Owner-friendly dashboards
A clear view of where the business stands today, designed for owners — not accountants.
BAT Flow · Workflow & communication tools
Financial clarity business owners can actually use.
BAT Flow builds workflow and communication tools that give business owners simple, timely financial insight — without overwhelming them with accounting complexity.
Dashboards that surface what matters, tax-aware guidance in plain language, and a smoother line of communication between firms and the owners they serve.
What we're building
- Simple, owner-facing dashboards
- Timely, tax-aware insights
- Streamlined firm–client communication
- Built for clarity, not complexity
The numbers, made legible for the people who run the business.
Owners are flying blind between filings.
The data exists, but it rarely reaches owners in a form they can act on. BAT Flow turns financial information into clear, timely understanding.
Why owners stay in the dark
- Reports arrive too late to act on
- Jargon-heavy statements
- No obvious next step
- Information scattered across tools
Why firms struggle to help
- Manual, time-consuming reporting
- Data spread across disconnected systems
- Endless back-and-forth over email
- No scalable channel for communication
Tools built around the owner.
Software that translates accounting into decisions — for the business owner and the firm that advises them.
Tax-aware insights
Timely, plain-language guidance that helps owners make better decisions before year-end, not after.
Connected communication
One reliable channel between firm and client, so questions and answers stop living in scattered email threads.
How it comes together.
From raw financial data to a clear, shared understanding between firm and owner.
Step one
Connect
Bring the financial data that already exists into one place.
Step two
Clarify
Turn that data into a simple, owner-ready picture of the business.
Step three
Advise
Surface tax-aware, timely insights firms can act on with clients.
Step four
Communicate
Keep firm and owner aligned year-round through one clear channel.
Be first to see what we're building.
We're shaping the early product with design partners now. Reach out to get involved.