AutoOnboard replaces manual onboarding with an AI-powered platform that handles the entire process — from first contact to signed agreement — in one place.
Merchants complete onboarding through a conversational AI interface. Our system asks the right questions, adapts to answers, and guides each merchant to completion — no forms, no friction.
Automatically extract data from uploaded passports, certificates of incorporation, utility bills, and bank statements. Our OCR engine validates and pre-fills all fields instantly.
Every merchant receives an AI-generated risk score based on their business type, document quality, jurisdiction, and declared activity. Flag high-risk applications before they reach your team.
Build custom onboarding flows without code. Add, remove, and reorder questions for different merchant categories. Set conditional logic, required fields, and document requests per flow.
A full-featured CRM to manage every merchant application. Filter by status, risk level, or business type. Approve, reject, or request more information with one click.
Seamlessly integrated KYC checks. Verify identities, cross-reference documents, and flag discrepancies — all within the same platform, no third-party dashboard required.
Send, track, and collect signed merchant agreements digitally. Agreements are auto-generated from your templates and stored securely in each merchant profile.
Deploy AutoOnboard under your own brand. Custom domain, custom logo, custom colours. Your merchants never see our name — it's entirely your product.
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