FormsByAir
Software + people, assisted by AI

Smart digital forms for complex business processes

Expert implementation and seamless integrations — for regulated businesses that need more than a basic form builder.

Contact Sales How we work →
Entity Onboarding
Section 4 of 9
Beneficial owners
3 parties added
Company lookup
Prefilled from registry
Identity verification
✓ AML check passed
Workflow
Routed for compliance approval
Delivery
Structured data → your CRM
Why FormsByAir

Moving a PDF online is easy. Designing a digital journey that customers understand, compliance teams trust and operations teams don't have to re-key is harder.

That's where FormsByAir is different. Our platform provides the flexibility; our people bring the experience to shape, build and connect the complete process.

Capability

Built for the forms that don't fit in a box.

Self-service builders stop where your process starts. FormsByAir handles the capture, verification, workflow and delivery that complex, regulated processes demand.

01
Multi-party, complex capture

Entities, trusts, joint applicants, repeating groups, attachments and save-and-finish-later — at any depth your process requires.

02
Conditional logic & live lookups

Paths that adapt to answers, with real-time lookups against company registries, address services and credit bureaus.

03
Integrated identity verification

Electronic ID, biometric and PEP/sanction checks inside the form, with results driving conditional logic and workflow for AML/CFT compliance.

04
Workflow & approval

Review, authorisation and approval steps managed between submission and delivery, with automated, timely messaging to every party.

05
Integration, including on-premise

Structured data and generated documents delivered to cloud platforms, storage, APIs and on-premise systems — coordinated with your third parties.

06
Client portals & prefill

Self-service portals, adviser prefill and bulk prefilled requests for information — supporting GDPR right-to-access and change.

How we work

Software plus people, assisted by AI.

We don't hand you an empty form builder and leave you to it. We learn your process, convert and improve your forms, configure the workflow and integrations, and work with you through testing and launch.

AI helps our team move faster — converting, checking and testing — but every form ships with expert judgement about your industry, your compliance obligations and your systems.

See the full process →
01
We learn your process

Your forms, your systems, your compliance obligations, and every business area the process touches.

02
We convert and improve your forms

Not a copy of the PDF — a smarter journey drawing on best practice across your industry.

03
We configure workflow and integrations

Approval processes, automated messaging and data integrations — coordinated with your third parties.

04
We test, launch and monitor

End-to-end testing with you before go-live, then active monitoring and advice on improvements.

Support

Support from the people who built your forms.

When something needs attention, you reach the engineers who know your process.

Timely, expert help

Contact us when you need us and get relevant answers from people who know your setup — we target an initial response within 12 hours on every support ticket.

Proactive monitoring

We monitor the platform and your integrations continuously, resolve issues proactively, and reach out when something needs your attention — often before you've noticed.

We own the problem

When an issue appears anywhere in the journey, we help triage, investigate and remediate it — whether the cause sits in a form, an integration or a third-party system.

Data handling

Data passes through. It doesn't pile up.

FormsByAir is designed to move information securely to its destination — not become another permanent store of sensitive customer data. Submissions are held only during validation, workflow and delivery, then permanently deleted.

Capture
Smart form

Validated, verified, encrypted with AES-256 from the moment it's submitted.

Manage
Workflow in between

Review, authorisation, approval and automated messaging — managed end to end.

Deliver
Your systems

Structured data and generated documents to cloud platforms, storage, APIs and on-premise systems.

10 days
Default retention, then permanent deletion
AES-256
Encryption while data is temporarily held
99.95%
Monthly availability target, monitored 24/7
Security in detail →
Industries

Built where the stakes are regulated.

We help organisations improve customer experience, meet compliance obligations and reduce operational cost.

Illustration of investment growth and a verified entity ownership structure
Financial Services

Application forms with adviser prefill and integrated AML for individuals and entities, client portals, and complex data integrations into the systems that run your business.

Illustration of an insurance shield protecting a home and an approved claim document
Insurance

Application and claim forms with adviser prefill, conditional paths, live lookups, attachments and save-and-finish-later — connected to your claims and policy systems.

Bring us the form that doesn't fit in a box.

Contact Sales →
FormsByAir

Smart digital forms, expert implementation and seamless integrations — for regulated businesses that need more than a basic form builder.

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Made in New Zealand