Platform built on strong fundamentals of Workflow
Human-centric: automation with people in the loop for better monitoring and efficiency. Automates ERP + CRM—connect clients and employees, get work done, and track every step. Built on workflows from the ground up with in-built Document management and Communication: tasks move, progress is visible, and nothing falls through the cracks.
Everything you need to automate workflows
From simple approval processes to complex multi-step workflows, openFlow adapts to your business needs.
AI Tools
NeoFlow turns your approved knowledge into answers and client-ready email drafts. NeoLens helps your team compare versions side by side—grounded in your firm's content, not the open web.
Learn moreVisual Workflow Designer
Create workflows with drag-and-drop interface. No coding required.
Human-in-the-Loop
Seamlessly integrate human approvals and decisions into automated processes.
Real-time Monitoring
Track workflow progress with live updates and comprehensive analytics.
Communication & Follow-ups
Automate WhatsApp, Email, and SMS notifications with templates and follow-up workflows. Configure directly in your workflows.
Document Management
Upload, store, and share documents securely. Create document templates with placeholders to auto-generate letters, agreements, and reports. Track documents, manage access control, and integrate seamlessly into your workflows.
API Integration
Connect with external systems via HTTP/HTTPS requests. Fetch data from APIs, integrate with third-party services, and automate data exchange.
Payment Automation
Generate UPI QR codes, send payment notifications with bank details, and track payment receipts—all within your workflow. Ideal for any service-based business.
Pre-defined Workflow Templates
Get started quickly with industry-specific workflow templates designed for your business needs. No setup required—just choose a template and customize it to fit your process.
Property Workflows
Manage property sales, rentals, and transactions with builders, consultants, and buyers.
Hotel & Hospitality
Streamline hotel bookings from reservation to checkout with automated guest communications.
CA/CPA & Accounting
Handle tax filing, audits, VAT/GST filing, and compliance workflows for CA/CPA firms and clients.
HR & Employee Management
Automate employee onboarding, offboarding, performance reviews, and leave management.
Legal Workflows
Manage legal consultations, contract reviews, and client communication workflows.
Insurance
Automate policy issuance, claims processing, renewals, and agent management for all insurance types.
Need something specific? Our custom workflow designer lets you build workflows from scratch.
AI Tools
Turn your firm's know-how into answers—not another pile of files nobody can find. Ask in plain language and get responses grounded in the content you trust, so your team spends less time searching and more time delivering work.
NeoFlow
Knowledge that never stops thinking,Flow beyond what you know
A dedicated place for your firm to ask questions against the knowledge you curate—uploads, internal write-ups, and other sources you approve. Use it where it fits your workflow: in-app Q&A and, where you enable it, help drafting email replies so messaging stays aligned with how your firm actually works.
Learn moreWhy teams use it
- Fewer repeat questions — The same policies and explanations, available to everyone who needs them, without pulling senior staff into every loop.
- Faster onboarding — New hires catch up on "how we do things here" from your approved materials instead of weeks of shoulder-tapping.
- Less hunting — Less digging through folders and old threads to find the right paragraph before a client call or deadline.
- Your content, your rules — Built from the documents and pages you choose to include—so answers stay relevant to your firm, not generic noise from the web.
NeoLens
Compare what matters
Bring versions and alternatives together and see what changed—in language that fits how your firm works. Built into workflows so review is traceable: less manual diff-hunting before client calls and deadlines.
Learn moreSecurity by design
openFlow treats your documents and workflow data with a security-first approach: strong access controls, careful handling from upload to download, and protections built into how files and tasks move through your organization—so your team can work together with confidence.
Powerful Integration & Automation
Connect your workflows with external systems and automate payment processes. Built for all businesses—from professional service firms to e-commerce platforms—who need seamless integrations.
HTTP/HTTPS Integration
Make REST API calls directly from your workflows. Fetch data from external services, integrate with government portals, sync with accounting software, and automate data exchange.
💡 Examples: CA firms can auto-fetch GST returns from government portals. E-commerce businesses can sync inventory from supplier APIs. Any business can integrate with their existing software stack.
Payment Automation
Streamline payment collection with automated UPI QR code generation and payment notifications. Send bank details, track receipts, and manage payments—all without manual intervention.
💡 Examples: Service providers (CA, lawyers, consultants) specify fee → System generates UPI QR code → Client pays → Client uploads receipt → Workflow continues. E-commerce businesses can collect payments for orders. Zero manual payment follow-up needed.
Perfect for Service-Based Businesses
Whether you're a CA firm handling tax filings, a law firm managing client consultations, an e-commerce business processing orders, or any service provider collecting payments—these integrations make your workflows truly automated and scalable.
Reduction in manual payment follow-ups
Automated payment notifications
API integration availability
Transform your business processes
Stop losing deals to poor follow-up. Automate your workflows with pre-built templates or create custom processes from scratch. Never miss a deadline again.
- Reduce manual work by 80%
- Eliminate process bottlenecks
- Improve team collaboration
- Ensure compliance and audit trails
- Scale processes effortlessly
Design Workflow
Create your process with visual designer
Execute & Monitor
Run workflows with real-time tracking
Scale & Optimize
Analyze performance and improve
Partner with openFlow Platform
Integrate powerful workflow automation into your existing business solution. Whether you're building a new product or enhancing an existing one, openFlow provides the workflow engine your business needs.
For Existing Businesses
Already have a software solution? Enhance it with openFlow's workflow capabilities. Seamlessly integrate workflow automation into your existing platform without disrupting your current operations.
- RESTful API for easy integration
- White-label options available
- Customizable workflow templates
- Dedicated support and consultation
For New Ventures
Building a new product? Start with openFlow as your workflow foundation. Focus on your core business logic while we handle the complex workflow orchestration, notifications, and process management.
- Complete workflow platform ready to use
- Pre-built UI components and dashboards
- Scalable infrastructure from day one
- Faster time-to-market for your product
Ready to automate your workflows?
Join thousands of businesses already using openFlow to streamline their processes.