Track every important deadline
Add COIs, permits, licenses, contracts, certifications, insurance policies, vendor documents, and any renewal date your business needs to manage.
Expiration tracking software COIs • permits • licenses • contracts
Never miss another business expiration.
Flow365 Expiry gives your business one place to track document deadlines, owners, renewal work, proof documents, reminders, and audit history for the paperwork you cannot afford to forget.
Manual Add records directly.
CSV Import spreadsheets.
AI review Upload documents. AI extracts expiration dates for you to review and approve.
Track expiration dates, owners, documents, and renewal windows
Remind through in-app notifications, email, and SMS
Prove with audit history, reminder history, and CSV exports
Why Flow365 Expiry
The document is usually somewhere. The problem is knowing what expires next.
Small businesses often rely on inboxes, spreadsheets, calendar reminders, and memory. Flow365 Expiry turns those scattered renewal dates into one operational workspace.
Assign an owner
Put a responsible person and contact on each record so renewals do not disappear into a shared inbox or a forgotten spreadsheet.
See what needs attention
Use dashboard filters for expired, due soon, missing owner, missing document, recently reminded, archived, and completed records.
Built for real onboarding
Start manually, import a spreadsheet, or let AI extract dates from documents.
Flow365 Expiry is not locked into one entry method. Start with a simple manual record, import a CSV from your existing spreadsheet, or upload documents so AI can extract expiration dates and draft records for you to review and approve before they become active.
Manual
Add one record fast
Create a COI, license, permit, contract, certification, or policy record with owner, status, and dates.
CSV
Import existing spreadsheets
Bring in records from CSV, skip duplicates, and see imported and skipped row summaries.
AI
Let AI extract dates
Upload documents so AI can find expiration dates, draft records, and give you a chance to review and approve before saving.
The renewal loop
Track → remind → renew → attach proof → keep history.
Flow365 Expiry is designed around what actually happens after a deadline is found: someone needs to start renewal work, send reminders, replace the old document, and keep evidence that the renewal happened.
Record the deadline
Add the expiration date, owner, vendor, issuer, document number, renewal window, and notice date.
Send reminders
Use in-app, email, and SMS reminder history so the team can see what was sent and when.
Start renewal
Move urgent records into renewal work when the expiration is close or the renewal window starts.
Mark renewed
Enter the new expiration date and optionally attach the renewed document as proof.
Keep audit history
Record created, updated, AI accepted, reminder sent, renewed, completed, and archived events.
Export evidence
Export filtered records, audit history, and reminder history when a customer, manager, or auditor asks.
Use cases
For paperwork that becomes expensive when missed.
Certificates of insurance Business licenses Permits Contracts Vendor documents Staff certifications Insurance policies Compliance deadlines Property managers Contractors Medical offices Dental offices Restaurants Franchise operators Trucking companies Childcare centers Home services Manufacturing
Explore workflows
Track the deadline types and business workflows you actually have.
Use Flow365 Expiry for COIs, permits, licenses, contracts, certifications, vendor documents, property paperwork, medical office renewals, restaurant permits, trucking paperwork, childcare paperwork, home service renewals, manufacturing documents, and other dates your team cannot afford to miss.
Simple pricing
Start small. Keep every renewal visible.
Flow365 Expiry is built for small businesses that need practical deadline tracking without a heavy compliance platform.
Flow365 Expiry Starter $29.99
First month free. Then $29.99/month after your first month.
View pricingFlow365 Expiry questions
A practical expiration tracker for documents, deadlines, owners, reminders, renewals, and proof history.
Is Flow365 Expiry only for COIs?
No. COIs are a common starting point, but Flow365 Expiry is also for permits, licenses, contracts, certifications, insurance documents, vendor documents, policies, and renewal deadlines.
Can I start without uploading documents?
Yes. You can create records manually or import a CSV. When you upload documents, AI can extract expiration dates and draft records for you to review and approve before they become active.
Does Flow365 Expiry keep reminder history?
Yes. Flow365 Expiry keeps reminder history so your team can see what was sent, skipped, or failed.
What happens when a document is renewed?
You can mark the record renewed, enter the new expiration date, optionally attach the renewed document as proof, and keep the update in the record history.
Start with the expirations your business cannot afford to miss.
Use Flow365 Expiry to organize deadlines, owners, reminders, renewed proof documents, and audit history in one place.