Everything you need to know about Floovioo\u2019s document intelligence platform.
Floovioo is a document intelligence platform that automatically generates, brands, and delivers business documents from your ERP. It adds AI-powered upsell widgets to every document, recovers overdue payments with smart automation, and unifies customer data across multiple systems into a single golden record.
Connect your ERP (QuickBooks, Xero, Zoho, etc.) via OAuth, choose a branded template, and Floovioo automatically processes every document. Invoices are branded, upsells are added, and documents are sent to customers. Payment tracking and recovery run in the background — all without manual effort.
Floovioo integrates natively with QuickBooks, Xero, Zoho Books, Salesforce, Shopify, WooCommerce, and HubSpot. We also support custom integrations via our REST API, webhooks, Zapier, and n8n. New integrations are added regularly based on customer demand.
Floovioo starts at $29/month (Growth plan) for up to 100 branded invoices with one ERP integration. The Pro plan is $79/month for unlimited documents, five ERP integrations, AI upsells, and payment recovery. Enterprise is $199/month with unlimited integrations and the Nexus unified data hub. All plans include a 14-day free trial.
Yes. Every Floovioo plan includes a 14-day free trial with full access to all features. No credit card is required. You can connect your ERP, design templates, generate documents, and explore every feature during your trial.
Absolutely. Floovioo uses 256-bit SSL encryption for all data in transit and at rest. We are SOC 2 compliant and GDPR compliant. Your ERP credentials are never stored — we use OAuth for secure token-based authentication. Regular third-party security audits ensure ongoing protection.
Floovioo supports 17 document types including invoices, receipts, orders, quotes, proposals, credit memos, packing slips, delivery notes, and refund receipts. Each has multiple template variants including modern, classic, smart, and premium designs. Custom templates can be built using our drag-and-drop editor or HTML/CSS.
Our AI analyzes customer purchase history and recommends relevant products inside every document. Customers see personalized offers alongside their invoice and can add them with one click. The system converts at 37.8% on average, increasing order value by 28%. No ongoing configuration needed.
No. Floovioo works alongside your existing accounting software and ERP. Keep using QuickBooks, Xero, FreshBooks, or whatever you currently use. Floovioo connects to your systems and extends them with document branding, AI upsells, and payment recovery — no migration required.
Yes. Floovioo provides a comprehensive REST API for document generation, retrieval, and management. You can trigger document generation programmatically, listen for webhook events (document created, sent, viewed, signed, paid), and integrate Floovioo into your existing workflows. Full API documentation is available in the developer portal.
Floovioo’s Reclaim feature monitors invoice payment status automatically. When a payment is overdue, the system sends smart reminder sequences that adapt to customer behavior — gentle for good payers, escalating for chronic late payers. The average user recovers 30%+ of overdue revenue without manual follow-ups.
Nexus is Floovioo’s enterprise feature that syncs customer, invoice, order, and payment data from multiple ERPs into a single unified data model. It creates a golden record for each customer across all your systems, enabling cross-ERP analytics, conflict resolution, and comprehensive compliance (GDPR Article 15/17, CCPA). Available on the Enterprise plan.
More Questions by Topic
Pricing
Can I upgrade or downgrade anytime? Yes. You can change your plan at any time. Upgrades take effect immediately. Downgrades apply at the next billing cycle.
What payment methods do you accept? We accept all major credit cards, debit cards, and PayPal. Enterprise customers can request invoice billing.
Is there a setup fee? No. All plans have zero setup fees. You only pay your monthly subscription. No hidden costs.
Integrations
How do I connect my ERP? Navigate to Integrations in your dashboard, select your ERP, and click Connect. OAuth handles authentication securely. No credentials are stored.
Can I connect multiple ERPs? Yes. Pro plan supports up to 5 ERPs. Enterprise supports unlimited ERPs with Nexus unified data hub.
Do you support two-way sync? Yes. Floovioo supports bidirectional sync with all major ERPs. Changes in Floovioo propagate back to your ERP and vice versa.
Security
Where is my data stored? All data is stored in SOC 2 compliant data centers in the United States. EU data residency is available for Enterprise plans.
Do you have GDPR compliance? Yes. Floovioo is fully GDPR compliant with Article 15 (data export), Article 17 (right to erasure), and Article 7 (consent) support built in.
How often do you back up data? Automated backups run every 6 hours with 30-day retention. All backups are encrypted at rest.
Features
Can I customize templates? Yes. Use our drag-and-drop editor or write custom HTML/CSS. All 17 templates are fully customizable with your brand colors, logo, fonts, and layout.
Do you support batch sending? Yes. Generate and send hundreds of documents with a single trigger from your ERP or API. Each document is individually branded and personalized.
Can I track when documents are viewed? Yes. Real-time notifications when customers open, view, sign, or pay documents. Full audit trail with timestamps.
API & Development
What are the API rate limits? Standard rate limits are 1,000 requests per minute per app. Higher limits are available for Enterprise plans.
Do you have a sandbox environment? Yes. Enterprise plans include a full sandbox environment for testing and development. Pro plans can request sandbox access.
Can I build custom widgets? Yes. Floovioo supports custom smart widgets. Build your own using our widget API and embed them in any document template.
Still Have Questions?
Our team is here to help. Reach out and we\u2019ll get back to you within 24 hours.