Automated onboarding of customers, vendors, students or patients
Automatically collect data from onboarding documents and generate a single file with all necessary information, or push it directly to your business software.
50%
acceleration in the customer onboarding process
when using Graip.AI’s advanced AI algorithms for processing key documents
Graip.AI features an integrated onboarding workflow that consolidates all relevant information into one entity, enabling quick and informed decision-making based on efficiently extracted data.
Graip.AI extracts and consolidates KYC data from documents and form fields, improving onboarding for vendors, suppliers, and customers.
The system identifies and requests any missing information from users, channeling the process and tracking each step without human involvement.
After processing, this data is automatically exported to CRM or business software without copy-pasting. Data can also be consolidated into a single file in a compliant format.
How it works
Customer onboarding cost 128 USD
Onboarding Challenges & Solutions
Multilingual Documents & Manual Entry Errors
Onboarding documents arrive in multiple languages from customers, external partners, and internal systems. Manual data entry across these sources is slow, error-prone, and inefficient, leading to bottlenecks and compliance risks.
Graip.AI extracts data from documents in 141+ languages and exports it to preferred formats. Its Multi-Language support automatically detects language and extracts key information without manual translation, ensuring accurate data capture regardless of document origin.
Handling & Classifying Onboarding Documents
Staff members spend hours manually classifying onboarding documents—IDs, contracts, applications, supporting documents—slowing down the entire process and increasing the risk of misrouting.
Graip.AI's Document Classification feature automatically analyzes, categorizes, and routes all incoming documents regardless of format or language, eliminating manual sorting and accelerating the onboarding workflow.
Unstructured Data Handling
Onboarding involves data in various formats—emails, scanned PDFs, photos, Excel files—making it difficult to structure and process efficiently in business systems.
Graip.AI recognizes and extracts data from emails, Excel files, scanned PDFs, and photos. The Email Recognition feature extracts data directly from unstructured email content, while Excel Processing handles complex spreadsheets with ease.
Compliance with Data Storage and Retrieval Rules
Manually tracking data retention periods and storage requirements leads to compliance errors, potential fines, and audit failures across regulations like GDPR, HIPAA, and PCI DSS.
Graip.AI ensures GDPR, HIPAA, and PCI DSS compliance. The Smart Data Retention feature enables businesses to define retention periods for processed documents, automating archiving or deletion to optimize storage while maintaining full regulatory compliance.
Handling Sensitive Information in Onboarding Documents
Onboarding documents often contain sensitive information like Social Security numbers, financial data, and personal details that require careful handling to prevent unauthorized access and data breaches.
Graip.AI's Redaction feature protects sensitive data through advanced anonymization. It automatically identifies and redacts personal information such as names, addresses, and financial data while keeping the rest of the document intact for processing.
Image Verification for KYC
Manual image and document verification for KYC compliance is slow, error-prone, and struggles to detect fraudulent or manipulated documents, creating compliance risks.
Graip.AI verifies document authenticity and compliance with KYC regulations. Its Document Quality Validation feature detects poor-quality uploads and prompts users to resubmit clearer documents, ensuring accurate verification and regulatory compliance.
Tracking Missing Data
Missing or incomplete onboarding information leads to delays, manual follow-ups, and frustrated customers. Tracking what's missing across multiple applications is time-consuming.
Graip.AI's Missing Data Alert feature automatically identifies missing information in documents and sends personalized alerts to users requesting the missing details, streamlining the follow-up process.
Customizable Workflows
Building onboarding workflows suited to specific business needs typically requires technical expertise and IT involvement, creating delays and inflexibility.
Graip.AI's Smart Workflows feature enables users to create and customize approval workflows with a simple drag-and-drop interface, adapting to each business's specific requirements without coding or IT support.
Handling Peak Workloads
High volume of applications during peak enrollment periods causes delays, backlogs, and inconsistent processing times, leading to poor customer experience.
Graip.AI leverages advanced autoscaling to process up to 10,000 files per hour without compromising performance and speed. The system automatically scales to handle peak volumes while maintaining consistent processing quality.
Pre-built and Custom Integrations
Onboarding data needs to seamlessly integrate with CRM, ERP, and other business systems. Lack of integration creates data silos and requires manual re-entry.
Graip.AI automatically transfers extracted data to preferred CRM, ERP, or financial systems. It supports native SAP S/4HANA integration, Zapier connectivity for 100+ platforms, and flexible API support for custom integrations.
Features
- Document classification
- Multi-language support (141 languages)
- Advanced data matching
- Missing data alert
- Email recognition
- Image and photo recognition
- Document auto-rotation
- Document quality validation
- Smart workflows
- Redaction for sensitive data
- Smart data retention
- 100% template-free
Implementation Plan
Thorough analysis of the documents required for successful onboarding.
Configure the recognition and export settings to meet specific requirements.
Perform comprehensive testing and bug fixing to ensure seamless functionality.
Establish API integration for importing and exporting data to and from third-party systems, as needed.
Train and, if necessary, re-train the models to ensure accuracy and efficiency.
Implementation Plan
Thorough analysis of the documents required for successful onboarding.
Configure the recognition and export settings to meet specific requirements.
Train and, if necessary, re-train the models to ensure accuracy and efficiency.
Establish API integration for importing and exporting data to and from third-party systems, as needed.
Perform comprehensive testing and bug fixing to ensure seamless functionality.
Benefits
Reduce client onboarding time to minutes
AI-driven IDP solutions make quick work of sorting through onboarding documents. By automating data extraction, the time typically spent on manual data entry is significantly reduced. This means, with Graip.AI, you can welcome new customers faster and more efficiently, giving yourself an edge in responsiveness.
Enhance data accuracy to 100%
With AI-driven IDP technology, you can be sure that the information taken from onboarding documents is completely accurate. This precision helps prevent mistakes in account opening and other important processes, boosting customer trust and minimizing compliance risks.
Boost sales conversion rates, reducing advertising costs
A smoother onboarding experience not only makes your clients happier but also improves the effectiveness of your sales campaigns. Better conversion rates mean more sales with lower advertising spend, striking the right balance between outreach and cost-effectiveness.
Increase sales volume and revenue
Efficient onboarding leads to happier customers, which often means they're more likely to stick with you and make more purchases. By minimizing errors and speeding up the onboarding process, you can reallocate your resources towards activities that boost your bottom line.
Elevate customer satisfaction and loyalty
When onboarding is easy and hassle-free, customers tend to view the company more positively. This enhanced experience not only fosters loyalty but also encourages them to return for future transactions.
Optimize resource allocation and enhance operational efficiency
By adopting AI-driven IDP solutions for routine tasks, you can free up your team to focus on more strategic initiatives. This shift enhances your operational efficiency and ensures that your team is utilized in areas where they can make the most significant impact.
Automated onboarding process
Bezpieczeństwo i integralność danych są dla nas priorytetem
Jesteśmy dumni z utrzymywania bezpiecznego środowiska, które umożliwia bezpieczne korzystanie z naszej technologii, pozwalając skupić się na podstawowych celach biznesowych. Bezpieczeństwo danych jest naszym najwyższym priorytetem.
ISO 27001: System zarządzania bezpieczeństwem informacji
Zapewniamy, że dane użytkownika pozostają poufne, dostępne i chronione przed nieautoryzowanym dostępem.
ISO 9001: System zarządzania jakością
Certyfikat ten potwierdza nasze zaangażowanie w dostarczanie spójnej i wyjątkowej jakości naszych rozwiązań i usług.
ISO 22301: System zarządzania ciągłością działania
Certyfikat oznacza nasze proaktywne podejście do zapewnienia ciągłości naszych usług, nawet w trudnych czasach.
Od nudnej papierkowej roboty do wolności: co mówią nasi klienci
Vadim V.
Group Chief Operating Officer
Mid-Market (51-1000 emp.)
Seamless Document Automation for Fintech Onboarding
What do you like best about Graip.AI?
Graip.AI makes handling complex payment documents during customer onboarding incredibly easy. Its intelligent data extraction is fast, highly accurate, and requires minimal manual review. Integration was smooth, and the support team is responsive and proactive. Review collected by and hosted on G2.com.
Janis K.
CTO and co-founder
Small-Business (50 or fewer emp.)
Hassle-free Invoice Processing and Payment Matching
What do you like best about Graip.AI?
Graip.AI simplifies how we handle outgoing invoices and matches them with incoming payments. The data extraction is spot-on, even for large batches of invoices, and the system flags mismatches automatically. It’s been a huge help in keeping our finance workflows accurate and efficient. Review collected by and hosted on G2.com.
Elton C.
CEO, Founder
Mid-Market (51-1000 emp.)
Seamless and Scalable KYC That Accelerated Our Onboarding
What do you like best about Graip.AI?
The automation and ease of integration stood out. The KYC solution provided real-time identity verification with global coverage, reducing manual checks and compliance errors. We especially liked the clear dashboard, API flexibility, and the support team's responsiveness. It helped us stay compliant without slowing down user onboarding. Review collected by and hosted on G2.com.
Customer story
With Graip.AI, our onboarding process became 50% faster. At the same time, our compliance team can rest easy knowing all document workflows are ISO and GDPR compliant.
