From documents to decisions — in one governed workflow
FlowSync automates extraction, classification, summarisation, recommendations, routing, drafting, and risk flags-while your team reviews and approves each stage output.
FlowSync automates analyst-heavy, document-driven workflows with humans approving every stage-so your team can evaluate where repeatable work can be improved.
Human-in-the-loop by design
Every stage output is reviewed and approved by assigned reviewers within a business-optimised workflow.
Integrates with your system of record
Out-of-the-box connectors for CRM/ERP and SharePoint/Drive, plus RBAC and optional Microsoft AD SSO.
Fast ROI via a 2-4 week pilot
Start with one process; scope to stage mapping to integrations to UAT readiness in weeks.
Input
Claims, applications, statements, and supporting docs.
Stage outputs
Extraction, triage, drafts, and risk flags with reviewer gates.
Final report
Audit-ready case report and system updates.
Step 1
Capture and validate submissions automatically.
Step 2
Stage outputs are approved or overridden by humans.
Step 3
Audit-ready report and system updates in one view.
Ingest
PDFs, Word docs, scans, and portal uploads.
AI work
Extraction, classification, summaries, drafts, and risk flags.
Reviewer gates
Humans approve or override outputs at each stage.
Outputs
Structured report + audit trail + updates pushed to systems of record.
Reviewer workspace
- Stage output summary and extracted fields
- Risk flags with evidence links
- Approve, override, or request changes per stage
- Decision notes captured in the audit trail
We show the reviewer workspace using your real stages and documents during the demo.
Claims operations
"Standardise evidence intake and see every escalation in one queue."
SME credit intake
"Automate pack QA and route high-risk applications instantly."
Legal intake
"Keep matter intake consistent and track approvals across teams."
Measure analyst processing time
Track returned applications
Compare conversion rates
Track completed cases per month
Agree pilot scope and delivery timing
Systems of Record
CRM/ERP connectors to push and pull updates.
Document Stores
SharePoint, Drive, or S3 as the source of truth.
Identity
RBAC + fine-grained permissions; optional Microsoft AD SSO.
APIs
Webhooks/REST for custom integration points.
Security, privacy, governance
Built to answer procurement and risk questions fast.
Deployment scope
Confirm hosting, tenancy and data location for the proposed deployment.
Data protection
Request deployment-specific encryption and key-management details.
Audit trails
Agree the events, evidence and retention needed for your process.
Model governance
Confirm model providers, data access and retention before implementation.
Hallucination controls
Tuned prompts, evaluation framework, and inspection-ready prompts.
Book a guided demo walkthrough
- Book a guided demo walkthrough
- Optional: request a sandbox walkthrough
Book a fit check
- 20-min discovery + light demo (fit check)
- You leave with: implementation estimate + potential savings range
What does FlowSync automate?
Extraction, classification, summarisation, recommendations, routing, drafting, risk flags, and more-across each stage of your workflow.
Do humans still approve decisions?
Yes. Each stage is designed with reviewer checkpoints. Humans approve/override stage outputs, and those actions are tracked in the audit trail.
How do you integrate into our systems?
Out-of-the-box connectors for CRM/ERP and SharePoint/Drive for documents. We can push/pull updates to your system of record and use your existing document store.
Do you support SSO?
Confirm the identity provider, roles and SSO requirements with the team during scoping.
Where is our data stored?
Hosting region, tenancy, encryption and data transfers must be confirmed for your solution before sensitive data is shared.
How do you reduce hallucinations?
Stage-level governance, evaluation tests for consistency, prompts available for inspection, and human review gates.
What happens in the first call?
A fit-check + light demo. You leave with an implementation estimate and potential savings range.