YOUR PLATFORM01 / OPERATIONS
Your Certification Body. One Connected Platform.
Connect client records, auditors, audit schedules, reviews, decisions, invoicing and surveillance in one organized workflow.
See CABflo. Certification body software in action.
A short introduction to how CABflo brings clients, auditors, audits, decisions, finance and accreditation evidence together for modern certification bodies.
One client. One connected path.
Follow a single certification from onboarding to accreditation evidence. Scroll to move the data point.
01
CLIENT
One client record. One source of truth.
Manage client information, contacts, certification scope, contracts and certification history in one connected record.
Clients · demo data
Clients128
Active96
Northwind Foods LtdISO 22000 · Cycle 2 of 3Certified
Alder EngineeringISO 9001 · Contract signedInitial audit
Meridian LabsISO 27001 · Contract pendingProposal
Contact: j.smith@example.com · Scope, contract and history on one record
02
AUDITOR
The right auditor. For the right audit.
Maintain complete auditor profiles, qualifications, training, witness audits, experience and technical competency evidence.
Competency evidence stays connected to the auditor.
Auditor profile · demo data
A. RahmanLead auditorApproved
CV · QualificationsUploadedCurrent
Training records14 entriesUp to date
Witness audits3 in cycle1 due
Audit history42 audits
IAF 03IAF 17IAF 28
Competency evidence linked to the auditor record
03
AUDIT
From planning to execution.
Plan audits, assign auditors, manage dates and keep audit execution connected to the client record.
Client→Auditor→Date→Audit
Audit planning · demo data
Northwind Foods LtdStage 2 · 14 OctPlanned
AuditorA. RahmanAssigned
Audit planv2 issuedShared
Audit statusFieldworkIn progress
04
DCR
Independent review. Complete traceability.
Control certification decisions, corrective actions and review evidence through a structured decision and review workflow.
Audit→DCR→Review→Decision→Certification
Decision & Review · demo data
DCR-0142Northwind Foods · Stage 2Submitted
Technical reviewReviewer: L. OrtizIn review
Corrective actions2 raised · 1 closedOpen
DecisionAwaiting independent decisionPending
AuditDCRReviewDecisionCertified
05
FINANCE
From audit to invoice.
Connect contracts, invoices, payments, outstanding revenue and forecasts to the operational workflow.
Contract→Audit→Invoice→Payment
Finance · demo data
Outstanding$48.2k
Forecast$212k
INV-2031Northwind Foods LtdPaid
INV-2032Alder EngineeringSent
INV-2033Meridian LabsOverdue
Actual vs forecast (lighter bars = forecast)
Secure Login & User Access — Role-based access keeps every record visible only to the right people.
06
DASHBOARD
Management sees the business. Not just the records.
A control center for contract status, workflow stages, pending DCR, invoices, outstanding revenue and responsible team members.
Executive dashboard · demo data
Active contracts96
Pending DCR7
Invoices due12
Outstanding$48.2k
Audits this month21
Monthly forecast vs actual
Workflow stages
Onboarding9
Audit21
DCR7
Invoicing12
Responsible: S. ChenScheme manager7 tasks
07
ACTIVITY
Every action leaves a trace.
Track actions by auditors, scheme managers, finance users, administrators and other platform users with timestamps and complete history.
Activity tracker · demo data
09:42 — Client record updatedAdmin · NorthwindLogged
09:47 — Audit assignedScheme mgr · NorthwindLogged
10:15 — Document uploadedAuditor · AlderLogged
11:03 — DCR updatedReviewer · DCR-0142Logged
11:21 — Invoice generatedFinance · INV-2032Logged
08
CHAT
The conversation stays with the client.
Keep client discussions, questions, context and shared information connected to the relevant certification record, rather than scattered across separate channels.
Client chat · Northwind Foods · demo data
ClientScheme ManagerAuditorFinanceDCR Reviewer
ClientCan we move the site visit to Thursday?
Scheme ManagerConfirmed. Auditor notified.
FinanceInvoice will follow the audit.
09
CALENDAR
Everyone knows what is happening.
Give users public and private calendar views while making audit assignments and upcoming work visible to the appropriate team members.
Calendar · October · demo data
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AuditDCRA. Rahman available
10
QUALITY
Your certification system. Your accreditation evidence.
Manage quality and accreditation-related records in one controlled environment.
Connected records. Controlled evidence. Complete traceability.
Quality & accreditation records · demo data
Internal AuditQ3 programmeComplete
↓ Management ReviewAnnual reviewScheduled
↓ Corrective Actions4 openIn progress
↓ Impartiality CommitteeMeeting minutesFiled
↓ Complaints1 openUnder review
↓ AppealsNone openClear
One platform. One clear view.
Clients
Keep client information, contracts, certification status and history connected.
Auditors
Maintain competency profiles, qualifications, training, experience and technical codes.
Audits
Plan audits, assign auditors, track progress and monitor report completion.
Decision & Review
Keep certification decisions structured, traceable and connected to the file.
Finance
Connect contracts, invoices, payments and outstanding revenue to certification activity.
Management Visibility
See clients, audits, DCR, invoices, revenue and operational status from one dashboard.
