Flowsecure
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About
Flowsecure is a platform that automates business processes, from customer orders to invoicing. It allows for seamless data collection from clients, KYC and onboarding processes, secure sharing of sensitive information, and the creation of checklists for process control. It features an AI form generator, integration with Pliance.io for AML automation, and multi-layered data security. Pricing plans include a free plan (max 5 active forms), a Business plan ($25/month per user), and a Business+ plan ($45/month per user) which includes KYC access.
Platform
Task
Features
• add reminders
• recurring requests
• automatic emails
• create checklists/processes
• secure file sharing
• analyze data with ai
• publish form
• ai form builder
FAQs
Do you have a help guide?
Yes, just click [here to see our Get Started](/get-started) guide.
How do I register as a user?
Simply click "Sign in" in the top right corner of this site. Register a user (it is always free to register a basic user), and start your Flowsecure journey.
What is a workspace and what is a transfer?
A Workspace is a common "room" for you and your team members. In this "room" you will be able to see the same data and work together on clients. A Transfer is one set of data that you have shared or requested from another party. For instance, if you send out a data request to a client, a "transfer" is created.
How can you help me if I have questions?
Our support team is just one click away when you have entered into the system. Just enter a question in the question bubble which you will find in the bottom right corner.
After I have created a user, what next?
When you start Flowsecure for the first time, you will see that we have created your initial workspace. Enter this workspace by clicking on the workspace name. Inside a workspace you have several options. On the left hand side you have 6 menu items: Dashboard, Clients, Templates, Settings, Share data and Request data. From the Dashboard you have an overview of all transfers, recurring requests and any undelivered emails. After you have used the system for some time, the dashboard will be filled with incoming data transfers. In the Clients section you can add your company's clients. For each transfer you can add a client, which makes it very easy to organize and filter incoming data. Under Templates you can edit existing templates or create new templates. A template is the form you request data with. For instance, you can create a Client Onboarding Template, which you use to collect onboarding data from your client. You can also use our premade templates (KYC, Employee onboarding, Signature form, audit documentation etc) In Settings you can edit the worskpace name and add members to the workspace. In case you do not need the Clients dimension, you can also disable it here. From Share data you can send files to another party with optional security. When you send a file through Flowsecure, the recipient will receive an email with a link to the file. The link is encrypted and is valid for a time limited period. The period may be adjusted when you send out data from Flowsecure, and you can also add a password for extra protection. With Request data you can either send one Single request or create a future Recurring request. Choose between these two by clicking on the buttons above "Workspace templates". A Recurring request is a request you set up for future ongoing automatic data collection requests. Once a Recurring request is set up, it will start creating requests (or transfers) from the date you chose. Even if you want to create a Single or a Recurring request, you base it on a template. Choose the template you would like to use, and follow the instructions on the screen to finalize a request.
How do I see incoming data?
When recipients fill out the forms you send out through the transfers, incoming data will appear in the dashboard. Click on the transfer, and you will see the data on your screen. Data can be exported to Excel or PDF. To export them to Excel, simply click on "Export data and files".
Do I need to enter a credit card to test Flowsecure?
No, you do not need to enter a credit card to test the free plan. You only need to enter a credit card or other payment options when you upgrade from a free plan to a Personal or Business Plan.
Which payment options do you offer?
For the Personal plan or Business Plan, you can choose between paying with credit cards or Paypal.
What happens when I change plans?
When you upgrade your new plan will immediately be available. In order to downgrade, you will need to cancel your current plan. A plan can be cancelled from the next payment period. If you have monthly payments, it can be cancelled from the following month etc.
How is pricing calculated?
Pricing is calculated per "seat" or member/user at your company. If you are 5 employees who use Flowsecure, you will have to add 5 "seats" to your Business Plan.
How does adding members work?
In order to add a member to an organisation, you must first register one user (who will be admin) with the Business Plan. Then the other team mebers register a new user by themselves (nothing will be charged as long as they do not upgrade). The initial user (admin) can now add members to their organisation (go to Team Members and click "+ Add member"). Once you have members in an organisation, you can add them into one or more workspaces. To do this, enter the workspace, click Settings and "Add member".
Pricing Plans
Free
Free Plan• Max 5 active forms
• AI form builder
• Publish form
• Analyze data with AI
• Secure file sharing (50MB)
• Email restrictions
• Create checklists/processes
Business
$25.00 / per month• Everything in Free
• Unlimited active forms
• Automatic emails
• Recurring requests
• Add reminders
• Work in teams
• Customized logo
• Secure file sharing (500MB)
• Create checklists/processes
Business+
$45.00 / per month• Everything in Business
• Free implementation assistance
• Full access to KYC module with PEP/RCA/Sanction/SiP searches
Job Opportunities
There are currently no job postings for this AI tool.
Ratings & Reviews
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