INTERACTIVE DEMOS

See the Transformation

Watch messy spreadsheets become live dashboards and manual processes become autonomous AI agents — in real time.

📊 Dashboards
🤖 AI Agents

Your Excel Workbook, Reborn

We take the spreadsheet your team relies on every day and turn it into a self-updating, live dashboard.

Energy Trading Dashboard

PJM morning report with LMP prices, node heatmap, and real-time settlement data — auto-refreshed every 10 seconds.

EnergyPJMReal-Time
$2.23MRevenue Tracked
8 NodesLive Monitored
10 secAuto-Refresh
4 → 0Errors Eliminated

Client Portfolio Hub

AUM tracking, review scheduling, and tax-loss harvest alerts — replacing the master client spreadsheet with a luxury advisor dashboard.

RIAWealth MgmtCompliance
$34.2MAUM Managed
142Clients Synced
AutoReview Scheduling
3 → 0Overdue Reviews

Sales Command Center

Multi-channel revenue tracking across Shopify, Amazon, TikTok, and wholesale — with conversion funnel and real-time inventory sync.

DTCShopifyMulti-Channel
$466KRevenue Tracked
5Channels Unified
5.1xROAS Monitored
6 → 0Formula Errors

Rate Intelligence Hub

Rate competitiveness across 8 states, customer enrollment tracking, margin alerts, and regulatory filing automation.

CRESRate ComparisonMulti-State
48.2KCustomers
8 StatesAuto-Synced
13.8%Avg Savings
Weekly → LiveUpdate Frequency

Autonomous Systems That Never Sleep

Watch manual, error-prone processes become fully autonomous AI agents that run 24/7.

Data Pipeline Agent

Replaces 2.5 hours of daily manual data collection with a 6-second autonomous agent — scraping, cleaning, storing, and alerting.

Data CollectionETL24/7
6 secvs 2.5 Hrs Manual
$195KAnnual Savings
10 minPoll Cycle
0Errors Today

Trading Sentinel Agent

Monitors markets and executes trades in 0.3 seconds — replacing a human who averages 47-second reaction time and misses trades.

ExecutionRisk MgmtSub-Second
0.3sAvg Execution
83%Win Rate
$8.4K/wkRecovered Trades
12msScan Latency

Operations Copilot

Turns 47 unread emails and 12 overdue tasks into 3 items that actually need your attention — before you finish coffee.

Email TriageTask RoutingReport Gen
47 → 3Emails After Agent
15+ hrsSaved Per Week
6:05 AMReady Time
12 → 0Overdue Tasks

Client Onboarding Agent

Replaces 14 days of paper forms, follow-up calls, and compliance back-and-forth with a 47-minute automated onboarding.

KYC/AMLDoc CollectionCompliance
47 minvs 14 Days Manual
100%Compliance Pass
$0Admin Cost
0Revenue Delay

Ready to See Your Version?

Every demo above started as a messy spreadsheet or a painful manual process. Book a free strategy session and we'll show you exactly what your transformation looks like.

Book a Free Strategy Call → Calculate Your ROI