OnboardFi is the
AI-powered workspace
for modern teams

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Our mission: to become the default operating system for every client-facing team on the planet, powered by AI that doesn't just assist — it executes.

We're building a future where AI agents are indistinguishable from your best team members. Where every client interaction is proactive, personalized, and perfect. Where businesses compete not on manual effort, but on the intelligence of their AI-powered workflows.

Where we're headed

OnboardFi is pioneering a new category: the AI-first client collaboration platform. We envision a world where every business interaction is intelligent, automated, and delightful — where AI agents are trusted colleagues that handle complexity so humans can focus on creativity and connection.

We're not just building better project management or CRM tools. We're creating an entirely new way of working — where AI agents become extensions of your team, learning your processes, anticipating needs, and orchestrating complex workflows across every client touchpoint.

Our ambition: make OnboardFi the operating system for client-facing teams globally. Every deal closed, project delivered, and client served — powered by AI that transforms how businesses collaborate, compete, and grow.

Our product principles guide everything we build

Client-First Design
Every feature starts with the client experience. Beautiful portals, clear communication, seamless collaboration.
Simple Yet Powerful
Launch in minutes, not months. Intuitive for users, flexible for teams, with AI that actually works.
Enterprise-Ready
Bank-level security, complete audit trails, and reliability that teams can trust for their most important clients.
ROI-Driven
Built to save time, improve margins, and increase client satisfaction — with metrics to prove it.