How can we help you?

Onboarding is the process by which we enable our systems to acquire, extract, and process data from online systems.  It is a continuous process for new and existing data sources.  A data source may require onboarding for one of the following reasons.

Our system detects:

• a new data source (like a payroll system) or a new instance of a data source specific to the institution
• a new document format or type in a data source
• a new multi-factor authentication (MFA)
• a new URL to an onboarded data source
• any other system issues that may prevent us from accessing the customer's data

We follow this process so that we can, in theory, connect to 100% of the data sources.  The onboarding process may take up to 24 hours.  Once onboarded, all data processing is fully automated and delivered within seconds.