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AI-Powered
Customer Onboarding

Provide High-touch White Glove Onboarding At Scale.

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Features

Features

Features

Powerful Features for Enhanced Onboarding

Discover the features that can revolutionize your client onboarding experience.

Voice-to-Voice AI Agents

Deploy intelligent AI agents that provide real-time assistance and personalized guidance throughout the onboarding journey.

Dynamic Generative UI/UX

Create adaptive interfaces that evolve in real-time based on user interactions and needs.

Multi-Tenant

Build onboarding websites with unique domains.

Advanced Analytics

Track engagement metrics and gain actionable insights to optimize your onboarding processes.

Advanced Analytics

Track onboarding metrics and user engagement to optimize client experiences in real-time.

Customizable Dashboards

Personalize your analytics dashboard with flexible options for monitoring onboarding KPIs and client progress.

Real-time Notifications

Stay informed on client progress, completion rates, and AI agent interactions throughout the onboarding journey.

Simplified Progress Tracker

Effortlessly monitor completion rates, engagement levels, and time-to-value metrics across all client segments.

"OnboardFi transformed our client onboarding with their innovative AI agents and strategic approach. Their platform's intelligence and attention to every client interaction truly sets them apart."

Tyrone Ross

CEO of 401 Financial

"OnboardFi transformed our client onboarding with their innovative AI agents and strategic approach. Their platform's intelligence and attention to every client interaction truly sets them apart."

Tyrone Ross

CEO of 401 Financial

"OnboardFi transformed our client onboarding with their innovative AI agents and strategic approach. Their platform's intelligence and attention to every client interaction truly sets them apart."

Tyrone Ross

CEO of 401 Financial

"OnboardFi transformed our client onboarding with their innovative AI agents and strategic approach. Their platform's intelligence and attention to every client interaction truly sets them apart."

Tyrone Ross

CEO of 401 Financial

Benefits

Benefits

Benefits

Why Businesses Choose OnboardFi

Transform your client onboarding with AI-powered automation and personalization.

Internal & External Onboarding

Choose between guided or self-paced onboarding experiences for your clients.

Seamless Integration

Connect OnboardFi with your existing tools and workflows effortlessly.

Enhanced Client Experience

Deliver personalized, engaging onboarding journeys that boost satisfaction.

24/7 AI Support

Provide round-the-clock assistance without increasing support staff.

Secure & Compliant

Protect sensitive data with enterprise-grade security measures.

Quick Implementation

Start using Aurix quickly with a user-friendly, straightforward interface.

Integrations

Integrations

Integrations

Seamless Integrations with Your Favorite Tools

Connect with over 200+ popular business tools to create a truly unified workflow.

See all

See all

See all

Testimonials

Testimonials

Testimonials

Don't Just Take Our Word for It

Hear from businesses that have transformed their onboarding with OnboardFi.

  • "OnboardFi transformed our client onboarding, cutting implementation time in half! The AI-powered agents are like having brilliant onboarding specialists working 24/7."

    James Sullivan

    Marketing Director at TechCorp

  • "Our client success team's efficiency has soared since implementing OnboardFi. It's like having an AI specialist for every client, handling routine onboarding questions so we can focus on high-value interactions."

    Eric Rodriguez

    Operations Manager at GlobalServe

  • "OnboardFi's client success team is phenomenal. They're always there to help us optimize our onboarding experiences. It's rare to find a tech company that combines cutting-edge AI agents with such a human touch."

    Alex Patel

    IT Director at HealthTech Inc.

  • "The AI-powered onboarding from OnboardFi has given us a competitive edge we never thought possible. It's like having an expert onboarding team that never sleeps."

    Michael Chen

    CEO of InnovateCo

  • "The AI capabilities of OnboardFi have allowed us to scale our onboarding without proportionally scaling our support team. We've tripled our client base, but our core team has only grown by 20%."

    David Thompson

    Founder of ScaleUp Solutions

  • "We've seen a 40% increase in client satisfaction since moving to OnboardFi. It's a game-changer for onboarding success, empowering our team to deliver more meaningful client experiences."

    Robert Kim

    HR Manager at HappyWork Ltd.

Pricing

Pricing

Pricing

Pricing That Scales With You

As your business expands, our pricing adjusts to match your evolving needs, ensuring cost-efficiency without compromise

Monthly

Annually

Save 20%

Basic + Usage

$0

Forever

Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

Free Plan includes

Up to 5 total Onboards

Up to 50 Sessions

Basic Onboard customization options

Basic Analytics

2 Integrations

Pro + Usage

$120

per month

Perfect for teams seeking advanced features and superior performance

Soon

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

All Basic plan features, plus

Unlimited Onboards

Unlimited Sessions

Unlimited Integrations

Custom Domain support

Pro Analytics

$20 per seat for teams

Growth + Usage

$400

per month

Built for scaling companies requiring advanced automation and customization.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

All Pro plan features, plus

Onboard workflows & automations

Full Template customization

Advanced Onboard Logic

Advanced analytics

Enterprise

Contact

Comprehensive solution for large organizations with complex requirements. Offers maximum customization, security, and support.

Contact

Billed in one annual payment.

All Growth plan features, plus

Custom integrations

24/7 priority support

Custom SLA

White-label solution

Dedicated implementation team

Priority support

Monthly

Annually

Save 20%

Basic + Usage

$0

Forever

Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

Free Plan includes

Up to 5 total Onboards

Up to 50 Sessions

Basic Onboard customization options

Basic Analytics

2 Integrations

Pro + Usage

$120

per month

Perfect for teams seeking advanced features and superior performance

Soon

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

All Basic plan features, plus

Unlimited Onboards

Unlimited Sessions

Unlimited Integrations

Custom Domain support

Pro Analytics

$20 per seat for teams

Growth + Usage

$400

per month

Built for scaling companies requiring advanced automation and customization.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

All Pro plan features, plus

Onboard workflows & automations

Full Template customization

Advanced Onboard Logic

Advanced analytics

Enterprise

Contact

Comprehensive solution for large organizations with complex requirements. Offers maximum customization, security, and support.

Contact

Billed in one annual payment.

All Growth plan features, plus

Custom integrations

24/7 priority support

Custom SLA

White-label solution

Dedicated implementation team

Priority support

Monthly

Annually

Save 20%

Basic + Usage

$0

Forever

Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

Free Plan includes

Up to 5 total Onboards

Up to 50 Sessions

Basic Onboard customization options

Basic Analytics

2 Integrations

Pro + Usage

$120

per month

Perfect for teams seeking advanced features and superior performance

Soon

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

All Basic plan features, plus

Unlimited Onboards

Unlimited Sessions

Unlimited Integrations

Custom Domain support

Pro Analytics

$20 per seat for teams

Growth + Usage

$400

per month

Built for scaling companies requiring advanced automation and customization.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

All Pro plan features, plus

Onboard workflows & automations

Full Template customization

Advanced Onboard Logic

Advanced analytics

Enterprise

Contact

Comprehensive solution for large organizations with complex requirements. Offers maximum customization, security, and support.

Contact

Billed in one annual payment.

All Growth plan features, plus

Custom integrations

24/7 priority support

Custom SLA

White-label solution

Dedicated implementation team

Priority support

Monthly

Annually

Save 20%

Basic + Usage

$0

Forever

Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

Free Plan includes

Up to 5 total Onboards

Up to 50 Sessions

Basic Onboard customization options

Basic Analytics

2 Integrations

Pro + Usage

$120

per month

Perfect for teams seeking advanced features and superior performance

Soon

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

All Basic plan features, plus

Unlimited Onboards

Unlimited Sessions

Unlimited Integrations

Custom Domain support

Pro Analytics

$20 per seat for teams

Growth + Usage

$400

per month

Built for scaling companies requiring advanced automation and customization.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Soon

Billed in one annual payment.

$20 per seat for teams

All Pro plan features, plus

Onboard workflows & automations

Full Template customization

Advanced Onboard Logic

Advanced analytics

Enterprise

Contact

Comprehensive solution for large organizations with complex requirements. Offers maximum customization, security, and support.

Contact

Billed in one annual payment.

All Growth plan features, plus

Custom integrations

24/7 priority support

Custom SLA

White-label solution

Dedicated implementation team

Priority support

FAQ

FAQ

FAQ

Got questions? We've got answers.

Got questions? We've got answers.

Find answers to common questions about OnboardFi and its capabilities.

Find answers to common questions about OnboardFi and its capabilities.

What is OnboardFi and how does it work?

How quickly can I implement OnboardFi?

What types of businesses can benefit from OnboardFi?

Can I upgrade or change my plan later?

What is OnboardFi and how does it work?

How quickly can I implement OnboardFi?

What types of businesses can benefit from OnboardFi?

Can I upgrade or change my plan later?

What is OnboardFi and how does it work?

How quickly can I implement OnboardFi?

What types of businesses can benefit from OnboardFi?

Can I upgrade or change my plan later?

What is OnboardFi and how does it work?

How quickly can I implement OnboardFi?

What types of businesses can benefit from OnboardFi?

Can I upgrade or change my plan later?

White Glove Onboarding At Scale.

Harness the power of intelligent AI agents for seamless internal and external onboarding experiences.

Join waitlist

Join waitlist

Join waitlist

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