Solutions — Small Business
Automate everything from chasing invoices to email marketing campaigns with one tool. The day-to-day work that keeps you running, plus the marketing and sales work that keeps you growing.
Why Formt
Accounting software handles the bare minimum. Everything else your business needs to grow either requires an expensive tool built for a team you don't have, eats the hours in your week, or just falls through the cracks.
What Formt automates
Start from a template, or describe the workflow in plain English and Formt builds it for you. From there, it runs on its own and handles each task end-to-end. You stay in the loop on the moments that need a human.
Point Formt at a contact list from HubSpot, a Google Sheet, or a CSV. The AI agent researches each lead, scores them against your criteria, and drafts a personalised email per contact. You review the batch before anything sends. Personalised follow-up for every lead, at no time cost.
Client details in, polished proposal PDF out. Formt populates your standard template, pauses for any personalisation, sends, and logs the result to Google Sheets or pings your team in Slack. An hour of paperwork becomes a couple of minutes.
Formt pulls overdue invoices from Xero, drafts a personalised reminder for each one, and pauses for your review before sending. The awkward part of getting paid, finally off your plate.
Describe the campaign goal and audience (a launch, a newsletter, a re-engagement push to contacts who've gone quiet), and AI drafts the whole sequence. Send from your own domain to contacts sourced from a HubSpot list. Formt tracks engagement, suppresses bounces, and logs every touch back to HubSpot.
Pull metrics from your tools every Monday morning, generate a written summary with AI, render a styled PDF, deliver it to your inbox. No more Monday morning spreadsheet scramble.
Describe a post idea, and AI drafts tailored variants for Facebook, LinkedIn, and Instagram. You review the batch, and Formt spaces them out across the week, publishing each on its platform at the right time. One brief becomes a week of content.
No babysitting needed
The hardest thing about new tools is remembering they exist. Formt doesn't have that problem. Once a workflow is running, it keeps running on its own, pulling data, drafting emails, formatting reports, posting on schedule. The only time it interrupts your week is at the steps you've decided to review yourself.
Templates
Every template is a complete workflow, not just a starting point. Clone one and you're running in minutes.
Try it first