We grew from 50 to 180 clients in 18 months without adding a single staff accountant. The white-label is what closed it on every pitch.
MR
Marc Renaud
Managing Partner, Mid-cap accounting firm
Run client books at agency speed
White-label finance ops for your client portfolio. Onboard SMBs in hours. Multi-client dashboards. AI co-pilot for staff accountants. Compliance from day one. Grow your book of business without growing your headcount.
Results
Measurable impact
3x
Clients per accountant
Same team, more book of business. Advisory hours up, manual hours down.
70%
Less manual entry
AI invoice processing across all your client accounts at once.
< 3hr
New client setup
Onboard SMB clients before the kickoff call ends.
100%
Compliance covered
Peppol, PDP, Factur-X — included on every plan.
Capabilities
Built for the work that matters
01
Multi-Client Dashboards
One control center for all your clients. Toggle between books, spot anomalies, manage exceptions across the entire portfolio.
02
White-Label Branding
Your firm's logo, your colors, your domain. Clients see your brand and run on Flowie underneath.
03
3-Hour Client Onboarding
Connect your client's bank, ERP, and accounting software in two clicks. AI starts categorizing on day one.
04
Staff Accountant Co-Pilot
AI handles invoice processing, matching, and exception flagging. Your team focuses on advisory, not data entry.
05
Compliance by Default
PDP-certified, Peppol-ready, multi-jurisdictional. Zero compliance lift, regardless of where your clients operate.
06
Practice Management Sync
Bidirectional sync with Pennylane, Cegid, Sage, QuickBooks. No double entry, no reconciliation lag.
How it works
From day one to deployed
01
Onboard your firm
Connect your practice management tools, set up white-label branding, invite your team. Live in under a day.
02
Onboard your clients
One-click client setup. We connect to their bank and ERP. Books current within hours, not weeks.
03
Scale your practice
Same team handles 3x clients. Advisory hours up. Manual entry down. Margin per accountant grows.
The difference
What changes on day one
Without Flowie
- Manual data entry across 30+ disconnected client accounts
- Half your team chasing missing receipts and bank reconciliations
- Compliance research per client per jurisdiction
- Onboarding new clients takes 2-3 weeks of consultant time
- Competitors steal advisory work because you're stuck doing bookkeeping
With Flowie
- AI-categorized transactions across the entire client portfolio
- Team focused on advisory, exceptions, and strategic guidance
- Compliance built-in — Peppol, PDP, Factur-X — out of the box
- New clients onboarded in under 3 hours via guided setup
- Win advisory work because your bookkeeping foundations are 10x faster
Customer stories
What our customers say
3.6x clients per accountant
Our staff accountants do real advisory work now. AI handles 70% of categorization and only flags what's actually weird.
AC
Aurélie Caron
Director of Practice Operations, Regional accounting group
PDP compliance was the conversation that opened the door. The white-label kept it sticky long after the mandate.
PV
Pierre-Antoine Vidal
CPA, Partner, Boutique tax firm
FAQ
Common questions
How is Flowie different from Pennylane or Cegid for accounting firms?
Flowie sits on top of those tools, not against them. We bring the AI orchestration layer plus the white-label client experience. Use Pennylane or Cegid for accounting data; use Flowie for the cross-platform workflow and the branded client portal.
Is the white-label real or just a logo swap?
It's real. Your clients access a branded portal at your domain (e.g. portal.yourfirm.com). They see your firm, your colors, your support. Flowie runs invisibly underneath.
How does the partner economics work?
Free for accounting firms. We charge per-client subscription plus transaction tiers. You set your markup; we handle billing if you prefer to keep things simple.
Become a Flowie partner firm
Free for accounting firms. Onboard your first client this week. Standard partner economics.
ISO 27001
GDPR
CyberVadis
PA Certified
Peppol