Create a tenant workspace without touching code.

Self-serve onboarding

Choose a tenant type, connect data, and start with map, accounts, integrations, and a change-request queue.

2 connectors in the starter flow

Self-serve onboarding

Configure status mappings, reorder rules, draft templates, watched social accounts, and alerts without a custom code path.

2 connectors in the starter flow

Guided onboarding

Run map, PPP savings, mock-order proposals, and runtime health from the same canonical account layer.

2 connectors in the starter flow