With Wayside's Client Onboarding Agent, you can create new client shells in PrismHR within minutes. Our AI Agent automates every step of client onboarding, so you can create accurate, complete client shells and get paid faster.
Get paid faster
Cut the time to first payroll in half.
Reduce manual data entry
Upload client documents that AI can turn into a complete client shell in minutes.
Collect information faster
Gather key information from clients, validated to cleanly transfer to PrismHR.
Manage templates
Create and manage templates for different types of businesses and service offerings.
Collaborate with your team
Collaborate with your teammates without having to work off of messy spreadsheets.
1. Collect client information - Use Wayside's hosted discovery form or upload client documents
2. Select template - Choose from an existing template or create a client from scratch
3. Review transaction - Review your client shell and make any modifications
4. Create new client - Send information to PrismHR