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What is formsflow.ai?

In formsflow.ai, submitting a form starts a process that finishes on its own. Approvals, task assignment, and decisions move forward without anyone tracking down a status update. Teams build forms and workflows with AI help from Flow-E, drag-and-drop tools, or code, and can switch methods as a project gets more complex. The same platform works for developers, business technologists, and business users. The engine behind it is BPMN/DMN-compliant, built for workflows and decisions that scale. It connects natively to thousands of applications and includes identity management with SSO, SAML, and OAuth2 support, or your own module if you prefer. formsflow.ai runs as Public Cloud, Private Cloud, or self-hosted, with multi-tenancy and form bundling built in. Pricing is based on usage, not user seats. AOT Technologies, a Canadian technology company with more than a decade of enterprise software experience, builds it.

What is Next Matter?

Regulated financial operations run on process — and Next Matter is where those processes live. Fund administrators, asset managers, and asset servicing teams use the platform to build and run the workflows that keep operations compliant: onboarding investors and LPs, processing capital calls and NAV, handling KYC/AML checks, managing subscriptions and redemptions. What sets it apart is that compliance isn't an add-on. Every process comes with four-eyes approval, exception handling, and a full timestamped record baked in from day one — so when a regulator asks for evidence, it's already there. No engineering team required either: operations staff design and adjust their own workflows directly, with changes live within days. And it's built to sit alongside the tools already in place — ledgers, CRMs, KYC platforms — rather than forcing a rip-and-replace. Different people see different things: task owners get a simple to-do view, managers get oversight of the full picture, and external parties get a guest-friendly interface for their piece of the process.

Media

Media

Integrations Supported

Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Salesforce
Slack
Zendesk
AWS Cloud9
Azure Application Gateway
IBM Watson
MongoDB
Red Hat OpenShift
Skycloak
Stripe
Workato

Integrations Supported

Adobe Marketo Engage
HubSpot CRM
HubSpot Customer Platform
Salesforce
Slack
Zendesk
Google Docs
Intercom
NetSuite
Pipedrive
Trello
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Download formsflow ai for free on GitHub.
formsflow Premium is our licensed version which comes with enhanced features so you can do more, faster.
With formsflow Premium Cloud, you can get started in a jiffy. Premium Cloud gives you access to all of the Premium features and continuous support and the kick-off is immediate.
Free Version
Free Trial Offered?

Pricing Information

$18 per user per month
Billed annually
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

AOT Technologies

Date Founded

2010

Company Location

Canada

Company Website

formsflow.ai

Company Facts

Organization Name

Next Matter

Date Founded

2018

Company Location

Germany

Company Website

nextmatter.com

Categories and Features

Business Process Management

formsflow.ai transforms a standard form into an automated business workflow: incoming submissions progress seamlessly through approvals, tasks, and decision-making stages without the need for manual intervention. It operates on a BPMN/DMN-compliant engine that your team can enhance as processes evolve.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Forms Automation

formsflow.ai streamlines the processes that occur post-form submission. With automated approvals, routing, and follow-up actions, both submitters and reviewers are relieved from the need to track status updates manually.

Approval Process Control
Archiving & Retention
Collaboration
Drag & Drop
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Low-Code Development

formsflow.ai empowers teams to create forms and workflows by utilizing AI support, intuitive drag-and-drop features, or coding options. As the complexity of a project increases, users can seamlessly transition between no-code, low-code, and pro-code solutions without the need to restart their work.

AI-Assisted Development
Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Workflow Management

formsflow.ai links each form directly to an autonomous workflow, ensuring that processes such as approvals, task distribution, and escalation are handled automatically, eliminating the need for manual management through emails and spreadsheets.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Configurable Workflow
Customizable Dashboard
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Low-Code Development

Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Requirements Management
Web / Mobile App Development
Workflow Management

No-Code Development

Business Process Automation
Collaborative Development
Drag & Drop
Integrations Management
Requirements Management
Web / Mobile App Development
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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