OnboardFi Pricing
Pricing that scales with you. Start free, then add usage and features as you grow.
Neon pricing plans
Basic + Usage
$0 /month
Start for freeIdeal for companies onboarding fewer than 5 clients monthly with basic requirements.
Up to 5 Onboards
Up to 50 Sessions
Basic customization
Basic analytics
2 Integrations
Pro + Usage
$120 /month
StartPerfect for teams seeking advanced features and superior performance.
Unlimited Onboards
Unlimited Sessions
Unlimited Integrations
Custom Domain support
Pro analytics
Growth + Usage
$400 /month
StartBuilt for scaling companies requiring advanced automation and customization.
Onboard workflows & automations
Full template customization
Advanced Onboard Logic
Advanced analytics
Enterprise
Contact Sales
ContactComprehensive solution for large organizations with complex requirements.
Custom integrations
24/7 priority support
Custom SLA
White‑label solution
Dedicated implementation team
Custom Plans
Connect with our team for annual contracts, higher resource limits, and more.
Compare plans
- Included
- Onboards
- Sessions
- Integrations
- Custom Domain
- Onboard customization
- Analytics
- Workflows & automations
- Up to 5
- Up to 50
- 2
- Basic
- Basic
- Unlimited
- Unlimited
- Unlimited
- Advanced
- Pro
- Unlimited
- Unlimited
- Unlimited
- Full template customization
- Advanced
- Unlimited
- Unlimited
- Unlimited
- Full + white‑label
- Advanced + custom dashboards
Frequently Asked Questions
OnboardFi is an AI-powered platform that transforms client onboarding through intelligent automation and personalization. Our AI agents guide customers through both structured and self‑paced onboarding experiences.
You can start immediately after signing up. The no‑code setup lets you configure and launch your first AI‑powered onboarding within hours.
Any business that wants to improve its client onboarding process. Popular use cases include SaaS, fintech, and enterprise solutions—each can be customized to specific workflows.
Absolutely. You can upgrade, downgrade, or customize your plan at any time from account settings. Annual billing offers a 15% discount.