Stop paying for a disconnected workflow.
Reduce overlapping software subscriptions and repetitive admin. Bring your charter tools together and give every booking a consistent, professional finish.
Fewer Separate Tools
- E-sign supported charter contracts without a separate subscription to a tool such as DocuSign
- Manage clients, operators and booking history in the built-in CRM
- Create branded quotes and invoices without another document-generation platform
Less Booking Admin
- Reuse broker-approved terms instead of drafting every contract from scratch
- Build preferred operator groups and send direct RFQs from one place
- Flag differences between operator and client terms before issuing contracts
Clearer Cash Flow
- Automate payment reminders instead of manually chasing every deadline
- Track booking revenue, costs and margins without assembling separate reports
- Download accounting CSVs to share with your accountant
A Professional Client Experience
- Present quotes, contracts and invoices in your own brand
- Run usage-priced KYC/AML checks within the booking workflow
- Give clients QR links to check document records and status
Savings depend on the tools you replace and your usage. Plan allowances, overages and separate KYC/AML charges apply.
CharterFlow supports your booking workflow; it does not replace legal advice, full accounting software or a live aircraft-availability marketplace. Document verification confirms the record and status, not legal approval.
How CharterFlow works
From operator quotes to signed contracts — watch how brokers run the entire deal lifecycle in one place.
Your brand on every document
Set your logo, colors, and multi-currency bank accounts once — every quote, contract, and invoice comes out fully branded with the right wiring details.
Complete Operating System
High-performance tooling for every stage of the deal.
We built CharterFlow to handle the heavy lifting. From quoting to compliance, every detail is meticulously managed so you can focus on the relationship and the flight — whether you're a dedicated charter brokerage or a concierge team arranging jets for your members.
Charter Management
Track every enquiry through the full deal lifecycle in one place. Never lose a lead in your inbox again.
Email Intake
Forward or paste a client email and the system turns it into a draft charter — routing, dates and passengers pre-filled.
System Quote Extraction
Upload an operator's quote PDF and system extraction captures aircraft, price, routing, terms, and photos.
Client Quote Generation
Present multiple aircraft options side by side in branded, client-facing PDFs with configurable hidden margins.
Contract Drafting
Generate broker-to-client and operator-to-broker contracts, multi-leg itineraries, and payment schedules.
System Discrepancy Checking
The system compares the operator quote against the drafted contract and flags mismatches before you send.
E-Signature
Send clients a branded signing link. They review and sign online, fully executed contracts tracked.
KYC & Compliance
Screen clients for sanctions, PEP and adverse media. Track risk rating and verification status automatically.
Payments
Monitor client and operator payments with automated reminders by email for outstanding balances.
Branded Invoices
Issue payment requests, paid receipts and extras as branded PDFs, downloadable and emailed directly.
Flight Briefs
Upload an operator's brief PDF. The system strips the operator's identity while keeping critical FBO and crew contacts.
Operator Messaging & RFQs
Request quotes from your operator network, chat with saved message templates, and keep the full audit trail on the deal.
Client CRM
Import your client book in one CSV upload. Every enquiry, quote and contract is linked to the right client automatically.
Document Verification
Quotes and contracts are auto-filed in your document library — each with a public link clients can use to verify authenticity.
Multi-Currency Banking
Set per-currency bank accounts once. Every quote and invoice prints the right wiring details for its currency.
Aircraft Photo Library
Photos from operator quotes and uploads are filed per aircraft, ready to drop into client presentations.
Who It's For
Built for brokers. Loved by concierge teams.
CharterFlow is the back office for anyone who arranges private jet charter on behalf of clients — dedicated brokerages, concierge and lifestyle-management companies, and luxury travel businesses alike.
Charter Brokers
The core CharterFlow workflow: source operator quotes, present branded proposals with hidden margins, draft contracts, collect e-signatures, and keep compliance and payments on track.
Concierge & Lifestyle Management
Arranging private aviation for members? Run each request through the same professional pipeline — branded quotes, contracts, KYC screening, and payment tracking — under your own brand.
Luxury Travel & Yacht Charter
Travel designers and yacht charter houses adding jet charter get the full broker toolkit: automatic quote extraction, client-facing proposals, and a verifiable document trail for every booking.
Let Clients Verify the Record
Each generated contract and invoice has a public verification URL and QR code. Clients can confirm the matching CharterFlow record and lifecycle status—not the document's legal content or regulatory compliance.
Pricing
Consolidate your workflow tools
Bring CRM, quotes, contracts, supported e-signing, invoices, reminders and reporting into one branded workflow. Plans do not include unlimited usage: listed allowances and overage charges still apply. KYC identity verification and standalone AML screening are priced separately; eligible plan credits apply only to identity-verification sessions.
Free Trial — $0
Test the full workflow: 3 trial charters, 3 automatic extractions, sample quotes & contracts, and a verification demo. Sample documents carry a trial watermark.
Starter
Solo brokers and concierge teams with occasional charters.
or $990/yr (2 months free)
- 1 user seat
- 10 active charters
- 5 automatic quote extractions/mo
- 5 branded client quotes/mo
- 3 + 3 contracts/mo (client + operator)
- KYC/KYB pay-per-check
- Branded documents & verification IDs
- Document library
Pro
Active solo brokers and small teams.
or $2,490/yr (2 months free)
- 3 user seats
- Unlimited active charters
- 20 automatic quote extractions/mo
- 20 client quotes/mo
- 10 + 10 contracts/mo
- 1 individual KYC credit/mo
- 1 custom contract template
- System discrepancy checker
- Priority support
Team
Established brokerages.
or $7,990/yr (2 months free)
- 10 seats included, $49/extra user/mo
- Unlimited active charters
- 100 automatic quote extractions/mo
- 100 client quotes/mo
- 50 + 50 contracts/mo
- 5 individual KYC credits/mo
- White-label client portal
- 5 custom templates
- Team permissions & reporting
- Dedicated setup