Reuben AI

    Forward deployment and onboarding

    Start with your requirements, not an empty workspace. We configure Reuben AI around your workflows, fund or platform structure and agreed requirements before you log in.

    Quoted per customer, separate from subscription fees

    Every customer, including guided trials, completes a requirements session of at least 45 minutes. We agree the scope and onboarding quote, then configure your workspace before your first login.

    Email your onboarding enquiry

    hello@goreuben.com

    From requirements to access

    1. Send your enquiry

      Tell us about your organisation, intended workflows and the scope you want to explore.

    2. Gather requirements

      Complete a requirements-gathering session of at least 45 minutes with our team.

    3. Agree scope and quote

      Agree the onboarding scope and customer-specific quote, along with trial or subscription terms.

    4. Configure your workspace

      We set up the workspace to match the agreed workflows, structure and requirements before access.

    5. Begin with a configured workspace

      Access follows setup. Your team then begins the guided trial or agreed plan.

    What to include in your enquiry

    • Organisation and your role
    • Intended workflows
    • Fund or platform structure
    • Users and teams
    • Existing systems
    • Data requirements
    • Desired timing

    Please do not email sensitive documents. We will agree how to share any required material during onboarding.

    Required forward deployment and onboarding

    An introductory demo is separate from the compulsory requirements session and does not complete onboarding.