Assembly
323 reviews
- 1 profiles
- 15 categories
Average star rating
4.7
#1 in 1 categories
Grid® leader
Serving customers since
2020
Assembly Reviews
AM
Aminder M.
Fractional Controller for Startups | Technical Accounting & Financial Infrastructure | Host of The Accounting Edit PodcastQuick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication
The onboarding experience for my clients is quick and seamless. I can set rules that save me time. Billing and invoicing is also made easy and I like that I can use it as my primary platform to communicate with clients and keep track of outstanding tasks.
RE
Ren E.
Detailed Yet Easy-to-Navigate Client Portal
I like the usability of the client portal the most. It's very detailed, yet simple to explain/navigate
AB
Ashleigh B.
Simple Yet Powerful Features for a Streamlined, Custom Client Experience
I love how simple yet powerful the features are – really allows me to create a streamlined and customised client experience, fully integrated with my ways of working.
About
What is Assembly?
Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com.
Details
Year Founded
2020
Website
assembly.com