Intelligence · AI assistant
AI for accounting firms, with you in charge
The FigsFlow AI assistant drafts the routine writing, summarises long threads and suggests next steps, using the client record it is working on. Every draft is labelled, every suggestion can be edited or discarded, and nothing is sent without a person deciding to send it.
- Drafts, not decisions
- Labelled every time
- Grounded in the client record
12-email thread — client asks to add payroll from November
AI draftReply to client — confirms scope change, proposes new fee
AI draftNext step — send a proposal for monthly payroll
AI draftR. Basnet edited the reply — changed start date
EditedR. Basnet sent the reply
SentBuilt by accountants, used by the firms behind FigsFlow
The problem
Too much writing, not enough accounting
Replies, summaries, requests and proposal wording eat hours every week. General AI tools help, but they do not know the client and they live outside your systems.
Generic AI tools
- Client details pasted into a separate chat
- No knowledge of the engagement or history
- Output copied back by hand
- No record of what was AI-assisted
The FigsFlow AI assistant
- Works inside the client record
- Uses the engagement, jobs and history
- Drafts appear where you will use them
- Every AI-assisted action is labelled
How it works
A starting point, never the last word
Ask
Ask for a summary, a draft or a suggestion from the record you are working on.
Draft
The assistant drafts using the client’s engagement, jobs and correspondence.
Review
You edit, keep or discard it. Drafts are clearly marked as drafted with AI.
Decide
Only a person sends, approves or files. The audit trail records who did.
What you get
An AI assistant for accountants
Help with the writing and reading around the work. The professional judgement stays with your firm.
Thread summaries
Long email threads and notes summarised into what was asked and agreed.
Reply drafts
Client replies drafted in your firm’s tone, ready for you to edit.
Request wording
Clear, plain-English records requests drafted from the job.
Proposal help
Suggested services and wording from what the client has told you.
Next-step suggestions
Suggested follow-ups you can accept, change or ignore.
Labelled and logged
Every AI-assisted draft is marked and recorded in the audit trail.
Clear limits
It drafts and suggests. It never advises.
The assistant helps with communication and organisation. It does not give tax or accounting advice, and it does not exercise professional judgement on your behalf.
That is a design choice: the practitioner is always in charge, and every AI-assisted step says so.
- Draft
- Thanks for letting us know. We can add monthly payroll from November.We will send a short proposal with the fee today.
- Based on
- 12 emailsAnd the current engagement
- Your options
- Edit · Keep · DiscardNothing sent automatically
- Recorded
- AI-assisted draft, edited and sent by R. BasnetIn the audit trail
Where it sits
Alongside every stage
The assistant works wherever there is writing to do, from the first enquiry reply to the renewal proposal.
Available to firms
- Summaries and drafts inside the record
- Labelling and audit trail on every use
- Firm-level controls to switch it on or off
Worth knowing
- Which AI features are live can vary
- Your firm decides who can use the assistant
FAQ