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Kona Bookkeeping

Tasks

Connectors

Automations

Skills

Spaces

Queen Industries

Altera BioSystems

Ferguson Construction

Chats

Altera BioSystems

Altera Quickbooks

Managed by Andres

10-K Annual Report

Automation: Download monthly bank statements

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

Automate impossible workflows that save your team weeks of work

Create automations with steps of authenticated browser agents, code, and isolated AI inference. Set triggers based on schedules, or events that happen in your apps. All configurable by your agent, approved by you.

Trigger

Weekly on Thursday at 9am

Initaites 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

Trigger

Weekly on Thursday at 9am

Initaites 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

Multiplayer By Default

Share agent skills, context, and app access with teammates. Keep everyone in sync with one Flowglad connection.

MCP-First

Supercharge your agent with the ability to read, research, and analyze across all of your apps. Let it write automations for you.

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.

#general

#acme-corp

#altera-biosystems

General Ops

Acme Corp

Altera Biosystems

#general

#acme-corp

#altera-biosystems

General Ops

Acme Corp

Altera Biosystems

#general

#acme-corp

#altera-biosystems

General Ops

Acme Corp

Altera Biosystems

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

QuickBooks Quality Review

Find duplicates, missing payees, and bookkeeping exceptions with evidence for review.

Review QuickBooks for duplicates and missing payees

Try Now

1 Automation · 1 Skill

Bank Statement Collection

Retrieve, validate, and file the correct statements by account and period.

Collect this month’s bank statements

Try Now

1 Automation · 3 Skills

Daily Transaction Coding

Code routine transactions with rationale and isolate uncertain items for review.

Code transactions and flag exceptions

Try Now

1 Automation · 2 Skills

Continuous Book Review

Flag material financial changes early, with baselines, evidence, and clear owners.

Find unusual changes before month-end

Try Now

1 Automation · 1 Skill

Bank Reconciliation

Tie each account to its statement and explain every unresolved difference.

Prepare this month’s bank reconciliation

Try Now

1 Automation · 2 Skills

E-Commerce Reconciliation

Reconcile sales, fees, refunds, inventory, and COGS across commerce channels.

Reconcile sales and COGS across channels

Try Now

1 Automation · 1 Skill

Payroll Tie-Out

Tie payroll, taxes, liabilities, payments, and fees to QuickBooks before posting.

Tie payroll to QuickBooks before posting

Try Now

1 Automation · 1 Skill

Inventory Valuation

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.

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.

Free

Try one real workflow
with no commitment.

/mo

Get Free

Plus

Run daily workflows
across your entire team.

Billed annually

Save $120

$40

/mo

Get Plus

Max

Scale daily workflows
across your entire team.

Billed annually

Save $1,200

$400

/mo

Get Max

Organization

Credits

10k/mo

50k/mo

600k/mo

Members

∞

Spaces

Connectivity

Connections

∞

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.

Free

Try one real workflow
with no commitment.

/mo

Get Free

Plus

Run daily workflows
across your entire team.

Billed annually

Save $120

$40

/mo

Get Plus

Max

Scale daily workflows
across your entire team.

Billed annually

Save $1,200

$400

/mo

Get Max

Organization

Credits

10k/mo

50k/mo

600k/mo

Members

∞

Spaces

Connectivity

Connections

∞

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.

Free

Try one real workflow
with no commitment.

/mo

Get Free

Plus

Run daily workflows
across your entire team.

Billed annually

Save $120

$40

/mo

Get Plus

Max

Scale daily workflows
across your entire team.

Billed annually

Save $1,200

$400

/mo

Get Max

Organization

Credits

10k/mo

50k/mo

600k/mo

Members

∞

Spaces

Connectivity

Connections

∞

MCP Server

Workflows

Automations

∞

Skills

Support

Troubleshooting

Training

Enterprise

Plans from $1,500/mo

Custom connectons, security, controls, and rollout support for larger organizations.

Unify your team's context

Onboard with Founders

Unify your team's context

Onboard with Founders

Unify your team's context

Onboard with Founders

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?

What does the knowledge base actually store?

Does Flowglad act automatically?

How does this help create revenue?

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?

How does Flowglad protect data?

Frequently asked questions

What is Flowglad replacing?

What does the knowledge base actually store?

Does Flowglad act automatically?

How does this help create revenue?

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?

How does Flowglad protect data?

Unify your firm's context

backed by

Combinator

Engage

Twitter

Discord

Github

hello@flowglad.com

Navigate

Home

Docs

Events

Careers

Trust Center

Unify your firm's context

backed by

Combinator

Engage

Twitter

Discord

Github

hello@flowglad.com

Navigate

Home

Docs

Events

Careers

Trust Center

Unify your firm's context

backed by

Combinator

Engage

Twitter

Discord

Github

hello@flowglad.com

Navigate

Home

Docs

Events

Careers

Trust Center