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Accountant Hub

Manage 100 Clients
Like You Have 10

The deterministic engine handles the grunt work. You handle strategy. Share digital reports directly with clients — no more emailing Excel sheets or PDFs. Free for accountants.

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
Engine matching...
+ Add Client
Invite or create

Why Accounting Firms Choose This Platform

Free for You

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

$0/month

10x Productivity

The engine matches 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

Templates

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

Bulk Ops

Bulk Operations

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

Dashboard

Firm Dashboard

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

Roles

Role Management

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

Billing

Client Billing

Clients subscribe directly. You never handle billing. The accounting for the accounting is taken care of.

Compliance

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

The engine 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%
The engine matches in seconds, your team reviews and approves
Take on more clients without hiring
Same team, more capacity through templated workflows
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)
Templated Workflow
Upload → Engine matches → Review → Post
Your Hub is Free
You pay nothing — clients subscribe directly

How Pricing Works

Simple per-client pricing

Accountant

For Accountants

FREE

Forever. No limits.

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

Per-Client Pricing

  • All platform features
  • Rule-based categorization included
  • Billing handled for you
  • 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. Engine matches. 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

Scheduled 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
Engine matches them all
You're caught up
Integrations Roadmap

One Platform, Every Client

Currently available with the Standalone GL — a complete templated bookkeeping platform. QuickBooks Online and Xero integrations are coming soon, so your clients will be able to choose their preferred platform while you manage everything from one hub.

Standalone GL
Available Now
QuickBooks Online
Coming Soon
Xero
Coming Soon

Ready to Scale Your Firm?

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

Create Firm Account
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