In an accounting firm, the added value lies in advising clients. Yet a large share of staff time goes into data entry, checks, and formatting, especially during tax season. FlowOS lets you hand these tasks to specialized agents.
Check and reconcile faster
Agents analyze the Excel and CSV files sent by clients, spot discrepancies, duplicates, and missing supporting documents, and produce an anomaly report ready for the team member to review.
Query client data in natural language
With the Talk to data agent, team members ask their questions directly on the general ledger or trial balance: "What were the ten largest expenses this quarter?", "How is margin trending by business line?" The answer is calculated, with the filters applied.
Draft recurring deliverables
Client summary notes, meeting minutes, reminder letters for missing documents: FlowOS prepares first drafts in the firm's format, which team members review and personalize.
What the firm keeps
Professional judgment, validation of the accounts, signing, and the client relationship. FlowOS frees up time for advisory work, where the firm creates the most value.