Flow Pilot for agencies.

Less chasing invoices and client updates. A clearer next step for your team.

Bring overdue payments, stalled deals and scattered client context into one prioritised action queue. Keep your existing tools. Decide what happens next.

Plans from £39/month · Sample queue needs no account

Stripe live · HubSpot betaYou choose which actions to approveView integration availability
Action queue · illustrative data
Ranked queue
12 ranked
01
Invoice #4421 overdue 14d
Acme Foods · £8,400
Urgent
02
Deal stalled 9 days
Northstar Logistics · £24,000
Chase
03
Silent client (28d)
Patel & Co: last reply: May 27
Review
04
Project on track
Riverside fit-out · 84% complete
Steady
Cash at risk
£32.4k
Memory entries
14,208
Active alerts
7
Done today
11
Employee · Riley

Drafted 3 follow-up emails. Flagged 1 contract clause for review.

2 min ago
Before / after

From scattered checks to a named next action.

A fictional morning: the same work, organised differently. Not a customer case study or a time-saving guarantee.

Before Flow Pilot
  1. 8:15Check email
  2. 8:40Check CRM
  3. 9:05Check Xero
  4. 9:30Check Slack
  5. 10:00Ask the team for updates
  6. 10:30Open spreadsheet
  7. 11:15Remember a client hasn't replied
  8. 11:45Find an old contract
  9. 12:10Realise an invoice hasn't been chased

Four hours in, still deciding what matters.

With Flow Pilot
8:45

Today's highest-value actions

  • 01Chase £8,400 overdue invoice
  • 02Follow up £24,000 stalled opportunity
  • 03Review silent client
  • 04Approve 3 drafted responses
  • 05Investigate margin alert
  • 06Review contract renewal
  • 07Assign outstanding task

Priorities set. Owners clear.

Concrete examples, not customer claims

Make the cost of loose ends visible.

Fictional scenarios with transparent numbers. These are free-tool outputs, not measured customer results or guaranteed savings.

£600
extra work to discuss
Before

8 unbilled hours at £75/hour stay buried in a client request.

After the free tool

A priced change order and a client-safe email, ready for your review.

Price your extra work
£100 → £75/hr
the true retainer rate
Before

A £3,000 retainer allows 30 hours. Another 10 hidden hours dilute the rate.

After the free tool

See the real rate, compare scope or fee changes and prepare the conversation.

Check your retainer rate
8 days
behind a 14-day target
Before

22 days pass from contract to first value. Missing access holds up the team.

After the free tool

Identify the delay and copy a sprint plan and client status report.

Check your onboarding
TRY IT · NO ACCOUNT NEEDED

Three loose ends. One action queue.

Fictional companies, example data, simulated actions. No messages are sent, no tools are connected and no real revenue is recovered.

PRIORITISED ACTIONS3 remaining
What happens after I start?

Start with one tool. Judge it on your work.

  1. 01
    Connect one tool

    Connect Stripe, HubSpot or another supported source.

  2. 02
    Flow Pilot reads your activity

    Your existing business activity becomes useful operational context.

  3. 03
    Get your first action queue

    See the things that need attention, prioritised and explained.

  4. 04
    Take one action

    Follow up, investigate, approve or assign the next step.

  5. 05
    Decide whether it's worth keeping

    Start with the free trial and judge the value for yourself.

Start 14-day free trial

No implementation project. Connect one tool and see your first queue.

The problem

Your business doesn't have an information problem. It has an action problem.

You already own plenty of software. Every system holds a piece of the picture, and none of them agree on what matters today. That's how businesses leak money between the tools they already use.

Email
3 open threads
CRM
Proposal awaiting reply
Accounting
Invoice overdue
Documents
Renewal contract
Spreadsheets
Owner not assigned
Chat & project tools
Approval outstanding

Illustrative fragmented activity

What actually matters right now?
What needs attention today?
Who should act on it?
What should happen next?

Nobody sells you the answer to those four questions. That's the gap Flow Pilot fills.

Things Flow Pilot catches

The stuff you usually find out too late.

Illustrative examples of the alerts and actions Flow Pilot is designed to surface, not real customer data.

CriticalUNRESOLVED

£8,400 invoice 14 days overdue

Acme Foods · no chase sent since issue date

Next actionChase customer
HighUNRESOLVED

£24,000 opportunity stalled 9 days

Northstar Logistics · last activity: proposal sent

Next actionFollow up
MediumUNRESOLVED

Client hasn't replied in 28 days

Patel & Co · 3 open threads, no response

Next actionReview relationship
HighUNRESOLVED

Project margin falling

Riverside fit-out · logged hours ahead of budget

Next actionInvestigate
MediumUNRESOLVED

Contract renewal in 11 days

Halden Group · auto-renew clause, no owner assigned

Next actionPrepare renewal
The operational layer

Keep the tools you already use. Flow Pilot makes them work together.

Flow Pilot doesn't replace your stack and it isn't another dashboard. It sits above the software you already pay for and turns what's happening into prioritised work.

Your existing business software
EmailCRMAccountingDocumentsSpreadsheetsChat & project tools
Flow Pilot
ContextBusiness MemoryPrioritisationRecommended actionApproved automation

Flow Pilot finds the work your business should be doing, connects the systems needed to do it, and helps get it done.

People take the right actions

One ranked queue, each item with the context behind it and a next step you can approve, assign or run.

Cross-system context: an example
Accounting

An invoice is 14 days overdue.

CRM

It's a high-value account with a long history.

Email

They raised a service issue last week.

Flow Pilot concludes

"High-value account, overdue invoice, open service complaint. Don't send the standard collections email. Review this account today."

That's the difference between information and operational action. Illustrative example.

Automation vs Flow Pilot

Connecting two apps is the easy part.

The hard part is knowing what should happen, when it matters, why it matters, and what to do when the situation doesn't follow the normal rule. Flow Pilot sits above your individual automations and coordinates them around business outcomes.

Traditional automation
Trigger
Action

Zapier, Make and n8n are good at this, and Flow Pilot doesn't try to replace every automation you've already built. Point-to-point rules just don't know which of the 40 things happening today deserves your attention.

Flow Pilot
  1. 01
    Understand

    Read activity across connected systems.

  2. 02
    Prioritise

    Rank by value, urgency and risk.

  3. 03
    Recommend

    Propose the next step, with the reasoning.

  4. 04
    Approve / Execute

    You approve what matters; routine work runs.

  5. 05
    Record

    Outcome and context land in Business Memory.

  6. 06
    Improve

    What happened shapes what gets suggested next.

Business Memory

Stop losing what your business knows.

Knowledge leaves when people leave, threads get buried, and decisions get forgotten. Business Memory keeps the operational context searchable, so the answer isn't only in someone's head or inbox.

It's also what makes the rest of Flow Pilot useful: prioritisation and recommended actions are only as good as the context behind them.

See how Business Memory works
Clients

Who they are, what you've agreed, what's happened.

Contracts

Terms, renewal dates and the decisions around them.

Conversations

The thread that explains why something is the way it is.

Decisions

What was decided, by whom, and the reasoning at the time.

Processes

How the work is actually done in your business.

Operational history

What was actioned, when, and what came of it.

What changes for you

Keep the next client action visible.

Illustrative workflows: follow up, assign an owner and review the context before acting. Availability depends on your connected tools and plan.

Health AlertsEXAMPLE
Critical
2
High
3
Review
2

Give quiet accounts an owner.

Silent-client alerts flag the accounts that have gone quiet before the relationship cools.

Ranked actionsEXAMPLE
01Invoice overdue · £8,400
02Deal stalled · 9 days

Put overdue invoices on the list.

Overdue invoices surface the day they slip, with the chase already queued.

Health AlertsEXAMPLE
Critical
2
High
3
Review
2

Know what's going wrong early.

Severity-ranked alerts on stalled deals, slipping margins and broken processes.

Ranked actionsEXAMPLE
01Invoice overdue · £8,400
02Deal stalled · 9 days

Stop spending Monday figuring out what everyone is doing.

One ranked queue replaces the round of status checks across email, CRM and finance.

Business MemoryEXAMPLE
Search: Acme renewal
Account review
Decision → owner → context

Make the business less dependent on you.

Every decision, contract and conversation stays searchable, so the answer isn't only in your head.

Process DiscoveryEXAMPLE
Request→Assign→Review
Repeated handoff
Owner missing → review pattern

Automate the work you keep repeating.

Employees and Process Discovery turn recurring operational work into one-click actions.

Interactive preview

See what Flow Pilot would find in your business.

Tell us a little about your business and the tools you already use. We'll show you the kinds of issues Flow Pilot is designed to surface.

Step 1: What type of business are you?
Step 2: Which tools do you use?

Pick your business type and at least one tool to see the preview.

Human + AI

AI doesn't have to do everything automatically.

You decide how much responsibility Flow Pilot gets, action type by action type. Most businesses start with recommend and draft only, then let the boring work run itself once they trust it.

  1. Signal ranked01
    Recommend

    Flow Pilot flags something that needs attention and explains why.

  2. Draft prepared02
    Draft

    It prepares the reply, task or action for you to look at.

  3. Human decision03
    Approve

    Anything that matters waits for a human decision.

  4. Approved action04
    Execute

    Low-risk, repeatable work can run on its own once you allow it.

  5. Context saved05
    Record

    What was done, by whom or by what, is written to the action history.

Staying in control
  • Set autonomy per action type: recommend only, draft, or run automatically
  • Approval steps on anything that touches a customer or money
  • Action history showing what ran, when and on whose approval
  • Per-user permissions on modules and connected systems
  • Failed or skipped actions stay visible instead of disappearing silently

An integration can always fail. A token expires or a provider changes an API. Flow Pilot treats that as an operational event: the failure is visible in the action history and the work stays in your queue rather than quietly vanishing.

The honest version

You can build this yourself. The question is whether you want to.

Automation is getting cheaper every month, and AI makes individual automations easy to create. We're not going to pretend otherwise. What stays hard is assembling and maintaining the whole operating system.

Doing it yourself means owning
  • Design the processes
  • Choose the tools
  • Build the integrations
  • Write and tune the prompts
  • Create the workflows
  • Maintain them as things change
  • Notice when one silently breaks
  • Train the team on all of it
  • Manage permissions and access
  • Fix the integrations that drift
  • Keep improving it, forever

Plenty of businesses do exactly this. It works right up until the person who built it is busy, or leaves.

Or

One operational layer. One place to connect your systems.

Starter is £39/month, with the Action Queue, Business Memory, supported integrations, unlimited diagnostic tools, an automated change-order & scope-shield generator, a client asset & access intake vault, self-serve SOP and checklist templates, and an automated weekly ops digest included. Growth (£69/month) adds an approval & sign-off deadlock monitor, a retainer burn-rate & pace forecaster, automated benchmarks and monthly tool audits; Complete (£119/month) adds a profit leakage scanner & executive report, custom white-label client portals & webhook engine, blueprint templates and automated onboarding intake. No manual calls or consulting are included. If Flow Pilot prevents one missed follow-up, saves an hour of admin, or catches one issue earlier, it can pay for itself.

See pricing
Why not just use ChatGPT?

Use it. It's genuinely powerful. But an AI tool answers what you think to ask. Flow Pilot is connected to your systems, so it raises the things you didn't think to ask about, ranks them, and can act on them with your approval.

ChatGPT gives you intelligence. Flow Pilot turns that intelligence into an operating system for the business.

Won't better AI make this obsolete?

Flow Pilot is built to use better models as they arrive, not to compete with them. What takes time to build is the layer around the model: your memory, context, processes, integrations, permissions, approvals and action history.

AI models will keep changing. Your business still needs a system that knows how your business works.

Product modules

Five modules. One operating system.

Software + operational expertise

Six stages. One operational layer across your business.

A consultant can tell you what should change. Flow Pilot turns those changes into a system that runs every day. Start at any stage. Most businesses start by understanding how the work actually happens today.

  1. Understand01

    Understand

    Business Process Audit
    Paid service

    Find out how the business actually operates today: the real workflow, not the one in the handbook.

    Learn more
  2. Connect02

    Connect

    Systems Integration
    Paid service

    Connect the tools the business already uses so operational context lives in one place.

    Learn more
  3. Improve03

    Improve

    Process Optimisation
    Paid service

    Remove unnecessary work and tighten the processes that quietly cost you time every week.

    Learn more
  4. Automate04

    Automate

    Workflow Automation
    Paid service

    Automate the repeatable work so your team stops doing it by hand.

    Learn more
  5. Operate05

    Operate

    Intelligent Automation
    Paid service

    Give AI controlled responsibility for defined operational tasks, under your approval rules.

    Learn more
  6. Improve continuously06

    Improve continuously

    Training & Support
    Paid service

    Keep the operating system effective as the business, the team and the tools change.

    Learn more
ROI / Ops leakage calculator

What is lost coordination costing your team?

Manual status chasing, dropped handoffs and coordination meetings consume time you could spend moving the business forward.

Team size10 people
Average hourly cost£35/hr
Hours lost per person each week6 hours
Assumed time recovered with Flow Pilot25%

The starting 25% recovery is an illustrative scenario, not a measured result or a promise. Savings represent the value of reclaimed capacity, not guaranteed reductions in payroll.

Estimated monthly leakage
£8,400
240 hours of capacity / month
Projected net monthly savings
£2,031
After the £69/month plan
Projected reclaimed capacity
60 hrs / month
Value at your hourly cost
£2,100 / month
Monthly plan cost
−£69
Starter
£39/mo
Up to 5 users

Unlimited diagnostics, change-order & scope-shield generator, asset intake vault, weekly ops digest.

Recommended
Growth
£69/mo
Up to 15 users

Everything in Starter, alerts & discovery, approval deadlock monitor, retainer burn-rate forecaster, leakage benchmarks, contract templates, monthly tool audits.

Complete
£119/mo
Up to 50 users

Everything in Growth, profit leakage scanner & executive report, white-label client portals & webhook engine, blueprint templates, automated onboarding intake, priority API throughput.

Automated software, reports and self-serve digital templates. Done-for-you services are purchased separately.

Start your 14-day Growth trial

Monthly leakage = people × lost hours/week × hourly cost × 48 working weeks ÷ 12. Net savings = recovered capacity value − monthly plan cost. Existing software costs remain unchanged.

Open the full ROI calculator
Why Flow Pilot

Action-first, not dashboard-first.

CapabilityFlow PilotGeneric software
Primary output Ranked daily actions Charts & dashboards
Pricing Three clear plans from £39/mo Per-seat lock-in
Focus Execution & follow-through Summaries & chat
Scope Business-wide operational intelligence Single department
Architecture One connected operating system 5–7 disconnected tools
Existing tools Works alongside supported sources Varies by product
Qualification

Flow Pilot isn't for everyone.

It's built for businesses where growth has made it harder to keep everything in your head.

Probably not for you if…

  • You run a very small, simple operation with little operational complexity.
  • Almost nothing gets forgotten or delayed.
  • You genuinely enjoy checking multiple systems every morning.
  • Your existing processes already give you perfect visibility.
  • You're simply looking for another dashboard.

It's probably for you if…

  • Your business has grown faster than your ability to keep everything in your head.
  • Important follow-ups sometimes slip.
  • Cash gets stuck in the gaps between systems.
  • You spend too much time checking what needs attention.
  • Customers, projects or opportunities occasionally go quiet.
  • You want the business to rely less on you personally.
  • You have repetitive operational work that could be automated.

Connect your existing tools. See what Flow Pilot finds.

Start 14-day free trial
Questions

The honest answers to the questions worth asking.

Straight answers on ChatGPT, automation platforms, building it yourself, trust and timing.

Why not just use ChatGPT?

Use it. It's a genuinely powerful tool. The difference is connection and continuity: ChatGPT answers what you think to ask, while Flow Pilot is connected to your systems, so it raises what you didn't think to ask about, ranks it, keeps the context in Business Memory, and can act on it with your approval. ChatGPT gives you intelligence; Flow Pilot turns that intelligence into an operating system for the business.

Why not use Make, Zapier or n8n?

They're good at trigger → action, and Flow Pilot doesn't try to replace the automations you've already built. Flow Pilot sits above them: it reads business activity, adds context, decides what matters most, recommends the next step, executes what you've approved, records the outcome, and improves from it. Connecting two apps is the easy part. Knowing what should happen and when is the hard part.

Do I need to replace my existing software?

No. Keep your CRM, finance and team tools. Flow Pilot is the layer across them. It reads what's happening in each, joins the context, and turns it into prioritised work. Only connectors we genuinely support appear on the Integrations page, with each one marked live, beta or planned.

Can I build this myself?

Yes, and some businesses do. It means designing the processes, choosing tools, building integrations, writing prompts, creating and maintaining workflows, monitoring failures, training staff, managing permissions and improving it over time. Flow Pilot gives you one operational layer instead: Starter at £39/month includes diagnostic tools, an automated change-order & scope-shield generator, a client asset & access intake vault, self-serve SOP templates and a weekly ops digest; Growth at £69/month adds an approval & sign-off deadlock monitor, a retainer burn-rate & pace forecaster, automated leakage benchmarks, contract templates and monthly tool redundancy audits; Complete at £119/month adds a profit leakage scanner & executive report, custom white-label client portals & webhook engine, blueprint templates, automated onboarding intake and priority API throughput. These are software and digital resources, not manual calls or consulting.

What happens when AI gets better?

Flow Pilot gets better with it. We're built to use improving models rather than compete with them. The durable part is everything around the model: your Business Memory, context, processes, integrations, permissions, approval rules and action history. AI models will keep changing; your business still needs a system that knows how your business works.

Can AI take actions without my approval?

Only where you allow it. Every action type can sit at recommend, draft, approve or execute. Most businesses start with recommend and draft, then let low-risk repeatable work run automatically once they trust it. Approvals, per-user permissions and an action history of what ran and when stay in place either way.

What happens if an integration fails?

Failures are treated as operational events rather than silent gaps. A failed or skipped action stays visible in the action history and the underlying work stays in your queue, so a broken connection shows up as something to fix instead of work quietly disappearing.

How do I know Flow Pilot will save me money?

We won't promise a figure we can't evidence. The measurable outcomes to look for are fewer missed follow-ups, less repetitive coordination admin, faster responses, clearer visibility of outstanding work and less dependence on any one person. The ROI estimator uses your own numbers, and the 14-day trial lets you judge it with your data.

Is Flow Pilot software or consulting?

Subscriptions are software: automated features, reports, exports and self-serve digital templates, with no manual calls or human-delivered work included. Done-for-you services and Librarian offers are separate purchases, not subscription inclusions.

Why should I start now?

Because the cost of a fragmented operation isn't the software bill. It's lost context, missed follow-ups, manual coordination, delayed decisions and knowledge trapped in people's heads. Every business already has an operating system; the question is whether yours is intentional. Connect one tool, see what needs attention, and add automation where it earns its place.

Start today

Run the business from one console.

Start free, connect one tool, and catch missed revenue, dropped tasks and repetitive coordination work before it becomes another fire to fight.

14-day free trial · Plans from £39/mo · Cancel anytime

  • Start with one connection
    Stripe is live; HubSpot is in beta.
  • Review before acting
    Set approval controls and inspect action history.
  • Cancel anytime
    Flat-rate plans, no lock-in.