Customer Portal
A branded, secure hub where clients track progress, collaborate, and complete approvals—guided by embedded agents.
Request demoA branded, secure hub for clients
Clients see progress, give feedback, and complete approvals—while embedded agents guide next steps.
Beautiful by default
Your logo, colors, and domain for a white‑labeled portal with milestones, owners, and latest updates.
Frictionless access
Password‑gated or magic‑link access per project. Invite clients and stakeholders—no account creation required.
Built for trust
Organization‑scoped permissions, secure token handling, and auditable actions keep sensitive work safe.
Why OnboardFi customer portal
A branded, secure hub where clients collaborate with your team and embedded agents—no status chasing.
Branded client experience
Your logo, colors, and domain with milestones, owners, and latest updates in one place.
Explore the portal
Frictionless, secure access
Password‑gated or magic‑link access per project with org‑scoped permissions and auditable actions.
See how agents guide clients
New to OnboardFi? Try it first
Start by creating a free account to get a feel for the platform.
