Client Onboarding


Improve new client experience and accelerate revenue generation with Charli. Charli saves you time in setting up new client accounts, requesting and filing paperwork and getting your clients onboarded quickly with Intelligent Workflows and Enterprise Work Enablement.

Group of finance techs analyzing reports


Reduce the drudgery in getting clients onboarded to your system with Charli’s Intelligent Workflows. Upload your cap table to Charli to analyze, organize, and extract information and automatically publish data into the system where your client is being onboarded.

Efficiently Organize client Data.

No matter how efficient your client onboarding team is, it still takes a lot of manual effort to understand and organize client data to structure it in the format your system needs. Charli automatically analyzes content, organizes it to match the structure your system requires, and publishes based on how you’ve specified.

Spend less time managing documents & more time securing deals

Commercial real estate teams use Charli to extract information from agreements, synthesize documents and generate market reports.

Uncover hidden trends, reduce the risk of error and eliminate tedious admin tasks. Keep information synced up across various databases and platforms so you’re confident with your analysis.

Streamline your onboarding process & improve employee experience

HR teams use Charli to analyze resumes, manage onboarding, organize paperwork and extract information to make better business decisions.

With Charli, HR teams can speed up the resume review process and onboard employees more efficiently. Plus, Charli facilitates a modern employee experience by reducing administrative burden, automates content processes and supports remote teams.

Gain deeper market insights & put content writing on autopilot

Marketing & sales professionals use Charli to do more with their content.

Synthesize large amounts of articles to surface trends, keywords or sentiments. Make link clipping more powerful than ever before. And, let Charli write reports, articles, blog posts, whitepapers and more – with a level of quality you’ve never seen before.

Surface hidden relationships & eliminate the need to write reports manually

Research and analysis teams use Charli to reveal deeper insights and free up more time to provide value.

Charli can ingest, process, classify, synthesize and summarize large amounts of information from multiple data sources. Using AI and OCR, discover meaningful information, trends and keywords, and let Charli help write high-quality research reports.

Transform your business and supercharge your team with Charli