Managed AI
for accountants.

It's mid-January. The enquiries are coming in faster than the team can answer them. Most are self-assessment panic, some are landlords who've never filed, a few are decent limited-company prospects you'd actually like to sign — and they're all mixed together in the same inbox. Flow Local is the system that triages every one of them in under a minute: what service they need, how urgent, whether to book the onboarding call or drop them into a queue.

Built around how accountancy enquiries actually arrive — mixed service types, deadline pressure, and clients who don't know what a CT600 is.

Book a 15-minute call

Where accountants lose good clients.

The clients a firm actually wants — growing limited companies, landlord portfolios, owner-managed businesses — are usually the ones lost at the enquiry stage. Five common moments:

  • The January pile-up. Enquiries land faster than the team can work through them. The good ones are indistinguishable from the panic ones. Some sit for three days and quietly go to the firm that replied in an hour.
  • "I don't know what I need." A director with a new limited company, a landlord with two flats, a freelancer going over the threshold. They don't know the right word, so they ask for "a quote" — and the cold reply with a rate card doesn't win them.
  • The onboarding that drags. They said yes three weeks ago. They're still waiting on the engagement letter, the ID check, the 64-8. They've started to wonder whether they made the right call.
  • The document chase that eats partner time. P60s, bank exports, mileage logs, confirmation statements. Weeks of polite chasing that a partner shouldn't be doing and a part-time admin can't keep up with.
  • The review list nobody's building. You've done excellent work for 300 clients and you've got 22 Google reviews. The firm round the corner has 140 and gets the cold searches every week.

What Flow Local builds for an accountancy firm.

Three systems. Modular. Most firms start with intake before tax season.

1. Client intake — triaged, qualified, booked

Every enquiry — form, phone, email, WhatsApp — gets a reply in under a minute. The AI maps the client to the right service (SA, limited company, VAT, bookkeeping, payroll, advisory), asks the handful of qualifying questions you actually care about, and either books the onboarding call or queues them with a structured summary. The good prospects stop getting mixed up with the noise.

Read the full lead response breakdown →

2. Reviews — the compounding trust signal

After the first return is filed or the first quarter closes, clients get a well-timed ask. Dissatisfied clients go privately to the partner first. Over 12 months this turns into the Google review count that wins the "[town] accountant" searches — the cold traffic that otherwise defaults to the firm with the biggest number.

Read the full review system breakdown →

3. Acquisition — targeted at the clients you actually want

Google Search and targeted Meta campaigns aimed at the client type you want more of — typically limited-company directors, landlords, contractors, or a niche like hospitality or e-commerce. Creative uses real language, not "tax doesn't have to be taxing." Landing pages match the service. Reporting ties spend back to signed engagements and annual fee.

Read the full acquisition breakdown →

Common questions from firms.

Yes — that's where a lot of firms feel the benefit first. Every enquiry gets answered in under a minute whether it arrives at 10am or 10pm, gets qualified as SA vs limited company vs VAT-only vs full-service, and either books the onboarding call or drops into a structured queue. You stop losing January work because your team physically couldn't answer fast enough.

Yes. Once a client is onboarded, the system handles deadline-driven document chasing — P60s, bank statements, mileage logs, confirmation statements — with polite reminders that escalate as the deadline approaches. This is one of the most common add-ons firms ask for after the intake pillar is running.

Most don't. The intake flow asks a handful of plain-English questions — are you a sole trader, limited company, employed, landlord — and maps that to your service menu. They end up with either a booking for the right initial conversation or a short explainer of the two options most relevant to them. They don't feel judged for not knowing the right word.

The AI doesn't touch tax returns or anything inside your practice management system. Intake data is stored inside systems you already use and control. If you want it to nudge clients toward MTD-compliant bookkeeping before onboarding, we can build that in — but filings and advice stay with your team.

From £125/month per pillar. Most accountancy firms start with lead response before tax season and add reviews once they see the fit. No setup fee, no contract, first 14 days on us.

Be ready before January.

From £125/month per pillar. No setup fee. No contract. First 14 days on us — payment only kicks in once the system is live and you're happy with it.

Book a 15-minute call

Worst case you'll leave with a list of fixes you can run with yourself.