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Features

Everything it takes to run client automation

One cockpit for every client, a workflow engine you build with Otto or by hand, integrations we keep current, and the production guardrails to run it all for real.

Here is what is inside the platform — from the day-to-day cockpit to the pieces that let one build scale across thirty clients.

The cockpit

Every client, in one place

Switch between client workspaces, white-labeled or not, and see every workflow's health at a glance. One login runs your whole book of clients — no juggling separate accounts.

Ask Otto

Northwind Logistics

Logistics · 6 workflows · white-labeled portal

6
Active workflows
1,240
Runs today
3
Needs review
Carrier invoice extractionOtto · last run 2m agoRunning
PO → ERP syncDrag-and-drop · last run 8m agoHealthy
Exception triage3 invoices flagged for a humanNeeds review
Weekly billing exportScheduled · Mondays 6:00amScheduled

An illustrative view of the ParsePilot cockpit.

The platform

What you can build on ParsePilot

Everything it takes to ship client automations and run them in production — grouped by what it does for your practice.

Build & automate

Workflow engine: Otto or drag-and-drop

Build any workflow two ways — let Otto draft it from a plain-English description, or wire it yourself in the visual builder. Template once, deploy and tweak per client.

Integrations we build and maintain

You do not maintain connectors — we do. Request an integration, we build it, and we keep it current as the underlying tools change. No connector library to babysit.

AI assistants & agents for your clients

Deploy assistants that converse with customers, answer from your client's playbooks, and take action across their stack — all inside the guardrailed runtime.

Deliver to every client

White-label client portals

Flip any client to full white-label: your branding, your domain, your client-facing portal. We handle auth and production behind the scenes. Same engine, branded or not.

One cockpit, every client

Multi-tenant from the ground up. Run all your clients from a single login with per-client isolation — never a tangle of separate accounts.

Per-client metering & re-billing

Usage is attributed per client portal, so you get a clean breakdown to re-bill each client accurately. One invoice up to you; never to your clients.

Production-grade by default

Guardrails & governance

Per-tenant isolation, role-based access, and human-in-the-loop approvals on every workflow. Nothing reaches a client's systems unreviewed that shouldn't.

Monitoring, approvals & recovery

Monitoring, audit trails, and error recovery on every run, so you and your client know when something needs attention before their customers do.

Version control & rollback

Track every change across every client and roll back when something breaks. No backup-copy spreadsheets, no guesswork.

Intelligent, and future-ready

Client knowledge bases (a company brain)

Turn each client's scattered docs and tribal knowledge into a company brain they can query in plain language, with the permissions and governance to keep it trustworthy.

MCP for agentsComing soon

We're building Model Context Protocol support so the automations you ship today can be safely discovered and used by AI agents tomorrow — same guardrails, same approvals.

Built to scale

One build, across thirty clients

The difference between automating for one client and running a practice is reuse. Two features make a single build go further.

New

Reusable workflow modules — fix once, apply everywhere

Abstract a common step — an invoice check, an address normalizer, a tax lookup — into a module, then reuse it across as many workflows as you like.

When a rule changes or a break comes in, you fix the module once and choose to push the update to every workflow that uses it. No hunting through forty workflows to make the same edit forty times.

Invoice checkmodule · patched

One module, used across 40 workflows — patch it once, push to all.

New

Export and import workflows & workspaces

Workflows and entire workspaces are portable. Export a proven setup and import it into another workspace to clone a winning build for the next client, move work between environments, or hand off a configuration.

Your work is yours — keep versioned backups, share modules between teams, and onboard the next client from a running start instead of a blank canvas. No lock-in.

NNorthwind Logisticsworkspace
Export
invoices.ppflow
Import
RRiverton Freightworkspace

Clone a proven build into the next client's workspace in minutes.

Start shipping client automations

Ready to build on ParsePilot?

Run every client's automations from one cockpit — built to be resold, with the integrations and production guardrails handled. Request early access and we'll onboard you when your cohort opens.

Features | ParsePilot