Flowrecs: QBO Bill Integration

CFO Inbox Services Inc.

About this app

Flowrecs is a next-generation accounting automation platform built for accountants, bookkeepers, and finance teams. It streamlines and simplifies bookkeeping workflows, giving you more time for strategic work and fewer headaches with manual data entry.

Key Features:
• Automated Transaction Sync & Categorization: Instantly import and classify client transactions from banks and platforms.
• Workflow Automation & Approvals: Automate repetitive tasks, approval flows, reminders, and follow-ups with customizable rules to match your firm’s processes.
• Real-Time Client Integration: Connect clients directly, share documents securely, onboard faster, and collaborate live on the same platform.
• Custom Reporting & Dashboards: Create clean, client-ready financial reports and dashboards in a few clicks — no more juggling spreadsheets.

Why Choose Flowrecs?
• Save Time & Reduce Costs: Eliminate redundant data entry, reduce reconciliation errors, and free your team to deliver higher-value service.
• Enhance Client Satisfaction: Real-time access, faster onboarding, and cleaner reporting improve your clients’ experience and trust.
• Grow With Confidence: Add clients, add workflows, and grow your practice without being overwhelmed by manual accounting tasks.

Perfect For:
• Accounting firms looking for automation
• Bookkeepers managing multiple clients
• Finance teams needing real-time clarity
• Firms wanting to scale without adding headcount

Support & Feedback:
We’re here for you. Need help onboarding, integrating a new bank, or just want to share feedback? Reach out to us at [e-mail].