FlowForma
FlowForma is a Dublin-based AI-native no-code process automation platform built natively inside Microsoft 365, serving 300,000+ users across compliance-heavy industries via process-based annual subscriptions.
- Company typePrivate
- Founded2012
- HeadquartersDublin, Ireland
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What FlowForma does
FlowForma is an AI-powered no-code process automation platform built natively inside Microsoft 365, headquartered in Dublin, Ireland and founded in 2012. The platform enables business users to design, automate, and govern workflows within their existing SharePoint, Teams, and Outlook environments, with all data remaining within the customer's own Microsoft 365 tenant. It combines form automation, workflow routing, document generation, and analytics into a single unified offering positioned as a replacement for disconnected legacy systems such as Microsoft InfoPath, Nintex, and SharePoint 2013 Workflows. FlowForma serves over 300,000 users across global enterprises in compliance-heavy industries including insurance, healthcare, construction, education, financial services, and manufacturing.
The product portfolio centers on the FlowForma Process Automation Platform, augmented by an AI Suite comprising Copilot (workflow generation from text, images, or voice prompts), AI Agents (document extraction and validation), AI Assistants (in-context guidance), Ambient Discovery (meeting-driven process capture), and AI Summarization. In November 2025, the company launched FlowAssure, an AI-powered vendor risk management sub-product that uses explainable agents to assess vendor evidence against frameworks such as ISO 27001 and SOC 2. The architecture is tenant-isolated, inheriting SharePoint permissions and Microsoft's security framework, with ISO 27001 certification and Microsoft AI Cloud Partner recognition. The platform also offers vertical-specific solutions for insurance claims management, commercial insurance renewals, and legacy migration tooling.
FlowForma operates a subscription revenue model with process-based pricing that scales with workflow deployment volume rather than user count. All contracts are structured as 12-month annual agreements, with a 7-day free trial and customer referral program (offering $500 gift cards) supporting a blended enterprise field sales and product-led growth motion. The company maintains offices in Dublin (headquarters), London (EMEA), and Boonton, New Jersey (North America). Total disclosed funding is approximately €4.1 million since founding, with the most recent round of €4 million raised in June 2022 for US market expansion. Named enterprise customers include Aon, Grant Thornton, AMETEK, Trinity College Dublin, multiple NHS trusts, Downer, Morley College London, Abingdon & Witney College, PJ Hegarty & Sons, and Coinford.
FlowForma firmographics
Firmographics- Name
- FlowForma
- Legal name
- FlowForma Ltd.
- Website
- https://flowforma.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- FlowForma is a Dublin-based AI-native no-code process automation platform built natively inside Microsoft 365, serving 300,000+ users across compliance-heavy industries via process-based annual subscriptions.
- Ownership category
- akta.pro rank
FlowForma industry classification
Industry- Product category
- Business Process Automation Software
- NAICS
- Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- Workflow Automation & No-Code Collaboration (BPAMAMAK)
- akta.pro secondary industries
- Workflow Automation for IT & Ops (Runbooks, Job Scheduling) (HDAEAHAH), Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)
Keywords
Where FlowForma is headquartered
LocationHeadquarters
- HQ city
- Dublin
- HQ country
- Ireland
- HQ region
- Europe
Offices3 records
Markets served
FlowForma business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription - Process-Based Pricing: FlowForma uses a clear, process-based pricing model where costs are based on the number of workflows an organization runs, not per user. As more teams adopt the platform or external stakeholders participate in processes, costs remain predictable and unchanged. All plans are based on a 12-month contract billed annually, providing a predictable cost structure as organizations scale automation efforts.
- Free Trial / Self-Serve Onboarding: 7-day free trial available for prospective customers to evaluate the platform independently. Complements the enterprise sales motion by enabling bottom-up adoption and product-led growth.
- Referral Incentive Program: Existing paying customers can refer peers at other companies; FlowForma rewards successful referrals with a $500 gift card or charitable donation. Supports customer acquisition within and across enterprise accounts.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Process-based pricing aligned to number of workflows, not per user |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels10 records
FlowForma product offering
Product offeringCore offering
FlowForma is an AI-powered no-code process automation platform built natively inside Microsoft 365, running within the customer's own SharePoint tenant. It enables business teams to design, automate, and govern workflows through smart digital forms, drag-and-drop workflow builders, automated document generation, and real-time analytics. The platform's AI Suite (Copilot, AI Agents, AI Assistants, Ambient Discovery, AI Summarization) allows users to build processes from natural language descriptions, extract and validate data from documents, and surface automation opportunities.
Product overview
FlowForma is a unified AI-native no-code process automation platform built natively for Microsoft 365. The core offering—the FlowForma Process Automation Platform—provides all-in-one capabilities including Form Automation, Workflow Automation, Document Generation, and Insights/Analytics, all governed by built-in Compliance and Governance modules. The platform is differentiated by its AI Suite (AI Copilot, AI Agents, AI Assistants, Ambient Discovery, AI Summarization) and specialized vertical solutions like FlowAssure (AI-powered vendor risk management) and insurance-specific workflows for claims management and commercial insurance renewals. The product portfolio also includes migration tools for replacing legacy systems (InfoPath, Nintex) and a mobile app for field-based process execution. The platform integrates natively with Microsoft SharePoint, Teams, and Outlook, with data remaining in the customer's own tenant for enterprise security.
Differentiator
Problem solved
Functional benefit
Brands
- FlowAssure: AI-powered vendor oversight solution that automates risk assessments, report evaluations, and decision-making processes to help organizations improve efficiency, accuracy, and compliance in vendor management. The system reportedly reduces manual effort by up to 90%.
Products and services
- FlowForma Process Automation Platform AI-powered no-code process automation platform built natively inside Microsoft 365, designed for enterprise organizations to design, automate, and govern workflows through forms, document generation, and analytics within a single unified platform.
- FlowAssure AI-powered vendor oversight and risk management solution that deploys explainable AI agents to read vendor evidence, assess risk against frameworks like ISO 27001 and SOC 2, and route findings through collaborative workflows. Reduces vendor risk reviews from days to minutes.
- Claims Management Workflow Solution Insurance-specific workflow solution for automating approval-heavy claims processes with AI assistance. Includes FNOL capture, multi-level approvals, fraud reviews, reserve checks, escalations, and end-to-end audit trails within Microsoft 365.
- Commercial Insurance Renewal Process Automation Insurance-specific workflow automation for commercial insurance renewal processes, enabling document collection, policy review, risk reassessment, compliance checks, and approval routing with AI Copilot assistance.
Quantifiable outcome
- Over 300,000 users globally across enterprise organizations
- +8 more outcomes
Companies that use FlowForma
Customer profileNamed customers12 records
Segments8 records
Ideal customer profiles2 records
FlowForma technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability10 records
Feature12 records
FlowForma partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and supporting.
- MicrosoftcoreFlowForma is built natively inside Microsoft 365, running entirely within the customer's own SharePoint tenant. Deep integration with SharePoint, Teams, and Outlook enables workflows to surface in tools users already work in. FlowForma holds Microsoft AI Cloud Partner status. The platform is also integrated with Microsoft Power Automate and Azure SQL, extending its reach within the Microsoft ecosystem.
- SharePointcoreFlowForma runs as a SharePoint-native application inside the customer's own Microsoft 365 tenant. Forms, workflows, and data remain in SharePoint and inherit existing SharePoint permissions, with data never leaving the tenant.
- Microsoft TeamscoreFlowForma integrates natively with Microsoft Teams, enabling workflow tasks, approvals, and notifications to surface directly within Teams channels and chat for seamless user adoption.
- Microsoft OutlookcoreFlowForma workflows integrate with Microsoft Outlook for approval notifications, task assignments, and email-based workflow triggers, ensuring users receive timely updates within their existing email environment.
- Microsoft Azure (Azure SQL)coreFlowForma integrates with Azure SQL as part of its data connectivity capabilities, enabling customers to connect workflows to Azure-hosted databases and enterprise data sources.
- Power AutomatesupportingFlowForma is positioned as complementary to and competitive with Microsoft Power Automate, offering deeper no-code workflow capabilities within the Microsoft ecosystem with stronger governance and compliance features for enterprise customers.
- NHS (National Health Service)coreFlowForma is an approved vendor on the NHS's shared-tenancy N365 platform, enabling NHS trusts to procure FlowForma through the NHS procurement framework. Multiple NHS trusts (including Blackpool Teaching Hospitals) have deployed FlowForma for workflow automation, making the NHS a key reference customer and strategic partner in the healthcare vertical.
- G2supportingG2 is the leading business software review platform where FlowForma actively promotes its customer reviews and ratings. G2 recognition (30 badges in Spring 2026, High Performer status, Best ROI badges) serves as a key social proof and marketing asset for FlowForma's demand generation and credibility.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
FlowForma competitors and assessment
Company assessmentDirect peers
- Kissflow: Kissflow is a no-code process and workflow automation platform targeting mid-market and enterprise customers with similar use cases (approvals, onboarding, vendor management). Closely comparable in product philosophy and buyer type.
- Nintex: Nintex is a direct competitor in no-code workflow and process automation, with deep Microsoft 365/SharePoint heritage and the strongest overlap with FlowForma's InfoPath/Nintex-replacement positioning. Both target the same enterprise BPM buyer with similar drag-and-drop and governance capabilities.
- Bizagi: Bizagi offers a digital process automation and low-code BPM suite competing for the same enterprise process automation budgets as FlowForma, particularly in regulated industries like insurance and financial services.
- ProcessMaker: ProcessMaker is a low-code BPM and workflow automation platform serving enterprise and government customers with similar no-code process design and approvals capabilities, overlapping with FlowForma's insurance and compliance use cases.
- K2 Software (SourceCode Technology): K2 is a long-standing BPM/workflow platform with deep Microsoft 365 and SharePoint integration, targeting enterprise process automation with low-code tools. Highly comparable to FlowForma in platform, buyer, and go-to-market motion.
Broad incumbents
- Appian: Appian is a public, larger-scale low-code process automation and BPM platform with a broader product portfolio (case management, RPA, data fabric). It overlaps with FlowForma at the high end of regulated-industry process automation but serves a wider enterprise footprint.
- ServiceNow: ServiceNow's App Engine and workflow capabilities compete for enterprise process automation budgets, particularly in IT service management, HR, and compliance-heavy workflows — the same buyer personas FlowForma targets within Microsoft 365.
- Microsoft Power Automate: Microsoft's native workflow automation platform bundled into Microsoft 365. Power Automate is FlowForma's most direct ecosystem competitor because it ships inside the same SharePoint/Teams environment where FlowForma operates, often competing on price (bundled vs. separate purchase).
Emerging players
- Zapier: Zapier is a broad automation platform connecting 6,000+ apps for workflow automation, increasingly competing with BPM vendors on simple business process automation. Less governance/compliance depth than FlowForma but overlaps on workflow building and SMB/mid-market adoption paths.
- Pipefy: Pipefy is a no-code workflow automation platform with strong traction in HR, finance, and operations — overlapping with several of FlowForma's core use cases (HR onboarding, approvals, compliance). Comparable in no-code approach and target buyers, though typically positioned for mid-market.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
FlowForma social profiles
Digital presenceFlowForma compliance and trust
Trust signalCompliance3 records
FlowForma financial estimates
Financial estimateRevenue estimate
Valuation estimate
FlowForma leadership team
Management profileNumber of profiles
Profiles8 records
FlowForma funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FlowForma M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FlowForma
What does FlowForma do?
FlowForma is an AI-powered no-code process automation platform built natively inside Microsoft 365, running within the customer's own SharePoint tenant. It enables business teams to design, automate, and govern workflows through smart digital forms, drag-and-drop workflow builders, automated document generation, and real-time analytics. The platform's AI Suite (Copilot, AI Agents, AI Assistants, Ambient Discovery, AI Summarization) allows users to build processes from natural language descriptions, extract and validate data from documents, and surface automation opportunities.
Is FlowForma a public or private company?
FlowForma is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was FlowForma founded?
FlowForma was founded in 2012. It employs 11 to 50 people.
Where is FlowForma based?
FlowForma is headquartered in Dublin, Ireland, in the Europe region.
How does FlowForma make money?
Three revenue lines are on record. Subscription - Process-Based Pricing is the primary driver. The others are free Trial / Self-Serve Onboarding and referral Incentive Program.
Who are FlowForma's main competitors?
Direct peers on record are Kissflow, Nintex, Bizagi, ProcessMaker and K2 Software (SourceCode Technology). Broad incumbents are Appian, ServiceNow and Microsoft Power Automate. Emerging players are Zapier and Pipefy.
Does FlowForma have an API?
Yes. FlowForma provides a REST API that enables connections to thousands of third-party systems. The platform connects via REST APIs and custom connectors, allowing organizations to integrate with their existing tools and data sources.
What industry is FlowForma in?
FlowForma's product category is Business Process Automation Software. Its primary akta.pro industry code is BPAMAMAK, Workflow Automation & No-Code Collaboration, with a secondary code of HDAEAHAH, Workflow Automation for IT & Ops (Runbooks, Job Scheduling). Its NAICS code is 54151 and its SIC code is 7372.