About Setuply

Setuply offers an AI-powered client onboarding and lifecycle management platform that integrates project management, client engagement, and secure data staging to streamline the onboarding process for B2B service providers. By automating workflows and centralizing data management, Setuply reduces operational costs and accelerates revenue recognition, transforming onboarding into a scalable growth engine.

```xml <problem> B2B service providers often struggle with inefficient client onboarding processes that rely on manual workflows and disparate systems. This leads to increased operational costs, delayed revenue recognition, and inconsistent client experiences. Managing client data securely and ensuring transparency throughout the onboarding journey presents additional challenges. </problem> <solution> Setuply offers an AI-powered client onboarding and lifecycle management platform designed to streamline and automate the onboarding process for B2B service providers. The platform integrates project management, client engagement tools, and secure data staging to centralize data workflows and improve collaboration. By automating tasks, providing real-time visibility, and facilitating secure data management, Setuply helps businesses reduce operational costs, accelerate revenue recognition, and deliver consistent, high-quality onboarding experiences. The platform transforms onboarding from a cost center into a scalable growth engine by empowering clients and ensuring teams operate at their best. </solution> <features> - AI-powered automation of onboarding workflows, including task assignments and notifications - Centralized data management with secure data staging, validation, transformation, and distribution capabilities - Client engagement tools with built-in case management for real-time communication and issue resolution - Project templates and data form libraries for repeatable and consistent onboarding experiences - Professional Services Automation features to maximize team efficiency and match tasks with the right talent - Dashboards to monitor KPIs, pinpoint cost drivers, and uncover avenues for optimization - Integrations with sales, onboarding, and client success systems for seamless collaboration </features> <target_audience> Setuply primarily targets B2B service providers, particularly SaaS companies, looking to scale their operations, improve client satisfaction, and accelerate revenue recognition through streamlined onboarding processes. </target_audience> ```

What does Setuply do?

When was Setuply founded?

Setuply was founded in 2022.

How much funding has Setuply raised?

Setuply has raised 3500000.

Who founded Setuply?

Setuply was founded by Rachel Lyubovitzky, Daniil Fishteyn and Dmitry Korsunsky.

Rachel Lyubovitzky - CEO/Chairwoman
Daniil Fishteyn - Co-Founder/Chief Technology Officer
Dmitry Korsunsky - Co-Founder/Chief Information/Security Officer

Founded

2022

Funding

3500000

Employees

13 employees

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Setuply

Score: 94/100

AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

setuply.com 1K+

Founded 2022

Funding

Estimated Funding

$3.5M+

Team (10+)

Rachel Lyubovitzky

CEO/Chairwoman

Daniil Fishteyn

Co-Founder/Chief Technology Officer

Dmitry Korsunsky

Co-Founder/Chief Information/Security Officer

Company Description

Problem

B2B service providers often struggle with inefficient client onboarding processes that rely on manual workflows and disparate systems. This leads to increased operational costs, delayed revenue recognition, and inconsistent client experiences. Managing client data securely and ensuring transparency throughout the onboarding journey presents additional challenges.

Solution

Setuply offers an AI-powered client onboarding and lifecycle management platform designed to streamline and automate the onboarding process for B2B service providers. The platform integrates project management, client engagement tools, and secure data staging to centralize data workflows and improve collaboration. By automating tasks, providing real-time visibility, and facilitating secure data management, Setuply helps businesses reduce operational costs, accelerate revenue recognition, and deliver consistent, high-quality onboarding experiences. The platform transforms onboarding from a cost center into a scalable growth engine by empowering clients and ensuring teams operate at their best.

Features

AI-powered automation of onboarding workflows, including task assignments and notifications

Centralized data management with secure data staging, validation, transformation, and distribution capabilities

Client engagement tools with built-in case management for real-time communication and issue resolution

Project templates and data form libraries for repeatable and consistent onboarding experiences

Professional Services Automation features to maximize team efficiency and match tasks with the right talent

Dashboards to monitor KPIs, pinpoint cost drivers, and uncover avenues for optimization

Integrations with sales, onboarding, and client success systems for seamless collaboration

Target Audience

Setuply primarily targets B2B service providers, particularly SaaS companies, looking to scale their operations, improve client satisfaction, and accelerate revenue recognition through streamlined onboarding processes.