Every email becomes a ticket. Every task tracks itself. Every AI draft waits for your approval. Your team works on the same screen as your clients' books - and Gmail is no longer your whole life.
This is what ET Management's team opens every morning. Admin Portal at the top. Team Communication. Closing · GST · FRS. Yi.ncome transactions. Hamburger to anywhere else. No tabs to discover, no settings to configure - just the work.
Built for our own firm. Shipped for yours. Same architecture, your firm's branding, your team's sections.
Five work streams, one workspace. Built for accounting practices that don't want to glue Slack + Asana + Outlook + Sheets together every morning.
Every client email becomes a tracked ticket. AI drafts the reply (deadline questions, job status, doc submissions). Manager approves with a click.
3-column WhatsApp-style chat. An AI tutor enforces one rule: a mention is never silently a task. #Task @person spawns one. #Instruction requires acks.
Open → accepted → in-progress → done. With a clarification round-trip baked in: assignees ask, assigners answer, the whole Q&A becomes the task's discussion.
Year-by-year client tracker, statutory calendar, FRS workpaper progress, GST cadence. Pulled from your existing Google Sheets - no double-entry.
Per-client database access, transaction drilldown, daily & monthly volume tracking - all from inside the workspace. Your bookkeeper never leaves the tab.
Yi.Flow doesn't replace Gmail. Or Sheets. Or your books. It sits on top of them - reading, writing, learning, and giving your team a single place to coordinate.
Service-account access with workspace domain-wide delegation. We don't just read your inbox - we run on it.
Your existing client database, FRS tracker, ET Check List for job status - all read by Yi.Flow with fuzzy matching and SQLite caching.
Direct database access for every client your firm services. Bookkeepers query, post and reconcile without leaving Yi.Flow.
Your firm's internal procedures, client SOPs, IRAS interpretations, GST treatment notes - vectorised and queryable inline from any chat or task.
Three-column workspace: conversation list | Yi.ncome iframe | active chat. Your team posts entries, ticks reconciliations, and answers clients - on one screen.
Powers every AI surface in Yi.Flow. Intent classification, reply composition, journal summaries, task discussion summaries, AI thread titles.
Built by an accounting firm. Used by an accounting firm. Sold to anyone whose team runs on email + spreadsheets and wishes it didn't.
Multi-client coordination, FRS / GST / closing tracking, AI replies to client questions, shared accounts_team@ mailbox triage. Yi.Flow is your back office - the one your competitors don't have.
One coordination layer for vendor questions, internal directives, statutory deadlines, AP workflow. Same product, different filing cabinet. No more "did anyone reply to that?"
Yi.Flow is what ET Management runs on - every day, every client, every email. If your firm or team works the same way (or wishes it did), let's talk. 30 minutes, no slides, no sales pitch.