FlowGuideAI
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Finance Process Documentation Software for controllers and FP&A teams.

Document month-end close, AP/AR procedures, budget approvals, and audit walkthroughs — built from your existing process, not a generic template.

Start free — 15 pages/mo →See templates

What FlowGuideAI generates for finance teams

Close & reporting

  • •Month-end close checklists
  • •Quarter-end & year-end procedures
  • •Reconciliation walkthroughs
  • •Variance analysis narratives

AP / AR procedures

  • •Vendor onboarding & W-9 collection
  • •Invoice approval workflows
  • •Customer credit policies
  • •Collections escalation paths

Controls & audit

  • •Segregation of duties matrices
  • •Budget approval thresholds
  • •Expense policy & reimbursement
  • •Internal control narratives

How it works

STEP 1

Pick a template

Or describe a process — e.g. "month-end close for a SaaS company using QuickBooks Online and Stripe revenue recognition." FlowGuideAI maps you to the closest template or generates a custom procedure from scratch.

STEP 2

Answer 4–6 questions

The AI asks about your stack: ERP, billing system, audit firm, fiscal calendar. Specifics shape the document; gaps are flagged with [VERIFY:] markers you fill in afterward instead of fabricated detail.

STEP 3

Export for auditors

Hand your auditor a clean PDF or DOCX — branded on Enterprise tier. Markdown export drops cleanly into Confluence / Notion. Every document is fully editable so you can adapt language to your firm’s house style.

Why finance teams choose FlowGuideAI

  • Audit-ready output: documents follow the structure auditors expect (purpose, scope, procedures, controls, exceptions) rather than generic policy templates.
  • Privacy-first: nothing about your books or customers is sent anywhere outside the AI generation request, and we don’t train on your data.
  • Plays well with your audit stack: SOC 2 and HIPAA risk assessment templates available for finance teams supporting compliance attestations.
  • Tiered pricing scales from solo bookkeeper (free, 15 pages/mo) to multi-entity finance org (5,000+ pages/mo, multi-workspace).

Frequently asked questions

What kinds of finance documents can FlowGuideAI generate?
Month-end / quarter-end / year-end close procedures, AP and AR walkthroughs (vendor onboarding, invoice approvals, collections escalation), customer credit policies, expense reimbursement policies, segregation of duties matrices, internal control narratives for SOX and SOC 2 audits, variance analysis narratives, and budget approval workflows. Both prescriptive procedures (what to do) and descriptive narratives (how the process actually works) are supported.
How does this differ from a finance policy template I could buy?
Generic templates require hours of editing to map your specific ERP, audit firm, fiscal calendar, and chart-of-accounts conventions. FlowGuideAI asks 4-6 questions about those specifics up front and bakes them into the generated document — so you get a document that actually describes your process, not a fill-in-the-blank skeleton. You still review and adjust, but the starting point is significantly closer to done.
Can I use this to support a SOC 2 or SOX audit?
Yes — Starter ($30/mo) and above unlock the compliance template category, which includes SOC 2 Type II control narratives. SOC 2 narratives generated this way include the structure auditors expect: control description, control activities, frequency, evidence considerations, and complementary user entity controls. For SOX, the same control-narrative shape applies; finance teams typically pair these with their existing risk-and-control matrix.
Does FlowGuideAI store my financial data?
No. The AI generates from the descriptions you provide — system names, process steps, approval chains. Numbers, transactions, customer details, and account balances are never sent to FlowGuideAI unless you paste them yourself, and we don’t require them to generate good documentation. Generated documents live in your FlowGuideAI workspace until you export and delete; export formats include PDF / DOCX / Markdown / HTML.
How do exports look for an external audit firm?
PDF and DOCX exports follow audit-firm conventions: title page, table of contents, section headers, page numbers. On Free tier the PDF carries a small "Generated by FlowGuideAI" watermark in the corner; Starter and above produce clean unbranded PDFs. Enterprise tier supports branded exports with your company logo, fonts, and colors. The Markdown export is structured for Confluence / Notion ingestion if your audit firm uses those.
How does pricing work for a finance team that only generates docs at quarter-end?
Pages are budgeted monthly and don’t roll over, so a "burst" usage pattern (heavy at quarter-end, quiet otherwise) suits the Lite ($10/mo, 50 pages) or Starter ($30/mo, 150 pages) tiers — pages reset every month so a quiet month doesn’t lose budget. Overage above the monthly cap is billed in a single charge at end of month with a $2 minimum threshold (small overruns are absorbed). Free tier hits a hard 15-page stop and never bills overage.
Can I customize a generated procedure to match my firm’s house style?
Every document is fully editable after generation — adjust headings, add company-specific terminology, insert tables, reorder sections. Enterprise tier adds branded export support (your logo and colors on PDF / DOCX) and BYOK (bring your own AI key — generations route through your AI provider rather than ours, useful for firms with strict vendor-AI policies).

Ready to start?

Free tier — no credit card. 15 pages a month, plenty for your first run.

Start free — 15 pages/mo →

Use This in Your AI Assistant

FlowGuideAI is available as a connector for Claude, ChatGPT, and (soon) Gemini. Draft, edit, and manage documentation directly from your AI assistant.

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