Portico

Portico

Solid Code
Canyou Portico

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Canyou:

About

Canyou is an Australian small business process automation platform designed to streamline and communicate workflows. It enables businesses to collect and coordinate documents, forms, licenses, and certificates for their teams, all stored in one spot and synced with existing applications. Key features include government and custom forms, document collection, e-signature, identity verification, license and certification monitoring, and data synchronization. Canyou integrates with systems like Xero, MYOB, and Deputy, allowing businesses to continue using their existing payroll and time systems. The platform automates the collection and synchronization of business information, digitizes paper processes, and monitors compliance documents, minimizing risks associated with business compliance. It offers smart templates for common processes such as employee onboarding, client and customer onboarding, client identity verification, supplier onboarding, team training, and more.
Portico:

About

Portico is a web-based client onboarding platform for service businesses, including agencies, consultancies, accountants and bookkeepers. Teams create a reusable onboarding flow and send clients a single link to complete intake questions, upload files, sign an agreement and pay through Stripe. Clients do not need to create an account to complete the flow. Automated reminders prompt clients to finish outstanding steps, while a dashboard lets the team track each onboarding. Depending on the plan, Portico includes e-signatures, payment collection, branding, a client portal, workflow automations, a REST API, Zapier connectivity and white-label options. It is designed to help service providers collect information and documents, manage agreement and payment steps, and monitor onboarding progress in one workflow.
Canyou:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Portico:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Canyou:

Audience

Companies searching for a solution to automate their employee management and compliance operations
Portico:

Audience

Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
Canyou:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
Portico:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Canyou:

API

Offers API Not Supported
Portico:

API

Offers API Supported
Canyou:

Screenshots and Videos

Portico:

Screenshots and Videos

No images available
Canyou:

Pricing

$30 per month
Free Version Supported
Free Trial Supported
Portico:

Pricing

$39/month
Free includes up to 3 onboardings and 3 e-signatures per month. Starter costs $39/month or $29/month billed annually and includes 25 onboardings per month, unlimited e-signatures, payment collection, client portal access, custom branding, and webhooks. Pro costs $79/month or $59/month billed annually and includes 100 onboardings per month, API access, Zapier, automations, and 100 SMS reminders per month. Business costs $149/month or $119/month billed annually and includes unlimited onboardings, API access, Zapier, automations, and 500 SMS reminders per month. New accounts receive a 14-day Pro trial with no credit card required. Prices exclude applicable taxes.
Free Version Supported
Free Trial Supported
Canyou:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
Portico:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Canyou:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Portico:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Canyou:

Company Information

Canyou
Founded: 2020
Australia
canyou.com.au
Portico:

Company Information

Solid Code
Kazakhstan
www.portico.run
Canyou:

Alternatives

Process Street

Process Street

4.7 out of 5 stars
Portico:

Alternatives

No Alternatives
Canyou:
Canyou:
Canyou:
Canyou:
Portico:
Canyou:

Categories

Forms Automation Supported
Onboarding Supported
Portico:

Categories

Canyou:

Integrations

CloudPayroll Supported
Deputy Supported
MYOB Supported
Stripe Not Supported
Xero Supported
Zapier Not Supported
Portico:

Integrations

CloudPayroll Not Supported
Deputy Not Supported
MYOB Not Supported
Stripe Supported
Xero Not Supported
Zapier Supported
Canyou:
Claim Canyou and update features and information
Claim Canyou and update features and information
Portico:
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Claim Portico and update features and information