Fast, consistent, secure onboarding.

Turn fragmented document collection and manual
reviews into a branded, automated experience.

Why Onboard+

Why Onboard+

Branded self-service portals and smart forms for merchants and third-party senders

Real-time status tracking, dynamic validation, and automated decision support

Tight handoff to PlatformNext for immediate operational activation

The Problem with
Manual Onboarding

The Problem with
Manual Onboarding


Fragmented workflows. Documents scattered across email. Manual reviews that bottleneck approvals. Every delay costs you revenue and frustrates merchants.

Fragmented workflows. Documents scattered across email. Manual reviews that bottleneck approvals. Every delay costs you revenue and frustrates merchants.


Fragmented workflows. Documents scattered across email. Manual reviews that bottleneck approvals. Every delay costs you revenue and frustrates merchants.


Onboard+ is different.


Onboard+ is different.


It's like the difference between passing spreadsheets back and forth versus having a shared, automated system. We eliminate friction at the front door so you can activate faster.

It's like the difference between passing spreadsheets back and forth versus having a shared, automated system. We eliminate friction at the front door so you can activate faster.


It's like the difference between passing spreadsheets back and forth versus having a shared, automated system. We eliminate friction at the front door so you can activate faster.

How Onboard+ Works

How Onboard+ Works


At Profituity, we empower organizations to move faster, smarter, and with more confidence. The Profituity Cloud is a modular, integrated ecosystem specifically designed for third-party payment processors, third-party senders, and financial institutions that need scalable, compliant, and automated ACH operations. Threaded through the platform is Alice, our embedded AI assistant, surfacing the right policies, rules, and next actions exactly when teams need them.

Onboard+ modernizes merchant and third-party sender onboarding with branded self-service portals, dynamic validations, and automated checks. The result is a faster, cleaner onboarding experience that reduces friction and speeds time to revenue.

What You Get

What You Get


Configurable Onboarding Workflows1

Configurable Onboarding Workflows1

Configurable Onboarding Workflows1

Set up branded portals with smart forms that adapt to your specific requirements. Self-service flows guide merchants through data collection while maintaining your standards.


Secure Document Vault

Secure Document Vault


Secure Document Vault

Centralized document management keeps everything organized and accessible. No more hunting through email chains or shared drives.

Centralized document management keeps everything organized and accessible. No more hunting through email chains or shared drives.


Automated KYC/KYB Capture

Automated KYC/KYB Capture

Automated KYC/KYB Capture

Intelligent checks validate merchant information automatically, reducing manual verification work while maintaining compliance standards.


Real-Time Status Tracking

Real-Time Status Tracking

Real-Time Status Tracking

Give merchants visibility into where they are in the process. Dynamic validation catches issues early, keeping things moving forward.

Give merchants visibility into where they are in the process. Dynamic validation catches issues early, keeping things moving forward.

Give merchants visibility into where they are in the process. Dynamic validation catches issues early, keeping things moving forward.


Alice-Enabled Guidance

Alice-Enabled Guidance

Alice-Enabled Guidance

AI assistance relates submitted documents to policy and risk context during review. Your team gets the right information at the right moment.

AI assistance relates submitted documents to policy and risk context during review. Your team gets the right information at the right moment.


Clean Handoff to Operations

Clean Handoff to Operations

Clean Handoff to Operations

Approved merchants flow directly into PlatformNext with complete, validated data. Fewer manual touchpoints, faster approvals, cleaner operational activation.

Approved merchants flow directly into PlatformNext with complete, validated data. Fewer manual touchpoints, faster approvals, cleaner operational activation.

Measurable Impact

Manual onboarding creates bottlenecks. Documents get lost. Reviews pile up. Merchants wait.

Onboard+ eliminates the friction at the front door. Faster approvals mean faster time to revenue. Better data quality means fewer problems downstream. A smooth onboarding experience sets the right tone from day one.

Get Started

Onboard+ reduces manual review time and improves data quality at handoff, helping your operations and compliance teams work from a single source of truth.

Profituity brings deep payments expertise, regulator-aligned processes, and developer-friendly APIs so you can automate operational work, reduce compliance friction, and grow with confidence.

Start with Onboard+ or deploy the full Profituity Cloud to unlock compounded value across onboarding, processing, compliance, and audit readiness.
Contact us to evaluate the best path for your business.

Unlock Onboard+

Contact Us

5500 Brooktree Road, Suite 104
Wexford, PA 15090

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Profituity Capterra Badge

© 2025 | Profituity, LLC. Profituity is a registered trademark. All rights reserved.

Contact Us

5500 Brooktree Road, Suite 104
Wexford, PA 15090

Stay Updated with Profituity

Get the latest insights straight to your inbox.


Profituity Capterra Badge

© 2025 | Profituity, LLC. Profituity is a registered trademark. All rights reserved.

Contact Us

5500 Brooktree Road, Suite 104
Wexford, PA 15090

Stay Updated with Profituity

Get the latest insights straight to your inbox.

Profituity Capterra Badge

© 2025 | Profituity, LLC. Profituity is a registered trademark. All rights reserved.