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What is FiscalNote?

FiscalNote stands out as a prominent provider of information services, specializing in global policy insights and market intelligence. By integrating AI technology with expert analytics and essential legislative, regulatory, and geopolitical information, FiscalNote is transforming the way organizations can reduce risks while capitalizing on opportunities. This innovative approach enables more than 5,000 clients worldwide to effectively track, manage, and respond to critical issues impacting their interests. As a result, FiscalNote plays a crucial role in empowering organizations to navigate complex environments with confidence.

What is Fiscal Flow?

Fiscal Flow is a specialized accounting growth platform that helps accountants and CPA firms scale using fully automated marketing systems. It is designed to make firm growth predictable by replacing guesswork with repeatable, data-driven processes. Fiscal Flow focuses on organic visibility, helping firms get found online without paying for ongoing Google Ads. Its AI-powered lead response system instantly follows up on missed calls, texts prospects, and books appointments around the clock. The platform includes a CRM that visualizes cash flow and pipeline movement, eliminating lost leads and messy spreadsheets. Old prospect lists can be uploaded and automatically re-engaged, often converting dormant enquiries into high-value clients. Automated calendar booking removes scheduling friction and dramatically reduces admin time. Reputation management tools request reviews at optimal moments to boost SEO and trust. Social media automation simplifies brand building with bulk scheduling and centralized management. Fiscal Flow is built to run in the background with little technical input from the firm. By systemizing lead generation, follow-up, and conversion, it enables accountants to grow sustainably without increasing workload. The result is a scalable, predictable growth engine tailored specifically for accounting professionals.

Media

Media

No images available

Integrations Supported

ChatGPT Plus
ChatGPT Pro

Integrations Supported

ChatGPT Plus
ChatGPT Pro

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$197/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FiscalNote

Date Founded

2013

Company Location

United States

Company Website

fiscalnote.com

Company Facts

Organization Name

Fiscal Flow

Date Founded

2024

Company Location

United Kingdom

Company Website

fiscalflow.uk

Categories and Features

Advocacy

Advocate Management
Campaign Management
Customer Advocacy
Event Triggered Actions
Forms Management
Legislation Tracking
Petition Management
Political Advocacy
Rewards Program
Social Engagement

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Government

Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Stakeholder Relationship Management

Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping

Categories and Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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