Flowsecure

Flowsecure is an AI-powered data collection platform that automates secure client surveys, KYC, onboarding, and content gathering for businesses.

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Key Features

  • AI Form Builder

    Create customizable AI-powered forms for efficient data collection.

  • Automatic Data Requests

    Set up automated requests to gather client information seamlessly.

  • KYC & Onboarding

    Automate client verification and onboarding processes with AI.

  • Secure File Sharing

    Share sensitive documents securely with password protection.

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Why Choose Flowsecure

  • AI Automation:

    Automates data collection and onboarding with AI-driven forms and workflows.
  • Secure Sharing:

    Protects sensitive files with password protection and secure transfer.
  • Compliance Integration:

    Integrates AML and KYC automation via Pliance.io for regulatory adherence.

Pricing

Flowsecure offers a Free plan with up to 5 active forms monthly. The Business plan costs $25/month per user, allowing team member additions. Business+ is $45/month per user, adding KYC and compliance searches.

About Flowsecure

Flowsecure is an AI-powered data collection platform that automates secure client surveys, KYC, onboarding, and content gathering for businesses.

What Flowsecure Does

Flowsecure automates the collection of client data and content through AI-powered forms and secure file sharing. It streamlines onboarding, KYC, and compliance workflows to reduce manual effort and enhance data security.

The platform features an AI form builder, automatic data requests, and checklist creation for internal process control. Integration with Pliance.io enables AML automation, while password-protected file sharing safeguards sensitive information.

Typical users include accountants, auditors, HR professionals, recruiters, law firms, and digital agencies managing client data, onboarding, and compliance documentation.

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Pros & Cons

  • Automation

    Reduces manual data collection and onboarding tasks with AI.

  • Security

    Ensures secure handling and sharing of sensitive client information.

  • Limited Free Plan

    Free plan restricts users to 5 active forms per month.

  • Niche Integration

    AML automation is limited to integration with Pliance.io only.

Frequently Asked Questions

Do I need to enter a credit card to test the free plan?

No credit card is required to test the free plan; payment details are needed only when upgrading.

Which payment options are available?

Payments can be made via credit card or PayPal for Personal and Business plans.

How do I add members to my organization?

Register an admin user with the Business plan, then team members register themselves and can be added to workspaces.

What happens when I change plans?

Upgrades take effect immediately; downgrades require cancelling the current plan before the next billing cycle.

Can I change my payment method?

Yes, you can change payment methods by contacting Flowsecure support at [email protected].

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