Introducing Formulate
Formulate is a flexible, AI-powered B2B SaaS platform that helps businesses rapidly create custom forms and workflows to automate their processes – without the headache of learning and doing it all yourself.
Whether it's customer onboarding, staff travel requests, quoting checklists, or even an asset database – Formulate adapts to your needs. It offers ultimate flexibility and control, giving you solutions that match your exact requirements without the burden of building them yourself.
Formulate can be extended to integrate with your existing systems such as CRMs or accounting software, and supports secure access through your company's Microsoft login. Best of all, we provide hands-on support to help you build and configure your solution – so you can focus on what you do best.
Who Is It For
Formulate is designed for teams and organisations of all sizes that want to streamline operations, reduce manual work, and build custom digital workflows - all with the power of AI-assisted automation. It is ideal for anyone who:
- Relies on manual or disconnected legacy tools
- Needs to collect, process, or share information efficiently
- Wants to automate repetitive tasks and reduce human error and operational risk
- Requires tailored solutions that adapt to their unique processes
- Values integration with existing systems and secure access control
- Is looking for a long-term partner to support their AI digital transformation
Regardless of your industry or function, if your team depends on accurate data, repeatable processes, and operational efficiency — Formulate can be shaped to fit your exact needs.
Key Features
- AI-Assisted Forms & Workflows Build and deploy in minutes, not weeks
- Secure Access Seamless sign-in with Microsoft 365 and role-based access control
- Highly Customisable Tailored to your needs, with full support from our expert team
- Built-in Accountability Full transparency and traceability of all data interactions
- End-to-End Support From setup to ongoing optimisation
About the Early Adopter Program
We're inviting a small group of forward-thinking businesses to help shape the future of Formulate. This is a short-term program, typically lasting 1 to 3 months, designed to deliver real value to your business while helping us enhance and refine our product.
What's involved:
- Defined goals and objectives tailored to your business needs
- 1–2 hours per month of feedback to help shape our roadmap
- Testimonials and case studies to share your success
- Early access to new features and direct input into product development
- Hands-on support and custom configuration throughout the program
What you'll get in return:
- A tailored solution that improves operational efficiency and delivers real value
- Direct influence on a platform designed to solve your real-world challenges
- Recognition through high-visibility case studies and success stories
- A strategic partner invested in your long-term growth and innovation
- Strategic insights and innovations that give your business a competitive edge
Program Cost
The cost of participating in the Early Adopter Program will be tailored to your specific business needs and the complexity of the problem being solved. Our goal is to offer fair, value-based pricing that reflects the scope of your solution and the support you receive.
To help you evaluate the platform, we offer a free trial period during the early stages of the program. This allows you to experience Formulate's capabilities and support before committing to anything.
Become an Early Adopter today
We're looking for businesses that want more than just software — we're focused on building long term partnerships. If you're ready to modernise your operations and help shape the future of Formulate, we'd love to hear from you.
Who We Are
We're a team of seasoned web application developers with over 25 years of experience building mission-critical solutions for industry leaders like BHP. We've seen businesses struggle with spreadsheets, custom forms, and disconnected systems – so we built something better.