Finance & Back Office

Services

We build custom client portals, document intake flows, approval pipelines, and compliance tools to eliminate repetitive manual work. From onboarding to reporting, we centralize operations in secure, cloud-hosted platforms — integrating AI to flag missing files, auto-validate entries, and ensure version control. No more copy-paste. No more chasing paperwork.

Category

Industries We Serve

Client

We work with boutique investment firms, family offices, insurance brokers and finance departments stuck managing sensitive workflows through PDFs, email threads and outdated desktop apps.

If your internal ops run on email chains, shared drives and spreadsheet trackers, your team is burning time — and exposing risk.

We help finance teams operate like modern companies: fast approvals, secure portals, and full visibility — with AI to reduce compliance headaches and manual checks.

Onboarding, document tracking, and version control — done right

Client onboarding doesn’t have to mean chasing signatures and PDFs. We build web portals where NDAs, compliance docs and KYC files are uploaded, signed and approved automatically. Everything gets tracked. Nothing gets lost.

Compliance isn’t sexy — but it can be smart

We automate your most sensitive internal workflows with clear audit trails, version history and built-in logic to reduce errors. Our AI layers can flag inconsistencies, scan forms for completion, and alert you when something’s missing — so you're always one step ahead.


Latest projects

Some of our other niches

Some of my
other stuff

  • 5+ /

    years of experience

  • >96% /

    client retention rate

  • 27 /

    satisfied clients

  • 31 /

    projects finished

We know what you need.
You need what we know.

Let's do it!

Contact us

matias@flowbit.tech

Hit me up if you’re looking for a fast, reliable team who can transform your operations in weeks.

Copyright ©

Flowbit, 2025

  • 5+ /

    years of experience

  • >96% /

    client retention rate

  • 27 /

    satisfied clients

  • 31 /

    projects finished

We know what you need.
You need what we know.

Let's do it!

Contact us

matias@flowbit.tech

Hit me up if you’re looking for a fast, reliable team who can transform your operations in weeks.

Copyright ©

Flowbit, 2025

  • 5+ /

    years of experience

  • >96% /

    client retention rate

  • 27 /

    satisfied clients

  • 31 /

    projects finished

We know what you need.
You need what we know.

Let's do it!

Contact us

matias@flowbit.tech

Hit me up if you’re looking for a fast, reliable team who can transform your operations in weeks.

Copyright ©

Flowbit, 2025