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Accounting, tax, or investment platforms are often packed with complex workflows and regulations that overwhelm new users — from setting up payment gateways to syncing ledgers or configuring compliance settings.
💡 Reduce early drop-off and help financial teams quickly experience your platform’s core value with in-app interactive walkthroughs customizable for fintech platforms like step-by-step first-time tax filing, payment automation setup, or linking bank accounts.
Static PDFs and scattered email threads don’t cut it when guiding users through financial tasks like payroll management, or investor reporting.
💡 Deliver up-to-date, in-app training for tasks like generating tax reports, adjusting balance sheets, or managing payments—so your team doesn’t spend hours on live demos or repetitive onboarding calls.
Whether you’re rolling out a new payment method, launching investment tracking tools, or announcing a new compliance update, relying on emails and newsletters means most users miss it.
💡 Use in-app announcements, Hotspots, and Product Updates to promote updates and features like new report capabilities, tax optimization tools, or compliance announcements—right when and where users need them.
Tired of answering the same questions about invoice status, failed payment syncs, or where to find specific reports?
💡 Let your accountants find answers themselves with a searchable Resource Center, integrated Knowledge Base, and an AI Assistant trained on your financial help docs—freeing your support team to handle edge cases, not FAQs.
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UserGuiding solves one of the biggest business challenges we have today, which is the fact that we have multiple products with different activation journeys and for this, a guided flow for the user is extremely necessary.
Identifying the Problem in the Market
Our own experience and competitor analysis showed that the market has 2 main problems:
Platforms like Pendo, Appcues, and WalkMe are offering all-in-one solutions, shiny new features, and sophisticated analytics– all to essentially go unused while the teams are overwhelmed and have to deal with inflated costs.
As a business, we’ve paid for products that seemed like they could solve all our problems but ended up complicating things way too often.
We then discovered that this was the case for many, even in the digital adoption space.
Seeing this has made us recognize that some things have to change, and we are openly challenging the status quo with an approach we believe can make the change that’s due.
UserGuiding’s Unique Approach
Today, we focus on doing one thing exceptionally well: onboarding your users with an intuitive, self-serve UX platform. This focus allows us to remain simple, reliable, and effective.
We’ve designed our platform to be cost-effective, not cheap—we believe in fair pricing that reflects value, not unnecessary complexity.
When user onboarding feels overwhelming, our approach stands apart: we don’t just give you access to our platform and walk away. We offer 1:1 coaching and ongoing support to ensure your success.
UserGuiding isn’t just a tool; we’re a partner in your growth journey.
Achievements and Growth
Since our launch, UserGuiding has helped thousands of businesses transform their onboarding processes. From startups to enterprises, our customers’ success stories speak volumes.
We’ve partnered with thought leaders and coaching programs like ProductLed Academy and developed integrations that fit seamlessly into your workflow.
Our work is rooted in the belief that product-led growth starts with great user experiences.
A Personal Commitment
Leading UserGuiding has been an incredible journey, and I’m deeply grateful to our customers and team for making our vision a reality. But this is not about me; it’s about you and your product’s journey.
If you’re ready to move past overpriced, overcomplicated solutions and focus on what truly matters—helping your users thrive—we’re here to help.
Ready to simplify your onboarding? Let’s build something great together.
Start your free trial today, or reach out to us for a consultation. Needless to say, I am always available to help pave your new path in digital adoption. Feel free to contact me directly at osman@userguiding.com.
To better user experiences for everyone,
Caju