Onboarding, month-end and company changes all wait on clients, directors and documents that arrive in every shape. Floowed reads what comes in, chases what’s missing, checks it against your rules and updates your practice tool and Xero.
$80 of credits to start, no card. Or talk to us and we’ll build the first operation with you.
Each one crosses several tools and waits on someone outside your team. That’s the part Floowed runs.
Where it stallsThe ownership chart shows a corporate shareholder with no documents for who owns it.
What Floowed doesReads the IDs and the ownership structure, asks for the missing owners, screens everyone, risk-rates the client by your rules, then sends the engagement letter and sets the client up.
Where it stallsTwelve transactions have no receipt, and two of the receipts sent are from last month.
What Floowed doesFinds the transactions without a receipt, asks the client for those specific ones, checks each receipt’s date and amount, and attaches it in Xero.
Where it stallsThe new director’s ID and proof of address show different names.
What Floowed doesCollects the resignation and consent, runs due diligence on the new director, gets the board resolution signed, files the change and updates the register.
Where it stallsOne director hasn’t approved the accounts and the filing deadline is in nine days.
What Floowed doesSends the accounts for approval, resolves the client’s queries, chases each director by the deadline and files once every approval is in.
Where it stallsThe proposed name is taken and one shareholder’s documents are expired.
What Floowed doesChecks the name and the documents, screens the shareholders, collects signatures, files the incorporation and opens the client in Xero.
These are starting points. If an operation repeats, crosses people or systems, and takes work to get from request to outcome, Floowed can run it. You describe it, Floowed builds it.
Describe yoursTwo directors, one filing deadline. Floowed sends the accounts, prepares answers from the ledger, chases each director on a schedule and files once every approval is in.
And 400+ more through integrations, API and MCP. See integrations
A case uses credits for the work it needs: reading documents, checking them, chasing people and deciding. One credit is one cent.
Most operations on this page are standard cases, so the free $80 (8,000 credits) covers roughly 10 to 30 of them, enough to see an operation run end to end. The Floowed Dashboard shows what every case cost. See pricing
Keep it. Your practice tool holds jobs, deadlines and client requests. Floowed runs the case across it and everything around it: it reads what the client sends, checks it against the other documents and your rules, chases the gaps and updates each system.
No. Your firm stays responsible for its compliance duties. Floowed runs each case the way your rules set it and keeps the evidence of every step on record, so you can show what was checked and when.
No. Clients reply by email and sign where they already sign. Floowed reads what they send, in whatever shape it arrives, and follows up until it has what it needs.
Start free with $80 of credits, no card and no sales call. After that, sizes start at $100 a month for 10,000 credits, with no seats and every integration included. A typical case uses 250 to 800 credits.
In Slack, Microsoft Teams or email, and in the Floowed Dashboard, where operations are built, tested on past cases and measured. Clients and outside parties just reply to email.
Your rules, applied the same way on every case. You choose whether Floowed settles routine cases on its own or asks a person first, and every step keeps its evidence.
Describe the operation in plain words in Slack, Microsoft Teams or the Floowed Dashboard, or start from one of these templates, and Floowed builds it. Most operations are live in minutes, and if you’d like, we’ll build the first one with you.
Start free with $80 of credits, or talk to us and we’ll build your first operation with you.