CinchFlow
CinchFlow – workflow & client management for recurring jobs
CinchFlow helps accountancy and bookkeeping firms organise clients, services and recurring jobs in one place – so deadlines, ownership and workload are always clear.
From reactive chaos to predictable workflow
Replace scattered spreadsheets and inbox reminders with one shared view of clients, services and deadlines across the firm.
Reactive & Chaotic
Scattered Information
Client details spread across emails, spreadsheets, and notes
Missed Deadlines
Important dates get lost in calendar clutter
Team Confusion
No clear ownership or priority for work
Poor Visibility
Partners struggle to see practice-wide status
Predictable & Controlled
Structured Client Records
All client information and services in one organised workspace
Automated Job Scheduling
Recurring work turns into predictable job schedules
Clear Team Visibility
Everyone knows what's due, who owns it, and what's next
Real-time Insights
Partners get practice-wide visibility at a glance
Features that keep recurring work under control
CinchFlow is designed for accountancy and bookkeeping firms that manage a large volume of recurring work. These core features help you track clients, services and deadlines in one place.
Structured client & service records
Keep client details, engagement scope and service frequencies in a consistent format, so everyone in the firm knows exactly what is being delivered.
- Consistent client structure
- Service list and frequencies
- Key engagement details close to the work
Recurring job schedules
Turn VAT returns, accounts, payroll and other recurring services into predictable job schedules with clear start dates and deadlines.
- Jobs aligned to statutory deadlines
- Templates for common workflows
- Clear owners and due dates
Deadline & risk visibility
See upcoming deadlines, overdue jobs and "at risk" work in one view so partners and managers can intervene before issues escalate.
- Filters by partner, manager and service
- Overdue and "at risk" views
- Shared views for review meetings
Workload views by team
Filter work by partner, manager or staff member to balance workloads across the practice and make review meetings faster.
- Team capacity planning
- Workload distribution
- Bottleneck identification
Document manager & storage integrations
Connect OneDrive, Google Drive or Dropbox so working papers and key files stay in your own storage, while being linked to the right clients, services and jobs in CinchFlow.
- Keep documents in your own cloud tenancy
- Attach files directly to clients, services and jobs
- Reduce hunting through folders for the latest version
Practice-wide search & filters
Quickly find jobs by client, service, period or owner, and use filters to prepare for partner reviews and client update calls in minutes.
- Advanced search capabilities
- Custom filter views
- Quick meeting preparation
Built for modern accountancy and bookkeeping firms
CinchFlow works best for firms that manage recurring client work every month – VAT, accounts, payroll and more – and need clear visibility for partners, managers and staff.
Firm leadership that hates surprises
Get a reliable view of deadlines, risk and delivery capacity without digging through spreadsheets or chasing updates over email.
- Know which clients or services are at risk
- Spot bottlenecks across offices and teams
- Support pricing and resourcing decisions
People who keep the work moving
Coordinate staff, manage reviews and answer "where are we up to?" in seconds – not after half an hour of digging.
- Plan work by service line and team
- Manage reviews and sign-offs on time
- Prepare quickly for partner or client meetings
People doing the day-to-day work
Start each day with a clear list of jobs, fewer surprises and an easy way to show what's done, blocked or waiting on the client.
- See today's and this week's priorities
- Keep notes and checklists with each job
- Reduce "have you done this yet?" messages
Early Access
See how CinchFlow can help your firm manage recurring work, track deadlines and get practice-wide visibility.