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.

formsflow.ai is here to sweep away the remnants of paper-based processes and repair broken 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 low code form building & automation, you can transform HR from “Hassles and Red-tape” to “Happiness and Results!”

From onboarding to exit interviews, form automation cuts through the paperwork jungle.  No more drowning in stacks of papers or suffering from administrative headaches.

HR department use cases include:

• Job applications – submissions, pre-screening, and scheduling
• Leave management
• Performance management
• Employee self-service automation
• Streamlining employee onboarding and documentation

In the world of customer service, form automation is the secret sauce that turns frustrated faces into smiling cases! You team can swiftly resolve issues, leaving customers in awe, wondering, “What’s their secret sauce?!”

Even the best CRMs and Ticketing software could work better when paired with friendly form automation. formsflow.ai supports your CRM and enables teams to quickly design solutions for corner cases.

Customer service department use cases include:

• 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. Equipped with automated forms, legal teams navigate contracts like skilled swordsmen, leaving no room for errors.

We’re here to support your journey breaking free from manual processes, and conquering the legal realm with ease!

Legal department use cases include:

• 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
• 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!

No more messy handwriting or misplaced documents – everything is stored digitally, ready to be retrieved at the snap of your fingers. formsflow.ai is a total game-changer, saving you time and making sure your form data is accurate and consistent. So, sit back, relax, and let form automation do the heavy lifting while you shine as the admin rockstar!

Administration department use cases include:

• 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