Why it’s different
Help that comes to you
“Can we grant EMI options to a non-executive director?”
Answered where you're working
Flo opens inside the form you’re filling in, not in a help centre in another tab. You don’t lose your place to go and find out.
“Where did that answer come from?”
With the passage and the link
Flo quotes the guidance she relied on and links to the article it came from. You can read the source rather than take the summary on trust.
“Just do it for me.”
She can make the change
Flo can add a share class, create a stakeholder, record an allotment or grant options — and confirms every field before anything is saved.
What you can ask
Read and write, in plain English
“Show me a summary of my current cap table”
Flo reads every share class, stakeholder and holding, and gives you ownership broken down by instrument and by stakeholder.
“Grant 10,000 EMI options to Sarah, vesting over four years with a one-year cliff”
Flo checks the option class and the stakeholder exist, lists every field she will submit — instrument, quantity, exercise price, schedule — and acts upon your confirmation.
“Add James Lee as a new employee stakeholder”
“What happens to unvested options when someone leaves?”
Flo answers from the knowledge base and the help centre, quoting the passage she used and linking to the article.
The Claude connector
The same cap table, from inside Claude
Connect Shareflo to Claude once and your cap table is reachable in the conversation you’re already having. The same tools, the same confirmation step, without opening Shareflo at all.
Control
Nothing written without your approval
An agent that can write to your share register is only worth having if you can see exactly what it is about to do. Every write requires explicit approval.
Every write is previewed — Flo lists every field she is about to submit, and nothing is saved until you approve it.
Your permissions travel with you — the connector gives you exactly the access you have in the app. An HR manager connecting through Claude sees what an HR manager sees, and nothing more.
Revoke whenever you like — disconnect in Claude’s settings. Your Shareflo data is untouched.
What it costs
Flo and the Claude connector are part of the platform, free tier included. There is no AI add-on to buy.
No usage to pre-purchase
Nothing to buy up front, and no credits that run out unused at the end of a year.
Grounded in published guidance
Flo answers from the knowledge base and the help centre, and gives you the sources to back it up.
Reading is open. Every write waits for your approval — in the app and in Claude.