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Neoflo gets you from kickoff to live back-office automation in four weeks. This page walks you through the fastest path to your first working process — whether that’s AP invoice automation, month-end close, or customer ticket handling.
1

Book a pilot design session

Start with a 30-minute discovery call to identify your highest-impact back-office process. The Neoflo team will map your current workflow, document edge cases, and define your SLAs.Book a demo →
2

Connect your existing systems

Neoflo integrates with your ERP, CRM, and business systems using pre-built connectors — SAP, Oracle, NetSuite, Salesforce, Zendesk, and more. No new software to install. The integration team handles all configuration.
3

Go live in 4 weeks

Your first process goes live with 99%+ accuracy from week one. Neoflo’s AI handles the routine cases; the human specialist team manages exceptions.
4

Review and scale at 90 days

At the 90-day mark, review SLA performance, cost savings, and accuracy metrics. Then expand Neoflo to additional processes across your back office.

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What You’ll Need

System Access

API credentials or integration access for your ERP, CRM, or helpdesk — Neoflo’s team handles the configuration

Process Documentation

A description of the process you want to automate, including business rules and common exceptions

Stakeholder Availability

A finance lead, process owner, and IT contact for the initial scoping and integration sessions (light involvement)

30 Minutes

That’s all it takes for the first discovery call — Neoflo handles the rest

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Explore the Platform

How It Works

Understand the AI + human model behind Neoflo’s guaranteed outcomes

Core Services

Procure-to-Pay, Record-to-Report, Order-to-Cash, and Customer Support

Integrations

See all supported systems and the API-first integration layer

Security

SOC 2 Type II, ISO 27001, GDPR, CCPA — enterprise-grade from day one
Have questions before booking? Email the team at hello@neoflo.ai — typical response time is one business day.