Without this, we couldn’t have migrated them. We didn’t have the bandwidth, the tooling, or the resources. In a couple hours we had a repeatable template running their data exactly how we needed.
Migrate any client's data in minutes.
No developers.
Tell an AI agent your goal in plain English, and it maps, transforms, and validates each file. You supervise, approve, and keep every onboarding as a reusable template.

An asset, not a one-off
Run a four-person team like it’s seven.
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
Two paths
Delegate it,
or drive it.
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.
Autonomous pipeline.
Source files in, editable template out. The agent maps, transforms, validates, and self-corrects across cycles, flagging review items as it goes.

AI copilot.
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.

Four tools, one surface
Build mappings once, reuse often.
Mapping, transformation, validation, enrichment. The work your team does on every onboarding. Here’s what each looks like in the workbench.
Map fields visually.
One mapping card per field: source, destination, logic, & validations. Drag, drop, or let the AI handle it all.
Logic without code.
Visual rules that compile to Python. 50+ functions, AND/OR groups, and a Python escape hatch when an edge case needs one.
Catch errors before they ship.
The same visual builder defines validations. Inline errors on the row, downloadable error reports, never a surprise at load time.
Cross-reference any source.
Reference tables, live APIs, databases. Lookups slot into a mapping the same way logic does.
FOR SECURITY FIRST TEAMS
Scale securely with confidence.
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.
FAQs
Frequently Asked Questions
If we didn't cover yours, the docs and our team can.
Full Access for 30 Days
Try DataFlowMapper for 30 days. If it's not the right fit, we'll refund you, no questions asked.
1-on-1 Onboarding & Support
Tailored setup so the workbench fits your team’s onboarding workflow.
Live in Your First Week
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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