Business & Enterprise Plan

New Client Live
In Under 10 Minutes.

Create a sealed org, invite their team with tokenized links, connect their channels, and get the first AI summary queued — all before the onboarding call is over.

Start for free — no credit card required

Work email only · Setup in minutes · Cancel anytime

< 10 min
Full client onboarding
Single-use
Invite tokens
Instant
Channel sync start

How it works

From Signed to Live in Minutes

A five-step setup that takes under ten minutes — including invite delivery and first dashboard load.

1
Create the org

Name the organization and it's live. All stores, channels, AI settings, and team members will live inside this sealed workspace — separate from every other client.

2
Send tokenized invites

Enter an email address, pick a role, and send. The invitee gets a unique, single-use link. No passwords shared, no master credential handed over. Revocable at any time.

3
First report in minutes

Connect the client's channels after the org is created. PayHelm starts syncing immediately. Within minutes, the client's dashboard is live and their first AI summary is queued.

Customer stories

Onboarding That Impresses Clients

"It is an easy to use and navigate platform for managing our online business with capturing customer details and payments. Customer service is also super efficient and quick in solving issues."

Store Manager

ISC Sport · BigCommerce

Daily delight, every day

"THIS APP IS EVERYTHING! Super easy interface. Fast responses from support. By far the best integration for me and my business. Thank you."

Store Owner

Ma'at Luxe™ · Shopify

Best integration

AI in action

Onboard a Client, AI Handles the Rest

Watch how PayHelm AI walks through a full client setup in one conversation.

PayHelm AI Agent
Setting up — NorthStar Goods
I just signed NorthStar Goods. Help me get them set up.
PayHelm AI
Creating org 'NorthStar Goods' now... ✅ Org created and sealed. ✅ Your Owner role assigned. Next: connect their channels. They're on Shopify — want me to generate the integration link you can send their dev?
Yes, and send invites to Jake (admin) and their CMO Sarah (member).
PayHelm AI
Shopify integration link generated — valid for 48 hours. 📧 Jake (admin@northstar.com) — invite sent, role: Admin 📧 Sarah (cmo@northstar.com) — invite sent, role: Member As soon as Shopify connects, I'll queue their first performance summary automatically. Estimated setup complete: ~8 minutes from now.
Ask PayHelm AI anything about your clients…

Everything included

Everything You Need to Launch a New Client Fast

Create a fully isolated org for a new client in under 60 seconds
Tokenized email invites — no shared passwords, ever
Roles assigned at invite time — clients get exactly the right access
Connect all 30+ channels right after org creation — syncing starts immediately
AI agents activate per org as soon as channels are connected
Client sees only their org — your other relationships stay invisible
Invite tracking: invited / accepted status always visible
Onboard unlimited clients — no caps, no extra configuration

Onboard Your Next Client Before Lunch

Create the org, send invites, connect channels, and get the first AI summary queued — in under 10 minutes.

Work email only · No credit card · Cancel anytime

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