Feathery
Automates operational workflows using AI, including form building, document generation, data extraction, and collaborative approvals.
A workflow automation platform that uses AI to build and run operational processes for financial services, solving the problem of manual, slow, and error-prone workflows. It targets operations and finance teams at wealth management firms, insurance carriers, and brokers, ranging from mid-market to enterprise. The platform is delivered as a SaaS solution with a white-label editor and integrates with 150+ industry-specific tools, emphasizing compliance with SOC 2, HIPAA, and GDPR.
Key features
- Build pixel-perfect forms with advanced logic
- Generate and eSign documents anywhere
- Extract structured data with 98%+ accuracy
- Extract data from meetings and audio
- Collaborative workflows with approvals and routing
- White-label editor for integration
- AI assistant builds and runs workflows
- Connects to 150+ integrations
- SOC 2 and HIPAA compliant
- LinkedIn0.3/day
GTM channels
- Blog
- Partner program
- Referral program
- Affiliate program
- Marketplace
- Community
- API
- Docs
- Changelog
ICP
- Operations teams
- Finance accounting teams
- Financial services firms