Back-Office Automation That Shows Its Work Before It Acts.
Workflow runs the repeatable parts of the back office: month-end close steps, invoice reminders, onboarding hand-offs, and the agent runs that tie systems together. Every run is logged, and anything consequential waits for a person to approve it.
Built for the Job.
Runs You Can Read
Each automation produces a plain-language record of what it checked, what it did, and what it skipped.
Approval Gates
Sending an invoice, posting a journal entry, or changing a record can require a click from a named person first.
Templates From the Practice
Month-end close checklist, overdue-invoice chase, new-client onboarding. Built from what the practice runs every week.
Three Steps.
Start from a proven workflow or describe your own in plain language.
Decide which steps run on their own and which wait for approval, and who approves.
Workflow runs on schedule or on trigger. Review the log, approve what's queued, adjust the rules.
Made for Operators.
Workflow reads from Connect, writes results to Reporting Studio, and can hand a task to a person in Slack or email when it needs a decision.
One Sign-In, Every Tool.
Each tool lives at its own flcpa.ai address and shares one data layer.
Not Sure Where to Start?
The AI Usage Wizard scores where you are and tells you which tool comes first. Or start a four-week Build Sprint with the studio.
Work With Us