Internal noteUpdated
Internal memo 1/2026 · January
“Month-end documents are accepted through the 5th of the following month. Anything that arrives later rolls to the next close.”
AI for accounting firms
AI for accounting firms that answers from your memos
Say “AI for accounting firms” and people picture one that knows the tax code. Flipa isn't that one: it doesn't know federal or state tax rules, and it doesn't keep up with them. It knows what your firm has written down: memos, procedures, and positions. It answers from those and shows which document each answer comes from. And it doesn't do bookkeeping or prepare returns.
Made-up example: Whitlock & Dunn CPAs, tax and bookkeeping, fourteen people, in Tulsa, Oklahoma. The app's interface is in Spanish today; Flipa answers in the language you write in.
A house question
It answers from your paperwork, not from what sounds right
For anything specific to the firm, Flipa searches your documents before it states anything, and it doesn't pad the answer with what it knows in general. What comes out is a draft: a professional reviews it before it leaves the building.
- Every answer shows which memo or procedure it checked. You can open it and read the whole thing.
- What isn't written down gets logged, along with how many times it's been asked.
- It's how you push back on the scariest thing about these assistants: that they make the answer up.
What do we collect to onboard a new monthly bookkeeping client?
Per the onboarding procedure: the signed engagement letter, last year's return, the EIN confirmation letter, the last three months of bank and card statements, and accountant access to their books. If they're coming from another firm, also the last closed month's trial balance. We collect all of it before setting a start date.
Client onboarding procedure.docxClient welcome guide
When they clash
Two firm documents, two different dates
The internal memo says the 5th. The guide every new client gets says the 10th. Nobody has noticed, and each person answers from whichever document is closer to hand. Ask the question and watch what Flipa does. Then put yourself in the admin's seat and tell it which one wins.
Two of the firm's documents
Client-facing textUpdated
Client welcome guide
“You can send us your bank statements and receipts through the 10th of the following month.”
A question from any given Monday
Two documents, two dates. Let's see which one it answers with.
What's the last day a client can send in month-end documents?
The 5th of the following month. That's what January's internal memo sets.
Internal memo 1/2026
Heads-up: the Client welcome guide says the 10thThe two documents don't match. I won't quietly pick one: someone at the firm should say which one wins.
A separate step: the admin tells it in the chat
The answer and the change are two separate steps, shown together here. We saw the warning in a real test: Flipa answered from the right document and pointed out the typo in another one. It doesn't promise to catch every contradiction in your files. It proposes the change only when the admin says what counts from now on, and saves nothing until the admin approves it.
What else
AI for CPA firms and bookkeepers: four jobs that come back every month
None of them is filing a return. All of them are writing or finding something the firm already knows.
The client email, with the paragraph nobody touches
Flipa drafts the reminder in your tone and leaves the firm's locked text intact, that paragraph on deadlines and responsibility nobody should rewrite. Copying it and sending it is on you. More in email replies.
Reminder to our 1040 clients: tax organizers are due back February 15
The twelve-page memo, in ten lines
Upload the memo and anyone can ask for the summary that matters to their desk, whether that's the W-2 and 1099 crew or the monthly close. The document stays one click away for whoever wants the full read.
Summarize the January memo for the payroll team
The questions from whoever just started
How a file gets named, who signs an engagement letter, what we ask a new LLC for. The questions people ask over the cubicle wall, answered with the procedure in front of you. It's the daily life of operations.
How do we archive the files of a client who leaves the firm?
The draft of the monthly client newsletter
With the news you give it and your way of writing. Flipa doesn't know what changed in the rules this month: you tell it that, and the final text is signed by someone who does know.
Draft the March newsletter with these three notices
AI tools for accounting firms
The right AI for small accounting firms depends on what you'll ask it
These are two different jobs, and it's best not to ask one tool to do the other's.
| A tax research AI | Flipa | |
|---|---|---|
| What it knows | The rules, and it keeps them current | Your documents, your positions, and your way of writing |
| The question you ask it | “What does the rule say about this?” | “How do we do this here?” |
| Where the answer comes from | Its own libraries of law and guidance | The firm's memo or procedure, which you can open |
| When something changes | Its maker updates it | You update it: the admin approves the change |
| When it fits | To study a case or a new rule | To get the whole firm giving the same answer |
One doesn't rule out the other. But if what you want is to look up tax rules, Flipa isn't the tool. The same approach, for a law practice, is in Flipa for small law firms.
What to upload
Upload what belongs to the firm, not what belongs to the client
Flipa reads PDF, Word, Excel, and scanned pages too. That it can read something doesn't mean you should hand it everything.
What to upload
- Internal memos and position notes.
- Procedures: onboarding, offboarding, month-end close, the tax season workflow, file retention.
- Templates for emails, engagement letters, and client newsletters.
- Your fee schedule: what each monthly package includes and what's billed separately.
- The welcome guide every new client receives.
What we don't recommend today
- Clients' returns, W-2s, 1099s, payroll records, bank statements, and contracts.
- Any document with third parties' personal data.
The reason, plainly. To produce each answer, the text it needs has to go to the AI provider, and Flipa doesn't have a signed data processing agreement or final legal terms yet: they're a draft. If you prepare returns, you already work under FTC and IRS rules on safeguarding client tax data, and Flipa isn't set up to be part of that. With the firm's internal paperwork, what's at stake is yours. With your clients' data, we'd rather tell you no. The whole story is in security.
Two practical details. Older Office formats (.doc, .xls) need to be saved in the current one before uploading. And dates in an Excel file come out as a number: if the firm's tax season calendar lives in a spreadsheet, it's better to move it to a text document.
Frequently asked questions
The ones your most cautious partner would ask
What's the best AI for a CPA or bookkeeping firm?
It depends on the job. To look up tax rules, a specialized research tool that has them and keeps them current. To get the whole firm answering with the same position and finding its own memos, an assistant that reads your documents, like Flipa. That's true for a two-person bookkeeping shop and a CPA firm alike: what counts is that the position is written down.
Does Flipa know current tax law?
No. It knows what's written in your firm's documents and nothing else: if one of your memos explains a position, it uses it and shows the memo. It doesn't track rule changes from the IRS or any state, and it doesn't fold them in. And everything it drafts goes past a professional before it leaves.
Can I upload my clients' documents?
We don't recommend it today. The text of each answer passes through the AI provider, and there's no data processing agreement yet. Upload what belongs to the firm: memos, procedures, templates, and fee schedules.
Does it prepare returns, file anything, or keep books?
No. It doesn't file anything, it isn't linked to the IRS or to any state agency, and it isn't linked to tax or practice management software either. It doesn't do accounting. It drafts text and answers internal questions.
What happens when a firm position changes?
The admin tells it in the chat: “from now on, month-end documents are due by the 5th.” Flipa proposes the change in the document, with a before and after, and saves nothing until someone clicks “Update.” It records who signed off, and it can be undone. This works for notes and text documents saved in Flipa; a PDF has to be corrected and uploaded again.
What should a US firm know before signing up?
The app's interface is in Spanish today and English isn't available yet, though Flipa answers in the language you write in. Plans start at $99/mo per account (it runs on credits), and you buy one by card on the pricing page, cancel anytime. The Trial is free, no card needed: 2,000 credits, one time. Google Drive, Gmail, Slack, and HubSpot connections aren't available yet.
Keep going
Small law firms
The same approach for a law practice: the firm's own know-how, not the law.
Flipa for operations
Procedures, templates, and the office's everyday questions.
Security
What's been checked, what hasn't, and where the data passes through.
Email replies
Drafts in your tone, with the locked paragraph right where it belongs.
How many versions of the same position are there at your firm?
Upload this year's memos and ask it what only Linda knows today.
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