Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
No credit card required. Cancel anytime.
An AI assistant that actually knows your workspace.
Ask "who's overdue this month?" or "which clients haven't submitted Q1 records yet?" and get an answer drawn from your live data - not a generic response.
Stop renaming scan_0412.pdf with Smart Classification
Receipts, bank statements, contractor invoices - Tidyflow reads what your clients upload and suggests the right name and folder. You review the queue and approve. Hours of admin, gone.
Features
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Live Workspace Access
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Per-User Scoping
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Summaries & Queries
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Opt-In by Firm
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Smart Classification
The assistant calls into your jobs, clients, and invoices in real time - answers reflect the current state of your firm.
Responses respect your role and permissions. Staff only see data they already have access to.
Summarise long email threads, surface overdue work, or run quick natural-language queries across your workspace.
AI features are available once your firm accepts the AI terms of use - nothing is enabled without consent.
Tidyflow reads receipts, statements, and invoices your clients upload and queues a suggested name and folder for one-click approval.
Put AI to work in your firm. Try the AI Assistant on your real workspace during your free trial.
No credit card required. Cancel anytime.
Explore More Features
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.