Data Onboarding Portal for Clients
We build a self-service portal where your clients or partners upload their data in any common format, which is validated, mapped, and ingested into your systems automatically with clear error feedback. Client data onboarding stops being a support burden.
- Pilot the plan to start small
- Inspected before it goes live
- Monthly or every 3 months, or yearly
- 2–4 days build time, once your material is in
What you get
- Upload page with your branding on your own web address
- File checks for required fields, formats and duplicates
- AI that matches your clients' column names to your format
- AI error explanations shown to the client
- Approved files loaded straight into your systems
- Onboarding status board for your team
How your order runs, after you choose a plan
Questionnaire
You answer a short questionnaire about your business, your goals and what this service needs.
Five sample concepts
We prepare five sample designs of your site from your answers, each with its own look and layout.
You choose or mix
Pick one, or mix them — for example the colours of one with the layout of another.
Upload your material
Send what this service works from — files, data, access or material, depending on the service. We use only what you give us.
We build it
Our specialist AI team builds the complete service from your choice and your material.
Quality inspector
An automated inspector checks the work. Anything that fails is rebuilt before you see it.
Live
Your site goes live at a web address we give you, then on your own domain.
The five samples usually arrive within minutes. Each service's build time is counted from the day your questionnaire and material are complete.
How it works
What it does for you, every day, once it is live.
- 1Maps each client's column names to your format automatically
- 2Explains every upload error in plain words the client can fix
- 3Spots suspicious values like dates in the wrong field
- 4Summarises each client's onboarding progress for your team
Connects to
Connected to the tools you already use.
How we deliver it
Choose your plan
Every plan includes the complete service. A bigger plan includes more usage.
Start
- The complete service is included in this plan.
- Less than $2 a day
- Included every month — Client files onboarded: 375More when you need it: $9 for 1,000 extra ($0.009 each)
- Up to 2 changes or improvements to your site a month
Growth
Recommended- The complete service is included in this plan.
- Less than $2 a day
- Included every month — Client files onboarded: 900More when you need it: $9 for 1,000 extra ($0.009 each)
- Up to 2 changes or improvements to your site a month
Scale
- The complete service is included in this plan.
- Less than $3 a day
- Included every month — Client files onboarded: 2,250More when you need it: $9 for 1,000 extra ($0.009 each)
- Up to 2 changes or improvements to your site a month
Bigger than Scale? Enterprise is quoted after a free assessment.
- Built on your business — your data, rules and tools — by our specialist AI team, not a generic template.
- Every delivery passes our quality checks before you see it: tested, working and documented.
- On every plan: we keep it live and running, improve it each month from its own results, and your monthly care rounds cover changes, fixes and help.
Included in the price
- The service built for your business and running (or delivered)
- A personalised website for your business, mobile-first
- Changes after delivery: rounds of care included
Extras
Tick what you want on top; the total updates as you go.
What we need from you
We use only what you give us — we never invent your details.
- What data do clients send you?
- What formats arrive today?
- Which system must the data reach?
- Which mistakes happen most?
- Who helps clients when stuck?
Your data stays yours.
The promise, in plain words — and each part is built into how we work, not just written here.
Encrypted, per customer
Everything you send us is encrypted with keys that belong to your account alone.
Used only for your service
Your files and answers are used to build your service — never for another customer's work.
No outside AI without approval
Data you mark confidential is not sent to any outside AI service we have not approved. By default it is handled only by our own tools.
Delete everything, any time
From your account you can delete everything you sent us and everything built from it. Your keys are destroyed, so even backups become unreadable, and you get a deletion receipt. Only the invoice records that accounting law requires are kept.
Add-ons & upgrades
Start with the build, then add what you need — anytime.
Built for your sector
Ready to see it built on your business?
Start with the Pilot plan — the complete service, built on your business and run for you. Move up when you need more.