FigsFlow
Proposal, Pricing, Engagement & AML Software for UK accountants
FigsFlow is practice management software designed for accounting firms, bookkeepers, and tax advisers. It addresses the problem of managing the entire client lifecycle across disconnected tools like separate CRM, proposal, e-signature, and invoicing systems. The platform consolidates these steps into a single client record, covering proposals, pricing, engagement letters, client onboarding, AML/KYC checks, risk assessments, jobs and deadlines, time and billing, and a client portal.
The platform includes modules for CRM, proposals, engagement letters, onboarding and risk, jobs and deadlines, time and billing, and a client portal. It features built-in e-signatures, an automated pricing calculator, and rule-based risk scoring. Integrations are available with Xero, QuickBooks, Stripe, GoCardless, Adfin, Outlook, Google, Companies House, HubSpot, and Zapier. Country-specific rules for currency, tax year, and letter templates are built in for the UK (live), with US and Canada launching in fall 2026, and Australia and New Zealand coming soon.
FigsFlow is built for accountants, bookkeepers, and tax advisers, with templates compliant with major professional bodies such as ACCA, ICAEW, and CIOT. It offers a 30-day free trial. Paid plans are seat-based and tiered by user count and monthly proposal volume, with options for yearly billing at a discount. AML and ID verification is available on a pay-as-you-go basis, with a separate monthly fee for risk assessment features.
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