If your operation depends on someone opening an email, copying data and passing it to the next person, the cost grows with every case. Onboard captures, processes and delivers information into your systems, reserving human intervention for validation and exceptions.
Request a demo with our technical team
Traceability
for every case
Process status
Document case
When volume grows, the first reaction is often to add more people to the process. But the problem is not the team: it is that the process was not designed to scale.
You free your team from mechanical tasks so their judgement and talent can be applied where your company needs them most.
How much time does your team spend classifying content arriving by email, portal or file? Onboard can receive it, classify it and open the case, sending anything outside the defined rules for review.
Discuss this capability →
Onboard can read invoices, contracts, delivery notes, policies and cadastral records, extract the data and structure it. This reduces transcription and routes exceptions for review.
Discuss this capability →
Incorrect data in a system usually creates rework later. Onboard applies the defined rules before continuing and flags anything that does not match.
Discuss this capability →
Assignments, statuses, rules and approval steps can be configured to adapt the journey to your operation and governance model.
Discuss this capability →
Onboard does not have to replace your systems: it can feed them structured data and statuses so the team can continue working in its usual environment.
Discuss this capability →
The dashboard centralizes status, owner, documents and next action so authorized users can understand the process without reconstructing it across tools.
Discuss this capability →The platform is configured around the documents, rules, roles and integrations of each operational context.
Automated management of REO portfolios, tax payments, rental administration and arrears collection. For servicers and funds handling thousands of assets in processes where errors are not an option.
View Onboard for Real Estate
Assisted KYC onboarding, claims management and configurable controls with case-level traceability. For organizations that need speed, review and operational evidence.
View Onboard for Banking
Automatic reconciliation of delivery notes, invoices and purchase orders. For logistics operators and consumer goods companies where each document error directly affects the supply chain.
View Onboard for Logistics
Onboard receives documents and communications from any intake channel—email, API, SFTP or forms—and classifies them automatically, opening a digital case for each operation without anyone having to do it manually.
The AI engine extracts data, checks it against business rules, detects inconsistencies and sends cases requiring judgement for review. Each step can leave auditable evidence.
Processed data is delivered in a structured format to your ERP, CRM or management system. The design defines which actions are automatic and which require approval before continuing.
Onboard can take on capture, rules and coordination without removing human review where it adds value. The scope, expected capacity and integrations are defined using real process data.
Assess whether Onboard fitsThe platform can operate as the document core of custom solutions and connect with CRM, messaging, signing and internal systems.
Return to the area covering Onboard, the Intelligent Logistics Portal and other custom operational platforms.
ExploreConnect Onboard with ERP, CRM, signing, messaging and external providers.
ExploreCreate cases and documentation from a sales funnel with shared context.
ExploreOnboard is neither a standard document manager nor a generic BPM. Suncapital developed it internally from more than 18 years of experience managing high-volume operations in real estate, banking, logistics and cadastral audit. Each module exists because it previously solved a specific problem in a real operation. It is configured around each client's business rules, not the other way around.
It depends on the scope, integrations and process exceptions. The methodology prioritizes a tightly defined first workflow that can be tested in the real operation and expanded after its performance has been validated.
Not necessarily. Onboard can act as an orchestration layer over the existing ecosystem through APIs, files and other connectors. The need for migration is assessed during discovery and avoided when it does not add value.
It can be configured to extract information from common documents such as invoices, delivery notes, contracts, insurance policies, deeds, cadastral records, payslips or notices. Before automating, quality is validated against representative samples and review rules are defined.
Controls are defined for each implementation according to sensitivity and architecture: role-based permissions, activity logs, environment separation, encryption supported by the services in use and retention rules. Suncapital's operation is ISO 27001 certified, and applicable requirements are incorporated into the contractual and technical scope.
