Bring intelliflo office into your workflow
Connect intelliflo office to Tendersight and let your AI assistants automatically process your outputs. Tailored for financial advisers, it’s the ultimate all-in-one solution to elevate how your firm operates.
What you can do
Powerful automation capabilities out of the box.
AI-powered processing
Your AI assistants instantly analyze incoming outputs from intelliflo office, extracting key information and structuring it for tender responses.
Real-time sync
Changes in intelliflo office are reflected in Tendersight within seconds. Always work with the latest outputs without refreshing or re-importing.
Smart filtering
Set rules to import only the outputs you need. Filter by date, status, keywords, or custom criteria to keep your workspace focused.
Secure connection
Your intelliflo office credentials are encrypted end-to-end. We use OAuth where available and never store your passwords. Revoke access anytime.
How it works
Get started in three simple steps.
Authorize access
Grant Tendersight read access to your intelliflo office outputs. You control exactly what data flows through.
Configure your sync
Choose which outputs to import, set filters, and map fields to your Tendersight workspace structure.
Let AI take over
Your AI assistants process incoming outputs automatically — extracting insights, structuring data, and preparing tender responses.
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