---
description: Review of OnBoard Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
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title: OnBoard | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

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# OnBoard

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> OnBoard is an AI-powered board management software designed to simplify governance processes for boards and leadership teams across various industries such as financial services, healthcare, higher education, nonprofits, government, and technology. It provides tools to streamline workflows and enhance board operations.&#10;&#10;The software includes features for managing the entire meeting lifecycle, such as Agenda Builder, Minutes Builder, and Task Management. It offers a centralized governance system with secure document storage, eSignatures, and file management. Director engagement tools include notes, annotations, digital voting, mobile applications, and video conferencing capabilities. AI functionality supports automated processes through Agenda AI, Book AI, Minutes AI, and an Intelligent Assistant that delivers insights from governance records.&#10;&#10;OnBoard adheres to security and compliance standards, including SOC 2, ISO 27001, HIPAA, and GDPR, with advanced data protection measures. It includes tools for board continuity, such as assessment features, diversity reporting, skills tracking, and roles management to support leadership transitions. Meeting analytics provide insights to improve engagement and effectiveness.
> 
> Verdict: Rated **4.7/5** by 1058 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 1058 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.8/5 | Based on overall reviews |
| Value for Money | 4.6/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: OnBoard
- **Location**: Indianapolis, US

## Commercial Context

- **Pricing model**:  (Free Trial)
- **Pricing Details**: Contact OnBoard for detailed pricing information.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Ireland, New Zealand, United Kingdom, United States

## Features

- AI Copilot
- AI Summarization
- API
- Access Controls/Permissions
- Action Item Tracking
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Agenda Management
- Alerts/Notifications
- Alumni Management
- Annotations
- Approval Process Control
- Archiving & Retention
- Assignment Management
- Attendance Management
- Attendee Management
- Audit Management
- Audit Trail
- Authentication

## Integrations (11 total)

- Google Authenticator
- Google Drive
- Microsoft 365
- Microsoft Entra ID
- Microsoft Exchange
- Microsoft Outlook
- Microsoft Teams
- Okta
- OneLogin
- Zoom Workplace
- iCloud

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Board Management Software](https://www.softwareadvice.co.nz/directory/4536/board-management/software)

## Related Categories

- [Higher Education Software](https://www.softwareadvice.co.nz/directory/4253/higher-education/software)
- [Alumni Management Software](https://www.softwareadvice.co.nz/directory/3586/alumni-management/software)
- [Productivity Software](https://www.softwareadvice.co.nz/directory/4366/productivity/software)
- [Association Management Software](https://www.softwareadvice.co.nz/directory/447/association-management/software)
- [CRM Software for Nonprofits](https://www.softwareadvice.co.nz/directory/4788/nonprofit-crm-software/software)

## Alternatives

1. [BoardPro](https://www.softwareadvice.co.nz/software/50425/boardpro) — 4.8/5 (823 reviews)
2. [Diligent Boards](https://www.softwareadvice.co.nz/software/50433/diligent-boards) — 4.7/5 (339 reviews)
3. [BoardEffect](https://www.softwareadvice.co.nz/software/99176/boardeffect) — 4.4/5 (127 reviews)
4. [Wrike](https://www.softwareadvice.co.nz/software/3777/wrike-pm) — 4.4/5 (3007 reviews)
5. [Knowa](https://www.softwareadvice.co.nz/software/231736/knowa) — 4.9/5 (103 reviews)

## Reviews

### "OnBoard  Virtual Boardroom: Goals Align" — 4.0/5

> **Viviana** | *1 October 2024* | Paper & Forest Products | Recommendation rating: 9.0/10
> 
> **Pros**: Using OnBoard‘s interactive process of voting and polling, it is possible to make quick decisions during an online meeting. Scheduling: The use of the AI-powered meeting minutes generator helps provide quick solutions and minimize time wastage by creating accurate minutes.
> 
> **Cons**: In particular, I would like to emphasize that utilization of OnBoard has greatly facilitated organization of virtual team meetings. Having all the documents in one place helps make meetings more effective, as does planning for the meeting and the overall productivity.
> 
> We selected OnBoard because of the coverage of the many features it has been designed especially for board and team meetings. Fears and risks for security compliance were another issue to be highlighted because most of our production data is considered confidential.

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### "OnBoard - a must have for meeting packets\!" — 5.0/5

> **Alicia** | *11 April 2025* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: Using OnBoard for a variety of internal and external stakeholder meetings has made meeting setups a breeze.
> 
> **Cons**: No real cons, per say, but it would be great if there was a way to save items from a meeting to resources using a checkbox.
> 
> My overall experience with OnBoard has been positive.

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### "It's just so easy\!" — 5.0/5

> **Christy** | *8 September 2023* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: What I like most is how easy it is to create an agenda and add documents.  And if something needs to be swapped out last minute, it's not a problem at all.  The process is so fast.
> 
> **Cons**: If a PDF is created from a Goolge document, OnBoard won't accept it.  Sometimes I'll put everything in the packet and click on 'Open Book' and an error pops up saying that it failed.  Then I have to remove each PDF one by one until I discover which one is the problem.  Sometimes that has been time consuming; however, my company is transitioning to only using Microsoft so it's been less of a problem lately.
> 
> I honestly love it.  We use it for board and supervisory committee meetings.  It's a great way to organize reports and get a lot of information out to multiple people.  Our commercial team uses it for gathering loan documents.  We use the resource section a lot to store important documents so people can easily find what they need without having to figure out which meeting it was a part of.   OnBoard makes my job so much easier\!

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### "Awesome Board Tool" — 5.0/5

> **Cherif** | *19 March 2026* | Sports | Recommendation rating: 9.0/10
> 
> **Pros**: OnBoard interface is highly intuitive and easy to navigate which makes it an ideal tool for board management. Meetings are made efficient which has seen great productivity for the company. &#10;The customer support team is very responsive which ensures our workflow is highly streamlined which leads to high productivity.
> 
> **Cons**: OnBoard has been a seamless tool for us. I have not experienced any issues with this tool so far. I really like this tool.
> 
> Overall, my experience with OnBoard has been exceptional. It has seamless features that promotes how the board conducts meetings with efficiency thus ensuring great productivity. I highly recommend this tool.

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### "Board Management made incredibly easy ." — 5.0/5

> **Esami Allan** | *30 July 2025* | Information Technology & Services | Recommendation rating: 10.0/10
> 
> **Pros**: The ease of use and simplicity of OnBoard is one of it's strongest features. Its straightforward to build board meeting book and breeze teaching the board members how to use the app.Has an extremely helpful customer support who are also eager to assist.Has other excellent features like document attachment ,agenda building ,surveys and resources .Allow upload and storage of document for the board to refer back to and have them complete actions without holding a meeting .
> 
> **Cons**: I have nothing to complain about this product ,with recent upgrades everything has been made easier and effective.
> 
> Overall,OnBoard is very user friendly ,transitioning from paperboard packets to a an excellent digital format saves a lot of time and ensure efficiency in preparing for board meetings .

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/352019/onboard-voip)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/software/352019/onboard-voip> |
| en | <https://www.softwareadvice.com/portal/onboard-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/352019/onboard-voip> |
| en-GB | <https://www.softwareadvice.co.uk/software/352019/onboard-voip> |
| en-IE | <https://www.softwareadvice.ie/software/352019/onboard-voip> |
| en-NZ | <https://www.softwareadvice.co.nz/software/352019/onboard-voip> |
| fr | <https://www.softwareadvice.fr/software/352019/onboard-voip> |

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