Interactive demo · synthetic data
Which kind of organization are you stepping into?
Pick the context that fits you best. We'll pre-seed the demo with a scenario, role tiles, and a first action tuned for that shape of business.
PE firm
Operating partner reviewing a growing portfolio
- Board pack readiness + covenant exposure in one surface
- Variance decomposition across portcos
- LP-ready commentary drafted by AI in minutes
Flagship: Summit Equity Growth Fund II
Accounting firm
Partner team closing multiple client entities
- Review queue + exception triage across clients
- Meeting prep agent briefs you before each check-in
- Cross-entity rollups without spreadsheet jockeying
Flagship: Harborline Equity Partners
Growing business
Finance lead running a single-entity close
- AI categorization + receipt OCR on live transactions
- Cash forecast warns before you miss payroll
- QBO-ready — connect or upload CSV
Flagship: North Coast Hospitality (Portco)