Software Alternatives, Accelerators & Startups

WinSCP VS Setuply

Compare WinSCP VS Setuply and see what are their differences

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WinSCP logo WinSCP

WinSCP is an open source free SFTP client and FTP client for Windows.

Setuply logo Setuply

Setuply: Transform Clients into Brand Advocates. An AI-powered, purpose-built platform for client onboarding and lifecycle management, helping B2B teams accelerate revenue recognition, boost retention, and scale operations with confidence.
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  • WinSCP Landing page
    Landing page //
    2021-09-12
  • Setuply Setuply Leadership Dashboard
    Setuply Leadership Dashboard //
    2025-04-24
  • Setuply Setuply Consultant Dashboard
    Setuply Consultant Dashboard //
    2025-04-24
  • Setuply Setuply My Tasks View
    Setuply My Tasks View //
    2025-04-24
  • Setuply Setuply Project Dashboard
    Setuply Project Dashboard //
    2025-04-24
  • Setuply Setuply Client Portal
    Setuply Client Portal //
    2025-04-24

Setuply is an AI-powered, purpose-built platform for client onboarding and lifecycle management. Designed for B2B service providers, Setuply helps teams streamline complex, cross-functional workflows—from onboarding and implementation to ongoing service and support—while maintaining consistency, visibility, and control at scale.

The platform unifies project management, case management, secure data staging, configurable forms and surveys, and integrated client communications—replacing siloed tools and disconnected processes with a single, structured system.

Powered by agentic AI and a built-in machine learning engine, Setuply intelligently guides tasks, decisions, and follow-ups across internal teams and external stakeholders. This reduces delays, eliminates manual busywork, and ensures clients are supported with clarity from day one.

Setuply integrates seamlessly into existing tech stacks—connecting to CRMs, ERP/accounting systems, and proprietary applications—to deliver a connected, end-to-end client experience that extends across sales, operations, finance, and support.

B2B providers using Setuply have seen measurable results, including: 300% improvement in client response times 2x increase in delivery capacity Over 30% reduction in onboarding timelines Full elimination of onboarding backlogs —all without increasing headcount. Setuply provides the structure, automation, and insight needed to transform client journeys into scalable, repeatable growth—regardless of complexity, volume, or industry.

WinSCP

Website
winscp.net
Platforms
-
Release Date
-

Setuply

Platforms
Salesforce Hubspot Asana Smartsheet Microsoft Teams Google Suite Acumatica NetSuite QuickBooks
Release Date
2022 July
Startup details
Country
United States
State
NH
City
Portsmouth
Founder(s)
Rachel Lyubovitzky
Employees
20 - 49

WinSCP features and specs

  • User-Friendly Interface
    WinSCP offers an intuitive graphical interface that makes it easy for users of all skill levels to navigate and perform file transfers.
  • Supports Multiple Protocols
    WinSCP supports a variety of protocols including SFTP, FTP, FTPS, SCP, and WebDAV, making it versatile for different use cases.
  • Free and Open-Source
    WinSCP is free to use and open-source under the GNU General Public License, which enables transparency and community-driven development.
  • Integration with Windows
    The software integrates well with the Windows operating system, offering features like drag-and-drop file transfer, and context menu integration.
  • Automation Capabilities
    With support for scripting and task automation, WinSCP allows for automated file transfers and operations, increasing productivity.
  • Portable Version Available
    A portable version of WinSCP is available, allowing users to use the software without installation, useful for on-the-go scenarios.

Possible disadvantages of WinSCP

  • Limited to Windows
    WinSCP is a Windows-only application, which limits its usability for users on other operating systems like macOS or Linux.
  • Complexity for Advanced Tasks
    While the basic interface is user-friendly, performing advanced tasks can be complex and may require a learning curve.
  • Occasional Stability Issues
    Some users have reported occasional crashes or stability issues, especially when dealing with large file transfers.
  • No Built-in Scheduler
    Unlike some other FTP clients, WinSCP does not come with a built-in scheduler for automated transfers, requiring external solutions or scripting.
  • Limited Support for Cloud Storage Services
    WinSCP has limited native support for modern cloud storage services, which may be a drawback for users who rely on those platforms.
  • Command Line Interface Can Be Intimidating
    While powerful, the command line interface can be intimidating for users who are not familiar with terminal commands.

Setuply features and specs

  • Project Management
    Setuply’s Project Management capability is purpose-built for the complexity of client-facing work. It brings structure to onboarding and service delivery by combining intelligent task flows, dynamic timelines, and embedded collaboration—ensuring teams stay aligned and clients stay informed. Whether launching a new client or rolling out an additional service, Setuply allows teams to configure projects with built-in templates, risk management, and milestone tracking, while its AI-driven SmartTasks proactively manage dependencies and surface bottlenecks. The result is predictable delivery, better visibility for all stakeholders, and the operational efficiency needed to scale—without relying on disconnected tools or manual workarounds.
  • Case Management
    Setuply’s Case Management is purpose-built to support client-facing service teams with the structure and visibility they need to manage ongoing work, requests, and issues—long after onboarding is complete. Unlike traditional ticketing systems, Setuply offers a more intelligent, client-centric approach by organizing requests into meaningful case types tied to specific client outcomes, compliance needs, or service objectives. Built-in automation, priority handling, and dynamic routing ensure nothing falls through the cracks, while embedded collaboration tools make it easy for internal teams and clients to stay aligned in real time. Integrated with Setuply’s broader onboarding and project workflows, Case Management ensures continuity, transparency, and faster resolution—driving client satisfaction and operational scale.
  • Secure Data Staging
    Setuply’s Secure Data Staging gives service teams a safe, structured way to collect, review, and act on sensitive client data—without relying on risky email threads, shared drives, or unsecured spreadsheets. The platform provides a controlled environment where data can be uploaded, validated, and transformed before it ever reaches production systems. With customizable templates, granular permissions, and built-in audit trails, Setuply ensures that both teams and clients stay aligned on what’s needed, what’s missing, and what’s ready for handoff. This creates clarity, reduces rework, and protects data integrity at every stage of the onboarding and service lifecycle. Unlike generic file sharing or ticketing tools, Setuply offers a purpose-built, end-to-end approach to data management that’s uniquely suited to the complexity of B2B service delivery.
  • Client Impact Control Panel
    Setuply’s Client Impact Control Panel brings unprecedented transparency to the client experience—making it easy for B2B providers to share progress, surface blockers, and align stakeholders in real time. Instead of relying on ad hoc status updates or fragmented email threads, clients get a clear, consolidated view of where things stand, what’s needed, and what’s next. Internally, teams gain actionable insights into service health, client engagement, and potential risks—so they can be proactive rather than reactive. This level of visibility strengthens trust, improves collaboration, and reduces the back-and-forth that slows down momentum. It’s a modern approach to client communication—purpose-built for long-term relationships and complex service delivery.
  • Forms and Questionnaires
    Setuply’s Forms and Questionnaires module empowers teams to gather structured, actionable information from clients with maximum flexibility and minimal friction. Users can create any number of dynamic forms, guided questionnaires, or onboarding wizards—complete with conditional logic, digital signatures, and secure collaboration. Whether it’s collecting implementation details, compliance documentation, or service preferences, Setuply transforms static data collection into an interactive, trackable experience. Inputs can be mapped into tabular formats for easy review and reuse, and forms can be assigned, collaborated on, and monitored in real time. It’s everything B2B service teams need to collect the right data, from the right people, at the right time—without the endless email threads or spreadsheet chaos.
  • Surveys
    Setuply’s built-in survey capabilities make it easy to capture client feedback at every stage of the journey—from onboarding to ongoing service and renewal. Teams can create custom surveys to assess satisfaction, gather insights, or track key metrics, with flexible question types, branding options, and automated delivery. Surveys can be triggered based on project milestones, service events, or timeline intervals, ensuring feedback is timely and relevant. Results are centralized and actionable—helping teams identify patterns, address issues early, and continuously improve the client experience. With Setuply, collecting feedback isn’t a disconnected task—it’s part of a larger, integrated effort to turn clients into long-term advocates.
  • Centralized Communications
    Setuply centralizes all client communications—emails, updates, and action items—into a single, secure, and trackable workspace. With built-in secure email functionality, messages are not only encrypted but fully routable within the platform, ensuring the right stakeholders are looped in and that no task or response falls through the cracks. Action items can be tied directly to communications, so follow-ups are clear and progress is visible. Unlike disconnected inboxes or fragmented tools, Setuply maintains a complete record of every exchange—organized by client, project, or case—providing transparency and continuity across every stage of the client lifecycle. It’s the modern way to manage communications: secure, contextual, and built for scale.
  • Connected Experiences
    Setuply delivers connected experiences by integrating seamlessly with the tools B2B providers already rely on—CRMs, ERPs, accounting platforms, proprietary systems, and more. These deep integrations eliminate manual data entry, reduce silos, and ensure a smooth flow of information across every stage of the client journey. Whether syncing deal data from the sales pipeline, updating billing systems post-launch, or feeding project outcomes into customer success platforms, Setuply acts as a bridge across departments and workflows. The result is a unified, real-time view of client activity that empowers teams to act faster, collaborate better, and deliver with confidence. In a world of disconnected point solutions, Setuply stands apart by offering true end-to-end visibility and operational alignment.
  • ML and Agentic AI
    Setuply leverages built-in machine learning and agentic AI to drive smarter, more proactive client delivery. The platform doesn’t just track tasks—it learns from them, predicting timelines, flagging risks, and recommending next steps based on historical patterns and real-time activity. Its agentic AI engine goes a step further by autonomously guiding workflows, surfacing dependencies, and nudging both internal teams and clients toward timely, coordinated action. This reduces delays, eliminates busywork, and creates a more seamless experience without the need for micromanagement. Setuply’s intelligence is embedded throughout the platform—so every project, case, and communication benefits from the system’s evolving insight.

Analysis of WinSCP

Overall verdict

  • Overall, WinSCP is a highly regarded file transfer application for Windows, offering strong security features, easy-to-use interface, and extensive customization options, making it a top choice for users needing reliable file transfers.

Why this product is good

  • WinSCP is considered a good software due to its robust set of features that cater to both beginners and advanced users. It allows for secure file transfer via protocols like SFTP, SCP, and FTP. The graphical user interface is user-friendly and similar in style to Windows Explorer, making it intuitive to navigate. Additionally, it supports scripting and task automation for more advanced use cases. WinSCP is widely praised for its reliability, security features, and versatility in handling different file transfer needs.

Recommended for

    WinSCP is recommended for IT professionals, web developers, and system administrators who need a reliable and secure tool for transferring files. It's also suitable for individual users who prefer a free, open-source solution for their file transfer needs.

WinSCP videos

WinSCP review

More videos:

  • Review - WinSCP 5.1 - review by SoftPlanet
  • Review - Review hosting - webhostingpad - SFTP WinSCP FTP Client

Setuply videos

Experience Onboarding World 2024 | October 2-4 in Boston | Setuply

More videos:

  • Review - Join Setuply's Onboarding World 2024 in Boston | October 2-4 | Transform Your Client Onboarding
  • Review - Make Meaningful Connections at Onboarding World 2024 | October 2-4 in Boston | Setuply

Category Popularity

0-100% (relative to WinSCP and Setuply)
FTP Client
100 100%
0% 0
Project Management
0 0%
100% 100
File Transfer
100 100%
0% 0
CRM
0 0%
100% 100

Questions and Answers

As answered by people managing WinSCP and Setuply.

Who are some of the biggest customers of your product?

Setuply's answer:

Technology companies (solution providers): Client adoption of software or technological solutions often comes with a complex onboarding process where Setuply can be instrumental. The platform provides an organized, transparent view that keeps sales teams engaged and informed while ensuring clients can successfully adopt and use the solution. Meanwhile, customer support reps have insights into the entire onboarding journey, better equipping them to anticipate and address questions and concerns as clients transition to using the technology.

Consulting or implementation providers: Often tasked with guiding clients through the maze of adopting new systems, processes, or solutions, Setuply is an indispensable tool for consulting and implementation firms. Through a central hub, they can maintain transparent communication, manage project timelines, handle change requests, and ensure a seamless transition for clients. Leaders and managers, meanwhile, can use Setuply to monitor team activities, identify bottlenecks, and ensure projects align with broader business objectives.

Why should a person choose your product over its competitors?

Setuply's answer:

Why choose Setuply over other platforms? Because Setuply is purpose-built for the complexity of B2B client onboarding and service delivery, while most alternatives are either general-purpose project tools or legacy systems that force teams into rigid, disconnected workflows.

Unlike competitors, Setuply combines project management, case tracking, secure data staging, forms, surveys, communications, and AI-powered guidance into a single, unified platform. It’s not just about managing tasks—it’s about transforming how client work gets done across teams and touchpoints.

With Setuply, you get: A platform built for client-facing workflows (not retrofitted for them) Embedded agentic AI and machine learning to reduce manual work and drive outcomes Seamless integrations with your existing systems (CRMs, ERPs, proprietary apps) Structured transparency that builds trust and alignment with clients Proven impact: Clients see faster onboarding, higher capacity, and stronger retention—without adding headcount Setuply doesn’t just help deliver. It helps scale, evolve, and turn every client into a long-term advocate.

Which are the primary technologies used for building your product?

Setuply's answer:

Setuply is built using a modern, scalable technology stack designed for performance, flexibility, and intelligence. At its core, Setuply leverages Java for backend stability and enterprise-grade scalability, Python for AI/ML-driven logic and data processing, and integrates with OpenAI to power its agentic AI features, enabling smarter task routing, predictive workflows, and contextual automation throughout the platform. The architecture supports seamless integration with external systems (like CRMs, ERPs, and custom tools), and is designed for extensibility to support evolving client needs and complex service environments.

What makes your product unique?

Setuply's answer:

What makes Setuply unique? Setuply is the only AI-powered platform purpose-built to manage the full client lifecycle—from onboarding to ongoing service delivery—within complex B2B environments.

Unlike generic project tools, CRMs, or support systems retrofitted for onboarding, Setuply offers a unified, client-centric workspace that brings together project management, case tracking, secure data handling, custom forms and surveys, and integrated communications—all in one place.

What truly sets Setuply apart: 🔁 End-to-end structure for managing onboarding and service delivery at scale 🤖 Embedded agentic AI and machine learning that automate, guide, and optimize workflows in real time 🔐 Secure, centralized communication and data staging designed for sensitive client information 🔗 Rich integrations with CRMs, ERPs, accounting systems, and proprietary apps—ensuring alignment across the entire client journey 📈 Proven outcomes: Clients have seen 2x delivery capacity, 30% faster project timelines, and zero backlog—without increasing headcount

Setuply is the operational foundation that allows B2B service teams to deliver consistently, scale efficiently, and turn onboarding into a strategic advantage.

How would you describe your primary audience?

Setuply's answer:

Setuply is built for operations-driven B2B organizations that deliver complex, high-touch services, especially in industries where onboarding is critical to client success and long-term value.

Our core audience includes: COOs and operational leaders aiming to scale delivery without growing headcount Client onboarding and implementation teams managing cross-functional, multi-phase rollouts Customer success and service leaders focused on retention, satisfaction, and lifecycle value CFOs and growth executives seeking faster revenue recognition, improved margins, and stronger ROI on service delivery

We’re focused on serving companies in highly regulated, compliance-driven, or integration-heavy industries, where onboarding and ongoing service delivery are complex and strategic: Human Capital Management (HCM) Benefits Administration (Benetech) Financial Technology (Fintech) Regulatory Technology (Regtech) Professional Services Payroll & Workforce Management Platforms Managed Services Providers (MSPs)

These organizations often face fragmented tools, manual processes, and inconsistent client experiences. Setuply provides the structure, automation, and visibility needed to scale efficiently and deliver better outcomes, without chaos.

What's the story behind your product?

Setuply's answer:

The Story Behind Setuply

Setuply was born out of firsthand experience with a frustrating reality: even in the most sophisticated B2B organizations, client onboarding and service delivery are still painfully manual. Despite operating in a digital-first world, teams continue to rely on spreadsheets, disconnected tools, and tribal knowledge to manage complex onboarding processes that often drag on for months, sometimes years.

The result was missed revenue, client churn, operational chaos, and a whole lot of wasted effort.

Setuply was founded to change that. We saw a better way—one rooted in structure, automation, and intelligence. Our platform brings together everything needed to manage the client lifecycle in one place: project management, case tracking, secure data staging, forms, surveys, integrated communications, and deep system integrations—all powered by built-in machine learning and agentic AI.

Setuply doesn’t just digitize onboarding—it transforms it into a scalable, repeatable growth engine. We help B2B providers accelerate revenue recognition, boost retention, and deliver the kind of experience that turns clients into long-term advocates.

We’re on a mission to eliminate the chaos, busywork, and inefficiencies that hold great teams back—and replace them with the structure, clarity, and control they need to scale with confidence.

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare WinSCP and Setuply

WinSCP Reviews

10 Best PuTTY Alternatives To Try in 2024
If you’re on a Windows computer and want a safe way to transfer files, WinSCP is a great choice.
10 Best PuTTY Alternatives for SSH Remote Connection
The WinSCP is a Windows-based file transfer utility that allows free connecting and transfer of files remotely between Windows and Linux devices. The utility tool is an open-source product using the exclusive SCP protocol.
Source: www.tecmint.com
Top 12 BEST SSH Clients For Windows – Free PuTTY Alternatives
WinSCP is used for file transfers. It provides basic file manager functionality. It has scripting capabilities. This SFTP client and FTP client provide functionalities for copying a file between a local computer and remote servers. It makes use of FTP, FTPS, SCP, SFTP, WebDAV or S3 file transfer protocols.
10 Best FTP Clients for WordPress Users (Mac and Windows)
WinSCP isn’t an option for Mac or Linux users. It makes sense for those who want a strictly Windows-based FTP client. We like it mostly for the simplicity of the interface. If you only want the basic necessities, WinSCP looks like a good option for you.
Source: kinsta.com
7 Best FileZilla Alternatives to Use in 2022
WinSCP is one of the popular and best FTP Client used for Windows. To update files via a remote computer, use the SFTP via SSH client or as an FTP. There are command-line capabilities, an internal text editor to update the files remotely.
Source: techdator.net

Setuply Reviews

We have no reviews of Setuply yet.
Be the first one to post

Social recommendations and mentions

Based on our record, WinSCP seems to be more popular. It has been mentiond 63 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

WinSCP mentions (63)

  • Microsoft CTO: "Thoughts on OpenAI" (2019)
    > I don't know a single techie person who uses Windows (other than for gaming) I'd say that Windows actually has some nice software, like MobaXTerm: https://mobaxterm.mobatek.net/ which in my eyes is better than Remmina or pretty much anything I've found on nix, short of just running the same thing on Wine. WinSCP is also pretty cool, albeit nothing particularly special: https://winscp.net/eng/index.php PowerToys... - Source: Hacker News / about 1 year ago
  • How to Setup a Minecraft Server on Ubuntu: A Step-by-Step Guide
    You may choose to download the files locally and then upload them to your server using another client like WinSCP or FileZilla, but the simplest way would be to use wget with the download link as below:. - Source: dev.to / over 1 year ago
  • Beyond WinSCP: Updating Servers with C# and DevExpress in DevOps🚀
    In this article, we will explore a DevOps approach that goes beyond conventional file transfer tools like WinSCP. Check here for how to set up WinSCP. Our focus will be on leveraging the capabilities of C# and the DevExpress Framework to not only update servers efficiently but also to orchestrate a seamless and automated deployment process. - Source: dev.to / over 1 year ago
  • Best secure and encrypted cloud service?
    For a secure cloud storage setup, I use Cryptomator, accessible at https://cryptomator.org/, on my Android device, and Mountain Duck, available at https://mountainduck.io/, on my desktop. This configuration enables me to choose my own storage provider on a pay-as-you-go basis. My preferred storage provider is S3, mainly because it facilitates easy backup of cloud files on my NAS or via tools such as WinSCP, which... Source: almost 2 years ago
  • I made a miyoogamelist and image exporter for Launchbox
    Download and install [Python](https://www.python.org/ftp/python/3.6.3/python-3.6.3.exe) Choose All Users and add it to your Path Open cmd, and type 'pip install Pillow' Download the attached file and edit it accordingly (specify your LaunchBox folder, desired output folder and platforms) Run 'python launchbox\_retropie\_export.py' Transfer the files to your Pi using... Source: about 2 years ago
View more

Setuply mentions (0)

We have not tracked any mentions of Setuply yet. Tracking of Setuply recommendations started around Jul 2024.

What are some alternatives?

When comparing WinSCP and Setuply, you can also consider the following products

FileZilla - FileZilla is an FTP, or file transfer protocol, client. It lets individuals transfer single files or batches to a web server. For many years, FTP was the standard for website design. Read more about FileZilla.

Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.

Cyberduck - A libre FTP, SFTP, WebDAV, S3, Backblaze B2, Azure & OpenStack Swift browser.

IPFS markdown player - IPFS markdown player

Forklift - The most advanced dual pane file manager and file transfer client for macOS.

Trello - Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details.