FlowForma transforms how professional services organizations manage processes, including client onboarding, project approvals, timesheets, billing, and compliance reviews. Its AI-powered platform accelerates workflows, improves accuracy, and provides end-to-end visibility—reducing manual effort, enhancing client service, and ensuring regulatory and internal compliance.
The platform integrates seamlessly with core systems, scales across teams and business units, and ensures secure, auditable, and compliant workflows.
From client onboarding to project approvals, timesheets, and invoicing, FlowForma automates every step—removing bottlenecks and freeing your team to focus on high-value client work.
FlowForma sits directly within Microsoft 365 and SharePoint, leveraging your existing environment while keeping all sensitive client and project data securely hosted in your own tenancy. Maintain full control, governance, and compliance over your data.
Track, audit, and enforce regulatory and internal policies across all workflows. FlowForma ensures compliance with client contracts, industry regulations, and internal standards, reducing risk exposure.
AI agents extract and validate data, flag risks, and automate approvals so processes run faster, smarter, and with greater accuracy across client engagements and projects.
Connect seamlessly with ERP, CRM, project management, and billing systems. Ensure consistent, accurate, and accessible information across all teams and departments without manual intervention.
With real-time reporting organizations benefit from faster client onboarding, accurate project approvals, and timely billing. This creates smoother experiences for both clients and staff, boosting satisfaction, efficiency, and retention.
"Customization within FlowForma Process Automation is far better than anything we have had previously. It gives us a platform to help the business make their jobs easier and my job easier.”
"The more processes we've automated with the FlowForma Process Automation platform, the more the business sees the benefits and the more they want to use it. FlowForma is business intuitive."
"It had a robust set of features and required no coding skills, so that was an advantage. For an analyst role like mine, I needed something that would be relatively easy to step into where I could start learning immediately."
1-2-1 Expert Support | Customized Trial | No Credit Card
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