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.
Customer data onboarding for SaaS implementation teams
Aformity helps vertical SaaS teams turn competitor exports, customer spreadsheets, and legacy system data into reviewed, validated, import-ready datasets before launch.
CRM SaaS teams migrate accounts, contacts, and deals from rival CRMs.
Turn competitor exports and custom spreadsheets into deduped accounts, contacts, deals, owners, lifecycle fields, and import-ready CRM records.
Payroll SaaS teams prepare employee data before cutover.
Validate workers, tax setup, compensation, balances, bank details, and history from legacy payroll tools before the first live pay run.
Practice management SaaS teams migrate client and matter data.
Map clients, matters, providers, billing fields, contacts, and document metadata so implementation teams can launch without rebuilding files by hand.
Real estate SaaS teams move property data out of legacy systems.
Prepare properties, units, leases, tenants, owners, balances, and work orders for review before property operations switch over.
Field service SaaS teams import jobs, customers, and assets.
Clean up customer sites, technicians, job history, equipment, schedules, and service records before dispatch workflows depend on them.
Inventory SaaS teams reconcile products, locations, and assets.
Review SKUs, assets, serial numbers, warehouses, quantities, and ownership rules before imported stock data drives operations.
HRIS SaaS teams migrate employee and workforce records.
Validate employees, org units, roles, managers, permissions, locations, and onboarding history before people workflows go live.
Accounting SaaS teams prepare finance operations data.
Map customers, vendors, invoices, chart-of-account fields, payments, balances, and finance approvals before the first close depends on imported data.
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.