Onboarding automation software - AI tools

Onboard.io is a comprehensive customer onboarding and implementation platform that automates launch plans, streamlines collaboration, and provides 360° visibility for all stakeholders to ensure successful client onboarding.

• Paid
• From 499$

Smart Onboarding streamlines pre-boarding, onboarding, and off-boarding by digitizing workflows, reducing paperwork, and ensuring compliance for new hires, suppliers, and more.

• Contact for Pricing

Setuply streamlines client onboarding and lifecycle management with AI-driven automation, integrated workflows, and secure data management for enhanced business growth and client retention.

• Contact for Pricing

DoubleO is an AI automation platform that allows users to build and deploy AI agents to automate complex tasks without needing development skills. It offers pre-built templates and custom workflows, integrating with existing tools for seamless operation.

• Contact for Pricing

welcomr is a platform designed to simplify and automate new employee onboarding by providing structured workflows, real-time tracking, and feedback collection.

• Other

Adept is an enterprise-grade AI platform that automates complex software workflows using advanced agent technology and proprietary models, specializing in web understanding and task automation.

• Contact for Pricing

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

Helloz.ai enhances SaaS user onboarding with AI-driven personalized journeys, voice/text interactions, and real-time insights to improve engagement and reduce churn.

• Free Trial

BoardFast streamlines administrative processes for digital service companies, automating contractor management, billing, and documentation within a secure, customizable platform.

• Paid
• From 8$

AutomationEdge is a hyperautomation platform integrating RPA, IT Automation, Conversational AI, and Document Processing for enterprise transformation.

• Contact for Pricing

Automaited automates document-centric business processes by capturing, validating, and integrating document data directly into your workflows, reducing errors and boosting efficiency.

• Contact for Pricing

Boardon streamlines the onboarding process with a flexible, branded platform, enabling organizations to deliver engaging and efficient introduction experiences for new hires.

• Freemium

Narada AI offers agentic process automation using Large Action Models to automate complex workflows across various enterprise tools, focusing on both front-line and back-office tasks.

• Freemium
• From 20$

OpenAdapt.AI learns and automates desktop and web workflows by observing user demonstrations, enhancing productivity across various industries.

• Free

Off*Work is an AI and Automation company that develops autonomous agents to handle operational tasks within organizations, focusing on automating repetitive but essential business operations.

• Contact for Pricing

Clustdoc is client onboarding software that automates routine workflows, document collection, eSignature, and approval management for efficient client onboarding across industries.

• Free Trial