Audience
Small service businesses (agencies, consultants, bookkeepers, and accountants) that onboard new clients regularly and collect documents, signatures, and deposits.
About Portico
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.
Other Popular Alternatives & Related Software
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
Learn more about Moxo
HyperVerge
Companies in Fintech, Crypto, Gaming, Edtech, BFSIs, Telecom, Marketplace etc use HyperVerge’s Identity Verification Platform for onboarding customers seamlessly, fraud checks, face authentication, age verification, document verification, eKYC and other services. HyperVerge currently helps clients onboard over 30 million customers every month (~3% of India’s population).
With just an ID and a Selfie, you can verify the identity of your customer in seconds. You can prevent fraud and ensure compliance with AML/KYC. Customer onboarding TAT can be reduced from several hours to just a few seconds.
With an accuracy of 99.5% (the highest among competitors) and 600+ million KYCs across 200+ countries since 2019, HyperVerge’s technology is built for scale. They work with SBI, LIC, Jio, Vodafone, Bajaj Finserv, L&T, Swiggy, WazirX, Coinswitch, Razorpay, ICICI Securities, SBI Cards, Grab, CIMB, FE Credit, Home Credit, and 100+ clients across 5+ geographies for their onboarding journeys.
Learn more about HyperVerge
Product Fruits
Product Fruits is a no-code user onboarding platform for web-based apps. It allows you to onboard users and show them how to derive value from your product. Increase adoption, conversion & retention with:
Interactive product tours & walkthroughs for guiding users step by step
Hints, beacons & tooltips for highlighting new features, delivering tips & providing contextual support
Onboarding checklists for showing users progress of their onboarding journey
Announcements for publishing important news directly in your application
Feedback widget to make it easy for users to report bugs and share ideas
Life Ring Button for providing one centralized location for all your onboarding and support documentation as well as any 3rd-party chat widget
Knowledge base for allowing users to solve problems without having to contact your support
Custom events for triggering flows based on user behavior
Segmentation for tailoring experiences to personas
Analytics to understand user behavior
Learn more about Product Fruits
Userlane
Userlane is a no-code Digital Adoption Platform that is designed to maximize software adoption by allowing anyone to master any software instantly. This is made possible with our step-by-step interactive guidance technology and on-demand Virtual Assistant that offers contextual and tailored support to software users whenever they need it. Our solution can be used for both employee onboarding and training (enterprise digital adoption) as well as customer onboarding and self-service (for software vendors). Our step-by-step, on-screen interactive guides lead users through digital processes in any browser-based software in real-time, helping them achieve their goals quickly and effortlessly. Userlane onboards employees and customers faster, reduces support tickets and costs (by up to 75%) and increases user satisfaction and productivity. Our DAP is the ideal solution for enterprises with a global, distributed workforce wanting to automate and scale their software training and support.
Learn more about Userlane
Pricing
Starting Price:
$39/month
Pricing Details:
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:
Free Version available.
Free Trial:
Free Trial available.
Company Information
Solid Code
Kazakhstan
www.portico.run
Videos and Screen Captures
Other Useful Business Software
Fully Managed MySQL, PostgreSQL, and SQL Server
Cloud SQL handles your database ops end to end, so you can focus on your app.
Product Details
Platforms Supported
Cloud
Training
Documentation
Support
Online
Portico Frequently Asked Questions
Q: What kinds of users and organization types does Portico work with?
Portico works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Portico support in their product?
Portico supports these languages: English, Spanish, French, German, Portuguese, Italian, Dutch, and Japanese.
Q: What kind of support options does Portico offer?
Portico offers support via online.
Q: What other applications or services does Portico integrate with?
Portico integrates with: Stripe and Zapier.
Q: Does Portico have an API?
Yes, Portico has an API.
Q: What type of training does Portico provide?
Portico provides training in the form of documentation.
Q: Does Portico offer a free trial?
Yes, Portico offers a free trial.
Q: How much does Portico cost?
Pricing for Portico starts at $39/month.
