Question 1

What is Valtio?

Accepted Answer

Valtio is workflow automation and document collection platform that helps businesses streamline their onboarding processes.

Valtio can help your front-office teams to capture and close leads, onboard new clients and track renewals. The platform can also support your back-office teams and internal processes.

Valtio workflows support document collection, forms, electronic signatures, and consent capture. We plan to add identity verification, credit checks, background checks, bank linking, and payment collection in the near future.

Question 2

How do I get started with Valtio?

Accepted Answer

The platform is designed to be intuitive and self-service. After activating your free trial, head over to the Library to design your workflow templates. Create standard forms, agreements, and document types that will be collected during your onboarding flows. Bundle together items to form a checklist of tasks that you would like users to complete during onboarding.

That's it! - You now have a repeatable and standard onboarding workflow.

Start sending requests for users to complete your onboarding workflows and Valtio will handle the rest.

Still need help or want to save time? Reach out and well be happy to help set you up.

Question 3

Can I see a demo of the platform?

Accepted Answer

Absolutely! We'd be happy to walk you through the platform and learn more about your specific onboarding workflows. Book a free consultation here.

Question 4

Can you help me setup my account?

Accepted Answer

Of course! Depending on your needs, we offer product walkthroughs and trainings, email and chat support as well as professional services for more complex setups.

- Every plan comes with a free 30 min walkthrough.
- Growth and Scale plans include one 60 minutes team training session. 
- Every plan includes support at different service levels. 
- Ultimate plans include 5 professional services hours of a dedicate solutions expert to understand your specific business needs and implement your workflows. Additional hours available upon request and for an additional fee.

Question 5

How much does it cost?

Accepted Answer

We believe strongly in aligning values and incentives. This is why Valtio's pricing scales based on usage and we only charge for successfully completed requests. This way we earn our fees when your business successfully captures value.

We offer subscription plans to meet a wide range of businesses and organizations.

- Small teams and individual can get started with our pay-as-you-go Essentials plan with no monthly fees (some limitations apply) 
- Growing businesses can leverage our Growth plan with a low monthly subscription plus usage fees, to remove all limits and unlock custom branding
- Large organizations can take advantage of lower volume pricing with our Scale plan. 
- Our Ultimate plan is for enterprises that need a fully guided experience to unsure a successful launch.

Question 6

Do you offer discounts?

Accepted Answer

Yes, we offer discounts for 501(c)(3) organizations and through our referral program in the form of an attractive commission.

Please reach out to us for more details.

Question 7

Do you provide a free trial?

Accepted Answer

Yes, we offer a 7-day free trial on all our plans to give you and your team an opportunity to explore the capabilities of the platform. During the trial you'll be able use all the feature of the plan and will be able to send up to 10 free requests.

Once your trial expires, you can upgrade to a paid plan to continue sending more requests. All onboarding workflows created during the trial will be saved.

Question 8

Is there a minimum commitment?

Accepted Answer

All our standard plans (Essentials, Growth, Scale) are month-to-month and you can cancel at time. Cancellations process at the end of your currently monthly billing cycle. Please keep in mind that you will still be responsible for usage based charges for any requests completed even after your cancellation. You may cancel pending requests to ensure that you are not billed for those requests.

FAQ & Support

Getting Started

What is Valtio?

How do I get started with Valtio?

Can I see a demo of the platform?

Can you help me setup my account?

How much does it cost?

Do you offer discounts?

Do you provide a free trial?

Is there a minimum commitment?

Is Valtio secure?

Is my data encrypted?

Do you sell my data?

How do I reset my password?

Why do I need to set a security PIN?

Where is data stored?

Security & Privacy

Creating Workflows

What are Bundles?

What types of documents can I collect from clients?

Can I create and manage multiple onboarding flows in a single account?

Can I collect legally binding e-signatures?

Can I prefill data before sending out a request?

Can I add my company logo?

How do I view documents submitted by my clients?

What if I receive incorrect or invalid documents?

Are there examples or templates I can use?

Ready to be more productive?

Grow your business with a platform designed for efficiency, compliance, and exceptional client experiences.