For HR and compliance teams

Compliance training that runs itself

Point an AI agent at the policies, handbooks and SOPs you already keep, and it drafts the course your people have to take. Put every employee on one roster, mark the courses your company requires, and set the deadlines once. Reminders and recertification run on their own, and when the auditor asks, the proof is already there.

Book a demo

Start a seven-day free trial with every feature on. Organizations and single sign-on are on the Professional and Enterprise plans.

The training is the easy part. Proving it happened is not.

Required training gets tracked in a spreadsheet, reminded by hand, and reconciled the week somebody asks for it. Three separate jobs, and none of them is teaching anybody anything.

  • The roster is always a week behind

    Somebody left in March and still counts as assigned. Somebody joined in April and was never given anything. The list of who works here lives in one system, and the training lives in another.

  • Reminders sent by a person

    A due date only does something when somebody chases it, and the chasing turns into a standing calendar item that never comes off.

  • Evidence rebuilt after the fact

    When the auditor asks who completed what and when, the answer gets assembled from exports, email threads and a folder of certificates, weeks after any of it happened.

Agent-first

The policy is already written. The course is not.

Peerfold ships with an MCP server, the open standard that lets AI assistants like Claude work inside other software. Hand the assistant your team already uses the documents your compliance program is built on.

How it goes

  1. 1Point the agent at your policy library, your employee handbook, or the procedures a regulator already made you write down.
  2. 2It drafts the outline, writes each lesson, and generates the questions that check whether somebody read it.
  3. 3You correct what needs correcting and press publish. Nothing goes live on its own, and every write the agent made is in the audit log.
  • Grounded in your own policy documents, not in what a model remembers
  • Every change an agent makes is audit-logged, with the key that made it
  • Publishing is always a person's decision, never a side effect

Seven things have to hold at once.

You have to know who works here, which courses they owe, when those courses are due, and what proof exists afterward. People also have to be able to sign in without asking anybody, and the screen they train on should carry your name.

01

One roster

Kept true by the system your HR team already uses

  • An organization for your companyProfessional+

    Create an organization for your company and add locations under it if you have them. Anybody you add to it counts as an employee, and a rule naming the parent company opens for the branch office too.

  • Bring the roster in however it lives

    Connect your HRIS's Zapier app, call the Peerfold API, or upload a spreadsheet and preview it row by row. Uploading the same file again updates the people already there instead of adding them twice.

  • Everybody carries their details

    Department, job title, job function, location, start date and manager sit on every person, so your reporting reads the way your org chart does.

  • Somebody else can keep it current

    A site manager or an HR business partner gets their own area of the portal, where they add, edit and remove people and hand training out, without raising a ticket with you.

  • When somebody leaves

    Removing them closes their access the same day. Their training record stays: completions, certificates and progress are untouched, and anything they bought themselves still opens.

02

Employees only, and invisible to everyone else

Internal training in the workspace you already run

  • One rule makes a course internal

    Mark a course employees only and it opens for anybody on the roster, with no enrollment list to maintain beside it.

  • Nobody outside can even see it

    A course whose only rule is employees only is absent from your public catalog, from learner search and from the API for everyone it does not admit. Your staff training never shows up on a page a customer reads.

  • No CRM needed to answer it

    The rule is answered from your own roster rather than from a CRM list, so employee training works whether or not a CRM is connected. If that lookup ever fails, access is refused.

  • One workspace, both audiences

    The courses you sell and the courses your staff owe live in the same workspace, under the same editor and the same reporting. Nobody is running a second academy for internal training.

03

Assign by team

Who owes which course, decided once

  • Teams inside the organizationProfessional+

    Group people into teams by hand, or write a rule once: job function contains engineer, join Engineering. When the roster updates, new people land on the right team the moment they arrive.

  • Courses assigned to the team

    Assign a course to a team and everyone on it is enrolled, including the person who transfers in next month. Nobody cross-references a spreadsheet against a course list.

  • Managers see their own people

    A team manager signs in and sees their team's progress on the training it was assigned, and nothing else. The report you read and the report they read agree.

  • Assigned training stays assigned

    Leaving a team, or a rule that stops matching, never revokes training that was already handed out. What somebody was assigned stays theirs to finish.

04

Set the due date once

Deadlines, reminders and recertification

  • A due date, set once

    Put a deadline on the training when you hand it out. The reminders go out without you, in your branding and from your own sending address.

  • Recertification windows

    A certification that expires reopens its exam on schedule and issues a fresh serial on a pass, so the product tracks which credentials have lapsed and who still holds one.

  • The overdue report

    People who let a deadline pass show up on the overdue report instead of in an audit finding, and their own administrator sees the same list you do.

  • Overdue is an event tooProfessional+

    Training going overdue fires as an event, so a message in the tools your managers already read can hang off it.

05

Proof, when someone asks for it

The record an auditor will accept

  • Certificates with serials

    Every completion issues a serial-numbered certificate with a public verification page, under your name rather than ours. Anybody handed one can check it without an account.

  • Credits where they apply

    Define your own credit types, from CEUs and contact hours to HRCI, and every credit somebody earns goes on a permanent record.

  • The audit log

    Every change to the roster and every enrollment is in the audit log. The binder assembles itself as people train.

  • Exports when you need them

    Per-person records, completion by course and credit totals all live in the app, and every view that has rows exports to CSV.

06

Sign-in your IT team will approve

The account people already have

  • Your identity providerProfessional+

    Connect the provider your company already runs, per organization, and employees sign in through OpenID Connect with the account they use for everything else.

  • Proved before it is switched on

    A DNS record proves the domain belongs to the company claiming it, and nothing routes until that check passes.

  • New hires join on first sign-in

    Enforce sign-in by email domain, and somebody arriving on that domain joins the roster the first time they sign in.

  • No password to reset

    Everybody else gets an emailed code. There is no password store to own and no account for your team to provision by hand.

07

Their screen can say your name

Your domain, your logo, your sending address

  • Your own domain

    learn.yourcompany.com goes live in minutes with SSL handled for you, in your colors and your fonts. Nothing on the page says it is powered by somebody else.

  • Email from your address

    Sign-in codes, reminders and certificates arrive from a sending domain you verified, so required training does not read as mail from a vendor nobody recognizes.

  • Six portal languages

    English, Spanish, French, Italian and Norwegian built in, plus a sixth your workspace writes in any language at all.

  • A brand for each company you trainEnterprise

    If you train a franchise network, a dealer base or a contractor pool, each company can carry its own logo beside yours or take the whole portal in its own colors.

Today your HRIS connects through its Zapier app, the Peerfold API, or a CSV export. Direct HRIS connectors are on the roadmap; tell us which one you need first.

What it looks like in practice

A multi-location employer keeps its annual training current

For example

  1. 1Each site becomes a location under one organization, and the roster arrives from the HR system through a Zapier connection nobody has to remember to run.
  2. 2The three courses everyone owes are marked employees only and given a due date, and the reminders go out in the employer's own branding.
  3. 3A year later an auditor asks for completions, and the answer is one export and a set of certificate serials anybody can verify.

The payoff: Nobody rebuilt the record, because it was written down while the training was happening.

Start with the one course everybody owes.

Start the trial, or book a demo and bring your compliance calendar.

Book a demoSee every feature
  • One roster, fed by the HR system you already run
  • Deadlines, reminders and recertification built in
  • Seven-day free trial, no card