Florink
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THE OPERATING SYSTEM FOR SMALL ACCOUNTING FIRMS

THE FIRMMOVES AS ONE.

Florink keeps client records, work, documents, payroll, payments, and review history moving from the same source of truth.

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Selected-state beta · Built for U.S. firms with 2–25 people

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ONE SOURCE OF TRUTH
  • Client record
  • Workflow state
  • Documents
  • Payroll
  • Approvals
  • Review trail

THE HANDOFF PROBLEM

Every handoff can lose context.

The work may be moving, but the reason, owner, document, and approval often live in different systems. Florink is built to keep the handoff and its context together.

EVENTWHERE IT GOESWHAT GETS LOST
01Client detail changesInbox → task boardCurrent client truth
02Document arrivesPortal → shared driveWhy the file matters
03Payroll is readyPayroll app → emailApproval + next action
04Payment is confirmedBank → spreadsheetReviewable history

THE OPERATING SPINE

The client record becomes the spine.

One record gives every task, document, deadline, payment, and review the same client context.

01

CLIENT TRUTH

Start with one record.

Entities, contacts, services, obligations, documents, and payment settings stay attached to the same client.

  • Entities
  • Contacts
  • Services
  • Obligations
02

FIRM WORK

Let work inherit the context.

Tasks, owners, due dates, blockers, documents, bookkeeping, and payroll move with the record instead of around it.

  • Workflow
  • Documents
  • Books
  • Payroll
03

CONTROLLED ACTION

Put approval next to the action.

Requests, sign-offs, financial actions, and confirmations stay tied to the work they authorize.

  • Request
  • Review
  • Approve
  • Confirm
04

REVIEW TRAIL

Keep the reason, not just the result.

A readable trail gives the team and future automation the context to understand what happened and why.

  • Actor
  • Decision
  • Evidence
  • History

AI WITH BOUNDARIES

AI needs context, permission, and a trail.

Automation becomes useful when it can read the current state, stop for approval, and leave evidence behind.

  1. 01

    Context before action

    The client record and workflow state travel with every action.

  2. 02

    Permission at the boundary

    The firm decides which actions require review and approval.

  3. 03

    A trail after action

    Inputs, decisions, approvals, and confirmations remain readable.

CONTROLLED ACTION / SYSTEM ILLUSTRATION POLICY ACTIVE
01Read client obligation CONTEXT LOADED
02Prepare work packet DRAFTED
03Route financial action APPROVAL REQUIRED
04Record confirmation TRAIL UPDATED
No invisible action. Every step has state.

PRODUCT BOUNDARIES

Clear about now. Honest about next.

The operating layer comes first. Payment and filing automation follow. Tax returns are the long-term goal, built on trusted operational data.

01

CURRENT BETA

The firm operating layer

Bring the record, work, documents, payroll operations, and review trail into one flow.

  • Client record
  • Workflow + documents
  • Payroll operations
  • Review trail
02

NEXT

Payments and filings

Move prepare, approve, submit, confirm, and record into one controlled process.

  • EFTPS payment automation
  • Sales tax payment + filing
  • Approvals
  • Confirmations
03

LONG-TERM GOAL

Returns on trusted data

Use clean operations and complete review history as the foundation for income tax returns.

  • Trusted source data
  • Review history
  • Return workpapers
  • Income tax returns

WHY FLORINK EXISTS

Built inside a working accounting firm.

Florink started in a family-run accounting firm where client work crossed too many inboxes, spreadsheets, portals, and specialized tools.

The lesson was practical: AI is not the operating system. First, the firm needs one reliable record of the client, the work, and every decision around it.

Build the operating truth first. Then automate from it.

SELECTED-STATE BETA

Bring us your hardest handoff.

Tell us where client work loses context today. If Florink is a fit, we will map that workflow with you in a 30-minute call.

  • Built for small U.S. accounting firms
  • Guided workflow mapping
  • A clear fit call before onboarding
  1. 01Submit the workflow
  2. 0230-minute fit call
  3. 03Onboarding plan

Request a Florink demo

Tell us what should move as one.

Where does the handoff break first?Choose up to 3

FAQ

The important boundaries, upfront.

01Who is Florink built for?

The current beta is designed for small U.S. accounting firms that want client records, work, documents, payroll operations, approvals, payments, and filings to run in one operating flow.

02What does AI do inside Florink?

Florink is being designed so automation can use a shared client record and workflow state, stop at approval boundaries, and leave a reviewable trail.

03Are EFTPS and sales tax automation available now?

They are the next product phase after the current operating-layer beta. The goal is a controlled flow from preparation through approval, submission, confirmation, and recordkeeping.

04Does Florink prepare income tax returns?

Income tax returns are a long-term goal, not a current beta promise. Florink is building the trusted operational data and review trail that should come first.