Professional Document Tools
Everything you need to manage, convert, and analyze your documents.
Convert raw HTML or URLs to PDF.
Combine multiple client record files into a single Subject Access Request bundle.
Extract specific pages from monthly bank statement PDFs for accounting.
Compress large scan PDFs to meet email server size limits.
Connects and syncs external platforms (QuickBooks, Xero, Zoho) to the Floovioo tenant.
Document template rendering and management service — provides EJS rendering, layout resolution, and template registry for all 17 document templates.
Convert Word invoices into HMRC-compliant PDF format.
Convert passport PDF pages to images for ID verification checks.
Convert photos of receipts into professional PDF expense reports.
Password protect sensitive employee contracts and wage slips.
AI-powered image generation for branded documents — generates product images, backgrounds, and visual assets via Replicate/Gemini.
Remove lost passwords from old archived business documents.
AI-powered dunning and payment recovery automation with risk scoring
Customer retention & engagement automation through lifecycle campaigns.
Checkout extension service: branded document templates, one-click upsells, product recommendations, and customer support widgets triggered from ERPs.
Boost revenue by upselling relevant products on transactional documents.
Unified Data Hub — syncs ERP data (invoices, contacts, payments) from connected integrations into the Floovioo unified data layer.
Omnichannel customer notification and document delivery service.
Customer lifecycle management — stage transitions, journey triggers, event processing, and delayed action scheduling.
Smart document processing — upsell link generation, interaction tracking, abandoned upsell recovery, and conversion attribution.
Debt collection and payment recovery — resolution tracking and attribution for payment recovery sequences.
Cross-service attribution tracking — owns the AttributionLink model as the single source of truth for all attribution chains across Imprint, Lifecycles, Recommendations, and Reclaim.
AI-powered document generation and content formatting — uses n8n workflows to generate, analyze, and format document content.