RouteFlo
“Can AI-driven onboarding conversations unlock more Work Opportunity Tax Credits than legacy WOTC screening vendors?”
HQEureka, Montana, USA
IndustryVertical SaaS / HR Tax Credits
The story
RouteFlo LLC is a Montana-based WOTC (Work Opportunity Tax Credit) automation vendor. Its core product, HyperStep, uses conversational AI (SMS/email) to guide new hires through the WOTC form-collection process on behalf of employer clients, and it retrieves payroll data to compute credit values for federal/state tax filings. The company is not a fintech in the embedded-finance sense — it is a tax-credit services firm whose only 'money movement' is billing its own clients via a card processor.
Last 12 months
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Product timeline
2025
Privacy policy effective February 27, 2025 for RouteFlo LLC.· product
2025
Launched HyperStep, an AI-driven service that texts, emails, and chats with new hires to collect WOTC forms.· product
The stack
0 layers disclosed in RouteFlo’s embedded-finance stack
Accounting gap: none