Trusted By Industry Leaders 

Automating Mission-Critical Processes in the Not-for-Profit Sector

   Onboarding

Onboarding new staff, volunteers, partners, or funded organisations in the not-for-profit sector is often manual, fragmented, and resource-intensive.

FlowForma’s AI-powered process automation streamlines onboarding workflows, reduces administrative burden, and accelerates timelines while ensuring consistency, governance, and safeguarding requirements are met. This allows teams to focus more time on delivering impact rather than paperwork.

   Funding And Grant Management

Managing grant applications, funding requests, or beneficiary assessments can be slow, complex, and prone to errors.

With automated workflows and AI-driven data capture, FlowForma helps not-for-profits standardise applications, validate information, and reduce manual effort. This enables faster decision-making, improved transparency, and more effective allocation of funds.

  Programme & Service Management

Creating, updating, or managing programmes and services involves multiple stakeholders, approvals, documentation, and compliance checks.

FlowForma’s platform simplifies programme management by digitising workflows, centralising documentation, and ensuring approvals are completed efficiently. This helps organisations deliver services consistently, reduce errors, and maintain alignment with funding and regulatory requirements.

  Case & Beneficiary Management

Managing cases for beneficiaries often requires extensive data collection, verification, approvals, and ongoing communication.

FlowForma’s automation platform streamlines case management by structuring processes, highlighting priority cases, and providing end-to-end visibility. This enables teams to respond faster, reduce administrative overhead, and improve outcomes for the people they serve.

  Renewals & Ongoing Funding Management

Renewing funding agreements, contracts, or service-level commitments can be complex, with multiple deadlines, documents, and approvals to manage.

FlowForma Automation, supported by AI Agents, tracks key dates, automates reminders, and streamlines approval workflows—helping not-for-profits avoid missed deadlines, reduce delays, and secure continued funding with confidence.

  Compliance, Governance & Safeguarding

Not-for-profit organisations must meet strict governance, safeguarding, and regulatory obligations, while demonstrating accountability to funders and stakeholders.

FlowForma simplifies compliance and audit management by automating document control, embedding audit trails, and ensuring every process step is traceable and compliant. This reduces risk, supports audit readiness, and strengthens organisational transparency and trust.