Recurring monthly work
Bookkeeping practice management software for UK firms
FigsFlow is bookkeeping practice management software for UK accounting and bookkeeping firms. It holds the quote, the engagement letter, the AML check, the monthly job and the invoice on one client record, so recurring bookkeeping and management accounts work runs to a schedule instead of running on somebody’s memory.
Free trial, no card. Or bring a real client file to the demo.
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- Fee
- £340 / month
- Engagement letter
- Signed · 4 Mar
- Next
- Records due 7 Oct
Recurring monthly job. Raises its own record request and repeats on schedule.
Trusted by the best
The whole product
The whole product, not just the bookkeeping part
Bookkeeping is one service line running through a practice that also 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.
One client, start to finish. The tour loads only when you press play.
Who this is for
For firms where bookkeeping is a service line, not a favour
You run the same monthly file for a book of clients on a recurring fee. Bank feeds, reconciliations, a set of management accounts, sign off, and then it starts again. Same work, every period, every client.
Month end
The month closes whether you are ready or not
Month end arrives on the same date for every client at once. Half of them have not sent the bank statements. One has sent a photograph of a receipt book. Your team knows which clients are behind because they remember, not because anything told them. The fixed fee was set two years ago and nobody has checked it since.
How it works
One client record, twelve months at a time
The fee you quoted becomes the engagement letter. The engagement letter becomes the recurring job. The job repeats on its own schedule, requests the records, tracks the hours against the fee, and raises the invoice. Same record, start to finish, for every client on the book.
1 of 6
Quote the service
Priced on the drivers that actually move the work — transaction volume, bank accounts, VAT scheme, payroll headcount, software.
Hands on a fee
1 Requests and chasing
How do I stop chasing records every month?
The job raises the request itself. The client gets it in the portal, sees exactly what is outstanding, and uploads to the record rather than to somebody’s inbox. Chasing is automatic and logged.
We need four things to close your October books.
1 of 4 sent
All sent. Nothing left to chase.
2 jobs late
Priya is carrying 4 of the 6 open jobs this week.
2 Jobs and deadlines
Which clients are behind, right now?
Every recurring bookkeeping job carries its own deadline and owner. The dashboard shows what is late, what is at risk this week and who is carrying too much, across the whole book, without anyone building a spreadsheet.
3 Time against fee
Am I making money on this client?
Time recorded against the job sits next to the fee agreed on the engagement letter. You see recovery per client and per service line, so the fixed-fee bookkeeping client quietly eating four hours a month stops being invisible.
Recovery · monthly bookkeeping
Pennine Fabrication
Under water — 9.5 hours against a £300 fee
- Fee on the letter
- £300
- Hours this month
- 9.5
- Effective rate
- £38 / hr
- Recovery
- 68%
Illustration of the driver model, not a FigsFlow price list and not a quote. Your rates stay yours to set.
4 Pricing and quoting
How do I price the next one without guessing?
Price on the things that actually drive the work: transaction volume, bank accounts, VAT scheme, payroll headcount, software. The same drivers carry into the letter and the job, so what you priced is what gets delivered.
The comparison
Four tools and a spreadsheet, or one record
Bookkeeping practice management software is meant to close tabs, not open a seventh one. The test is whether the fee you agreed still knows what the job is doing six months later.
How it works now
- Quote in Word.
- Letter in a template folder.
- AML in a separate portal.
- Jobs in a spreadsheet.
- Chasing in Outlook.
- Time in a second system.
Nothing knows what anything else agreed.
How it works on one record
Quote, letter, AML, job, request, time and invoice on one client record. Change the fee and the letter, the job and the bill all know.
- Engagement letter£340 / month
- Recurring job budget£340
- Next invoice£340
Three places, one change, nothing retyped.
Getting started
Set it up in this order
You do not need the whole platform in week one. Bookkeeping firms get furthest fastest in this order, and the honest effort is listed with each step.
Migrating a live book mid-period is the one thing we would talk you out of. Start with new clients and next period.
Connected, not replaced
Works with what you already run
Sits alongside your ledger rather than replacing it.
Hover a tool 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
FigsFlow was built in practice, not in a lab, by people who had to close a month themselves.
- 4.8Capterra132 reviews
- 4.7G288 reviews
- 4.9Google61 reviews
Pricing
Which tier fits a bookkeeping practice
A practice running a recurring bookkeeping book sits on the Practice tier at £39 per user per month. It carries every module on this page on one client record — recurring jobs, workflow templates, record requests, the client portal, time against fee and billing. No setup fee, and no minimum term beyond the one you choose.
Live now
- Pricing, proposals and engagement letters
- AML and client due diligence
- Recurring jobs, workflow templates and deadlines
- Forms, record requests and the client portal
- Timesheets, billing and payment links
- Reporting, dashboards and recovery per client
- Xero and QuickBooks Online sync
Coming — not live
- AI-assisted proposal assembly · phase 2
- Native mobile enhancements · phase 2
- In-portal calls · phase 3
Practice tierRecurring bookkeeping
£39per user, per month
- No setup fee
- No minimum term beyond the one you choose
- Your clients use the portal free
FAQ
Questions bookkeeping practices ask
Does FigsFlow do the bookkeeping itself?
No. Your ledger stays where it is, in Xero or QuickBooks Online. FigsFlow runs the practice around it: the fee, the letter, the job, the request, the time and the bill.
We have 200 clients on monthly bookkeeping. Do we have to set all of them up?
No, and we would advise against it mid-period. Start with new clients and roll the existing book over one period at a time.
Can different clients have different monthly workflows?
Yes. Workflow templates vary by client, and a template change can be pushed to the clients using it.
What happens if we already have engagement letters in place?
They stand. You only need a new letter when the scope or the fee changes.
Is this practice management software for bookkeepers, or for accountants?
Both. The same client record runs bookkeeping, VAT, payroll, accounts and tax, so a mixed practice does not need two systems.
No question matches that. Bring it to the demo — we will answer it with your own file open.
Start here
Start with one month
Put one client’s next month into FigsFlow and see what bookkeeping practice management software does when the fee, the letter and the job finally sit on the same record. Free trial, no card. Or bring a real client file to a demo and we will build it with you.
Also running VAT and periodic returns for the same clients? VAT, payroll and periodic returns