Book a demo
See your practice run on one record.
Thirty minutes, screen-shared with someone who has run a practice. We walk your own workflow — enquiry, proposal, AML, jobs, invoice — and show you where the rekeying disappears.
Request your demoWhat we’ll cover
Built by UK Property Accountants Sterling Wells
- 00–05Your practice todayWhere work stalls, and what gets typed twice.
- 05–20The lifecycle, on your workflowOne client record, enquiry through to fee collected.
- 20–27Compliance in the flowOnboarding and AML inside the job, not beside it.
- 27–30Migration and next stepWhat moving across looks like, and what it costs.
How the call runs
Four movements, thirty minutes.
No discovery questionnaire and no qualification script. We open the product and work through your practice in the order the work actually happens.
- First01You talk, we listenYour services, your team size, the part that hurts most.
- Then02One record, end to endAn enquiry becomes a proposal, a letter, jobs and an invoice.
- Then03Your awkward casesGroup structures, mid-year fee changes, split billing.
- Finally04An honest next stepFit, pricing and migration — or a straight no.
What we commit to on the call: if FigsFlow cannot do something you need, you will hear that in the thirty minutes rather than in week three of a trial.
On screen
What we’ll actually show you.
Live product, populated with a practice that looks like yours — not a sanitised sandbox.
Pipeline & enquiries
Where a new enquiry lands, who owns it, and what happens next without anyone chasing a spreadsheet.
New enquiry
Proposal sent
Signed
Proposals & engagement letters
Scope, fee and letter built from one agreed price, sent for signature and filed against the client automatically.
Letter signed
Awaiting signature
Onboarding & AML
Identity and AML checks run inside onboarding rather than as a detour, with results filed to the client record.
Checks complete
Awaiting documents
Jobs & payment
Signature creates the jobs. Delivered work becomes the invoice. Recurring cycles run without a reminder.
To do
In review
Invoiced
Getting the most from it
Come with your difficult client.
Pick one real client journey.
The demo is worth far more if you bring the messy one — three entities under one owner, a fee that changed mid-year, the job that always misses its deadline. We will run that journey through the product in front of you rather than showing a tidy example that proves nothing.
2–4
Typically a partner and a manager. Bring anyone who has to sign off the change.
None
No forms, no data export, no pre-call questionnaire.
No slide deck and no script. If FigsFlow is the wrong fit for your practice, we will say so and tell you what to look at instead.
Practitioner-led, because the people building it run their own firms on it.
Before you book
Straight answers.
How long does the demo take?
Thirty minutes is the standard slot and it is enough to see the full lifecycle. If your structure is complex, say so when you get in touch and we will book longer.
Will I be pushed to buy on the call?
No. The call ends with a written summary covering fit, pricing and what migration would involve. You decide in your own time.
Do I need to prepare anything?
Nothing at all. It helps to have one real client journey in mind, but there is no form to fill in and no data to export beforehand.
Can the whole team attend?
Yes, and we would encourage it. Software that changes how proposals and jobs are handled needs the people doing that work in the room.
Can you show what moving from our current system looks like?
Yes. We will walk through migration at a practical level — what comes across, what needs cleaning first, and roughly how long it takes.
What if we are not ready to change yet?
Book anyway. Plenty of firms take the demo well before they move, and it is a useful way to work out what to ask any provider.
Ready when you are.
Tell us a little about your practice and we will find a slot that suits.
- ✓ 30 minutes, no obligation
- ✓ Live product, not slides
- ✓ Written summary afterwards
No card required Whole team welcome Straight answer either way
Start Smarter. Grow Faster.
From proposals to pricing, streamline every step with automation designed particularly for accountants, bookkeepers and tax advisers.
