MSOFlow — software from a CPA-led team

Working automation products that tie to source.

MSOFlow started with multi-entity reporting automation and is growing into a family of tools for finance and operator-led teams — reporting, delivery & ops automation, and time tracking. Deterministic first: every output traceable, nothing invented.

Every product is built to the same standard: numbers you can trace, failures that announce themselves, and your data under your control.

The product family

Three tools, one thesis: the system does the recurring work, and you can check every result.

MSOFlow Reporting

One PowerPoint template + one spreadsheet → a finished, board-ready deck for every entity, with tie-out evidence. See the product or try the live demo.

Delivery & Ops Automation

Early access. Run projects and workstreams from the files you already have — the board stays current and the status update writes itself. See the product.

HourEngine time tracking

Early access — Windows. Local-first, billing-grade time capture for consultants — quarter-hour rounding your clients can check. Meet HourEngine.

One standard behind every product

Built by a CPA-led team for people who have to stand behind their numbers.

Ties to source

Every generated value is traceable to a source cell or record — and re-verified after generation, not assumed.

Fails loud

Unmapped fields and missing data stay visible instead of silently blanking. You find out before you distribute, not after.

Your data, your control

The reporting demo runs entirely in your browser. HourEngine stores everything locally on your machine. Pilot data is encrypted, isolated, and auto-deleted.

Planned automation solutions

MSOFlow is expanding into a suite of workflow automations for finance and operator-led teams. Coming next — join early access to vote on what ships first:

Consolidation & eliminations

Multi-entity QBO consolidation with documented elimination rules and an audit trail — flowing straight into your board decks.

Acquisition onboarding

New entity live in days: day-1 accounting, chart-of-account mapping, intercompany linkage, and the entity added to your consolidated pack.

Capex decision packs

NPV, IRR, and payback business cases rendered as board-ready approval slides — standardized across every site and entity.

Advisory-backed, not just software

MSOFlow products are built and delivered alongside the Atvisor firms — CPA-led consulting and client accounting under common ownership. Start with a scoped, paid pilot on one real workflow, then make it repeatable.

  • Deterministic numbers first — every value traceable to a source
  • Validation reports flag anything missing before you distribute
  • Optional AI assistance only after human review
  • Paid pilot proves the workflow before you adopt anything

Built on deterministic accuracy

100% of values traceable to a source cell
0 silent errors — unmapped fields fail loud
Minutes from upload to every finished deck
CPA-led team behind every pilot engagement

Pick your tool — or tell us your workflow

Try the reporting demo in your browser, request early access to ops automation or HourEngine, or describe the recurring work you want off your plate.