Map, transform, and validate every client's data. Hand it to an autonomous agent, supervise an AI copilot, or build it yourself. Every onboarding becomes an asset your team owns.
Two paths
Hand the data to the autonomous pipeline, or steer an AI copilot at the level of autonomy you choose. Anywhere from auto-approve to off. Every onboarding produces the same editable template, in your library, yours to keep.
Source files in, editable template out. The agent maps, transforms, validates, and self-corrects across cycles, flagging review items as it goes.
A goal in plain English, or your hands on the wheel. The copilot navigates and executes any feature in the app, at the permission level you set. Auto, per-step, or off.
An asset, not a one-off
Each client your team onboards becomes a template; the next file with that format runs on it automatically. Capacity compounds with each migration.
more client go-lives
per implementation rep
engineering work to
onboard the next client
reusable template added
with every onboarding
Four tools, one surface
Mapping, transformation, validation, enrichment. The work your team does on every onboarding. Here’s what each looks like in the workbench.
One mapping card per field: source, destination, logic, & validations. Drag, drop, or let the AI handle it all.
Visual rules that compile to Python. 50+ functions, AND/OR groups, and a Python escape hatch when an edge case needs one.
The same visual builder defines validations. Inline errors on the row, downloadable error reports, never a surprise at load time.
Reference tables, live APIs, databases. Lookups slot into a mapping the same way logic does.
Our architecture is designed to minimize liability and risk. Client data is securely stored for 24 hours to facilitate large file operations, then permanently deleted.
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Tailored setup so the workbench fits your team’s onboarding workflow.
Build your first template on day one. By week one, real client files are running through it.
AI workbench for client data onboarding. Built for implementation teams at vertical SaaS.
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