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SPECIFICTION
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Feathery

feathery.io

Free plan WebAPI
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Spec score 8.2 #9 of 61 in AI Form Generators

What it is

Feathery is an AI operating and decisioning platform for financial-services workflows, including insurance submission intake, underwriting, wealth-management onboarding, account opening and advisor transitions. Its Robin assistant can turn plain-language descriptions into workflows involving forms, logic, integrations and document flows. The form builder lists more than 25 field types, A/B testing, analytics, dynamic calculations, conditional steps and fields, and custom API connections. Document tools extract and validate data from PDFs, images, spreadsheets, Word documents and audio, and fill PDF, Word and Excel templates. Feathery supports payment collection, file uploads and multiple embed options, with 120 listed integrations such as Salesforce, Applied Epic, Charles Schwab, HubSpot, Plaid, Zapier and Stripe. Security features include SOC 2 certification, GDPR, HIPAA and CCPA compliance, encryption, regional data controls, automatic deletion settings and access controls including SSO and audit logs. It runs on the web and offers an API. The Free plan is free, with 500 monthly submissions, five live forms and 10MB file uploads; Growth and Business use custom pricing.

Spec sheet

Purpose
Feathery describes itself as an AI operating and decisioning platform for financial services workflows.Read 9 Oct 2026 · feathery.io
Audience
Feathery says it works with insurance and wealth management firms on high-stakes workflows such as onboarding, account opening, underwriting, and servicing.Read 9 Oct 2026 · feathery.io
Free plan
YesRead 20 Sep 2026 · feathery.io
Integrations
The integrations directory lists 120 integrations, including Salesforce, Applied Epic, Charles Schwab, HubSpot, Plaid, Zapier, and Stripe.Read 9 Oct 2026 · feathery.io
Security
Feathery states it is SOC 2 certified and compliant with GDPR, HIPAA, and CCPA.Read 9 Oct 2026 · feathery.io
Support
The pricing page lists forum support, priority email and live chat, and custom form services across its plan comparison.Read 9 Oct 2026 · feathery.io
Access controls
The security page lists SSO, audit logs, multi-factor authentication, role-based permissions, custom permission profiles, and user groups.Read 9 Oct 2026 · feathery.io
Data controls
The security page says customers can host and process form data in major regions and configure automatic data deletion after a chosen period.Read 9 Oct 2026 · feathery.io
Document tools
Feathery says it can extract and validate data from PDFs, images, spreadsheets, Word documents, and audio, and fill PDF, Word, and Excel templates.Read 9 Oct 2026 · feathery.io
Embed options
multipleRead 20 Sep 2026 · feathery.io
Encryption
The security page says data at rest uses AES-256 encryption and data in transit is encrypted using TLS/SSL.Read 9 Oct 2026 · feathery.io
File uploads
YesRead 20 Sep 2026 · feathery.io
Form builder
The product page lists 25+ field types, A/B testing and analytics, dynamic calculations, conditional steps and fields, and custom API connections.Read 9 Oct 2026 · feathery.io
Free tier limits
The pricing page says free-plan users may build unlimited forms, while the number they can set live depends on the plan; its listed free tier allows five live forms.Read 9 Oct 2026 · feathery.io
Native integrations
120Read 20 Sep 2026 · feathery.io
Payment collection
YesRead 20 Sep 2026 · feathery.io
Robin assistant
Robin can build and deploy workflows from plain-language descriptions, including forms, logic, integrations, and document flows.Read 9 Oct 2026 · feathery.io
Use cases
Its listed workflows include insurance submission intake, underwriting, wealth management client onboarding, account opening, and advisor transitions.Read 9 Oct 2026 · feathery.io

Plans and prices

Free Free 500 monthly submissions · 5 live forms · 10MB file upload Read 9 Oct 2026 · feathery.io
Business Priced on request Custom Pricing Custom usage limits · custom form services Read 9 Oct 2026 · feathery.io
Growth Priced on request Custom Pricing Custom usage limits · priority email and live chat support Read 9 Oct 2026 · feathery.io

Every Feathery plan and price →

Strong points and limits

Strong points

  • Robin builds workflows from plain-language descriptions
  • More than 25 field types and conditional logic
  • Extracts and validates data from varied documents
  • 120 listed integrations
  • Free plan includes five live forms

Limits

  • Free plan limits live forms to five
  • Free plan allows 500 monthly submissions
  • Growth and Business prices are custom

Who it suits

Feathery suits insurance and wealth-management firms building onboarding, account-opening, underwriting or servicing workflows. It may also fit teams that need configurable forms, document handling and integrations.

Verdict

Feathery combines financial-services workflow building with forms, document processing, integrations and stated security controls. The Free plan has defined submission and live-form limits; paid plan pricing is custom.

Where Specifiction places it

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