wizflow

Financial Services Workflow Automationwizflow.io

Wizflow is an AI-powered no-code platform from Copenhagen-based Dreamplan.io ApS that enables financial services teams to build, deploy, and optimize compliant digital customer journeys without IT development.

Company typePrivate
Founded-
HeadquartersCopenhagen, Denmark
Headcount—
GTM typeB2B
OfferingSoftware

What wizflow does

Wizflow is an AI-powered no-code platform that enables financial services teams to design, deploy, and continuously optimize secure, compliant digital customer journeys without IT development involvement. Operated by the Danish entity Dreamplan.io ApS (CVR 40965874) and headquartered at Amaliegade 45 in Copenhagen, the company serves banks, insurers, fintechs, and the compliance and operations functions within those organizations. The platform combines a visual Flow Builder with embedded AI assistants (Build my Flow, Build my Front-end, Check my Data) and a Compliance Assistant/Entity Creator targeting AML, KYC, claims processing, and onboarding workflows. Wizflow integrates with Danish national infrastructure (CVR, e-tax, MitID, RKI, Pensionsinfo) plus CRMs and legacy systems via OpenAPI 3.1.0 connectors, and supports Azure, AWS, GCP, and Docker-based on-premises deployment under GDPR and ISO 27001 compliance.

The business model blends a tiered SaaS subscription (Free Starter with 1,000 credits and up to 3 flows; Professional at €79/month or €790/year; custom Enterprise) with usage-based credit consumption, fixed enterprise onboarding fees, optional value-based revenue share tied to outcomes such as new AUM onboarded or claims processing cost reduction, and embedded consulting across all plans. Go-to-market is hybrid: a product-led growth motion via no-credit-card self-serve signup, enterprise field sales triggered by 'Request a demo' CTAs, and event-driven demand generation including keynote presence and panels at Nordic Fintech Week 2025. The company discloses 1 million+ social security numbers processed through its platform and customer outcomes including 60% faster client onboarding, 19% reduction in customer service costs, 17% reduction in time spent per customer session, and a 4-week delivery sprint from idea to deployable compliant solution.

Wizflow is founder-led with three identified leaders: Stine Kalmer Jørgensen (Founder, Product Strategist & Operational Architect), Simon Bentholm (Co-founder and co-founder of Dreamplan.io), and Lars Buur (CTO & Scalable Systems Architect). No external institutional funding, no disclosed M&A, and no disclosed leadership changes appear in the source data; ownership sits within Dreamplan.io ApS. Certifications include GDPR and ISO 27001 across all plans.

wizflow firmographics

Firmographics

Name: wizflow
Legal name: Dreamplan.io ApS
Website: https://wizflow.io
Company type: Private
Operating status: Operating
Short description: Wizflow is an AI-powered no-code platform from Copenhagen-based Dreamplan.io ApS that enables financial services teams to build, deploy, and optimize compliant digital customer journeys without IT development.
Ownership category
akta.pro rank

wizflow industry classification

Industry

Product category: Financial Services Workflow Automation
NAICS: Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
SIC: Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
akta.pro primary industry: Workflow Automation & No-Code Collaboration (BPAMAMAK)
akta.pro secondary industries: Document, Workflow & Policy Servicing Automation (RPA/No-Code) (FSAGAGAK), eSignature, Forms & Digital Workflow Platforms (HDAEAHAJ)

Keywords

Workflow automation software
No-code platform
Financial services compliance
Regtech automation
AI workflow builder

Where wizflow is headquartered

Location

Headquarters

HQ city: Copenhagen
HQ country: Denmark
HQ region: Europe

Offices1 record

Markets served

wizflow business model

Business model

GTM type: B2B
Offering type: Software
Cost components: Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

SaaS Subscription (Starter, Professional, Enterprise): Three-tier subscription model: Free Starter (1,000 credits/month), Professional at €79/month (3,500 credits, up to 5 published flows), Enterprise with custom credits and all features. Annual billing available with 17% discount on Professional tier.
Usage-Based Credits: Credit-based system where usage (flows, AI assistant calls, integrations) is measured against monthly credit allocations. Enterprise plans offer custom/unlimited credits.
SaaS Onboarding Package: Fixed onboarding fee scoped to self-service journey complexity and system integration requirements, plus monthly per-seat or per-flow subscription. Volume discounts available for large enterprises.
Value-Based Revenue Share: Performance-based pricing aligned to business outcomes: low/no upfront costs during pilot, then fees based on measurable outcomes such as percentage of new AUM onboarded, reduction in claims processing costs, or savings on manual processes. Shared KPIs with full tracking transparency.
Professional Services / Consulting: Embedded consulting from onboarding to optimisation included in all plans. Expert consultancy combined with automation platform for delivery of compliant solutions.

Pricing tiers

Model	Billing	Price
Freemium	Monthly	Free tier for exploring Wizflow with up to 3 flows
Subscription	Annual	For individuals and small teams creating complex flows
Subscription	Monthly	Custom enterprise plan with private data and unlimited integrations

Go-to-market motion3 records

Distribution channels2 records

Marketing channels5 records

wizflow product offering

Product offering

Core offering

Wizflow (operated by Dreamplan.io ApS) is an AI-powered no-code workflow automation platform purpose-built for financial services. It enables compliance, risk, and operations teams in banks, insurers, and fintechs to design, deploy, and monitor automated workflows that integrate with legacy core banking and insurance systems—without writing code. The offering combines a visual Flow Builder, AI Assistants, a Compliance Assistant, an Entity Creator, and Flow Analytics within a single platform.

Product overview

Wizflow is a unified AI-powered no-code platform for financial services, consisting of the core Wizflow platform with its visual Flow Builder, complemented by embedded AI assistants (Build my Flow, Build my Front-end, Check my Data), Compliance Assistant, and Entity Creator modules. The platform integrates OpenAPI 3.1.0 connectors for external system connectivity and includes Flow Analytics for real-time monitoring. All components work together to enable non-technical teams to build, deploy, and optimize secure, compliant customer journeys from first click to digital signature without IT involvement.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

17% reduction in time spent per customer session with a single, self-service journey
+5 more outcomes

Companies that use wizflow

Customer profile

Named customers2 records

Segments5 records

Ideal customer profiles3 records

wizflow technology and API

Technology

Technology focussed Yes

API detail

Has API: Yes
API docs
API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature6 records

wizflow partnerships and signals

Strategic signal

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

wizflow competitors and assessment

Company assessment

Market position

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

wizflow compliance and trust

Trust signal

Compliance2 records

wizflow financial estimates

Financial estimate

Revenue estimate

Valuation estimate

wizflow leadership team

Management profile

Number of profiles

Profiles3 records

wizflow funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

wizflow M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about wizflow

What does wizflow do?

Is wizflow a public or private company?

wizflow is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was wizflow founded?

wizflow was founded in -1.

Where is wizflow based?

wizflow is headquartered in Copenhagen, Denmark, in the Europe region.

How does wizflow make money?

Five revenue lines are on record. SaaS Subscription (Starter, Professional, Enterprise) is the primary driver. The others are usage-Based Credits, saaS Onboarding Package, value-Based Revenue Share and professional Services / Consulting.

Does wizflow have an API?

Yes. Wizflow provides OpenAPI 3.1.0 connectors and secure webhooks for integrating with internal and external systems. Supports connection to CRMs, advisory platforms, support systems, and external services including CVR (Central Business Register), e-tax, MitID, RKI, and Pensionsinfo. Native integration support available for cloud, on-premise, and legacy systems. Developer documentation is at docs.wizflow.io.

What industry is wizflow in?

wizflow's product category is Financial Services Workflow Automation. Its primary akta.pro industry code is BPAMAMAK, Workflow Automation & No-Code Collaboration, with a secondary code of FSAGAGAK, Document, Workflow & Policy Servicing Automation (RPA/No-Code). Its NAICS code is 54151 and its SIC code is 7370.