Connect field data and governance
Connect Re-flow to your systems and keep control of your data
Re-flow works within the systems and controls your business already runs. Field information has a clear home, moves to your accounting, CRM, and wider systems through published connections and a REST API, and sits under access rules and security information your IT team can control themselves.
Trusted by companies to control their data every day
Learn about Re-flow’s security and recovery details
Certification
Re-flow is certified to ISO/IEC 27001:2022 for the provision of field management software and workflow automation. The certificate (number 272631) is issued by Amtivo Group, trading as British Assessment Bureau, runs from 24 March 2026 to 23 March 2029, and is subject to annual assessment.
Hosting and location
Re-flow is hosted on Amazon Web Services, and customer data is stored in the UK. Our managed service partner, ANS, provides 24/7 support, threat monitoring, and disaster recovery.
Backup and recovery
Customer data is backed up daily and kept for 30 days, and backups are encrypted. Each customer’s data is held separately. Enterprise customers can ask for a different backup frequency or a multi-zone set-up.
Routine protections
Re-flow runs quarterly vulnerability scans and uses redundant firewalls. Server admin access is limited to our office addresses, and staff laptops are encrypted.
Trust Centre
The Trust Centre brings Re-flow’s security and compliance information together in one place.
Manage access through the sign-in system you already run
Re-flow supports single sign-on through Microsoft Entra ID and Okta, so employee access to Re-flow is managed through the same groups as the rest of your systems.
Assign roles through Microsoft 365 groups
Link the Microsoft 365 groups you already use to Re-flow roles, so people get controlled access to the system based on the group they’re in.
Let Okta add and remove people
Anyone assigned to the Re-flow app in Okta is added as a user automatically, and changes to their details carry across. And when your IT team deactivates someone in Okta, their Re-flow access is switched off too.
Keep new users inactive until they have a role
Okta groups map to Re-flow roles, and people stay inactive until a role is mapped, so nobody gets access before it has been set.
Add a second check at sign-in
Two-factor authentication is available alongside single sign-on.
Single sign-on is set up as a professional service. You agree it with your account executive, and your IT administrator connects it.
Use a system built for the job to store your complex operational records
Re-flow is designed to hold the operational side of the job, while your accounting, ERP, and CRM systems keep the records they’re responsible for. Everything to do with the job is stored, organised, and accessible with a quick search or filter.
Keep field records in Re-flow
Jobs, schedules, forms, photos, signatures, timesheets, and asset records are captured on site and held against the job in a permanent record.
Keep the financial record in your accounting or ERP system
The ledger, payments, and consolidation stay where your finance team already manage them.
Connect Re-flow to the systems you already use
Typing the same customer, job, or invoice into two systems wastes time and creates mismatches. Re-flow connects to common accounting, CRM, and fleet platforms, and opens its data to other systems through a REST API.
Use Re-flow’s connectors
Re-flow connects to Sage Accounting, QuickBooks, Xero, HubSpot, and Samsara.
Connect larger systems through the API
Businesses running platforms such as Oracle, NetSuite, or IFS can connect them through Re-flow’s REST API. These are built around your set-up.
Check invoices before they sync
The accounting connectors include sync options, logs, and checks before an invoice is passed across, so finance can see what has been sent and what hasn’t.
API-based integrations with ERP and other platforms are scoped and built as professional services.
Core Highways, formed through the merger of five businesses, connected Re-flow to their NetSuite ERP through the API. Stephen Savage, Group Head of IT, describes the integration as crucial to the business, because it gives them an end-to-end view of the job lifecycle and joins the operational and financial pictures together.
Own your records
The data your teams record in Re-flow belongs to your business. You can export it when you need it, and every change to it is recorded.
Keep ownership of your data
You own the data you put into Re-flow, and we handle it as your data processor.
Export what you need, when you need it
Your teams can export data as CSV or PDF from within Re-flow, without raising a request with us.
Hand over a complete job record
A job’s forms, photos, signatures, and documents export together as a single zipped file, ready to share with a client or auditor.
See who changed what, and when
Audit trails show who made each change, when they made it, and what it was, so any record can be traced back through its history.
Keep the system well run after go-live
Your business keeps changing after go-live – people join and move roles, procedures are updated, and new contracts bring new requirements. Re-flow is set up so you can keep pace with those changes yourselves, with support on hand when you need it.
Manage users and roles in one place
Administrators control who has access and what each role can see and do.
Change forms and workflows as the business changes
Forms can be updated as procedures, contracts, or client requirements change.
Get help from people who know your set-up
Re-flow’s UK-based support team are always on hand to help with everything from day-to-day questions to larger changes to forms, workflows, or integrations.
Bespoke changes to forms, workflows, and integrations are delivered as professional services hours.
In an age where automation and AI are everywhere, it’s so refreshing to be able to talk things through with genuinely knowledgeable consultants who aren’t motivated by closing tickets, but by helping their clients succeed.
