Flowsecure

Flowsecure is a comprehensive, all-in-one application designed to revolutionize how service-based companies operate by automating their internal and client-facing processes. It serves as a central hub to seamlessly manage the entire client lifecycle, from initial data collection and onboarding to ongoing communication and final invoicing. By eliminating the tedious back-and-forth of email chains and manual follow-ups, Flowsecure empowers businesses to focus on delivering high-quality service rather than chasing information.

The platform is built with security and efficiency at its core. It provides a robust framework for collecting sensitive client information, conducting mandatory compliance checks, and sharing documents through a secure, encrypted environment. With the integration of AI, Flowsecure not only automates tasks but also adds a layer of intelligence to processes, such as generating complex forms based on simple prompts and analyzing submitted data for key insights.

How to use Flowsecure

Getting started with Flowsecure is designed to be fast and intuitive. The workflow typically follows these steps:

1. Create a Form: The process begins by creating a data collection form. Users can either build a form from scratch, use a pre-made template, or leverage the innovative AI Form Generator by simply describing the information they need to collect.
2. Set Up Automation: Once a form is ready, you can set up automatic data requests. This can be a one-time request for new client onboarding or a recurring request for periodic data collection (e.g., monthly financial documents for an accounting client). You can schedule these requests to be sent at specific future dates.
3. Client Interaction: Your clients receive a secure link to the form. They can easily fill it out and upload the required documents without needing to create an account. The platform sends automatic reminders to clients who haven't completed their submissions, saving you valuable time.
4. Process Management: After the data is collected, it can be transformed into an internal checklist. This feature allows teams to track the progress of a project or client file, ensuring all necessary steps are completed in the correct order.
5. Compliance and Security: For businesses requiring regulatory compliance, Flowsecure offers an integrated KYC (Know Your Customer) module. It automates global PEP (Politically Exposed Person) and sanction searches. All data and file transfers are protected with multiple layers of security, including password-protected links.
6. Team Collaboration: Users can create workspaces and invite team members to collaborate on client processes, ensuring everyone is on the same page and has access to the necessary information.

Core Features of Flowsecure

• AI Form Generator: Automatically create detailed forms by providing a simple text description of your data collection needs.
• Automated & Recurring Data Collection: Set up and schedule automatic requests for content and documents, eliminating manual follow-ups.
• Integrated KYC & AML Compliance: Seamlessly perform global PEP, RCA (Relatives and Close Associates), and Sanction searches through an integration with Pliance.io for full AML automation.
• Secure File Sharing: Share sensitive documents and data with clients through secure, password-protected links with customizable security levels.
• Process Management with Checklists: Convert collected data into actionable checklists to manage and monitor internal workflows and project deliveries.
• AI-Powered Data Analytics: Utilize AI to analyze data collected from surveys and forms to extract key insights and trends.
• Team Collaboration: Work together in shared workspaces, assign tasks, and manage client data collection processes as a team.
• Customizable Templates & Branding: Create and save your own form templates for recurring tasks and add your company's logo to outgoing communications for a professional touch.

Use Cases for Flowsecure

Flowsecure is versatile and can be adapted by any industry that relies on collecting content and documents from clients on a recurring basis.

• Accounting and Auditing: Accountants can automate the collection of monthly financial statements, tax documents, and audit evidence, ensuring they have all necessary information in a timely and secure manner.
• Law Firms: Lawyers can securely gather sensitive client intake information, case files, and evidence. The platform's security features are crucial for maintaining client confidentiality.
• HR and Recruitment: HR departments can streamline the onboarding process for new employees by collecting contracts, identification, and other personal data. Recruiters can securely share candidate information with hiring managers.
• Digital Agencies: Agencies can efficiently gather website content, brand assets, and project requirements from clients, preventing project delays caused by missing information.

Advantages of Flowsecure

Flowsecure offers significant advantages over traditional methods like email. It enhances efficiency by automating repetitive tasks, strengthens security by protecting sensitive data, ensures compliance with automated KYC checks, and improves client relationships by providing a professional and seamless experience. By centralizing all client-related data and processes, it eliminates context switching and provides a single source of truth for your team.

Pricing and Plans

Flowsecure offers a flexible pricing structure to suit different business needs, including a robust free plan.

• Free Plan: $0/month. Includes up to 5 active forms, the AI form builder, AI data analysis, secure file sharing (up to 50MB), and checklist creation. Ideal for individuals or small businesses getting started.
• Business Plan: $25 per user/month (or $250/user/year). Includes everything in the Free plan plus unlimited active forms, automatic and recurring email requests, team collaboration, custom branding, and increased secure file sharing (up to 500MB). This is the most popular plan for companies.
• Business+ Plan: $45 per user/month (or $450/user/year). Includes all features of the Business plan, plus full access to the KYC module for automated PEP, RCA, and Sanction searches, along with free implementation assistance.