For accountants
The AI Command Center, Case OS, and Client Portal for accountants
Run each engagement from chat, keep it on a case, and give the client a portal. Your ledger stays in the accounting tools you already use.
Launching soon
What gets in the way
Requests live in email
Documents and answers come back as attachments, not on the engagement.
Meetings are booked elsewhere
The diary is a different product from the client record.
Payment is a follow-up task
Chasing a fee sits apart from the work it relates to.
How Flumin helps
Three parts of the practice, in this order. Flumin runs the engagement, not the ledger.
AI Command Center
Book a meeting, move the engagement, draft a note, or message the client from chat. Request a fee in the same conversation. You review before it is saved.
Case OS
Each client engagement is a case with a clear sequence of steps. Case forms ask for the details and files you need. Bookings and payments sit on that record. Your ledger stays in the accounting tools you already use.
Client Portal
Clients sign in to complete forms, upload documents, see meetings, pay, and message you on the case.