Upload a trial balance. NoteFlow auto-generates your income statement, balance sheet, cash flows, equity statement, notes disclosures, and full audit package — ready to review and export.
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From trial balance to finished package — NoteFlow handles the heavy lifting so you can focus on advisory.
Upload any trial balance CSV or Excel file. NoteFlow auto-maps your columns and classifies accounts by section — no reformatting required.
Income statement, balance sheet, statement of cash flows (indirect method), and statement of stockholders' equity — generated instantly.
Auto-generates 20+ notes based on your data: revenue recognition, significant accounting policies, related parties, going concern, and more.
Post AJEs directly in NoteFlow. See before-and-after balances, and auto-link adjustments to notes disclosures for full audit trail.
Export to PDF, Excel, or Word with one click. Generate a complete financial statement package with cover page, table of contents, and all statements.
Invite team members, assign engagements, and manage firm-wide projects. Built for multi-user accounting practices.
Use AI to refine notes disclosures, adjust tone for different engagement types, and ensure professional language throughout.
Import current and prior year balances for side-by-side comparative statements. Cash flow auto-computes working capital changes.
AES-256-GCM encryption at rest, TLS in transit, Firebase authentication, and SOC 2 architecture. Your client data stays private.
NoteFlow eliminates manual formatting and repetitive work.
Drop in a CSV or Excel file. NoteFlow auto-detects columns, maps account names, and classifies every line into the correct financial statement section.
NoteFlow generates all four statements plus notes disclosures. Edit anything inline, post AJEs, toggle templates, and add supplementary schedules.
One click generates a complete financial statement package — PDF, Excel, or Word — with cover page, table of contents, and professional formatting.
Start with a 14-day free trial. No credit card required. No per-seat surprises.
Need 25+ seats? Contact us for custom enterprise pricing.
NoteFlow generates all four primary financial statements: Income Statement, Balance Sheet, Statement of Cash Flows (indirect method), and Statement of Stockholders' Equity. It also auto-generates comprehensive notes disclosures, supplementary schedules, and a complete audit package with cover page and table of contents.
NoteFlow accepts CSV, TSV, and Excel (.xlsx, .xls) files. Our smart import wizard auto-detects your column layout and lets you map fields with a visual interface — no need to reformat your trial balance.
Absolutely. All data is encrypted with AES-256-GCM at rest and TLS in transit. We use Firebase Authentication for secure login, and your encryption keys are derived from your credentials so even we cannot read your data. We never sell or share client data.
Yes. NoteFlow is designed for compilation, review, and preparation engagements. The auto-generated notes disclosures are structured to assist with GAAP compliance and can be customized for your specific engagement type (tax basis, cash basis, GAAP, IFRS). Professional judgment is still required for all final output.
Yes. Import current and prior year trial balances together, and NoteFlow generates side-by-side comparative statements. The cash flow statement automatically computes working capital changes between periods.
After 14 days, you'll be asked to select a subscription plan to continue. All your data and projects are preserved. You can export everything at any time, even if your subscription lapses.
Yes. There are no long-term contracts. Cancel your subscription at any time from your account settings. You'll retain access through the end of your billing period.
NoteFlow integrates with AI to help you refine notes disclosures. You provide your own API key (stored locally, never sent to our servers), and the AI can adjust tone, expand detail, or simplify language while preserving technical accuracy.
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