Choose the plan that matches how hands-on you want Flowybooks to be.
Start with software if you want the workspace. Start with bookkeeping if you want the workspace and a monthly finance partner.
Software
Self-serveFor teams that want the accounting workspace without outsourcing the close.
- Statement imports, journals, and reports
- One workspace for the whole organization
- AI-assisted bookkeeping workflows
- 15-day trial after checkout
Managed Bookkeeping + CFO
Most hands-onFor businesses that want Flowybooks to handle the close, reporting, payroll coordination, and monthly finance conversation.
- Setup and transaction categorization included
- Two bank account reconciliations and credit line reconciliation
- Monthly financial statements and cash flow projections
- One monthly review with a CFO
- A 30-day free trial before the first billing date
Bookkeeping checkout is not configured in this environment yet.
Software
Teams keeping the bookkeeping in-house
Managed Bookkeeping + CFO
Businesses that want Flowybooks to handle the monthly close
Software
$15 per organization
Managed Bookkeeping + CFO
$500 for businesses up to $500K in annual revenue
Software
After checkout and the 15-day software trial starts
Managed Bookkeeping + CFO
After checkout and the 30-day bookkeeping trial starts
Software
A cleaner accounting workspace
Managed Bookkeeping + CFO
A monthly finance partner plus the workspace
Software
Self-serve signup and card collection in one step
Managed Bookkeeping + CFO
Card collected up front, then the free bookkeeping trial starts before the first billing date
How onboarding works
We start with a conversation, align the books, and build the right reporting foundation.
For bookkeeping, we begin with a kickoff call to understand how the company operates, what support you need, and how the current books are being maintained.
- Review the business model, team workflow, and the current accounting setup.
- Request prior books, recent financial statements, and any bookkeeping records needed to get oriented.
- Apply the accounting treatment and reporting structure that fit the business and keep the books consistent.
- Organize the records needed to support ongoing state and federal tax compliance with your CPA or tax preparer.
Need a custom setup?
We'll route complex scopes to a manual review.
If the bookkeeping scope needs a more tailored setup, we'll review it with you directly instead of forcing a bad-fit self-serve subscription.
Book a Review