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Document analysis
AI reads Excel, Word and PDF documents, extracts the data you need automatically and writes it into your systems.
AI Operations for Modern Teams
Flow AI automates reports, documents, accounting and customer communication. Track every process in one place and give your team its time back.
Supported formats and systems
PDFWordExcelScansTelegram1CAmoCRMGoogle Sheets
Cut the manual work
Flow AI reads your documents, posts the numbers and keeps every record in sync, so your team spends the day on real work instead of data entry.
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Smart processes
Manage reports, accounting and customer communication in one smart flow — with fewer errors.
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Forecasting
Predict sales, costs and performance and make the right decisions with confidence.
Smarter business tools
Make work easier with intelligent automation, real-time insights and tools built for faster results.
Smart document analysis
AI-powered smart document analysis
AI automatically analyzes every document, report and spreadsheet and instantly extracts the key data.
| Field | Extracted value | Confidence | Source |
|---|---|---|---|
| Vendor | Northwind Trading LLC | 99% | Page 1, header |
| Invoice no. | INV-2024-0471 | 99% | Page 1, top right |
| Amount due | $18,450.00 | 98% | Page 1, total row |
| Due date | March 31, 2024 | 97% | Page 1, terms |
| GL account | 6200 · Software | 94% | Matched by rule |
Vendor99%
Northwind Trading LLC
Page 1, header
Invoice no.99%
INV-2024-0471
Page 1, top right
Amount due98%
$18,450.00
Page 1, total row
Due date97%
March 31, 2024
Page 1, terms
GL account94%
6200 · Software
Matched by rule
Document analysis
Reads what a person would miss
Totals, due dates, tax IDs and line items are pulled from any layout and checked against your ledger.
Reconciliation
Catches mismatches automatically
Invoices are matched to purchase orders and flagged when an amount or vendor does not line up.
Reporting
Closes the month without the spreadsheet work
Extracted data flows straight into your reports, so the period close takes hours instead of days.
Where documents actually land
Every incoming file is read, classified and filed against the right record in your system.
Supported files
PDF, Word, Excel, scans and photos
Destination
Your ledger, CRM or shared drive
Recent documents
- Northwind_Invoice_Mar.pdfMatched to PO-2291 · posted to ledger
- Lease_Agreement_2024.pdfRenewal date extracted · reminder set
- Payroll_Feb.xlsxTax lines verified · no mismatches
- Vendor_Statement.pdfBalance differs by $42 · flagged
- Client_Order_A102.pdfLine items imported · order created
Every process, made smart
Track reports, documents and communication in one system and take action.
CRM integration
New contacts and orders are written to your CRM the moment a document arrives.
Smart pipeline
Visualize and manage every task in a smart, adaptive way.
Team insights
Gain a clear view of your team's performance and results.
Opportunity alerts
AI monitors your process 24/7 and sends smart alerts on what matters.
See where the money goes
Every invoice, payment and due date is tracked, so you always know what is outstanding and what needs attention.
Get 14 Days Free TrialGoal tracking
Track KPIs easily
Achievement insights
Revenue goals
Progress insights
Explore Flow AI features
From intelligent analysis to automated reports and communication, every tool is built to help you achieve more.
What teams run on Flow AI
“Month-end used to take four days of copying numbers between systems. Now the invoices are read and posted automatically, and we close in under a day.”
Malika RahimovaFinance Lead, Northwind Trading“We stopped losing contracts in email. Every signed document is filed against the right client record the moment it arrives.”
Tomas OrtegaHead of Operations, Meridian Logistics“The mismatch checks caught three duplicate supplier payments in the first month. That alone paid for the year.”
Works with your tools
Flow AI connects to the systems you already run, from your ledger and CRM to shared drives and messaging apps.
Transparent pricing
Choose the perfect plan tailored to your team's growth.
Starter
Perfect for small teams getting started with AI.
$24/mo/user
billed monthly
Get 14 Days Free TrialIncludes:
- Smart document analysis
- Standard support
- Email tracking
- Up to 3 team members
- Basic process management
MOST POPULAR
Professional
Advanced tools built for teams ready to scale revenue faster.
$59/mo/user
billed monthly
Get 14 Days Free TrialIncludes:
- Everything in Starter
- AI forecasting
- Opportunity alerts
- CRM integrations
- Unlimited dashboards
Enterprise
Full power and flexibility for large teams.
$99/mo/user
billed monthly
Get 14 Days Free TrialIncludes:
- Everything in Professional
- Custom AI automations
- Dedicated account manager
- Custom integrations
- Unlimited team members
Frequently asked questions
Quick answers to common questions, all in one place.
Flow AI automates reports, documents, accounting and customer communication. The AI reads and understands every process and does the work.
No. The Flow AI team handles implementation — you just tell us how your business works.
Yes. Data is stored encrypted and connects only to your systems. An on-premise option is available.
Excel, Word, 1C, AmoCRM, Bitrix24, Google Sheets, Telegram, Gmail and more. REST API and webhooks too.
Try Flow AI Free
Start with one workflow and see the hours it saves before you roll it out across the team.
Supported formats and systemsMade in Tashkent
Flow AILive
Northwind_Invoice.pdfPosted to ledger
Lease_Agreement.pdfIn review
Payroll_Feb.xlsxReconciled
214 documents this monthwith no manual entry