Client onboarding for small and medium companies
Braigest is the onboarding tool for small and medium companies: turn the PDFs you already use into guided digital forms with AI, collect each answer once and fill every document from it, sign and cryptographically seal in the same journey, and hand the finished file to the systems you already run — no code, no re-typing.
When a flow needs compliance, drop it in: verify identity, screen against sanctions, PEP, and criminal lists, score risk automatically, and review flagged cases in a built-in queue — then deliver clean data straight to your systems.
An interactive walkthrough you can click through — no signup, runs in your browser, about two minutes.
The scenario: Northwind Trading, a fictional firm, embeds Braigest on its website to onboard business clients — AI-built forms, registry verification, a signed & sealed document package, automated AML screening with human review, and delivery of the approved case straight into their own systems.
The platform
Start with a form and a webhook. Add identity, screening, documents, and review when you need them — same builder, same flow, no re-platforming.
A drag-and-drop builder with 10+ step types, conditional branching, versioning, and live preview. Configure without code and ship changes in hours, not release cycles.
Bring in verified identity instead of free-text entry — then add the compliance you need, all inside the same flow. Audit-ready by default, with your data isolated per organization.
Review submissions in the built-in portal, push clean data to your systems, or both. Generated documents and verified values flow out in the exact shape your services expect.
AI document intelligence
Your processes already run on PDFs. Braigest turns them into guided, validated, reusable digital flows — automatically.
Upload any PDF — in any language or country — and AI detects every fillable field with its type, position, and validation rules. No manual field-by-field mapping.
With a Smart Dossier, a single guided flow spans an entire set of official PDFs. Shared answers are collected once and fan out across every document — no retyping the same name five times.
AI field detection — works in any language
Any PDF
Smart form
Full name
Date of birth
Address
AI workflow builder · preview
Tell Braigest what you need in plain language. It drafts the whole thing — the forms, the screening, the routing, even the compliance steps that run automatically after submission — and hands you a validated draft to review. Nothing goes live without you.
Client onboarding — what your customer sees
Compliance review — runs behind the scenes
Say "then review it" or "before it reaches our systems" and Braigest knows that work belongs in a separate flow that triggers itself — no plumbing on your part.
The AI never freehands your process. Every draft is assembled and checked by the same deterministic engine behind hand-built workflows — auditable, repeatable, explainable.
Drafts land on the canvas for your review. Every field, rule, and connection is editable, and nothing is published until you say so.
Native e-signing
Signatures aren't a separate product bolted onto the end. The same flow that collects the answers captures the signature, seals the document, and keeps the proof.
Signers draw or type their signature in the same guided flow — no redirect, no third-party e-sign vendor, no losing people at a hand-off.
On submit, the server writes the answers into the PDF, stamps the signature, and appends a "Signature evidence" page — consent time, IP, identity checks, content fingerprint — then applies a cryptographic PAdES seal.
Admins verify any sealed document straight from the review desk. One click answers "is this exactly what was signed?" — Sealed · intact.
PAdES cryptographic sealing — the proof lives in the PDF
Client_Agreement_signed.pdf
Signed by M. Ionescu · 4 pages + evidence page
Signature evidence
Modified after sealing? The seal breaks — verification fails loudly.
Compliance, built in — not bolted on
Form builders can't run compliance. Compliance tools can't build a journey. Braigest does both — identity, screening, risk scoring, and review live in the same flow, switched on only when your process needs them.
72/100
High risk
Resolve each match as true / false positive — approval is gated until none stay open.
Screening results, an automatic risk score, alerts to resolve, and a full audit trail arrive together for every submission — instead of being stitched together from three vendors and a spreadsheet.
Compliance lives inside your workflow — set the rules once, override per workflow — not a separate tool you bolt on after the fact.
Check people against global sanctions, PEP, and criminal watchlists in a single step, powered by Dilisense.
Directors, shareholders, and beneficial owners (UBOs) are screened automatically in the same run — not just the applicant.
An automatic 0–100 risk score combines screening hits and KYC outcomes, with a clear breakdown of what drove it. No scoring engine to build.
Flagged cases land in a review queue — Open → Under review → Cleared / Rejected — with a full who-did-what-when audit timeline.
Every screening keeps the exact provider request and response as tamper-evident evidence, linked to the case and ready for auditors.
Pull official company data — directors, shareholders, UBOs — from Companies House, Creditsafe, and OpenAPI.ro, straight into the workflow.
Go deeper on AML screening, KYC & identity and KYB & business verification.
How it works
Four stages turn scattered collection into a single, trusted, verified record.
Step One
Map your customer journey with a drag-and-drop builder. Choose from 10+ prebuilt steps — forms, documents, identity, screening, payments — and connect them with conditional branching. No code, no deploys: changes go live the moment you save.
Step Two
Enrich the journey with trusted sign-in and KYC so you start from verified details instead of free-text entry. Corporate and social accounts, the national eID schemes your customers expect, and document or biometric KYC — slotted into the flow through configuration, not custom integration projects. Braigest speaks the standard identity protocols, so it connects to the sign-in systems you already use.
Step Three
Every value captured in the flow becomes reusable context. Braigest prefills PDFs and official forms with the data it already has — and a Smart Dossier fans one answer across an entire package of documents — eliminating the re-entry that kills completion and breeds errors.
Reused from verified data — no retyping
Step Four
Finish in the built-in portal, push to the systems that do the work — CRMs, ticketing, core banking, case management — or both. Webhook or REST, in the exact shape your services expect — and applicants hear back automatically, with a different email on the cleared, approved, or rejected path.
Replaces your stack
Form builders can't run compliance. Compliance tools can't build a journey. Integration tools just move data around. Braigest runs the whole onboarding — so you sign one contract, not seven.
Before — 5 to 7 vendors
After — one platform
Braigest
Use cases
The same builder powers a sole trader emailing an engagement letter and a bank's fully-screened account opening. Start with a branded email form — see when it's opened and completed — and add KYC or AML later without changing tools. When the decision lands, applicants automatically hear back — cleared, approved or rejected — without anyone writing an email.
Fintech & payments
Banking & lending
Insurance
Public sector
Legal & professional
HR & workforce
Integrates with trusted providers
Security & data
You decide what we keep. Per-workflow data retention means Braigest can be your system of record — or keep nothing at all.
Braigest is your system of record. Form data, files, and generated documents are stored and searchable.
SMB / full platformKeep an audit trail without storing PII — field names and checksums only, content lives elsewhere.
Audit without PIIData is deleted after it is delivered to your systems. It lives only where you keep it.
Strict enterpriseEvery customer gets its own organization — data, documents, users and workflows are walled off from every other tenant. Access is scoped by role inside that workspace, so an applicant's information is only ever visible to the team that collected it.
White-label the widget with your colours, logo, and theme — and send branded, customizable emails (secure invites, reminders, completion notices). Customers see you, not us.
Whether your challenge is completion, compliance, or operational overhead, Braigest gives you a single place to model, verify, and hand off.
First flow live in days, not months. No code on the onboarding side — just a visual builder and your providers.
Drag-and-drop builder with branching, versioning, and audit trails. Operators change flows without involving engineering.
Trusted sign-in, KYC, AML screening, risk scoring, audit, and data minimization — drop them into any flow that needs them. Encrypted in transit and at rest, isolated per organization.
Track the full Views → Starts → Completions funnel with step-level completion, time, and error rates. AI flags any step losing more than 25% of people and ranks fixes HIGH / MEDIUM / LOW.
Replace 5–7 tools — forms, e-signature (native, cryptographically sealed), KYC, AML screening, integrations, review, and analytics — with one coherent, compliance-aware flow.
Offer the national logins people already know — DigiD, eHerkenning, SPID, FranceConnect, itsme, ROeID — alongside corporate and social sign-in. Braigest speaks the standard identity protocols those schemes use, so they turn on through configuration instead of a six-month accreditation project.
Designed around the controls that financial services, insurance, public sector, and HR teams already have to satisfy.
Questions
The things teams want to know before a call.
Yes. Everything is modular. A simple workflow can be a form and a webhook to your CRM. Add identity, screening, documents, or review only when a process needs them — same builder, no re-platforming.
No. Identity verification and sanctions/PEP/criminal screening run on built-in providers (Didit and Onfido for KYC, Dilisense for AML), so you can start verifying without a separate vendor contract. National eID and corporate sign-in connect through standard identity protocols. Availability depends on your plan.
Three ways: embed it on any page with one line of iframe code, share a direct link, or send an email invite. Invites use secure one-time links, can ask the recipient to confirm a code sent to their email before opening, and go out under your branding — your logo and colours, not ours. You can see which invites were opened and which were completed. Everything is mobile-responsive and auto-saves so people can resume.
Yes. Signers draw or type their signature in the same form and give explicit consent — no redirect, no external e-sign vendor. The server writes the answers into the PDF, stamps the signature, appends a signature-evidence page (consent time, device details, identity checks from the KYC step, a fingerprint of the content), and applies a cryptographic PAdES seal. Admins verify any document in one click — "Sealed · intact" — and any change afterwards breaks the seal.
Whatever the flow says happens next. Flagged cases wait for a human decision in the built-in review queue, where each finding is resolved as a true or false positive. Completed, sealed documents and clean data are delivered to your systems by webhook — with a manifest naming each document. And the applicant hears back automatically: the flow sends a different email on the cleared, approved, and rejected paths, so nobody writes a status email by hand.
You choose per workflow. Full (Braigest is your system of record), Metadata-only (audit trail without storing PII), or Pass-through (data is deleted after it is delivered to your systems). Encrypted in transit and at rest, isolated per organization.
People are screened against global sanctions, PEP, and criminal watchlists in a single step. For businesses, the company and its directors, shareholders, and beneficial owners are screened automatically — with an automatic risk score and a review queue for anything flagged.
Most teams have a first flow live in days, not months. The builder is no-code, providers turn on through configuration, and you deploy with a single embed, link, or email invite.
The fastest way to see if Braigest fits is a short conversation. Describe your current flow—where users come from, what data you collect, which checks you run, and where things stall. We'll map it live and show you how it could work.
Works best for: customer onboarding and applications, KYC and AML screening, KYB and director/UBO checks, turning existing PDFs into digital flows, or any process that needs verified data and a clean handoff.
What to expect: a 30-minute call where we map your flow together, identify the biggest friction points, and show a targeted demo.
Tell us about your process in a few lines — where applicants come from, what you collect, which checks you run. A real person replies within one business day.