For accounting firms
40 clients. One view.
A health traffic light per client, a prioritized work queue and the AEAT calendar with every deadline. No spreadsheets, no chasing invoices.
20-minute demo · Assisted migration
Animation: firm panel with clients on green, amber and red traffic lights; one client completes its invoices and turns green.
01
Quarter-end shouldn't hurt.
This is how dozens of clients get handled at once today. You'll recognise more than one.
Chasing invoices
Half the quarter goes into chasing paperwork the client had on their phone all along.
≈ 6 hrs/week chasing documentsThe control spreadsheet
One tab per client, formulas that break and no single source of truth.
1 sheet per client · 0 traceabilityAEAT scares
Form 303 won't wait, and your inbox gives you no early warning.
Racing the clock every quarter
ContaFlow turns that chaos into one automatic pipeline. Here's what it does under the hood.
02Capture
Upload the chaos. Get back clean data.
One PDF with dozens of invoices goes in; individual documents come out, extracted and validated. No splitting pages by hand.
Auto split
One file, dozens of invoices.
Upload the batch exactly as it arrives —a 30-page PDF, the whole month's scan— and the AI detects where one invoice ends and the next begins. Each one is processed as its own document.
- Detects the cuts between invoices automatically
- Multi-page, scans and email forwards
- Dozens of documents in a single upload
Animation: our product ingests a 23-page PDF, a progress bar detects the invoices and they split into individual per-client cards with their amount, counting up to the detected total.
Animation: a PDF invoice is scanned, AI extracts its fields with confidence levels and it appears as a new row in the invoice list.
Reliable extraction
Accurate even on the worst photo.
Crooked, crumpled or backlit photo: the engine extracts supplier, tax ID, base, VAT per line and total with a confidence level per field. If something's unclear, it asks instead of guessing.
- High reliability even on low quality
- Learns each issuer's format
- Every field with its own confidence %
03Continuous audit
40 checks watching every invoice.
Before it reaches your entries, every invoice runs through more than 40 tax, accounting and counterparty validations. Whatever doesn't add up is flagged — with its severity and how to fix it.
Animation: tax validations run in sequence and one of them detects an issue and flags it in red.
automatic checks on every invoice
- TaxVAT, deductibility and reverse charge
- CounterpartyTax ID, VIES registration and jurisdiction
- DocumentDuplicates, numbering, dates and credit notes
- BankingCharges and payments left unmatched
04Bank reconciliation
Every client's bank, squared on its own.
Import the movements or let the client connect their bank over PSD2. The engine matches every charge and credit to its invoice —and flags whatever doesn't add up.
Animation: bank transactions and invoices get matched automatically and marked as reconciled.
- Import Norma 43, CSV or Excel — or connect the bank over PSD2
- Automatic AI matching by amount, date and description
- Rules for recurring items: fees, utilities, payroll
Official read-only PSD2 connection with BBVA, Santander, CaixaBank, Sabadell and the main Spanish banks.
05From document to journal entry
From invoice to entry, no re-keying.
Import each client's chart of accounts. ContaFlow maps every invoice to its accounts, generates the balanced double-entry and leaves it ready for your usual software.
Animation: an invoice breaks down into chart-of-accounts lines and forms a double-entry that balances debit and credit, ready to export to A3, Sage or Geyce.
- Import each client's chart of accounts (PGC)
- Every invoice mapped to its purchase, VAT and supplier accounts
- Balanced, reviewable entry before exporting
And it imports into your software first time.
Native export in the format your firm already imports: the entries balance with no re-typing.
Animation: accounting export files travel from ContaFlow to A3, Sage 50, Contasol, Geyce and Odoo.
Don't see your accounting software? We wire up new integrations on demand — just ask.
And your clients' banking flows in on its own over PSD2.
06Documents
Rename and export your way.
Define a naming pattern and ContaFlow renames every invoice instantly. Export a client's whole archive, tidy and in your convention, ready for your document manager.
- Template with date, supplier, number and series
- Automatic bulk renaming, no file-by-file work
- Export a client's invoices in a tidy ZIP
Animation: files with chaotic names like IMG_4821.jpg get renamed by a template to tidy names like 2026-06-04_ferreteria-lopez_A-1182.pdf and exported in a ZIP.
07
07.ATeam
Each manager, their clients.
Assign clients to each manager with clear roles. Everyone sees only their own; you see everything.
- Roles: owner, admin and manager
- Manager ↔ client assignments
- Activity and workload per manager
Animation: assigned clients hopping between team managers with their roles.
07.BClients
A portal your clients actually use.
They upload invoices from a link — no training, no weird passwords. Simple or full access, you decide.
- Mobile upload in seconds
- Simple access (upload) or full (dashboard)
- Automatic reminders for what's missing
Animation: a client uploads an invoice photo from their phone and it lands with their firm.
08Tax calendar
The AEAT calendar, alive.
Forms 303, 130 and 347 with deadlines and per-client readiness. The traffic light is computed from actual invoices, not from a spreadsheet.
Animation: AEAT forms 303, 130 and 347 show their countdowns and the progress of clients ready to file.
- Deadlines with countdowns
- Ready vs. pending clients per form
- Automatic priority in the triage
Let's look at your case in 20 minutes.
Bring your control spreadsheet. We'll show you how it disappears.
Assisted migration from your control spreadsheet