Automated receipt scanning, job costing, and tax-ready financials—so you focus on the work.
See It In ActionHours in spreadsheets. Receipts in shoeboxes. No visibility into job profitability.
Invoices, receipts, and time logs scattered across email, texts, and notes. Hours wasted on data entry instead of running jobs.
Can't tell which jobs are profitable. Labor, materials, truck rolls—mixed together without breakdown. Tax deductions get missed.
Quarterly estimated taxes and P&L statements require months of cleanup. No organized records for an accountant or CPA.
Credit card and bank feeds aren't linked. Can't reconcile expenses. IRS compliance risk. Bad cash flow forecasting.
Four simple steps to financial clarity.
Photograph receipts, invoices, or upload PDFs. Our AI reads them instantly.
Machine learning sorts expenses: labor, materials, vehicle, tools. No manual work—just review and confirm.
Sync your business checking, savings, and credit cards. Auto-reconcile transactions in seconds.
Tax-ready P&L, balance sheet, and job profitability. Print for your CPA or accountant anytime.
Watch how FlowBooks automatically breaks down job profitability across labor, materials, and truck rolls.
A typical plumbing job includes multiple receipt types—supplier invoices, labor hour sheets, truck expense logs. FlowBooks pulls it all together instantly.
No more guessing. See exactly what each job costs and how much you actually made.
Every feature designed for the way you work.
Reads invoices, work orders, and receipts. Auto-sorts into plumbing-specific categories: PEX materials, labor hours, vehicle mileage, tool depreciation, supplier fees.
Track labor hours, material codes, truck rolls, and overhead per job. Know profitability immediately. Link job IDs to invoices and expenses.
Invoice tracking. Supplier payment automation. Customer invoice generation and follow-up reminders. Never miss a payment or invoice.
Connect checking, savings, and business credit cards. Auto-categorize transactions. One-click reconciliation. Real-time cash flow visibility.
Quarterly estimated tax calculations. Annual P&L, balance sheet, and Schedule C guidance. Export for your CPA. Built for Schedule C filers and contractor tax rules.
Separate workspaces for multi-location crews. Role-based access (owner, manager, technician). SOC 2 audit-ready. GDPR & CCPA compliant.
Sync with Housecall Pro, Jobber, Zapier, QuickBooks, and major payment processors. Job data → cost mapping automatic.
Techs snap photos of work orders on job site. Expenses tagged to jobs in real time. Manager dashboard shows revenue per tech and crew profitability.
Connect to the tools you already use.
"I used to spend 8 hours a month on receipts and invoices. FlowBooks cut that to 30 minutes. I now know exactly which jobs are making me money."
"My accountant used to charge me $2,000 to organize my books. Now everything is categorized and ready. I'll save thousands at tax time."
"I can finally see which techs are most profitable. I'm using that data to adjust my crew management. Game changer for scaling."
All plans include OCR, job costing, bank sync, and tax reports. Scale as you grow.
Your financial data is protected at every level.
Financial data handling meets enterprise security standards. Regular third-party audits ensure controls and compliance.
Data residency, consent management, and data deletion workflows. Privacy by design.
No card data stored or processed on our servers. All payment processing via PCI-certified third parties (Stripe).
AES-256 encryption at rest. TLS 1.2+ in transit. Multi-factor authentication and role-based access controls.
Built for self-employed contractors and small business owners. Reports align with IRS Publication 587 and Schedule C requirements.
FlowBooks is a bookkeeping tool, not a CPA service. Always consult a qualified tax professional for deductions, credits, and tax planning.
Join 500+ plumbing contractors using FlowBooks to reclaim 8+ hours per month and scale profitably.
14-day free trial. No credit card required.