Build internal tools that work for you.

Cash in on our powerful workflow automation platform and intuitive forms to streamline complex internal processes for your finance and accounting teams.

Our platform is here to sweep away the remnants of paper-based processes and repair those broken approval workflows that have been holding you back.

Finance department use cases include:

• Expense reimbursements
• Creation of invoices and estimates
• Budget requests and credit applications
• Payment authorization forms

Streamlining HR processes is no small task, but with form automation, you can transform HR from “Hassles and Red-tape” to “Happiness and Results!”

Picture this: automated forms swooping in like superheroes, saving valuable time and energy. From onboarding to exit interviews, form automation cuts through the paperwork jungle.  No more drowning in stacks of papers or suffering from “HR-rible” administrative headaches.

• Job applications – submissions, pre-screening and scheduling.
• Leave management
• Performance management
• Employee self service automation

In the world of customer service, form automation is the secret sauce that turns “frustrated faces” into “smiling cases”! Imagine your customer service team armed with automated forms, swiftly resolving issues and leaving angry customers in awe, wondering, “What’s their secret sauce?!”

Even the best of CRMs and Ticketing softwares could work better when paired with a friendly forms automation. formsflow.ai can support your CRM as well as enable teams to quickly design solutions for corner cases.

• Customer inquiry and support tracking.
• Feedback and complaint resolution management.
• Service request and ticket management.
• Customer onboarding and account setup.
• Surveys and feedback collection.
• Appointment scheduling and reminders.
• Knowledge base and FAQ management.
• Service level agreement (SLA) tracking

Form automation is the legal department’s ultimate ally, vanquishing loopholes and bringing order. Equipped with automated forms, legal teams navigate contracts like skilled swordsmen, leaving no room for errors. Say goodbye to paperwork chaos and legal jargon mazes. With form automation, compliance and efficiency reign, unlocking a pun-tastic world of streamlined operations. Embrace this ally, break free from manual processes, and conquer the legal realm with ease!

• Contract creation and management.
• Legal document approval and routing.
• Compliance form tracking and reporting.
• Case intake and client information.
• Non-disclosure agreement (NDA) processing.
• Legal research request submission.
• Legal matter and task assignment.
• Legal billing and invoice processing.
• Document retention and archiving.
• Conflict of interest disclosure management.

Say goodbye to administrative headaches and hello to streamlined processes that make the office a fantastic place to be!

• Purchase requisition and approval workflows.
• Conference room reservation and scheduling.
• Equipment and asset tracking forms.
• Visitor sign-in and registration processes.
• Document version control and collaboration.