A full-stack, AI-native accounting platform. Standalone by design.
TransactionFlow is its own general ledger — bank feeds and statements come in, get categorized and posted under your control, and the month closes with the evidence attached. No QuickBooks, no third-party ledger underneath. One plan, $65 per month per client, everything included.
- $65
- Per month, per client — everything included
- 7 days
- Free trial, no credit card
- 30
- MCP tools for accountants on claude.ai
Run it yourself. Hand off what you'd rather not.
One product, one price. A business owner can run the whole thing; an accounting firm can carry every client in it. Your firm pays nothing extra — $65 per client, full stop.
Benji walks you through it
A voice-first assistant that knows where you are in the month and what to do next. Connect a bank or upload a statement, answer the questions the AI can't settle on its own, and publish the month. The client portal and the mobile app are included.
Accountant View, every client
Review without the hunt: what needs a decision surfaces first, reconciliation shows a verified starting point and a hard cutoff, and every report drills to the entry. Work from the app, or from claude.ai through the TransactionFlow MCP connector.
Seven-day free trial, fully featured, no credit card. Plaid-secured bank sync — or upload statements directly.
What's included.
Everything below ships in the one plan. Each group is what it is, why it matters, and a few specifics that anchor it — read from the product as it runs today, not from a roadmap.
- 01Intake
Bank feeds & statements
Plaid-secured bank connections with automatic sync, or upload the statements yourself — the ledger reads them either way. Personal accounts are filtered out, duplicates are merged, and clients self-connect through secure invite links.
- Plaid
- Secured bank sync
- Statements uploaded
- Invite
- Clients self-connect
- 02Documents
Payroll, checks & bills
Payroll statements are turned into journal entries. Check copies are read by vision and matched to the deposit. Bills scan straight into a pre-filled entry. Paper in, posted entry out — with the document attached as evidence.
- Payroll
- Statements to entries
- Vision
- Checks read & matched
- Scan
- Bills pre-filled
- 03Categorization
AI you control
AI classifies every transaction with a confidence floor set per source. You decide what auto-posts. Anything the model can't place with confidence is parked and the client is asked — it is never guessed. Most days the accountant never touches a transaction.
- Floors
- Confidence per source
- Parked
- Never guessed
- Toggle
- Auto-post control
- 04Close
Guided month-end
A guided Interview View walks owner or accountant through the month in order: what arrived, what needs a decision, what to publish. Publishing locks the period and produces a close audit package. Reconciliation runs from a verified starting point to a hard cutoff.
- Guided
- One view, every persona
- Locked
- On publish
- Package
- Audit pack per close
- 05Ledger
Double-entry GL & reports
Double-entry from first principles. Every transaction waits in a waiting room until it is categorized and posted as a balanced entry. Presentation-grade P&L and balance sheet drill to the entry behind any number. Year-over-year review ships with AI commentary. Accrual-to-cash conversion built in.
- 2
- Waiting rooms
- Drill
- Figure to entries
- YoY
- AI commentary
- 06Cash
Invoices, bills & forecasting
A full receivables and payables subledger with aging, expected deposits, and cash forecasting. Clients can invoice from the portal. Bills arrive as scans and leave as entries.
- AR/AP
- Subledger + aging
- Portal
- Client invoicing
- Forecast
- Cash from the books
- 07Tax
From the GL to the return
Schedule C generated from the ledger. Self-employment tax and estimated taxes computed through the IRS thresholds. MACRS and Section 179 book depreciation. Every number traceable back to the entries that produced it.
- Sch C
- From the GL
- SE+ES
- Tax & estimates
- MACRS
- With §179
- 08Surfaces
Portal, mobile & personal
A client portal, included. A mobile app that delivers reports and questions to clients. A privacy-isolated personal finance hub for business owners. And Benji, the voice-first assistant, on the landing site for visitors and inside the app for customers.
- Portal
- Included
- Android
- Mobile app
- Personal
- Isolated finance hub
- 09Open
Provable, connectable
An evidence spine under every figure — each number traces to the statement line or document it came from. A 30-tool MCP connector lets accountants work from claude.ai with OAuth and write-gating. A documentation portal explains the whole accounting model with T-accounts and journal examples. History comes over from QuickBooks exports through a one-time import — no live connection.
- 30
- MCP tools
- 28
- Doc pages
- Import
- QuickBooks exports, one-time
The plan covers the books. Add what your practice needs.
Priced as shown on omtransactionflow.com. Included history is the current and prior month; older months are a Write-Up package.
- GL Advanced · cost accounting$45 / month per client · $486 / year
- Multi-dimensional accounting (class, department, location, project, cost code), job costing, budgets, commitments and WIP, vendor intelligence, S-Corp compliance with shareholder basis tracking.
- Open Mind Ledger analytics$149 / month per firm · $1,490 / year
- CFO-grade dashboards, runway, EBITDA, planning and forecasting across the firm's clients. One flat price for the whole firm.
- Books Cleaner$89 per month cleaned · $499 minimum
- Historical books cleaned up to the standard the ledger enforces going forward — on request.
- Write-Up packages6 months $354 · 12 months $636 · 24 months $1,128
- Catch-up bookkeeping for the months before you started. Priced per package, not per hour.
One platform. Every layer of the books.
TransactionFlow is live at omtransactionflow.com — start a seven-day trial with no credit card, or get in touch if you'd like to talk through fit for your practice first.