From pricing inputs to a reusable product in five steps.

Start with your email. A secure workspace link lands in your inbox, with no password setup required.

Upload the price book, SKU catalog, cost workbook, usage export, proposal notes, term sheet, customer context, deck, or prior model. The first source upload accepts up to ten text-based PDF, Word, Excel, CSV, text, JSON, or PPTX files, or one shared Google Doc. Supplemental materials can be added before the delivery window starts.

Customer-specific materials are used only as needed to extract context, run intake, scope the quote model, build deliverables, support the project, maintain audit records, and honor deletion workflows.

A structured conversation captures the economics a pricing operator needs: quote objective, customer segment, product or package, volume, ramp, usage, cost-to-serve, discount rules, approval constraints, and timeline.

The source set is read first, so the prompts can reference your actual pricing inputs instead of asking generic form questions.

Most questions use clickable choices with free-text fallback. You can pause and resume the intake from the workspace.

Auriflow generates a scope brief from the intake conversation: product boundary, source inputs, calculation rules, assumptions, scenarios, guardrails, outputs, exclusions, and activation timing.

You review the brief, approve or edit, then choose the template or custom product plan that matches the confirmed scope.

This keeps the work concrete: one defined pricing product, one activation scope, and clear boundaries for ongoing maintenance.

Before any modeling begins, the confirmed brief and everything gathered in discovery are turned into a written analysis plan: objective, open questions, which data inputs are available, missing, or assumed, the modeling approach, the scenarios to run, deliverables, and remaining assumptions.

The plan is reviewed, edited where needed, and approved as a numbered version. Modeling runs against that approved version, and regenerating a plan supersedes the old one so there is never ambiguity about what was agreed.

Follow-up questions can be sent from the workspace with an email notification, and the answers are written back into the project record automatically. If your timeline changes, the delivery deadline can be updated with the reason logged and confirmed by email.

Activation includes an editable Excel model and a hosted model summary inside your customer dashboard.

The workbook covers the analysis needed for the quote: assumptions, source inputs, base case economics, pricing scenarios, sensitivities, margin guardrails, decision levers, and methodology notes as applicable.

The hosted summary lets you compare scenarios, adjust key levers, and communicate the recommended quote without opening Excel.

The monthly subscription keeps the workspace available, maintained, and supported, with one consolidated tune-up each quarter.