What you already have in writing
Upload the client onboarding manual and the fee schedule
PDF, Word, Excel, and PowerPoint (that last one, in testing). Uploading them uses no credits.
Knowledge
An AI knowledge base that knows what it's missing
Setting up an AI knowledge base is the easy part: you upload documents and ask. The hard part is knowing how much it understood before it hands your team a wrong answer. Flipa shows you on a meter and tells you what to upload. One note on the term: this is an internal knowledge base, for your team to ask. It isn't a public help center for your customers.
The example on this page is a made-up bookkeeping and payroll firm. The app's interface is in Spanish today.
The meter
A number you can explain
This is AI knowledge base software with one rule: every company is measured the same way. Ten areas and 32 topics, and each topic ends up covered, half covered, or not covered.
- Five topics are essential and worth 60 of the 100 points. Without them you can't get past 40.
- A stray sentence doesn't make a topic covered: it has to be explained, with specifics.
- The total is plain arithmetic: the same coverage always gives the same number.
Do the math
How much would Flipa know about your company today?
Check the topics you already have in writing somewhere, even in an old PDF. The meter climbs by the same rules as the real one and tells you what counts most next.
0%
I don't know your company yet0 of 5 essentials · 0 of 32 topicsCheck what you already have in writing and watch it climb.
What would raise it most right now
- What you do and for whom+12
- Your typical customer+12
- Products or services+12
The five essentials are worth 60 points. The other 27 topics share 40.
The other 27 topics, by area about 1.5 pts each
The company0 of 3
What you sell0 of 2
Brand0 of 3
Limits and legal0 of 1
Market0 of 2
SEO and visibility0 of 5
Marketing and lead generation0 of 4
Measurement and data0 of 3
Website and digital product0 of 2
History0 of 2
This is a sample count that follows the rules of Flipa's meter. In the real one you don't check anything: Flipa reads your documents and decides whether each topic is covered, half covered (it counts half), or not covered.
What each range means
What changes in the answers as the number moves
Flipa uses the meter to warn you when it's answering without knowing much.
| Meter | Flipa tells you | What you notice when you ask |
|---|---|---|
| Under 30 | “I don't know your company yet” | It warns that whatever it writes will be generic. |
| 30 to 59 | “I know the basics” | Every answer carries a note that says so. |
| 60 to 84 | “I know you well” | Answers no longer carry that note. |
| 85 or more | “The full picture” | Nearly every topic is covered. |
The level names are translated here; the app shows them in Spanish. In our tests with a made-up company: empty, 0%; with two vague sentences, 13%; with the five essentials well explained, 64%.
Where it learns from
Three ways an internal knowledge base learns your business
Nearly all of it is already written down somewhere. What it learns is then used by the chat and by your agents.
Scanned paper
Does a photo of a signed engagement letter work?
Yes: it transcribes scans and photos of documents. That uses very little.
The brand manual
Here's the brand identity PDF
If the manual and the website disagree, it doesn't choose: it shows you both and asks which one wins.
Three drafts to get going
This is our website
It reads the home page and the main pages and writes three drafts. Only what you approve gets saved.
The whole site, for reference
Read the blog too
Page by page, up to 80. The site needs a sitemap.
Say it in your own words
One-off questions are billed separately for anyone who isn't on a monthly plan
It writes that up cleanly as a note and saves it when you click the save button.
That's no longer true
Starting in June, the office closes at 3 on Fridays
It proposes the change with a before and after. Nothing is saved until you click to update.
Thumbs down
Here you should have said we don't handle estate tax returns
You write how it should have answered. If you're an account admin, it applies from that moment; if not, it waits for an admin to approve it.
What it doesn't know
“They asked me and I didn't know”
The best clue to what's missing comes from the team's own questions. If someone asks something about the company that isn't in any document, Flipa says so and notes the topic. If it comes up again, it counts the times.
- An admin settles it by telling Flipa, by uploading a document, or by marking it closed.
- This is how an answer with its sources ends up.
Do we charge extra to file 1099s for a client?
I don't have that. The fee schedule covers monthly plans, but not 1099 filing. I've noted it as “Fees for one-off filings.”
Fee schedule 2026.pdf
No fooling yourself
Company knowledge base AI: what the number won't tell you
Whether it's current
It measures whether each topic is explained with specifics, not whether they still hold. A three-year-old fee schedule counts the same as this year's.
What's particular to your industry
The template is the same for every company. Today you can't add topics of your own, but you can set aside the ones that don't apply to you.
A higher number doesn't mean it's right
Which topics are covered is Flipa's judgment from reading your documents. It can get that wrong, which is why you see it topic by topic.
Frequently asked questions
What people ask before uploading the first document
Do I have to upload everything to get started?
No. With the five essential topics well explained, a test company reached 64%. The rest gets added when it's needed.
Is this a help center for my customers?
No. As a knowledge base for a small business, it's internal: your team asks and Flipa answers them. It doesn't publish help articles, and your customers never see it.
Is the app in English?
Not yet. The interface is in Spanish today, including the meter's labels. The assistant answers in the language you write in.
Who sees what I upload?
Everyone on your account consults the same material; today you can't reserve a document for a few people. Only admins upload and delete. No other company sees it: each one has its own separate space, as we explain in security.
What happens when a document changes?
Upload it under the same name and it comes in as a new version; the earlier one is kept. The meter doesn't drop because you add documents: it can only drop if you remove or rewrite the one a topic rested on.
Can the number be inflated?
We tried. Saving a list of the topic names, with nothing behind them, didn't raise it. What counts is what's explained with specifics.
What about things that only apply for a few days, like a promotion?
They're saved with their dates, and Flipa only uses them between those dates. Ask before then and it tells you the promotion hasn't started yet.
Does it read video, audio, or old file formats?
It doesn't read video or audio. It doesn't read the older Office formats either (.doc, .xls, .ppt): it tells you to save them in the current format.
Before you trust what it says, check how much it knows
Start free, no card needed, and upload the five essentials first.
Start free