Practice management, connected
Proposal, Pricing, Engagement & AML Software
The practice management platform built by accountants that runs a firm from first enquiry to payment — with compliance built into the flow, not bolted on.
The end-to-end lifecycle
Eight steps, one record.
Every stage reads and writes the same client record — nothing rekeyed, nothing reconciled between views.
The platform
One connected practice, four modules.
CRM, Onboarding & Compliance, Task Management and Payment — never separate tools, always the same client record.
CRM
Enquiries and pipeline, from first contact to signed proposal. Registry integration fills company details automatically.
Onboarding & Compliance
KYC and AML run inside onboarding, not as a detour. Results file to the client record automatically.
Task Management
Tasks, time, review and sign-off — Kanban, workload view and a deadline radar across the whole team.
Payment
Invoices generate from the agreed fee and recorded time. Recurring cycles run on their own.
Why one record matters
The connected lifecycle, not another point tool.
One client record, start to finish.
Competitors sell a stage — a CRM, a proposal tool, an AML checker. FigsFlow sells the connected lifecycle: the enquiry becomes the proposal, the compliance file, the jobs and the invoice, with nothing rekeyed.
Quarterly average across firms on FigsFlow.
Average time, first contact to signature.
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Built by accountants
Shaped inside practising firms.
FigsFlow is built by UK Property Accountants and Sterling Wells — practitioner-led firms that run their own work on it first. The defaults match how a real practice runs, because they were written by people running one.
Ready to see FigsFlow?
Book a personalised demo — see your firm's lifecycle in one record.
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.
