It doesn't matter if you are a small accounting firm or a practice management software provider, our Xama Onboarding service is suitable for any business. Our service offers easy integration between industry leading products and your own CRM software or custom platform.
Easy implementation of onboarding features
The Xama Onboarding service provides an interface to industry leading products, including Creditsafe, GBG and GoCardless.
Historically, integrating your onboarding processes with such products has been an expensive, time consuming process. Xama Onboarding provides a simple to integrate, pay as you go service which makes the process low cost and streamlined.
Our service will help you:
Securely and easily gather information from your customer using our flexible onboarding journeys
Capture and authenticate identity documents.
Carry out AML checks.
Run extensive company credit reports.
The Xama Onboarding service makes it simple to implement highly sophisticated onboarding functionality into your existing business processes.
Whether you use our simple Zapier application to get up and running instantly or make use of our API to interact with a range of industry leading onboarding products, you will be able to utilise our service to improve your onboarding process at a fraction of the time required compared to using any other product.
If you offer consultancy services within an industry such as accountancy, law or real estate, where your clients require an onboarding process for their customers, the Xama Onboarding service provide a flexible option to improve these processes for your customers.
Join us as an implementation partner, receive training and earn commission by streamlining the onboarding process for your customers.
Our easy to use interfaces mean that you need no development expertise to get started!
We have designed the Xama Onboarding service with platform partners in mind. If you offer an application aimed at subscribers who need to perform onboarding actions such as company credit or AML checks, our service will make offering such features from within your platform seamless and easy with a fraction of the investment required compared to building onboarding functionality into your platform.
Your subscribers will have a seamless experience within your application without knowing that you rely on our service to provide a flexible onboarding experience.
Our Xama Onboarding service is quick and easy to implement. Our pay as you go model means that you can be up and running with an integrated onboarding solution in hours.
Open a Xama Onboarding account
Simply use the below contact us form to request a Xama Onboarding account. Once your account has been created we will issue you with the following:
A Xama Onboarding client and client id.
Credentials for securely accessing the Xama Onboarding service.
Access and detailed guidance for using our Zapier application
All the documentation your developers may need to get started with using our API.
The Xama Onboarding service is a pay as you go service. Only pay for our service when you need it with no minimum monthly or annual commitment. No cancellation periods and no hidden fees! As you use our service you will consume Xama Credits which can be topped up whenever you need them.
By using our Zapier application you can integrate the Xama Onboarding service with applications such as Pipedrive, Clio or Salesforce without having to spend any time on expensive development. Once you have been provided with an account and client credentials, you will be able to create flexible onboarding journeys and meet your compliance needs, all integrated into your current practice management or CRM software.
Our service has been designed to be as friendly as possible for developers. A simple to use API will be made available to you along with Swagger documentation and a postman collection making it easy to get started.
Use the Xama Onboarding service to build smart onboarding journeys within your platform, including verification and AML checks. This replaces a typically expensive and complicated process of evaluating multiple APIs, paying implementation fees and researching providers which might be best placed to meet your requirements.
As with Zapier integrations you only need to pay for what you use and there is no long term commitment.
We provide a special service to platform partners. If you offer a platform, such as practice management software, on which your subscribers would benefit from a streamlined onboarding process of their customers, our service offer rich functionality which can be seamlessly integrated within your software.
Provision clients on behalf of your subscribers and enable them to create onboarding journeys.
Present your subscribers with results from identity document checks, company credit ratings and AML checks.
Allow your subscribers to set up direct debit mandates with their customers using our onboarding component utilising GoCardless.