FlowData LLC

Flowdata automates the extraction, classification, and categorization of financial documents — bank statements, transaction records, and more — turning them into clean, structured data your team can act on immediately.

Instead of spending hours manually reviewing PDFs and re-keying numbers, your team uploads documents and gets structured output in seconds (8s median processing time). Flowdata handles complex variations across 40+ major banks and credit unions in the US, Canada, UK, and Australia.

With our Close integration, extracted financial data flows directly into your Close workspace — no manual copy-paste, no tab-switching, no workflow disruption. Your sales and lending teams get the data they need where they already work, so they can make faster decisions and move deals forward.

Key capabilities:

• AI-powered extraction that eliminates human error and reduces rework

• 10,000+ documents processed daily at scale

• 1B+ transactions categorized with intelligent classification

• Customizable knockout criteria and confidence indicators

• Compliance-ready output built for brokers and lenders

Flowdata is a document intelligence platform purpose-built for financial services. We help brokers, lenders, and financial operations teams replace manual document review with AI-powered extraction that's fast, accurate, and scalable.

Our partnership with Close brings document processing directly into the CRM workflow. Close users who deal with bank statements, financial records, and transaction data — particularly in lending, brokerage, and financial services sales — can connect Flowdata to automatically push structured data into their pipeline. This means less time on admin, fewer errors, and faster deal velocity.

Together, Flowdata and Close eliminate the gap between receiving a financial document and having usable data in your CRM. Teams get from upload to structured, actionable output without leaving the tools they already use.