Deep dive into each client
See which clients need attention — instantly
Professional workpapers for client review
Messages, exports, compliance status, and monthly close workflows. All from one screen.
Color-coded compliance shows who's on track and who needs help. No more logging into 10 different accounts.
Trial Balance, P&L, Balance Sheet with drill-down to transactions. Evidence tracking and professional tick marks.
No credit card required. See our security practices
See compliance status for every client
One dashboard to track all your clients. Color-coded compliance indicators show who needs attention.
All your clients in one place
View all your clients with key metrics at a glance. See pending invoices, uncategorized expenses, and cash balances for each client instantly.
Client list with real-time financial metrics
Deep dive into each client
Access detailed views for each client. See messages, exports, compliance status, and manage monthly close workflows all from one screen.
Client detail with tasks, exports, and compliance
Track compliance across all clients
See task completion rates for every client at a glance. Identify which clients need attention with color-coded compliance indicators.
Compliance overview with completion rates
Client messages in one inbox
See all client communications in one place. Never miss a question or document upload request from your clients.
Unified inbox for all client messages
Professional Workpapers
Review financials like a pro. Trial Balance, P&L, and Balance Sheet with drill-down to transactions, evidence tracking, and professional tick marks.
Trial Balance with drill-down
Click any account balance to see the journal entries behind it. Filter by account type, view balances by period, and track review progress.
Trial Balance with account status indicators and drill-down capability
Evidence Panel
Attach notes, links, and documents to any account. Send queries to clients and track responses. Everything organized per account for easy audit trails.
Notes, links, and queries attached to accounts
Professional Tick Marks
Mark accounts with industry-standard audit symbols: Footed, Traced, Agreed, Vouched, Recalculated. Track review status at a glance across all accounts.
Tick mark dropdown with professional audit symbols
Adjusting Journal Entries
Create manual journal entries directly in workpapers. Depreciation, accruals, reclassifications - all tracked with full audit trail and linked to affected accounts.
Manual journal entries with debit/credit lines and status tracking
Everything you need to manage your clients
Multi-Client Dashboard
See all your clients at a glance. Track pending invoices, uncategorized expenses, cash balances, and compliance alerts from one central view.
Recurring Tasks
Create tasks that repeat forever. "Upload January bank statements" automatically becomes "Upload February bank statements" when you complete it. Never recreate the same task twice.
Monthly Close Workflow
Close monthly periods with a snapshot of key metrics. Track completion status and maintain a clear audit trail of closed periods.
Tax-Ready Exports
Export P&L, Balance Sheet, and Schedule C reports for each client. Generate CSV or PDF deliverables with full audit trail.
PRO Free for Clients
Your clients get LunoFlow PRO at no extra cost. Invoicing, expenses, reports - all included in your accountant subscription. They'll love you for it.
Smart Alerts
Get notified about overdue invoices, uncategorized transactions, upcoming tax deadlines, and vendors needing 1099s.
Audit Trail
Every action is logged. Build trust with clients by showing exactly what you accessed and when. Full transparency.
Client Billing
Invoice your clients for accounting services. Set your rates, generate monthly invoices, collect payments online. Track profit: Revenue - Platform Cost = Your Earnings.
Professional Workpapers
Review Trial Balance, P&L, and Balance Sheet with drill-down to transactions. Click any balance to see the journal entries behind it.
Evidence Panel
Attach notes, links, and files to any account. Send queries to clients and track responses. All documentation organized per account.
Professional Tick Marks
Mark accounts as reviewed with industry-standard symbols: Footed, Traced, Agreed, Vouched. Track review status at a glance.
Adjusting Entries
Create manual journal entries directly in workpapers. Depreciation, accruals, reclassifications - all linked to the accounts being adjusted.
How it works
Sign up as accountant
Create your free account and access the accountant portal.
Add your clients
Create clients directly or send invite codes. They get PRO free.
Manage from dashboard
See all clients, enter their accounts, review transactions.
Close & export
Close monthly periods and export tax-ready reports.
Simple, transparent pricing
Start free, upgrade as your practice grows.
Starter
Perfect for getting started.
- 1 team seats
- 2 PRO clients included
- Unlimited FREE clients
- Multi-client dashboard
- Client billing
- Month close workflow
- Bulk exports
- Advanced analytics
- Priority support
Pro
For growing practices.
- 2 team seats
- 5 PRO clients included
- Unlimited FREE clients
- Multi-client dashboard
- Client billing
- Month close workflow
- Bulk exports
- Advanced analytics
- Priority support
No credit card required
Practice
For established practices.
- 5 team seats
- 15 PRO clients included
- Unlimited FREE clients
- Multi-client dashboard
- Client billing
- Month close workflow
- Bulk exports
- Advanced analytics
- Priority support
No credit card required
Firm
For accounting firms.
- 10 team seats
- 40 PRO clients included
- Unlimited FREE clients
- Multi-client dashboard
- Client billing
- Month close workflow
- Bulk exports
- Advanced analytics
- Priority support
No credit card required
Frequently asked questions
Track compliance for all your clients
One dashboard. Monthly tasks. Close books faster. Your clients get PRO free.
Start Free — 2 Clients IncludedNo credit card required. View pricing