Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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
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
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
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