Altera Biosystems
Securely connect your team's data and apps
Connect your apps to Flowglad, and grant access to them via Spaces. Control which teammates can access each space.
Start with work you already do
Flowglad is electric putty between your systems. Shape work around how you operate - not how software tells you to.
1 Automation · 2 Skills
Find duplicates, missing payees, and bookkeeping exceptions with evidence for review.
Review QuickBooks for duplicates and missing payees
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1 Automation · 1 Skill
Retrieve, validate, and file the correct statements by account and period.
Collect this month’s bank statements
Try Now
1 Automation · 3 Skills
Code routine transactions with rationale and isolate uncertain items for review.
Code transactions and flag exceptions
Try Now
1 Automation · 2 Skills
Flag material financial changes early, with baselines, evidence, and clear owners.
Find unusual changes before month-end
Try Now
1 Automation · 1 Skill
Tie each account to its statement and explain every unresolved difference.
Prepare this month’s bank reconciliation
Try Now
1 Automation · 2 Skills
Reconcile sales, fees, refunds, inventory, and COGS across commerce channels.
Reconcile sales and COGS across channels
Try Now
1 Automation · 1 Skill
Tie payroll, taxes, liabilities, payments, and fees to QuickBooks before posting.
Tie payroll to QuickBooks before posting
Try Now
1 Automation · 1 Skill
Reconcile inventory quantities and costs across locations and in-transit stock.
Reconcile inventory across locations
Try Now
Secure By Default
Built to meet the most rigorous security and auditability standards.
Built to meet the most rigorous security and auditability standards.
AICPA
SOC2
SOC 2
Type 2
IN PROGRESS
ISO 27001
IN PROGRESS
HIPAA
IN PROGRESS
MONITORED BY
Simple Pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
Billed Annually
Organization
Credits
10k/mo
50k/mo
600k/mo
Members
1
5
∞
Spaces
2
10
50
Connectivity
Connections
5
∞
∞
MCP Server
Workflows
Automations
10
∞
∞
Skills
Support
Troubleshooting
Training
Enterprise
Plans from $1,500/mo
Custom connectons, security, controls, and rollout support for larger organizations.
Simple Pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
Billed Annually
Organization
Credits
10k/mo
50k/mo
600k/mo
Members
1
5
∞
Spaces
2
10
50
Connectivity
Connections
5
∞
∞
MCP Server
Workflows
Automations
Skills
Support
Troubleshooting
Training
Enterprise
Plans from $1,500/mo
Custom connectons, security, controls, and rollout support for larger organizations.
Simple Pricing
Start with the workspace your team needs now, then scale seats and rollout support as the workflow expands.
Billed Annually
Organization
Credits
10k/mo
50k/mo
600k/mo
Members
1
5
∞
Spaces
2
10
50
Connectivity
Connections
5
∞
∞
MCP Server
Workflows
Automations
10
∞
∞
Skills
Support
Troubleshooting
Training
Enterprise
Plans from $1,500/mo
Custom connectons, security, controls, and rollout support for larger organizations.
Frequently asked questions
What is Flowglad replacing?
Flowglad is not trying to replace the ledger, email, or practice management. It becomes the operating layer that holds client context, connected-system data, source files, and the automations that act on them.
What does the knowledge base actually store?
Client pages can store engagement scope, operating history, working notes, uploaded files, connected-system records, citations, draft analyses, and the approval history around prior actions. The point is to make firm knowledge durable and usable.
Does Flowglad act automatically?
It can propose actions automatically, but the core model is controlled automation. Agents read context, prepare work, and produce rationale. Your team decides what requires review before anything sensitive is posted or sent.
How does this help create revenue?
It helps firms catch advisory opportunities earlier, answer client questions faster, reduce context-switching overhead, and turn recurring operational friction into structured services instead of unrecoverable labor.
Do we need API integrations for this to be useful?
No. A good first workflow can start from files, spreadsheets, or browser-based systems. API integrations become useful when the workflow needs fresher data or reliable write-back into another system.
Can it work with systems that do not expose APIs?
Yes. Flowglad supports browser-based workflows with authenticated sessions and OTP handling for systems that only expose a web application.
How do citations work?
Citations appear in chat so you can verify sources and accuracy,
What is a good first use case?
Start where context already leaks time or margin: client questions, repetitive close tasks, document-driven accounting work, or advisory work that currently requires too much manual reconstruction.
Does Flowglad replace professional judgment?
No. Flowglad assembles context, prepares drafts, and proposes actions, but your organization decides what is appropriate. Sensitive connected-system changes require human approval by default, with a record of what was proposed, approved, and executed.
How does Flowglad protect data?
Flowglad maintains documented security and privacy controls with independent oversight. See our current posture in our Trust Center. Compliance materials, reports, and access to a Chief Security Officer are available upon request.
Frequently asked questions
What is Flowglad replacing?
Flowglad is not trying to replace the ledger, email, or practice management. It becomes the operating layer that holds client context, connected-system data, source files, and the automations that act on them.
What does the knowledge base actually store?
Client pages can store engagement scope, operating history, working notes, uploaded files, connected-system records, citations, draft analyses, and the approval history around prior actions. The point is to make firm knowledge durable and usable.
Does Flowglad act automatically?
It can propose actions automatically, but the core model is controlled automation. Agents read context, prepare work, and produce rationale. Your team decides what requires review before anything sensitive is posted or sent.
How does this help create revenue?
It helps firms catch advisory opportunities earlier, answer client questions faster, reduce context-switching overhead, and turn recurring operational friction into structured services instead of unrecoverable labor.
Do we need API integrations for this to be useful?
No. A good first workflow can start from files, spreadsheets, or browser-based systems. API integrations become useful when the workflow needs fresher data or reliable write-back into another system.
Can it work with systems that do not expose APIs?
Yes. Flowglad supports browser-based workflows with authenticated sessions and OTP handling for systems that only expose a web application.
How do citations work?
Citations appear in chat so you can verify sources and accuracy,
What is a good first use case?
Start where context already leaks time or margin: client questions, repetitive close tasks, document-driven accounting work, or advisory work that currently requires too much manual reconstruction.
Does Flowglad replace professional judgment?
No. Flowglad assembles context, prepares drafts, and proposes actions, but your organization decides what is appropriate. Sensitive connected-system changes require human approval by default, with a record of what was proposed, approved, and executed.
How does Flowglad protect data?
Flowglad maintains documented security and privacy controls with independent oversight. See our current posture in our Trust Center. Compliance materials, reports, and access to a Chief Security Officer are available upon request.
Frequently asked questions
What is Flowglad replacing?
Flowglad is not trying to replace the ledger, email, or practice management. It becomes the operating layer that holds client context, connected-system data, source files, and the automations that act on them.
What does the knowledge base actually store?
Client pages can store engagement scope, operating history, working notes, uploaded files, connected-system records, citations, draft analyses, and the approval history around prior actions. The point is to make firm knowledge durable and usable.
Does Flowglad act automatically?
It can propose actions automatically, but the core model is controlled automation. Agents read context, prepare work, and produce rationale. Your team decides what requires review before anything sensitive is posted or sent.
How does this help create revenue?
It helps firms catch advisory opportunities earlier, answer client questions faster, reduce context-switching overhead, and turn recurring operational friction into structured services instead of unrecoverable labor.
Do we need API integrations for this to be useful?
No. A good first workflow can start from files, spreadsheets, or browser-based systems. API integrations become useful when the workflow needs fresher data or reliable write-back into another system.
Can it work with systems that do not expose APIs?
Yes. Flowglad supports browser-based workflows with authenticated sessions and OTP handling for systems that only expose a web application.
How do citations work?
Citations appear in chat so you can verify sources and accuracy,
What is a good first use case?
Start where context already leaks time or margin: client questions, repetitive close tasks, document-driven accounting work, or advisory work that currently requires too much manual reconstruction.
Does Flowglad replace professional judgment?
No. Flowglad assembles context, prepares drafts, and proposes actions, but your organization decides what is appropriate. Sensitive connected-system changes require human approval by default, with a record of what was proposed, approved, and executed.
How does Flowglad protect data?
Flowglad maintains documented security and privacy controls with independent oversight. See our current posture in our Trust Center. Compliance materials, reports, and access to a Chief Security Officer are available upon request.
© Flowglad • Privacy Policy • Terms of Service
© Flowglad • Privacy Policy • Terms of Service
© Flowglad • Privacy Policy • Terms of Service