Everything arrives.
Bank feeds sync. Statements are read. Existing books can come with you.
AUTOMATED BOOKKEEPING · HUMAN CONFIDENCE
Your business moves.
Your books move with it.
TransactionFlow turns every bank feed, statement, invoice, and bill into books that are continuously organized, verified, and ready for you.
No credit cardSeven days, fully featured$65 / monthPer client, everything includedPlaid securedOr upload statements directly
June statement32 pages read
✓app.transactionflow.com•••
REVIEW & APPROVE
Transactions
Business Checking · June 2026
Imported847Auto-categorized820Needs review27
DATEDESCRIPTIONCATEGORYMATCHAMOUNT
06/30OFFICE DEPOT #4412Office Depot6200 · Office Supplies98%($212.47)
06/29ACH DEPOSIT MERIDIANMeridian Homes4200 · Service Revenue96%$8,500.00
06/28RIVERSIDE CAFENeeds one detailChoose category72%($64.90)
06/27VERIZON WIRELESSVerizon6100 · Utilities96%($184.55)
✓
820 transactions handled27 are waiting for your judgment
Benji Business Assistant · monitoring this queue
Ask ↗Bookkeeping software used to wait for you.
This one keeps going.
ONE CONTINUOUS FLOW
The routine disappears.
Vendors, categories, transfers, and duplicate checks resolve automatically when confidence is high.
You see what matters.
A short review queue asks for judgment in plain language—then learns from the answer.
You publish the month.
Entries post, statements reconcile, every report number traces to its source—and nothing leaves draft until you approve it.
CONNECTED SOURCESAll activity, one place
Business CheckingChase ••4417
Synced nowCorporate CardAmex ••2094
12 newJune statement32 pages · 218 lines
Read ✓AUTOMATION SUMMARYThe routine, handled
96.8%handled automatically
REVIEW QUEUE27 decisions, not 847 chores
HD
HOME DEPOT #4812 · $340.18Benji found a similar purchase from May
What was this purchase for?
We found two likely categories based on your books.
Benji found a similar purchase from MayMONTH-ENDVerified, with evidence
✓ReconciledVariance $0.00
STATEMENT→TRANSACTION→LEDGER→REPORT
HOW YOU CAN CHECK IT
Not just automated.
Checkable.
Automation is only worth trusting if you can take it apart. Four things stay true underneath every screen above.
No model sits between a report figure and its source. The trace is queries and arithmetic—so every number on a financial statement can be followed down to the journal entry, the transaction, and the statement page or bank record it came from.
It reads PDF statements, and it proposes a category nobody has set before. It never decides what gets posted, and a rule written for your books is never consulted for anyone else's.
A month moves from draft to review to published, forward only. Publishing takes a named person. The evidence check runs again at the moment of approval—and if a figure stopped tracing while the month sat in review, it goes back to draft instead of out the door.
The confidence threshold is yours, per client. Auto-posting stays off until you turn it on, anything above your dollar limit goes to a person, and a category the bank feed guessed is never posted automatically at any confidence.
THE PRODUCT YOU'LL ACTUALLY USE
Powerful underneath.
Familiar on the surface.
The same calm workspace follows you from review to reconciliation to reporting.
01
Review without the hunt.
Confidence, vendor, category, source, and amount stay together—just like inside TransactionFlow.
06/30OFFICE DEPOT #44126200 · Office Supplies98%($212.47)
06/29ACH DEPOSIT MERIDIAN4200 · Service Revenue96%$8,500.00
06/28RIVERSIDE CAFEChoose category72%($64.90)
02
Close with certainty.
Statement balance and ledger balance meet in one unmistakable result.
RECONCILIATION · JUNE 2026
STATEMENT$52,526.48−LEDGER$52,526.48
✓ReconciledVariance $0.00
03
Trace every answer.
Drill from a polished P&L to the entries and original transactions behind it.
STATEMENT OF OPERATIONSApex Builders LLCProfit & Loss · June 2026
Income$137,000.00
Cost of Goods Sold$79,000.00
Gross Profit$58,000.00
ALWAYS CURRENT
The rest of the business gets clearer.
See shortfalls while there is still time to act.
Know what is due, paid, late, or waiting.
Schedule C and quarterly estimates update with the books.
Ask the Business Assistant in plain English.
ONE LEDGER · TWO WAYS TO WORK
Run it yourself.
Hand off what you'd rather not.
TransactionFlow is simple enough for an owner to run and complete enough for an accountant to manage. Everyone works from the same books, evidence, and controls.
INTERVIEW VIEW — GUIDED CLOSEApex Builders LLC — March 2026One account at a time. Benji does the work; you approve it.
ACCOUNTS THIS MONTH2MONTHS DONE0MONTHS LEFT1
BUSINESS CHECKING ••••4521GL data through June 2026 — upload July 2026 next
CategorizingBenji is workingBenji is reading your statement—matching each transaction to a vendor, picking a category from your chart of accounts, and noting how confident he is. You will review his work group by group next.
16 transactions
CHASE BUSINESS CARD ••••8876No months treated yet for this account.
Awaiting StatementUpload statementFOR BUSINESS OWNERS
You can run this yourself.
Benji takes one account at a time, tells you what he is doing in plain English, and asks only when he genuinely needs you. No journal entries, no bookkeeping vocabulary. Invite your accountant for the parts you would rather not touch—from then on their questions and your documents move through the portal that comes with the software, instead of an email thread.
- Guided close, one account at a time
- Plain-English questions, not journal entries
- Invite an accountant into the same books
- Their requests and your answers stay in the portal
FOR ACCOUNTANTS
Accountant View puts you in control.
Manage client books, review automation, make direct accounting decisions, close periods, and inspect the evidence. Use the automation where it helps—or take over the steering wheel completely.
- Multi-client portfolio oversight
- Direct review, posting, and close controls
- Full audit trail and source evidence
OWNERSame ledger. Same evidence. Control changes hands without changing systems.ACCOUNTANT
CLIENT PORTAL · INCLUDED
Your client gets
a front door.
Every client you run has their own portal, and it is where the relationship actually happens. You publish the month's financials there with a note in your own words. When something needs their judgment, they answer in plain English. And TF Assist lets them tell you what happened without learning a single accounting word.
- Published financials—profit and loss and balance sheet, signed with your cover note
- Every statement line expands to the transactions behind it
- Your questions answered in a tap, or a category picked from options you set
- TF Assist: “Check received,” “I paid with my own money,” “that charge was personal”
- Files both directions, and a history of everything asked and answered
GOOD MORNING, ALEXJune financials are ready, and three charges need a word.
3FROM YOUR ACCOUNTANTJune 2026 FinancialsP&L · Balance sheet · Jul 3
NewViewHD
JUNE 28 · HOME DEPOT #4812$340.18
NeededWhat was this for?
Note for your bookkeeper (optional)June bookkeeping22 of 25 items complete
88%OPTIONAL PROFESSIONAL MODULE
GL ADVANCED · COST ACCOUNTINGTwo tags are not
a cost system.
Most bookkeeping software hands you class and location and calls it dimensional accounting. Here you define your own dimensions—as many as your operation actually has—and require them on the journal line, so every report can finally slice the way you think about the business.
DIMENSIONSApex Builders LLC
8 defined · no cap
PROJProject24
PHASEPhase6
CREWCrew9
EQUIPEquipment17
FUNDFunding source4
SVCService line7
DEPTDepartment5
LOCLocation3
+ New dimension
06/30 · JOURNAL LINEConcrete pour — Apex Tower
$18,420.00Project and Phase are marked required—this line cannot post without them.
Dimensions you defineNot a fixed list of two. Name them what your business calls them—phase, crew, vessel, funding source, service line—and add as many as you need.
Required on the line, not optional on the receiptMark a dimension required and no journal line posts without it. Rules fill them in automatically as entries arrive, so the data is actually there when you report on it.
Job costing, WIP, and budgetsProject profitability, percent complete, over- and under-billing, budget against actual with committed spend counted before the invoice lands—and a WIP schedule in the format a bonding company expects.
Controls for closeRecurring entries, amortization, period locks, and a complete audit trail.
TELL US HOW YOU COST
Cost accounting is not one method.
It is a genuinely hard problem, and every operation carries cost differently—by phase, by crew, by unit, by job, by vessel, by grant, by contract. We would rather build the approach you already use than ask you to abandon it for ours. If the way your business allocates cost is not covered above, write to us and describe it. Ideas from working accountants and operators are how this module keeps growing.
GL AdvancedEarly-adopter price · $45 per client, per month, on top of the platform — however many dimensions you create
$45/ month after trialor $486 annually
Try the complete platform↗ONE PLATFORM PRICE · OPTIONAL MODULES
Put your books
in motion.
Start with seven days free. No credit card required. Bring your existing books with you.
ADD ON WHEN YOU NEED ITPRICE
GL AdvancedDimensions, job costing and WIP, budgets, commitments, period locks.
$45per month, per client$486 / yr
Open Mind Ledger analytics *CFO-grade dashboards—cash runway, EBITDA, risk alerts, forecasting, consolidation.
$149per month, per firm$1,490 / yr
Books Cleaner COMING SOONBring messy prior-year books current before your first close. In testing—not open for sign-up yet.
$89per month cleaned$499 minimum
GL Advanced is priced per client, like the platform. Analytics is one price for your whole firm, however many clients you run.
* Open Mind Ledger is a separate product, normally priced per QuickBooks company. This $149 is the TransactionFlow exception—one flat fee for every client whose books live here, never per book. About Open Mind Ledger ↓
TransactionFlowCOMPLETE
$65/ month, per client
or $715 annually — one month free
- Bank sync and statement reading
- Categorization and auto-posting you control
- Guided month-end close, included
- Review, reconciliation, and reports
- Invoices, bills, and cash forecasting
