An AI-native general ledger, built for accountants and the businesses they serve.
TransactionFlow combines bank connectivity, an AI translator, a full general ledger, AR/AP, dimensional accounting, tax forms, and S-Corp compliance — under one identity, billing, and entitlement system. Accountants run their whole book of business here; clients respond from a mobile app.
- 46
- Shipped features
- 9
- Functional pillars
- 2
- Ways in (QBO or standalone)
Two ways in.
TransactionFlow runs either way — the underlying engine and every feature below ship in both. Pick whichever fits the client.
QuickBooks Online connected
Plug TransactionFlow into your existing QBO file. AI categorization, dimensional accounting, AR/AP, tax modules, and the mobile app layer on top — without ripping out the books the client already knows.
Standalone GL
Run the full native general ledger. No QBO subscription required, no Intuit dependencies. Bank connectivity, double-entry posting, financial reports, and compliance all live inside TransactionFlow itself.
These are the only two paths today. Xero, Sage, and other ledgers are not supported.
Nine pillars.
Each pillar groups the features that ship together. Below is the marketing-distilled view — what the pillar is, why it matters, and a few numbers that anchor it.
- 016 features
AI & Automation
The translation layer between raw bank data and clean books. AI classifies, rules pin known patterns, ambiguous transactions get parked and the client gets a push notification. Most days the accountant never touches a transaction.
- 200
- Transactions per batch
- 3
- Confidence tiers
- $0.005
- Per statement balance read
- 027 features
Bank Connectivity
Plaid is owned at the hub. Transactions stream in four times a day. Statements arrive on the 5th of every month. Personal accounts are filtered out, duplicates get merged, and clients self-connect through secure invite links. Plaid Link never appears without MFA.
- 4×
- Auto-sync per day
- 3-pass
- Reconciliation matcher
- 48h
- Invite link expiry
- 035 features
General Ledger Core
Double-entry from first principles. Every transaction lands in a waiting room before it touches the books, gets categorized, vendored, dimension-tagged, then posted as a balanced journal entry. Duplicates are caught. Bad entries can be voided, deleted, or reversed back to the waiting room.
- 2
- Waiting rooms (asset / liability)
- 8
- Auto-post gates
- 3
- JE recovery actions
- 046 features
Financial Reports
Presentation-grade statements, every one drillable. Click a number — see the transactions, the monthly trend, the cross-statement impact, and a plain-English explanation. Year-over-year reviews ship with AI commentary that explains the relationships between P&L and Balance Sheet changes.
- 2
- Split-screen explorers
- 3
- P&L modes
- $0.005
- Per YoY AI call
- 055 features
GL Advanced
Multi-dimensional accounting, job costing, budgets, commitments, and WIP. Every journal line can be tagged with Class · Department · Location · Project · Cost Code. Auto-rules apply tags at posting. Period locks prevent changes to closed months. Every reclassification leaves an immutable audit trail.
- ∞
- Dimension types per client
- 4-tier
- AI categorization fallback
- 12
- Monthly columns per budget line
- 063 features
AR / AP & Vendor Intel
A full receivables and payables subledger, with cash- or accrual-basis double-entry recognition, immutable aging snapshots, dimension tagging on every line — and vendor intelligence that watches concentration risk and unusual spend.
- 5
- Aging buckets
- 2
- Recognition methods (cash + accrual)
- 2
- Anchor flows (in + out)
- 076 features
Tax & Compliance
Generate Schedule C from the GL. Run MACRS depreciation with Section 179 and §280F vehicle limits. Compute self-employment tax through the IRS thresholds. Score S-Corp eligibility against 14 federal rules plus all 50 states. Track shareholder basis through IRC §1366(d). Every number is auditable and traceable to the GL.
- 14
- Federal S-Corp rules
- 50
- State rule sets
- 27
- Schedule C expense lines
- 084 features
Mobile, Personal & Migration
A mobile app that delivers reports and questions to clients. A privacy-isolated personal finance hub for business owners. A migration wizard that lifts existing QuickBooks Online data into the native GL without touching Intuit's API. And QBO duplicate prevention for the clients who stay connected to QBO.
- 4
- Mobile financial reports
- 40+
- Personal-finance CoA categories
- 6
- Import wizard steps
- 094 features
Onboarding, Assistant & Docs
A ten-step onboarding flow with a voice-first business assistant that knows where the user is and what to do next. A separate sales assistant on the landing site for unauthenticated visitors. A feedback form one click away on every page. And a superuser documentation portal that explains the entire accounting model with T-accounts and journal-entry examples.
- 10
- Onboarding steps
- 62+
- URL patterns mapped for the assistant
- 28
- Documentation pages
One platform. Every layer of the books.
The full feature catalog runs to 46 entries across these nine pillars. If you'd like the granular breakdown — what each feature does, the system underneath, and the math behind it — get in touch and we'll share the marketing deck.