CharFlo prepares bookkeeping and tax-review work with AI, checks the accounting with deterministic controls, and puts every consequential decision in human hands.
Send us statements and receipts, however messy. They are read, reconciled line by line, and sorted into a chart of accounts built for your industry.
Our AI reads every tax document against current IRS guidance and surfaces the flags, questions and citations that matter. Your preparer works from a head start, not a pile.
Where bank connections are available and enabled, you can authorize read-only transaction intake instead of repeatedly downloading statements.
Upload documents or, where enabled, authorize read-only transaction intake. You choose what we see.
CharFlo reconciles, categorizes and reviews, then flags anything unclear.
An authorized person checks the work. Nothing is final until they approve it.
Clean books, statements and a tax-ready file, with the evidence behind material values.
Agents reason. People approve. Every figure traces to evidence.
The math is deterministic and independently checked. Reconciliation, balances and statements are computed, not predicted. When the evidence is thin, we say so, instead of forcing a number. Consequential steps wait for your accountant.
Software built around the way accounting professionals actually review work.
CharFlo is a product of Charcounting, a tax and accounting firm. That relationship shapes the product boundary: automation prepares evidence and suggestions, while people retain authority over financial and tax decisions.
CharFlo is a Charcounting product for accountant-controlled bookkeeping preparation, financial review, and tax preparation support. It organizes evidence and prepares proposals so people can review and approve the work.
No. CharFlo is designed to reduce preparation work while keeping professional judgment and consequential decisions with people.
No. The tax workflow reviews documents, surfaces missing items, and retrieves cited guidance. A qualified tax professional is responsible for preparing and filing the return.
Low-confidence or incomplete items are flagged for clarification or professional review. The system is designed to show uncertainty rather than conceal it.
No. Where bank transaction intake is enabled, the connection is read-only. CharFlo does not initiate payments or transfers.
Pricing depends on the engagement and the work involved. Share the basics through the quote form and the team will follow up.
Ask our assistant anything, or leave your details and a real person from the CharFlo team will follow up.
