Project management software for accounting firms
FigsFlow is project management software for accounting firms doing advisory and one-off work. The scope you quoted, the fee you agreed, the milestones, the hours and the invoice sit on one client record, so a project that has grown beyond its price is visible while you can still do something about it.
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Group restructure · Nyeland Ltd
Scope · Agreed on the call, written down once, and still the thing everything is measured against.
The gap is a number on the record, not a feeling somebody has in week six.
Trusted by the best
Product experience
The whole product, not just the project part
Advisory work runs through the same practice that quotes, onboards, checks, schedules, bills and chases. You get all of it. Each module has its own page. Or take the tour and watch one client move through the lot.
Win the work
Start the client
Get paid and see it
One ledger line running through every module — the same client record, all the way down.
Take the platform tourWho this is for
Work that arrives once and never arrives the same way twice
Restructures, valuations, R&D claims, systems moves, a due diligence job that lands in March. Priced individually, scoped in a conversation, and delivered by whoever had the capacity that week.
Advisory becoming the bigger half of the firm?The shape of it
It was a three-week job four months ago
The scope was agreed on a call. Then the client asked one more thing, and then another, and each one was small enough to say yes to. Nobody logged the hours because it was not a compliance job. You will find out what it cost when you write the invoice, and by then the only options are absorb it or have an awkward conversation.
How it works
Scope it once, and keep it visible
What you quoted becomes the scope on the engagement letter. The scope becomes the project, with its milestones, its owner and its fee. Hours attach as they happen, so the gap between what was agreed and what is being delivered shows up in week three, not on the invoice.
Overrun
Has this job grown beyond what we quoted?
Hours recorded against the project sit next to the fee on the letter. The overrun is a number on the record rather than a feeling somebody has in week six.
Timesheets and billingOver agreed fee · £2,860
Pricing
How do we price something we have never done before?
Build the fee from the drivers you can actually name — scope, seniority, expected meetings, turnaround — and keep the assumptions attached. When the client changes one, you can point at which one.
Pricing and quoting- ScopeTwo accounting periods
- SeniorityManager-led, partner review
- MeetingsThree, including one on site
- TurnaroundSix weeks from records
- AssumesClient provides costed project list
Ownership
Who is doing what, and by when?
Projects break into tasks with owners and dates, so a job that only lives in one partner's head becomes something the rest of the firm can see and cover.
Jobs, tasks and deadlinesRecovery
Which advisory work is actually worth doing?
Recovery by project and by type shows which advisory lines earn and which have been quietly subsidised by the compliance book for two years.
Reporting and analyticsBelow cost recovery · systems moves
Before and after
A folder and a good memory, or one record
Project management software for accounting firms is not about Gantt charts. It is about whether the fee you agreed still knows what the work has become.
How it works now
- Scope in an email
- Fee in a proposal nobody reopens
- Tasks in someone's head
- Hours reconstructed at billing
- Scope creep discovered in hindsight
How it works on one record
Scope, fee, milestones, owners, hours and invoice on one client record, with the overrun visible from week three.
- Scope
- Fee
- Milestones and owners
- Hours
- Invoice
Rollout
Set it up in this order
You do not need the whole platform in week one. Advisory-led firms get furthest fastest in this order, with the honest effort beside each step.
Do not backfill projects that are already halfway through. The hours you did not record cannot be invented, and a half-populated project is worse than none.
Connected, not replaced
Works with what you already run
Sits alongside your ledger and your filing software rather than replacing either.
Hover an integration to see what stays where.
- Microsoft 365
- Outlook
- SharePoint
- Xero
- QuickBooks Online
- Stripe
Documents stay in your own SharePoint tenancy.
Proof
Built inside working firms
What practices using FigsFlow say, as published on our Trustindex profile.
This is a solid platform for a tax advisory practice
“I found the ad hoc LOE templates especially helpful, since most software only covers standard engagements. … Once it’s set up, it pretty much runs on its own.”
We chose the TrustID path, and it has worked well.
“The client signs, the link is sent, and the report returns quickly. Our team hardly needs to get involved. Setting it up took just two minutes, which was a pleasant surprise.”
A great experience with FigsFlow
“Creating professional proposals and engagement contracts takes only a few minutes, which has saved me a lot of time.”
Reviews and figures as shown on Trustindex on 26/10/2026. Read every review on Trustindex
FAQ
Questions advisory-led firms ask
Is this a general project tool like Asana or Monday?
No. Those hold tasks. This holds the scope, the engagement letter, the fee, the hours and the invoice on the same client record, which is where advisory work actually goes wrong.
Can a project sit on a client who is also on recurring compliance work?
Yes. Recurring jobs and one-off projects live on the same client record.
What if the scope genuinely changes mid-project?
Raise a variation. The letter, the fee and the project all take the change, and the original scope stays visible for the conversation.
Do we have to record time if we bill fixed fee?
No, but without it recovery is a guess. Most advisory firms record time without billing on it.
Can we template a project we do repeatedly?
Yes. An R&D claim or a company purchase can be a template you open and adjust.
No question matches that.