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features
design
support

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Description

FlowForma is a leading provider of enterprise-class, non-code business process management and automation tools that enable businesspeople to quickly digitize a wide variety of processes. The company empowers businesspeople in engineering, finance, and construction, healthcare, and more to digitize complex business processes in-house without having to write any software code. Within 4 weeks of their onboarding, customers are fully equipped with digital processes and empowered. Users quickly reap the benefits of innovation, resilience, and ROI. FlowForma Process Automation is a leader in the automation industry with its process accelerators and external stakeholder engagement. FlowForma has over 300,000 users around the world and is a Microsoft Gold Partner. The company is headquartered here in Ireland, with offices in New York, London, and is driven by its values of innovation, evolution, and achieving with employees, customers, partners, and customers.

Description

Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on. Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
AWeber No 
Blissfully Yes 
Google Docs No 
Google Sheets No 
HubSpot CRM No 
HubSpot Service Hub No 
Intercom No 
Mailchimp No 
Make No 
Microsoft Power Platform Yes 
NetSuite No 
Pipedrive No 
Salesforce No 
Shopify No 
Slack No 
Trello No 
Xero No 
Zapier No 
Zendesk No 

Integrations

Microsoft 365 Yes 
AWeber Yes 
Blissfully No 
Google Docs Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Service Hub Yes 
Intercom Yes 
Mailchimp Yes 
Make Yes 
Microsoft Power Platform No 
NetSuite Yes 
Pipedrive Yes 
Salesforce Yes 
Shopify Yes 
Slack Yes 
Trello Yes 
Xero Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

€2,067 per month
FlowForma offers 3 types of pricing tailored to fit your unique needs.

1. Essentials
• For automating up to 3 processes
• From €2,067/month
Plan includes:
✓ Forms
✓ Workflow
✓ Document generation
✓ Mobile app
✓ SharePoint integration
✓ Onboarding services
✓ Adoption services
• Available add-ons:
✓ FlowForma Copilot
✓ FlowForma Insights

2. Professional
• For automating up to 30 processes
• From €2,900/month
Plan includes:
✓ Forms
✓ Workflow
✓ Document generation
✓ External users
✓ Mobile app
✓ Governance
✓ Advanced integrations
✓ Onboarding services
✓ Adoption services
• Available add-ons:
✓ FlowForma Copilot
✓ FlowForma Insights

3. Enterprise
• For large enterprises who require widespread automation
• Custom Pricing
Plan includes:
✓ Forms
✓ Workflow
✓ External users
✓ Document generation
✓ FlowForma Insights
✓ Mobile app
✓ Enterprise governance
✓ Advanced integrations
✓ Onboarding services
✓ Adoption services
• Available add-ons:
✓ FlowForma Copilot
Free Trial Yes 
Free Version No 

Pricing Details

$18 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FlowForma

Founded

2012

Country

Ireland

Website

www.flowforma.com

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications No 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

Low-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development Yes 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing Yes 
Deployment Management Yes 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management Yes 
Performance Monitoring Yes 
Requirements Management Yes 
Templates Yes 
Visual Modeling Yes 
Web / Mobile App Development Yes 
Workflow Management Yes 

Workflow Management

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

Product Features

Business Process Management

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

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management Yes 
Templates No 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management Yes 
Templates No 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

Workflow Management

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

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