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FigsFlow
Proposal, pricing and engagement-letter platform for accounting firms whose US edition adds jobs, time, billing and a client portal.
| What the AI does | AI Assistant ('AI drafts and triages. People still approve'): proposal help suggesting services and wording, email triage and summaries; AI Assist add-on from 1 Jan 2027 |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Bookkeeping practices, Tax offices, CAS practices |
| Starting price | $29/mo (Onboarding Solo, annual billing) |
| Pricing model | Per user/month |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Proposals, Pricing & Engagement Letters |
| Also fits | Practice Management & Workflow with AI |
| Works with | Xero, QuickBooks Online, Outlook, Microsoft 365, Stripe, GoCardless, HubSpot, Zapier |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
FigsFlow is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices, tax offices and CAS practices on its own site. The job it gets hired for: pricing the engagement, getting the letter signed and the first invoice paid before the work starts. It also fits the Practice Management & Workflow with AI category.
What it costs
FigsFlow starts at $29/mo (Onboarding Solo, annual billing), per user/month. There is a free trial.
Good to know
FigsFlow is a UK-built proposal, pricing and engagement-letter platform whose US edition is rolling out with a launch offer: everything free until February 28, 2027, then a 30-day trial on every plan. Posted US prices run $29/mo for Onboarding Solo (proposals and engagement letters for one person), $79 for a team of three and $199 for a practice of 15, with the full Practice Suite — jobs, time, CRM, client portal and unlimited e-signatures — at $59 per person per month on annual billing. The AI Assistant suggests services and wording and triages email, with a paid AI Assist seat from January 2027. The US availability matrix shows practice management, CRM, onboarding, portal, Microsoft 365, Xero and QuickBooks Online live, with e-file authorization e-signature and tax-software integrations on the roadmap — confirm what's live for your stack on the demo call.
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