Home/Solutions/Nothing’s joined up
All-in-one practice management software for UK firms
FigsFlow is all-in-one practice management software for UK accounting firms. The proposal, engagement letter, AML check, jobs, deadlines, time and invoices sit on one client record instead of in six systems that do not speak, so the same client’s details are entered once and stay right everywhere.
One record · six modules
Created once. Everything downstream reads from this record rather than holding its own copy of the name.
Entered once. Right everywhere.
Reads the fee off the record
Trusted by the best
All of it, on one record
This is the page where the module list stops being a feature grid and starts being the point. Each module has its own page. Or take the tour and watch one client move through the lot.
Runtime and chapter timings are illustrative until the cut is delivered.
Transcript
Placeholder. Full transcript goes here once VID-01 exists, matching the captions track word for word.
Win the work
Start the client
Get paid and see it
Watch one client move through the lot.
Take the platform tourTheir name is in the proposal template, the letter folder, the AML portal, the job spreadsheet, the time system and the ledger. Four of those spell it the same way. Nobody is certain which one is right.
Still mostly spreadsheets and Outlook?Everything works. Nothing connects
Each tool was a good decision on the day you bought it. Individually they all do their job. But the fee lives in one, the letter in another and the hours in a third, and none of them knows what the others agreed. So somebody re-keys, somebody reconciles, and every month a small amount of money and a large amount of goodwill leaks out through the joins.
The same six tools, split into what actually happens.
-
six tools, each one fine
-
the fee, the letter, the hours
-
every month, out through the joins
Entered once, right everywhere
A client is created once. The proposal takes its details, the letter takes the proposal’s services and fees, the jobs take the letter’s scope, the time takes the job, and the invoice takes the time. Change something upstream and everything downstream knows, because there is only one record to change.
- Client created
- Quoted
- Engaged
- Checked
- Delivered
- Billed
Stand-in for IMG-02 · 1400×600 · 7:3 — the six steps as one horizontal run on a single record
How many times does a new client get typed in?
Once. Everything downstream reads from that record rather than holding its own copy, which is what stops the six slightly different spellings.
If the fee changes, what else has to change?
Nothing, by hand. The fee sits on the record the letter, the job and the invoice all read from, so the version that gets billed is the version that was agreed.
- Re-issue the letter by hand
- Edit the job budget separately
- Catch the difference at billing
Can we prove what happened, and when?
Every change, approval, signature and check is stamped on the record. When a regulator, an insurer or a client asks, the answer is one place rather than a reconstruction across six systems and two inboxes.
- Proposal accepted · [user] · [timestamp]
- Letter signed · [client] · [timestamp]
- AML check completed · [user] · [timestamp]
- Fee amended · [user] · [timestamp]
- Invoice raised · [user] · [timestamp]
What does the whole firm look like?
One dashboard, because there is one source. Pipeline, work in progress, deadlines, capacity and recovery stop being five exports that disagree with each other.
Six good tools, or one record
All-in-one practice management software is not about owning fewer logins. It is about whether the fee, the letter and the job are still the same fee, letter and job six months later.
| What you are looking at | How it works now | On one record |
|---|---|---|
| The client | Six tools, six client lists. | One client, entered once |
| The fee | Six truths, and nobody is quite sure which figure is current. | One fee, and every part of the practice is already looking at it |
| The scope | Agreed in one system, delivered from another. | One scope, carried from the letter into the jobs |
| The trail | Reconstructed when somebody asks. | One trail, stamped as it happens |
| Integration | Someone exports a CSV on a Friday. | Nothing to export, because nothing was ever apart |
Change it once: one client, one fee, one scope, one trail — and every part of the practice is already looking at the change.
Close one seam at a time
Replacing six tools in one weekend is how these projects fail. Moving to all-in-one practice management software works seam by seam: pick the one that leaks most, close it, then take the next.
- 1
Proposal to engagement letter. A day. This is the seam that costs you money silently.
- 2
Engagement letter to recurring jobs. Half a day. This is the seam that costs you deadlines.
- 3
Jobs to time and billing. A day, and only once jobs have run a full cycle.
- 4
Retire a tool. Not before. A tool you switch off while still needing it comes back twice as expensive.
Keeps what is worth keeping
Your ledger, your filing software and your document store stay. The point is not to own everything — it is to stop the gaps between them being staffed by people.
The layer you’re adding
FigsFlow
One client record: the proposal, the letter, the AML check, the jobs, the time, the invoice
Hover one of your tools below to see what stays where.
Staying exactly where it is
- Microsoft 365
- Outlook
- SharePoint
- Xero
- QuickBooks Online
- Stripe
Built inside working firms
FigsFlow was built in practice by people who had run the six tools themselves.
Quote from a firm that consolidated. 25–40 words, in their own words.
Platform, rating and review count. Verifiable or the block does not ship.
One verifiable number.
The actual commitment and what the firm gets.
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
What it replaces, and what it costs
One tier covers the whole record, from the proposal through to the invoice. The figure, the stack comparison and the availability date below are held until they are confirmed.
Placeholder. US availability, with a date. Do not publish without the date.
What it replaces
- Proposal and pricing tool
- Engagement letter tool
- AML portal
- Job and deadline tracker
- Time and billing system
Tier name and price to be confirmed. The six-tool stack comparison only publishes with real figures — leave it out rather than estimate it.
All-in-one practice management software: common questions
Do we have to replace everything at once?
No, and you should not. Close one seam, run it for a cycle, then close the next. Two systems in parallel for a period is normal.
What happens to the data in the tools we drop?
Export it and keep it read-only. Do not delete anything until a full cycle has run in the new place.
Does this replace our ledger?
No. Xero and QuickBooks Online stay. This is the practice around the ledger, not the ledger.
Our team likes the tools they have. How do we handle that?
Lead with the seam, not the tool. People defend software they like and complain about re-keying — start where they already agree with you.
How long before it pays for itself?
Placeholder, deliberately unanswered. Use real customer data or cut the question. Do not publish an invented figure.
No questions match that search.