Accelerate prospect onboarding with automated census extraction. Branded portal, API integration, and instant data capture—all under your brand. Convert prospects 3x faster.
Manual census collection and data entry delays conversions. Prospects drop off waiting for proposals.
Prospects send data in dozens of formats. Sales and ops teams waste time standardizing and cleaning data.
PEOs with faster onboarding win deals. Manual processes can't compete with automated competitors.
Deploy a white-label portal with your logo, colors, and custom domain. Prospects see your brand throughout.
Prospects upload census files, payroll reports, or benefits data. AI extracts structured data in minutes.
Extracted data flows directly into your HRIS, proposal tools, or CRM via API. No manual data transfer.
Reduce prospect onboarding from weeks to days. Automated extraction eliminates data entry bottlenecks.
Your brand, your domain, your emails. Prospects never see our name—just your professional, automated experience.
Extracted data flows directly into your systems via REST API or webhooks. Build seamless onboarding workflows.
Built to HIPAA and SOC 2 standards with AES-256 encryption. Data isolation and tenant security built in. Independent attestation in progress.
Our AI handles all common PEO onboarding documents, regardless of format or payroll system.
Names, DOB, salaries, hire dates, job titles
Dependent relationships, DOB, coverage
ADP, Paychex, Gusto, QuickBooks exports
Plan elections, coverage levels, costs
Class codes, payroll by classification
W-2s, 1099s, quarterly filings
"We onboard 30+ new clients per quarter. Before document extraction, our ops team spent 15 hours per client manually entering census data. Now it's automated—prospects upload files and data appears in our HRIS instantly via API. We've cut onboarding time by 70%."
"The white-label portal is seamless. Prospects see our brand throughout the experience. We've reduced prospect drop-off by 40% because of the faster, professional onboarding flow. ROI was immediate."
PEO vendors manage thousands of employees' sensitive data. Our platform is built with enterprise security and multi-tenancy at the core.
Independent attestation underway with a new compliance partner — details at /security
In transit and at rest, across documents, database, and backups
Postgres row-level security scopes every query to the customer
Schedule a demo to see white-label document extraction in action. Custom pricing for enterprise PEO vendors.
You get a branded portal with your logo, colors, and domain. Send extraction invitations to prospects using your brand. We handle the infrastructure—you get the client relationships and data.
Yes. We offer API integration so extracted census data flows directly into your onboarding workflow, HRIS, or proposal tools. Supports REST APIs and webhooks.
Employee census, dependent census, payroll reports, benefits enrollment, workers' comp applications, W-2s, 1099s, and custom HR documents. Supports Excel, PDF, CSV, and all major payroll system exports.
Most census files (50-500 employees) are processed in 2-3 minutes. Large files (500+ employees) may take 5-10 minutes.
Absolutely. Built to HIPAA and SOC 2 standards, with AES-256 encryption in transit and at rest. Data is isolated per customer via Postgres row-level security. Independent attestation is in progress with our new compliance partner.
Accelerate prospect conversions, reduce manual work, and deliver a professional onboarding experience—all under your brand.
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