An AI assistant that knows your firm.
Ask "which clients have overdue invoices?" or "who hasn't sent Q1 records yet?" and get a real answer drawn from your live workspace. Smart Classification names client uploads for you. Hours of admin, gone.
Ask in plain English
"Who has overdue invoices?" returns a structured table, not a list of links. The Assistant pulls live data from your workspace.
Stop renaming uploads
Smart Classification reads receipts, statements, and invoices, then suggests a clean name and the right folder. You approve.
Summarise the noise
Long email threads, dense client notes, sprawling job histories. Get a clear summary instead of scrolling for ten minutes.
Ask your firm a question. Get a real answer.
The Assistant calls into your jobs, clients, contacts, and invoices in real time. Ask "which clients haven't submitted Q1 records?" and get a structured list. Ask "what's our outstanding revenue?" and get a number, not a search result.
- ✓ Live access to jobs, clients, and unpaid invoices
- ✓ Per-user scoping respects roles and permissions
- ✓ Structured answers (tables, totals) drawn from real data
- ✓ Follow-up questions stay in context
Stop renaming scan_0412.pdf.
Clients upload IMG_4821.jpg. Tidyflow reads it, recognises it as a contractor invoice, suggests a clean name (Contractor Invoice, ABC Electrical), and queues it for the right folder. You review the queue and approve.
- ✓ AI reads receipts, statements, invoices, and forms
- ✓ Suggests names in your firm's convention
- ✓ Suggests the right client folder
- ✓ Always one-click human approval before anything renames
Make sense of long email threads in seconds.
A client thread now has 27 replies. Ask the Assistant for a summary and get the gist plus the open questions. Pick up where things were left without scrolling for ten minutes.
- ✓ Summarise email threads, job activity, and notes
- ✓ Highlight open questions and next actions
- ✓ Stays inside your firm, no copy-paste to ChatGPT
Your firm decides when AI turns on.
AI features are off until your firm accepts the AI terms of use. Once enabled, every response respects each user's role and permissions. No accidental exposure of partner-level data to junior staff.
- ✓ Firm-level opt in, controlled by admins
- ✓ Per-user permissions enforced on every query
- ✓ Clear AI settings panel for visibility
From client upload to clean queue in four steps.
- 1
Opt your firm in
Admins accept the AI terms in settings. Roles and permissions stay in force.
- 2
Ask the Assistant
Type a plain English question. Get a structured answer from your live data.
- 3
Let Smart Classification queue uploads
Client files get suggested names and folders, ready for one-click approval.
- 4
Stay in control
Every AI suggestion is human-reviewed before it changes your workspace.
What changes when AI knows your firm.
Without Tidyflow AI
- ×Copy-paste data into ChatGPT (and worry about leaks)
- ×"Who has overdue invoices?" needs a saved filter
- ×Renaming scan_0412.pdf 100 times a week
- ×Reading 27-reply email threads from the top
With Tidyflow AI
- ✓Ask in plain English, stay in your workspace
- ✓Live answers drawn from real firm data
- ✓Smart Classification queues names and folders
- ✓Summaries of threads, jobs, and notes on demand
Trusted by accounting firms ready to move past spreadsheet sprawl.
10,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Practical AI for the work firms actually do.
Ask
- Live workspace access
- Natural language queries
- Per-user scoping
- Follow-up context
Classify
- Smart Classification
- Receipt & invoice reading
- Folder suggestions
- One-click approval queue
Summarise
- Email thread summaries
- Job & client recaps
- Open questions surfaced
- Firm-level opt in
From $29/user/month, billed annually.
No setup fees. Unlimited clients on the portal. AI features included for firms that opt in.
AI questions firms ask us most.
Yes. The Assistant calls into your jobs, clients, contacts, and unpaid invoices in real time. Answers reflect the current state of your workspace, not a generic web response.
AI features are opt in at the firm level. Once your firm accepts the AI terms of use, the Assistant respects each user's role and permissions, so staff only see data they already have access to.
Tidyflow reads receipts, bank statements, and contractor invoices, then queues a suggested name and folder for human approval. Nothing gets renamed without you reviewing it first.
Things like "which clients have overdue invoices?", "summarise this email thread", or "which clients haven't submitted Q1 records?". It surfaces structured answers from your real data, not boilerplate.
No. Tidyflow does not use your firm's data to train models. Read the security page for the full detail on how data is handled.
AI features are included once your firm opts in. See the pricing page for what is included on each plan.
Put AI to work in your firm.
Start free for 14 days. No credit card. Try the Assistant on your real workspace.
Explore more features
Workflow management
Recurring jobs, templates, and deadlines your team can't miss.
Client management
Every client, contact, and detail in one organized place.
Proposals & Engagement Letters
Branded proposals and engagement letters, signed online.
Billing & Payments
Invoice from tracked time or fixed fees, and get paid online.
Time tracking
Timers and timesheets that flow straight into billing.
Document management
Secure, organized document storage, shared with your clients.
Client portal & requests
Clients upload, answer, and approve in one portal. Reminders chase for you.
Tax organizers
Digital organizers with conditional questions and last year's answers.
Email Management
A shared firm inbox, connected to your clients and jobs.
Reporting & Insights
See where your time, billing, and revenue actually go.
Capacity Planning
See your team's workload before it hits.
Integrations
Xero, QuickBooks Online, Zapier, Make, and a public API.
Electronic signatures
Legally binding e-signatures, included at no extra cost.
Collaboration
Comments, mentions, and shared visibility on every job.
See the full feature list →
Compare every capability across plans, side by side.