Your back office, in one place
Invoices, licenses, vendors, paperwork and projects in one tool, with reminders so nothing slips. Start with your documents below.
- Invoices & renewals
- Vendors, forms & signing
- Projects & reporting
Preview workspace. Changes stay in this browser tab and are not saved or uploaded anywhere.
Documents
Organize, store, and manage your business documents securely.
Folders
All documents
The problem
Running a business shouldn’t mean managing endless administrative work.
- Important information scattered across different systems
- Repetitive administrative tasks consuming valuable time
- Hard to track documents, invoices and deadlines
- Manual processes slowing down operations
- Limited visibility into what is happening across the business
The answer
One platform. Better-controlled operations.
AdFlo gives your business one organized environment for its administrative responsibilities, so repetitive work gets automated and what is about to slip gets flagged on the Dashboard and in the bell.
Admin cost calculator
How much time are you losing to admin work?
Every hour spent on paperwork is an hour not spent winning work, serving customers or growing the business. Put in your own numbers to see what that adds up to.
Admin work is costing you about
$48,000 a year
That is 480 hours a year, or 12 working weeks of full-time work.
A realistic amount to win back
$9,600 a year
192 hours freed, with 50% of them put to paying use.
An estimate from the numbers you entered, based on 48 working weeks a year. It is not a quote or a guarantee, and your results will differ.
See how AdFlo gets that time backPlatform capabilities
Every module earns its place: saving time, money and effort
Tools that share one set of records, so the Dashboard, the bell and Reporting always agree. Here is what each one is best at.
Documents & records
Best for: Finding any contract, certificate or file in seconds.
- Saves time
- Search instead of digging through folders and inboxes.
- Saves money
- No paying twice for paperwork you already have.
- Smoother workflow
- One organized home for every business record.
Invoices
Best for: Knowing exactly what is open, overdue and paid.
- Saves time
- Due dates in view, so no more chasing spreadsheets.
- Saves money
- Catch late payments and avoid missed or late-fee bills.
- Smoother workflow
- Everyone works from the same up-to-date status.
Vendors
Best for: Keeping suppliers, terms and contracts under control.
- Saves time
- Payment terms and tax-form checks in one profile.
- Saves money
- Contract end alerts stop unwanted auto-renewals.
- Smoother workflow
- A dated notes log keeps the whole team in the loop.
Licenses & renewals
Best for: Never letting a license or permit lapse.
- Saves time
- Expiry dates tracked for you, ahead of the deadline.
- Saves money
- Avoid fines, lapses and rush renewal fees.
- Smoother workflow
- A compliance score shows what needs attention first.
Projects & tasks
Best for: Getting work done with clear owners and deadlines.
- Saves time
- Recurring tasks and Remind me on every task.
- Saves money
- Fewer dropped balls means less costly rework.
- Smoother workflow
- Milestones and progress visible without status meetings.
Forms & signing
Best for: Collecting paperwork and signatures without the back-and-forth.
- Saves time
- Ready-made forms replace printing, scanning and emailing.
- Saves money
- Cut paper, postage and courier costs.
- Smoother workflow
- Typed-name signatures and signed-copy PDFs, filed automatically.
Contacts
Best for: Having every person and vendor one click away.
- Saves time
- Drop a contact straight into any form.
- Saves money
- Stop re-keying details and fixing the typos.
- Smoother workflow
- People and vendors together, one source of truth.
Calendar
Best for: Seeing what is coming up before it is urgent.
- Saves time
- Due dates, expiries and reminders on one month grid.
- Saves money
- Deadlines you see early cost far less to meet.
- Smoother workflow
- One view replaces five separate calendars.
Reporting
Best for: Answering “how are we doing?” without building a report.
- Saves time
- Headline numbers ready, plus scheduled reports.
- Saves money
- Spot overdue and expiring items driving costs.
- Smoother workflow
- CSV and Excel export for your accountant or board.
Meet Addy, your AdFlo assistant
Tell Addy what you need. She takes care of the busywork.
Ask in plain language. Addy does the work across every module, and every important step stays in your hands.
Sets up your business
Answer three questions and Addy picks the right modules, turns them on and installs starter forms, recurring tasks and license records.
Creates invoices
“Invoice Acme $1,200 due Friday.” Addy fills it in, you review it and approve.
Creates documents
Drafts the letters, notices and records you need, filed in the right place.
Prepares forms and paperwork
Picks the right form, fills in what she knows and gets it ready for signing.
Creates tasks and projects
Turns a sentence into a project with owners, milestones, recurring tasks and to-dos, and ticks them off with you.
Manages your calendar
Sets reminders, adds due dates and renewals, and keeps events up to date. “Remind me to renew the permit in 3 days.”
Runs your reports
“How are we doing?” Addy runs the report, explains the numbers and exports them to CSV or Excel.
Keeps records up to date
Updates contacts, vendors and licenses as things change, and tells you what is left to do.
You stay in control
Addy will never:
- Delete anything
- Approve or pay
- Send or sign for you
- Finalize anything without your say-so
Human + AI
AI does the repetitive work. Your people stay in control.
AdFlo doesn’t remove the need for people. It makes their work more efficient.
- 1
Organize
Bring business information and administrative responsibilities into one platform.
- 2
Automate
Let the built-in assistant take on repetitive work such as to-dos and reminders, and prepare drafts.
- 3
Oversee
Your people review, approve and decide. Drafts open for review and nothing is saved, sent or signed without you.
How it works
Three simple steps
- 1
Centralize
Bring your administrative operations into one platform.
- 2
Streamline
Manage workflows by hand, or let the assistant reduce the repetitive work.
- 3
Stay in control
Monitor activity, review results and keep oversight through the Dashboard, the bell and Reporting.
Who it’s for
Built for businesses that have outgrown disorganized operations.
AdFlo supports businesses that want more organized, efficient and scalable administrative operations.
- Small and medium-sized businesses
- Growing companies
- Administrative departments
- Operations managers
- Business owners
- Professional service organizations
- Multi-department organizations
Business value
More organization. Less administrative overhead.
- Reduce repetitive administrative work
- Improve operational visibility
- Centralize important business information
- Create more consistent workflows
- Improve team productivity
- Scale administrative operations without scaling the workload to match
Take control of your business operations.
Discover how AdFlo can help your organization simplify administrative work, streamline workflows and operate more efficiently.