Flowie

Flowie suits finance and procurement teams that want documents to trigger work across ERP and other business systems. Its broad integration coverage and configurable automation make it a compelling orchestration option, but meaningful workflow use starts above the tightly capped free tier.

Overview

Flowie combines document processing with finance and procurement orchestration: its AI agents read documents, determine routing, and take actions in connected systems. Approval workflows, supplier onboarding, policy controls, request catalogs, and form-based intake support work beyond document capture. The breadth is attractive for teams coordinating processes across systems, though the free plan omits workflows and allows only a small volume.

The platform lists 16 products and eight pre-trained agents. Its catalog includes 112 pre-built connectors across 10 categories and connections to more than 30 ERPs, including SAP, Sage, Odoo, Dynamics, NetSuite, Cegid, Workday, and Pennylane. REST API, GraphQL, SOAP/XML, webhooks, EDI, SFTP, AS2, cXML, OCI, and Peppol BIS 3.0 support varied exchange needs. Flowie says custom integrations ship in 2–4 weeks, potentially useful when standard connectors do not cover a required system.

Key features

Document-driven workflows

Agents can read documents, decide where they should go, and execute actions in connected systems. This is the core distinction between Flowie and basic document processing: approvals and connected actions can turn intake into a broader finance or procurement process. Free provides basic processing only, so teams needing workflow orchestration must look to Growth or Enterprise.

Integration breadth and controls

The ERP and protocol coverage gives Flowie several routes into existing systems, while custom integration delivery is stated as 2–4 weeks. The combination is a strength for organizations with mixed software estates, though the number of connectors alone does not establish whether a particular process is covered. Flowie supports single sign-on alongside policy controls.

Security and residency

Flowie holds ISO/IEC 27001:2022 certification and reports a Cybervadis score of 878/1000, assessed October 4, 2024. It says data at rest is encrypted with AES-256 and data in transit with TLS 1.2 minimum, with TLS 1.3 preferred. Paris is the primary region, Belgium the disaster-recovery region, and customer data resides in the European Union. Flowie does not currently hold SOC 2 Type II; its programme is scoped for completion in Q3 2026, a relevant consideration for buyers whose controls require that attestation.

Pricing

Flowie uses a freemium model, with a 30-day trial. The Free plan costs nothing, billed forever. It allows up to 24 documents per month (300 per year), one entity, all document types, and basic processing without workflows. That is enough to assess basic document handling at low volume, but not a fit for teams that need approvals or automated workflow execution.

Growth costs €12 a month, billed monthly; an annual billing option is shown with 17% savings. It supports all document types and lets buyers choose basic processing, workflows, or AI agents. Documents sent or received are paid for, so the monthly price is not the whole cost when volume rises. A bundle discount of up to 10% applies with three or more document types. Guided onboarding with Flowie's team takes 2–4 weeks. Growth is the practical entry point for teams that need workflow capabilities, but document charges should be weighed against expected throughput.

Enterprise has custom pricing and unlimited document volume. Its onboarding is a custom implementation with dedicated resources, making it the tier for larger or more complex deployments rather than a published-price step up from Growth. The plan information does not give a seat allowance, so no seat-based comparison can be made.

Platforms

Flowie is offered via web and API, with a self-hosted option. These choices suit browser-based access and system integration, while self-hosting may matter to organizations seeking deployment control. The platform does not claim mobile apps in its stated platform coverage.

Who it's for

Flowie is best suited to finance and procurement teams that need document-triggered approvals and actions across ERP systems, especially where several protocols or custom integrations are relevant. It is less suitable for a small team seeking a generous free workflow tool: the Free tier excludes workflows and caps processing at 24 documents per month. Organizations requiring SOC 2 Type II should also consider whether Flowie's current certification position fits their requirements.

Pros and cons

• Pro: Broad ERP and protocol coverage gives teams multiple ways to connect document workflows to existing systems.
• Pro: Approval workflows, supplier onboarding, request catalogs, and policy controls address procurement work beyond document intake.
• Pro: EU customer-data residency, ISO/IEC 27001:2022 certification, and stated encryption practices provide concrete security assurances.
• Con: Free is limited to 24 documents per month, one entity, and no workflows, restricting its usefulness for operational adoption.
• Con: Growth charges for documents sent or received, so usage adds cost beyond its monthly fee.
• Con: Flowie does not currently hold SOC 2 Type II, which may rule it out for buyers that require that report now.

Alternatives

For a focused tax-provision requirement, consider Tax Provision Software. Buyers seeking procurement workflow tools can compare the Procurement Orchestration Software category, while teams centered on invoice processing can browse Accounts Payable Software.

CSC Corptax is an enterprise corporate tax software option with demo-request pricing, making it a better fit when corporate tax provision rather than procurement orchestration is the priority. OneStream has web, mobile, desktop, API, and self-hosted platform coverage; choose it when those platform options matter, with pricing discussed by demo. Lucasys Tax Provision is a web-based paid alternative for readers comparing tax provision products. PowerPlan Tax Provision is another paid, web-based tax provision option.

Tax Series offers a free trial and API and web access; its licensing fee is set by scope during proof of concept, so it suits buyers willing to define scope before pricing. TaxLab Nucleus is a paid, web-based alternative. TaxProvision.net is also a paid, web-based alternative. Vena offers Professional and Complete plans with a Vena platform, customer success manager, standard support, customer portal, and Vena Copilot in Professional; choose it when that listed platform and support package better matches the requirement.

Verdict

Choose Flowie if your finance or procurement team needs document-based workflows connected across ERPs and exchange protocols, and values EU data residency and multiple deployment options. Its strongest case is joining document handling to operational actions across a broad integration landscape. Look elsewhere if you need SOC 2 Type II today, a high-volume free workflow tier, or predictable Growth costs without per-document charges.