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: 8.7/10)
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 value the wide array of pre-built templates in FigsFlow that streamline their engagement letter creation process.
- Users highlight the easy proposal and engagement letter editing in FigsFlow as a key feature enhancing customization.
- Users are impressed by the extensive library of customizable templates in FigsFlow, enhancing their efficiency in client proposals.
- Users admire the customization options in FigsFlow, especially the extensive library of pre-built templates.
- Users find FigsFlow to be extremely easy to use, streamlining the production of engagement letters and proposals effectively.
Cons
- Users express frustration over the lack of Xero integration, which is critical for their billing processes.
- Users find the lack of fee alignment and upsell options in FigsFlow limits its usability and flexibility.
- Users find the lack of a bulk pricing update feature frustrating, as it complicates price adjustments significantly.
