OnboardFi
OnboardFi
Product
Platform
AI Action Agents
Execute onboarding tasks automatically
Integrations
Connect 200+ tools across your stack
Project management
Coordinate workflows, owners, and approvals
Analytics & reporting
Track time‑to‑value and implementation KPIs
Client facing
Customer portal
Branded, client‑facing implementation hub
AI onboarding agent
24/7 guided setup and assistance
Content management
Centralize docs, checklists, and assets
Sales collaboration
Close deals and hand off seamlessly
What is OnboardFi?
AI‑powered customer onboarding
Solutions
Use cases
Sales
Collaborative sales rooms and seamless handoff to onboarding
Onboarding
Reduce time‑to‑value with guided checklists, approvals, and AI assistance
Account management
Renewals, QBRs, and multi‑stakeholder coordination in one portal
Professional services
Deliver projects with clear owners, milestones, and audit trails
Order fulfillment
Streamline intake, verifications, and fulfillment with triggers and automations
Implementation
Orchestrate complex deployments—agents handle routine steps; humans review
Resources
Blog
What's New
Help Center
Academy
Pricing
Company
Blog
About us
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Framework
Analog
Use Case
Starter
Publisher
Neon
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