Beta access

Build onboarding flows
without coding

Dotfile is the onboarding orchestration platform that helps you
onboard clients and suppliers 10x faster while staying compliant
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Trusted by onboarding teams like yours

What can Dotfile do for you?

Boost conversion

Create frictionless flows in minutes

  • Collect all the necessary information for KYC and KYB while providing a stellar user experience.
  • Quickly iterate and adapt to new regulations or launch in new geographies with ease.
  • Design pixel-perfect and on-brand onboarding flows thanks to our fully personalizable solution.
Reduce risk

Take better decisions — automatically

  • Protect yourself against financial, regulatory and reputational risk by onboarding customers that are right for you.
  • Leverage our integration catalog of third-party providers for identity verification, AML screening, corporate data and e-signature.
  • Build scorecards in a few clicks and use our dashboard for exception handling and manual verifications.
Improve continuously

Get crucial insights with analytics

  • Quickly identify conversion improvement opportunities in your funnel and A/B test flows.
  • Reach better SLAs by being alerted when a case require your attention and dispatch tasks to the right teammates.
  • Get a detailed paper trail for each user onboarded and audit past decisions to drive compliance.
Save costs

Avoid complex internal development

  • Save precious engineering resources and still get a flow perfectly tailored to your business.
  • Cut development costs with our plug-and-play solution and be up-in-running in hours instead of months.
  • Say goodbye to underpowered solutions that are expensive to maintain without giving business teams full control.
Features

Everything you need to build an onboarding powerhouse

Activity logs

Get a detailed paper trail for every user and teammate.

Workflow builder

Design onboarding flows perfectly tailored to your needs.

Client Portal

Adapt our white-label client portal to your brand.

API

Collect data straight from your app and push onboarding results.

Passwordless flows

Analytics

Identify where drop-offs happen in your conversion funnel.

Recollection

Automatically send notifications to users about expired or incorrect documents.
"Thanks to Dotfile, we were able to set-up a custom process to onboard our freelancers in a matter of hours and saved weeks of internal developments."
Vianney de Drouas
Co-founder & COO @Collective
"Our driver onboarding used to be done manually and keeping accurate records was tedious for our Operations team. With Dotfile, we were able to scale our processes and convert more drivers."
Benjamin Bourdeau
CEO @Swoopin
"As a real estate startup, we deal with a lot of client documentation. Dotfile helped us implement a much more robust and scalable flow that cuts new client onboarding time by half."
Alexandre Fitussi
CEO @Beanstock
Integrations

Dotfile integrates with
best-of-breed
solutions

Slack
Trigger Slack messages when new submissions arrive.
Hubspot
Create contacts in HubSpot with new submissions info.
Ubble
Accredited identity verification for your business.
Onfido
Embed identity document validation and liveness check.
Google Sheet
Easily export onboarding data for advanced analysis.
Zapier
Send onboarding data to any third-party system.
Checkr
Run thorough background checks directly through Dotfile.
DocuSign
Generate contracts and collect signatures.
Comply Advantage
Perform AML screenings against PEP and sanction lists.
Solutions

Built for platforms with
complex onboarding needs

Put your onboarding on auto-pilot

Start orchestrating your processes with Dotfile today