Turn messy customer data into validated, import-ready data.
Aformity helps CSMs, implementation teams, and customer success teams fix customer files before they block launch.
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Customer data is where onboarding timelines quietly fall apart. Teams lose days chasing unclear files, fixing surprises, and trying to get every launch back on track.
Launch customers with clean, import-ready data in hours
Turn every successful launch into a repeatable playbook
Resolve customer questions before they stall onboarding
Give customers a branded onboarding path from day one
Use AI to spot errors, map fields, merge duplicates, and transform messy customer files into clean, validated, import-ready data before launch.
Turn each successful onboarding workflow into a repeatable template for future customers.
Keep project knowledge, comments, questions, and answers connected directly to the data being fixed.
Give customers an AI-assisted onboarding experience under your own brand.
Security and data handling built into how Aformity works.
Cloud hosting
Run on AWS, with data hosted in Australia and the US.
Access controls
Role-scoped access governs operational work and support.
Data handling
Defined workflows control how customer files and imports move.
Essential Eight
Mapping our controls to the ACSC Essential Eight baseline.
SOC 2
SOC 2 program underway as our controls mature.
Not convinced yet? See it in action
Watch how Aformity turns messy customer files into validated, import-ready data before launch.
Onboarding partner across industries
See how teams across industries use Aformity to import customer data from a competitor's tool or a custom spreadsheet — clean, mapped, and ready for launch.
SaaS teams import new customers from a competitor or spreadsheet.
Pull customer records out of an old tool or a messy export and turn them into clean, mapped data your product can accept on day one.
Marketplaces migrate seller and listing data off legacy platforms.
Bring sellers, listings, and payout details over from a rival marketplace or spreadsheet without breaking identities or relationships.
Healthcare SaaS teams move patient and provider data off old systems.
Import identity, eligibility, and provider records from a prior platform or spreadsheet with the review controls sensitive data needs.
Fintech teams migrate accounts and balances from incumbent tools.
Move account, verification, payout, and billing data across from a competitor or spreadsheet while preserving trust through cutover.
Agencies collect and import client data from scattered spreadsheets.
Turn client exports, sample files, and ad-hoc spreadsheets into one clean, import-ready dataset for every new engagement.
Support teams carry customer history over from old help desks.
Import tickets, ownership, and entitlement context from a previous support tool or export so nothing is lost when customers go live.
CRM teams migrate accounts, contacts, and deals from rival CRMs.
Move accounts, contacts, deals, and custom fields out of a competitor CRM or spreadsheet without duplicates or broken relationships.
Payroll teams import employee data from legacy providers.
Bring employee records, tax codes, compensation, and historical balances over from a prior payroll system or spreadsheet before cutover.
Practice management teams migrate client and matter data.
Import client hierarchies, matters, billing, contacts, and document metadata from an old practice tool or spreadsheet, intact.
Real estate teams move portfolio data off legacy software.
Bring properties, units, leases, tenants, and open balances across from a previous platform or spreadsheet before operations switch over.
Get launch-ready data faster.
Sign up to map, validate, and approve customer files before onboarding stalls.
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By signing up, I agree to Aformity's Terms of Service and Privacy Policy.