Onboard customers fast — with credit checks built in.
Send a branded invite link, capture everything you need (contacts, addresses, banking, documents), run automatic Creditsafe checks, and provision the customer in Xero — with an audit trail of who saw and approved what.
Who it's for
Sales & finance
New customers live in Xero in minutes, not weeks.
Credit control
Automatic Creditsafe checks before you extend credit.
Customers themselves
A guided form — not a 3-page PDF.
Why teams love it
Outcomes, not just features.
Fully automated flow
Invite → capture → check → provision in Xero, hands-off.
Creditsafe integration
Auto-run checks and store the report on the record.
Branded invite pages
Your colours, your logo, your welcome copy.
Audit trail on everything
Who submitted what, when, and every decision recorded.
How it works
Send invite
One-click invite via email or shared link, tokenised per customer.
Customer self-completes
Structured form with document upload and banking capture.
Auto-provision
Creditsafe runs; approved customers are created in Xero.
Everything included
Capture
Structured forms
Ask exactly what you need — nothing more.
Document upload
Certificates, IDs, tax docs — stored securely on the record.
Checks & provisioning
Creditsafe checks
Auto-run and stored, with credit limit suggestions.
Xero contact creation
Approved customers land in Xero, fully coded.
Plays nicely with
Frequently asked questions
What if a customer fails a credit check?+
The record stays in review with the report attached; nothing is pushed to Xero until you approve.
Can we customise the questions?+
Yes — the form is configurable per workspace.
Are documents encrypted?+
Yes — encrypted at rest with per-tenant isolation.
Pairs well with
Try Customer Onboarding free for 14 days
No credit card required for demo requests.