Find important dates
Use Flow365 Expiry to organize documents around expiration dates, renewal dates, notice windows, and owner follow-ups.
AI expiration tracking software
Flow365 Expiry helps small businesses turn documents, emails, and renewal dates into organized expiration records, reminders, and follow-up work.
Built for insurance certificates, licenses, permits, contracts, vendor documents, certifications, and recurring compliance dates.
Why Flow365 Expiry
Small teams usually have the documents somewhere. The hard part is knowing which document has a date, who owns the renewal, what needs to happen next, and when follow-up should start.
Use Flow365 Expiry to organize documents around expiration dates, renewal dates, notice windows, and owner follow-ups.
Replace scattered rows, inbox searches, and calendar reminders with one expiration workspace for your business.
Track what is expiring early enough to request updated documents, renew permits, or review contracts before they become urgent.
How it works
The first version of Flow365 Expiry should keep the workflow simple: capture the document, capture the deadline, and make the next action obvious.
Start with a COI, license, permit, contract, certification, vendor document, or manual renewal date.
Keep the business, vendor, document type, expiration date, owner, and renewal notes together.
Use reminders and follow-up tasks to request updates before coverage, licenses, permits, or contracts go stale.
The first product wedge is simple expiration tracking for small business paperwork.
Flow365 Expiry can track COIs, business licenses, permits, contracts, certifications, vendor documents, insurance documents, and other date-based business paperwork.
No. COI expiration tracking is the first SEO page and an important use case, but the product direction is broader expiration and renewal tracking.
The goal is to replace the spreadsheet as the primary source of truth for expiration work, while making it easier to see what is expiring and what needs follow-up.
Use Flow365 Expiry to organize the boring, important dates that protect your business.