What Frevvo does

Frevvo is a cloud-based workflow automation and online forms platform originally founded in 2007 as an independent company and acquired by onPhase in March 2022. Following the acquisition, all Frevvo functionality was integrated into onPhase's end-to-end business automation platform, which now serves as the umbrella for Forms & Workflow (formerly Frevvo), AP Automation, Payments, Smart Capture, and Document Management modules. The company operates from Clearwater, Florida (onPhase headquarters) with 11-50 employees and a small disclosed funding history limited to a single 2008 seed round of $500,000 from Connecticut Innovations.

The core technology is a no-code, drag-and-drop form builder paired with a visual workflow designer that enables multi-step approvals, conditional routing, and automatic escalation without IT involvement. Built-in connectors integrate with Microsoft SharePoint, Google Drive, and SQL databases, and the platform maintains SOC 1, SOC 2 Type 1, SOC 2 Type 2, and HIPAA compliance. Primary users are enterprise Finance and HR teams handling employee forms, approval workflows, onboarding documents, expense/travel approvals, and accounts payable processing, with named customer logos including JetBlue, Delta, DoorDash, FedEx, Lockheed Martin, Kroger, Yum Brands, Cracker Barrel, Harvard, and Xerox across industries such as retail, trucking, airlines, restaurants, defense, healthcare, education, and nonprofits.

Revenue is generated through SaaS subscriptions distributed via an enterprise field sales motion featuring "Request a Demo" CTAs and a self-serve customer login portal for existing users. No pricing tiers, revenue figures, ARR, or customer count metrics are publicly disclosed. Vertical specialization is heaviest in multi-rooftop Dealerships with DMS integration, alongside Healthcare, Manufacturing, Retail, and Financial Services.

Name

Frevvo

Legal name

onPhase LLC

Website

https://frevvo.com

Company type

Private

Founded year

2007

Operating status

Acquired

Headcount range

11–50 employees

Short description

Frevvo (now part of onPhase) provides a no-code cloud-based workflow automation and online forms platform serving enterprise Finance and HR teams with drag-and-drop form building, multi-step approvals, and accounts payable automation.

Ownership category

akta.pro rank

Product category

Workflow Automation Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)

Keywords

• Workflow automation software
• Online forms builder
• Approval workflow tools
• AP automation platform
• Document management solutions

Headquarters

HQ city

Branford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations

Revenue model

1. SaaS Subscription: Workflow automation and forms software delivered as a cloud-based subscription service.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Frevvo (now operating as onPhase Forms & Workflow following the March 2022 acquisition) provides a cloud-based, no-code forms and workflow automation platform. The platform enables users to create web forms via drag-and-drop builder, design multi-step approval workflows with conditional routing, and collect electronic signatures without IT involvement. The platform integrates with Microsoft SharePoint, Google Drive, and SQL databases, and is sold alongside complementary modules including AP Automation, Payments, Smart Capture, and Document Management.

Product overview

onPhase is a unified end-to-end business automation platform that consolidated Frevvo's forms and workflow capabilities in March 2022. The platform operates as a platform-plus-modules architecture centered on the core Forms & Workflow engine (formerly Frevvo), complemented by AP Automation, Payments, Smart Capture, and Document Management modules. The platform serves multiple industries including Dealerships, Healthcare, Manufacturing, Retail, and Financial Services, offering drag-and-drop form building, visual workflow design, conditional routing rules, real-time dashboards, and built-in audit trails. Data integration is enabled through built-in connectors for Microsoft SharePoint, Google Drive, and SQL databases.

Differentiator

Problem solved

Functional benefit

Products and services

• onPhase Forms & Workflow (formerly Frevvo) Cloud-based no-code forms and workflow automation platform enabling users to create drag-and-drop web forms, design multi-step approval workflows with conditional routing, and collect electronic signatures without IT involvement.
• AP Automation End-to-end accounts payable automation solution with rules-based routing, email approvals, and automatic 3-way matching, delivering up to 99.9% accuracy with secure transactions and audit-ready reporting.
• Payments Consumer and supplier payment automation platform enabling organizations to automate supplier payments and ensure smoother collections through a secure platform built for control, visibility, and savings.
• Smart Capture Intelligent document data extraction solution that automatically captures complete, accurate invoice data and delivers it straight into the workflow, eliminating errors and manual data entry.
• Document Management Document scanning, storage, and retrieval solution that streamlines document handling and completes the purchase-to-pay (P2P) lifecycle while improving vendor relationships.

Quantifiable outcome

• Up to 99.9% accuracy in invoice processing and secure transactions

Named customers21 records

Segments8 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability5 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• Microsoft SharePointcoreTechnology or IntegrationBuilt-in connector allowing secure integration of web forms with Microsoft SharePoint for document storage and management.
• Google DrivecoreTechnology or IntegrationBuilt-in connector allowing secure integration of web forms with Google Drive for document storage and management.
• SQL DatabasecoreTechnology or IntegrationBuilt-in connector allowing secure integration with any SQL database for data storage and retrieval.

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Adobe (Acrobat Sign and Document Services): Adobe Acrobat Sign and Adobe Document Services provide eSignature, PDF, and document workflow capabilities that overlap with Frevvo's forms, eSignature, and document management positioning, especially inside enterprises standardized on Adobe.
• Microsoft Power Automate: Microsoft Power Automate is a broad enterprise automation platform tightly integrated with Microsoft 365, SharePoint, and Dynamics. It competes with Frevvo's SharePoint/SQL integrations and bundles workflow into the Microsoft enterprise stack many Frevvo customers already own.
• ServiceNow: ServiceNow's App Engine and workflow capabilities address enterprise process automation across IT, HR, and finance. It is a broad incumbent whose deeper customization and enterprise footprint compete with Frevvo for large-deal workflow business.
• DocuSign: DocuSign's Intelligent Agreement Management platform extends beyond eSignature into agreement workflow, forms, and CLM. It competes with Frevvo for the same approval and document workflow budgets in mid-market and enterprise.

Direct peers

• Nintex: Nintex is a leading no-code workflow automation and eSignature platform targeting enterprise process automation. It directly overlaps with Frevvo's forms, approval workflows, and document routing capabilities and serves similar finance/HR/operations use cases.
• ProcessMaker: ProcessMaker provides low-code business process management and workflow automation, including forms, approvals, and integrations. It is a close functional peer to Frevvo's drag-and-drop builder and conditional routing engine.
• Kissflow: Kissflow offers a no-code workflow and process automation platform for business users, spanning forms, approvals, and case management. It competes head-on with Frevvo in the no-code BPM category for mid-market and enterprise.
• Formstack: Formstack delivers online forms, document generation, eSignature, and workflow automation, including a workflow/approvals product. It directly mirrors Frevvo's core forms-plus-workflow proposition for SMB and enterprise.
• airSlate: airSlate (including pdfFiller, signNow, and USLegal) combines forms, workflow, document automation, and eSignature in a unified platform. It is a direct competitor in forms-to-workflow automation with broader document capabilities.

Emerging players

• Zapier: Zapier enables no-code workflow automation and integration across thousands of SaaS apps. While more horizontal and consumer/SMB oriented, it overlaps with Frevvo's no-code form-to-system automation use cases for smaller customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/frevvo
• Facebookfacebook.com/182124791821743
• LinkedInlinkedin.com/company/frevvo-inc.

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Frevvo