FigsFlow is an all-in-one client onboarding and compliance platform built for UK accountants, bookkeepers and tax advisers. It automates the entire client onboarding journey in a single workflow, from service pricing and proposal generation to engagement letter creation, e-signatures, KYC and AML verification, and EDD where required. Create fully branded proposals in minutes using 100+ customisable templates, generate compliant engagement letters aligned to ACCA, ICAEW, CIOT, ATT, AAT and CIMA standards, and set consistent firm wide pricing with the advanced pricing calculator. The built in AML and KYC module handles electronic ID verification, sanctions and PEP screening, risk assessments with automatic screening, and ongoing monitoring, with complete timestamped audit trails for HMRC supervision visits.
Built by accountants for accountants, FigsFlow replaces the need for multiple disconnected tools, helping firms onboard clients faster, stay ready under MLR 2017, and reduce the cost of running a compliant practice. It integrates with Xero, QuickBooks, Stripe, GoCardless, Adfin, HubSpot, Outlook, Gmail, Companies House and Zapier, and includes real time proposal tracking, built in e-signatures, a secure client document portal and analytics dashboards covering sent proposals, conversion rates and revenue. Pricing starts at £8 per month for proposals and engagement letters, with the AML and KYC module available from £10 per month plus £2.10 per check, making FigsFlow one of the most affordable end to end onboarding and compliance platforms for UK accounting firms. A 30 day free trial is available, with no credit card required and no setup fees.
Average Rating: 5.0/5.0
Total Reviews: 3
How Do G2 Users Rate FigsFlow?
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Ease of Use: 9.4/10 (Category avg: 8.9/10)
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Assembly and Approval Workflows: 8.3/10 (Category avg: 8.6/10)
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Template Creation and Flexibility: 10.0/10 (Category avg: 8.6/10)
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Customizability: Variables and Fields: 9.2/10 (Category avg: 8.8/10)
Who Is the Company Behind FigsFlow?
Who Uses This Product?
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Company Size: 67% Small, 33% Medium
What Do G2 Reviewers Say About FigsFlow?
AI-generated summary from verified user reviews
Pros
- Users are impressed with the abundance of pre-built templates in FigsFlow, enhancing efficiency for accountancy services.
- Users value the easy editing features of FigsFlow, allowing instant customization of proposals and engagement letters.
- Users love the extensive collection of pre-built templates in FigsFlow, streamlining their accountancy services efficiently.
- Users appreciate the extensive customization options of FigsFlow, especially with its range of pre-built templates.
- Users appreciate the ease of use of FigsFlow, making proposal and engagement letter production efficient and straightforward.
Cons
- Users are concerned about billing issues due to the lack of essential Xero integration, which is pending.
- Users find the lack of fee alignment and upsell options in FigsFlow limits its overall usability.
- Users miss the bulk pricing update feature in FigsFlow, hindering efficient price adjustments across their offerings.
