Data & documents
Paperfly Workflows
Bring momentum to your document and customer processes. Structure and automate complex workflows end to end with Paperfly.
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Automation meets
exceptional customer journeys
Less effort. More automation. For data and document processes that truly delight customers.
Tailored to your industry
Your industry, your solution
Select your industry and see how Paperfly accelerates processes, reduces workload for teams, and improves customer experiences.
The end-to-end solution
For your customer, data, and document processes
AI automation
Paperfly Agents
Let AI agents handle complex decisions and actions for you. They understand, classify, and process your data autonomously and trigger the next process steps directly.
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Collaboration
Paperfly Connect
Bring external partners or customers directly into your workflows. You receive structured data back instantly, avoid time-consuming follow-ups, and work seamlessly in one shared hub.
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Experience Paperfly
Focus on what matters. We automate the rest.
Whether you handle 150 or 5,000 cases a day, Paperfly helps you manage data and documents seamlessly and with guided workflows, exchange them securely, and focus on the work that truly matters.
Time to Market
Launch new processes, products, or regulatory requirements in record time—while your teams work completely independently.
Seamless Interaction
Make it as easy as possible for your customers. Whether on smartphone or desktop, an intuitive, frictionless flow creates delighted users and noticeably higher completion rates.
Efficiency
Eliminate manual rework with fully validated incoming data. Repetitive review steps are removed, giving your team more time for value-adding work.
Governance & Compliance
Every process step is documented completely and tamper-proof. This ensures full traceability and makes it easy to meet compliance requirements.
Stay up to date with the latest trends, insights, and topics.
Guide
Step by step to a paperless process
Workflow automation creates a resilient process infrastructure: faster, compliant, and cost-effective from the very first pilot.
Read articleCase Study
Automated workflows for faster policy issuance
Manual handoffs slow down sales and back office teams. Lead-to-Policy automates the process end to end: from lead to policy issuance in hours instead of days.
Read case studyGuide
The operational guide to FiDA implementation
When consent rates drop, the journey is usually the reason. Learn how to create a seamless path from opt-in to payment for premium services.
Read case studyGuide
Price adjustment as a digital workflow
Automated delivery, audit trails, and fallback options ensure timely, audit-proof communication.
Read articleFrequently Asked Questions (FAQ)
Here we answer the most common questions about Paperfly, digital workflows, integration, security, and use in regulated industries.
Paperfly is a platform for automating all customer, data, and document processes. It is suitable for any workflow where data, documents, approvals, or customer interactions need to be managed.
Paperfly Workflows manages end-to-end digital processes. Paperfly Agents adds AI automation to understand and classify information and trigger next steps. Paperfly Connect integrates external partners, customers, or stakeholders directly into shared workflows.
Paperfly is designed especially for regulated industries such as banks, insurance companies, energy providers, and public sector organizations. The platform supports structured, secure, and traceable processes with high data protection and compliance requirements.