Who is OnboardFi for?

OnboardFi is a B2B product built for b2b sales and customer success teams.

How much does OnboardFi cost?

Paid plans start at $49, and a free tier is available.

What platforms does OnboardFi run on?

OnboardFi runs on the web and API.

Is OnboardFi still active?

Unverified. OnboardFi has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.

What projects are similar to OnboardFi?

Similar projects tracked by PulseGate include OnBoardAI, Fluidworks Onbi, and Onboarder.AI.

Does OnboardFi have an API or integrations?

Yes — OnboardFi exposes a public API.

Back to the index

OnboardFi

Name: OnboardFi
Price: 49 USD

onboardfi.comBusiness & Operations

OnboardFi is an AI-powered platform for B2B teams to automate customer onboarding, qualify inbound leads, and deliver instant product demos. It features embedded AI agents, voice-guided onboarding, and a branded customer portal to streamline the entire customer journey and improve adoption.

FreemiumWebCloud-managedAPI

Visit onboardfi.com

Overview

5 features

OnboardFi sits in PulseGate's Business & Operations category. Manual and fragmented customer onboarding processes that slow down lead qualification and product adoption. OnboardFi is a B2B product aimed at b2b sales and customer success teams. There is a free tier, and paid plans start at $49. OnboardFi is available on the web and API.

OnboardFi first shipped in 2024. Key capabilities include AI sales rep, lead qualification, and voice-guided demos. It exposes integrations via a public API.

Summary written by a language model from the project’s public pages.

AI sales rep
Lead qualification
Voice-guided demos
Customer portal
Onboarding checklists

Built with & integrations

Framework

Next.js

Hosting

Vercel

AI providers

openai

Connectors

API

Runs on

BrowserCloud-managedAPI-only

Detected from

Next.js: /_next/static/ in the HTML · __next_f in the HTML
Vercel: x-vercel-id header · x-vercel-cache header

Trust & compliance

Verified signals

HTTPSPrivacy Policy Terms of ServiceFree tier

Legal

Indexing history

What PulseGate has recorded for this listing

Indexed29 Jun · 11:47 UTC
Listing verified against its public source
Source: PulseGate · Open

Frequently asked questions about OnboardFi

What does OnboardFi do?: Manual and fragmented customer onboarding processes that slow down lead qualification and product adoption. It is catalogued under Business & Operations on PulseGate.
Who is OnboardFi for?: OnboardFi is a B2B product built for b2b sales and customer success teams.
How much does OnboardFi cost?: Paid plans start at $49, and a free tier is available.
What platforms does OnboardFi run on?: OnboardFi runs on the web and API.
Is OnboardFi still active?: Unverified. OnboardFi has not been re-checked since it entered the index, so there is no finding either way — and only a positive finding would say otherwise.
What projects are similar to OnboardFi?: Similar projects tracked by PulseGate include OnBoardAI, Fluidworks Onbi, and Onboarder.AI.OnBoardAI Fluidworks Onbi Onboarder.AI
When did OnboardFi launch?: OnboardFi first shipped in 2024.
Does OnboardFi have an API or integrations?: Yes — OnboardFi exposes a public API.

At a glance

Pricing: Freemium · from $49 · free tier
Platforms: Web
Languages: English
Built for: b2b sales and customer success teams
Model: B2B
Solves: Manual and fragmented customer onboarding processes that slow down lead qualification and product adoption.

Index record

Identity confidence: Medium · 70.4
Indexed: 29 Jun 2026
Lifecycle: Alive
Last seen: 29 Jun 2026

Identity audit (12)

Slug: customer-onboarding-software-with-ai-sdr-demo-agents-onboardfi-com
Lifecycle last checked: 8 Aug 2026
Verification state: Indexed for public listing
Listing state: Listed: yes
Index status: Included in index
Latest evidence snapshot: 29 Jun 2026
Timeline basis: Indexed-at chronology. This listing's first-seen date was written by the catalog backfill, not observed here, so it is not treated as a sighting.
Name from: Derived from the project's own page and URL.
Category from: Assigned by a language model.
Summary from: Written by a language model from public pages.
Languages from: Detected by a language model, checked against the page's own declaration.
Canonical URL: https://onboardfi.com/

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