Clean books, a faster close, and finance that runs itself.
Flow Finance and Accounting prepares financial statements, builds forecasts and models, and designs AI agents and automated workflows that take manual bookkeeping off your team's plate.
- QuickBooks Online
- Acumatica ERP
- Make.com
- Stripe
- Python
- Google Apps Script
- Power BI
Two practices, one set of numbers you can trust
Core accounting and advisory keeps your reporting accurate. Automation keeps it that way without adding headcount.
Core Accounting & Advisory
FinanceFinancial statements preparation
Balance sheet, P&L and cash flow statement prepared from your ledger, with a clean month-end close behind them.
Cash flow projection
13-week and 12-month cash forecasts so you see shortfalls and funding needs before they arrive.
Financial modelling
Three-statement, budget and scenario models for planning, fundraising and pricing decisions. FP&A process optimization included.
Consolidation of financial data
Multi-entity and multi-currency consolidation, intercompany eliminations, and ongoing oversight of data quality.
AI Agents & Bookkeeping Automation
AutomationCustom AI agents
Autonomous recognition, validation and posting of complex documents: multi-line invoices, receipts and bank statements.
Workflow orchestration
Make.com scenarios and webhooks that connect your CRM and payment systems such as Stripe to the general ledger in QuickBooks or your ERP.
Automated reconciliation scripts
Validation and variance-control scripts that catch mismatches and errors before the month is closed.
How a document becomes a reconciled ledger entry
Every invoice, receipt and payout follows the same path. AI does the reading and checking; a person approves the exceptions.
Collect documents
Invoices, receipts and statements arrive by email, upload or webhook.
- Email inbox
- Stripe
- CRM
AI agent reads
Vendor, dates, totals, tax and every line item are recognized.
- OCR
- LLM
Rules check
Totals, tax, duplicates and vendor matching are verified automatically.
- Rules
- Duplicates
Human approval
Only flagged exceptions go to a person to approve or correct.
- Exceptions
Post to ledger
Approved entries are posted with the right accounts and classes.
- QuickBooks
- ERP
Reconcile & report
Bank and GL are matched and variances flagged before month-end.
- Bank ↔ GL
- Reports
Your financial records stay confidential
Automation only helps if your data is handled carefully. These rules apply to every engagement.
No model training
Client ledgers, invoices and bank statements are processed through private API endpoints and are never used to train public AI models.
Human review
AI agents extract, validate and stage records. Ledger postings, reconciliations and payment approvals are always checked by a person.
Scoped access
Integrations use restricted OAuth permissions and scoped API tokens with audit logs. No sharing of master passwords.
From first call to a self-running close
Discovery call
We review your current books, tools and reporting needs, and agree on scope.
Audit & plan
Ledger review, data-flow mapping and a fixed-scope proposal with clear deliverables.
Build & clean up
Statements, models or automations are built, tested on your real data and documented.
Close & support
Monthly close, reporting and monitoring of the workflows, with adjustments as you grow.
Led by an accountant who builds automation
Flow Finance and Accounting LLC is a US company founded by Yuliia Kolchar, an accountant, financial controller and financial modelling analyst. Over 59 engagements and more than 10,000 hours of client work, she has prepared statements, run month-end closes and built forecasting models for small and growing businesses.
The firm combines that accounting background with practical AI and workflow automation, so clients get both correct numbers and less manual work to produce them.
- Company
- Flow Finance and Accounting LLC
- Founder
- Yuliia Kolchar
- Registered
- Wyoming, United States
- View profile on LinkedIn →
- Clients
- Small and mid-sized businesses, worldwide, remote
Free 30-minute intro call. Or email info@flowfinanceops.com.
Book a call →