Walk in knowing
what you qualify for.
Founders, owner-operators, entrepreneurs — whatever you call yourself, the funder calls you the merchant side of the table, and every one of them wants a different packet. You can produce the application all of them read, today, in one conversation.
Where things stand · Intake, CFO, and Bookkeeper are built and ready. The portal separately checks runtime availability before deployment. There is no checkout on this page. How each claim is enforced
Get financing-ready before you ask.
One conversation produces the application every funder in this market is going to want, in the shape they can read. It is self-serve, it costs nothing today, and it works right now.
Create an account
Sign-up is self-serve. Create your account, name your organization, and you are its owner — no sales call, no plan to pick.
Have the conversation
Intake asks what a funder would ask, in order, and stops asking once it has an answer. It runs on the shared platform.
Watch it score itself
Completeness is scored every turn against the CSG-1003 gating rules, so you can see what is still missing before anyone else does.
Certify the package
You get a signed JSON file and a PDF. The signature is Ed25519 and verifiable against our published JWKS by whoever you send it to.
The honest limit · The package stays in your account. There is no funder inbox — the only reader of a certified package filters on your own organization — so you download it and you send it. The Reviews rail that would let a funder pull it is not built.
Tell us what it should do,
in about ten minutes.
Seven rounds, twenty-three questions. Every question says why it is being asked and which part of the agent’s specification your answer lands in — the mission file, the guardrails, the schedule it wakes on. It autosaves, so you can leave and come back.
What submitting does · Submitting writes a specification and an audit row. It does not build or deploy an agent — no renderer reads these answers yet.
The seven rounds
- Mission
What the agent is for, and the work it must never touch.
- People
Who may ask it for things, and who has to approve.
- Your environment
The channels, document stores and systems it would live among.
- Hard rules
The never-do list, and what needs a human before it happens.
- Working unprompted
What it should check on its own, and how often.
- What good looks like
Your definition of done.
- Day one
What it should already know the first time it runs.
An agent that works your business,
hosted by us.
The model is a one-time setup, a monthly fee per agent, and model usage at cost plus a margin. All three are quoted for your configuration and deployment requirements.
Where it actually stands · The agents are built. The portal enables deployment only when a template has a released runtime version with a real image digest. If that version is unavailable in your environment, the catalog explains the missing requirement instead of starting an empty deployment.
Everyone else builds for the lender.
Intake, CFO, and Bookkeeper are built for operators: application preparation, financial decisions, and the books that support both.
Intake
Live todayRuns the CSG-1003 conversation and produces a certified package.
- Collects the 18 always-required CSG-1003 fields conversationally, branching on Field 77
- Scores completeness on every turn via the score_csg_1003_completeness capability
CFO
Live todayA CFO-shaped agent for the merchant side of the table.
- Cash position and forecasting for owner-operators
- Gets a business financing-ready before it applies
Bookkeeper
Live todayKeeps the books current so the numbers a lender asks for already exist.
- Categorises transactions and reconciles accounts on a set cadence
- Produces the statements underwriting asks for, before underwriting asks
Four things, and which of them are code.
Two of these are enforced by the system rather than promised by us. We think the difference matters enough to label each row.
Your financials are not shared with a funder you did not pick
There is no shared pool and no marketplace. Every read of a certified package filters on the organization that owns it, and that filter is lint-enforced rather than a policy we promise to follow.
The agent drafts, you decide
Nothing is filed, sent or signed on your behalf. Certification is an explicit action you take, with your own name on the attestation.
Every figure cites where it came from
A recommendation names the transaction, the ledger entry or the clause behind it. An agent that cannot show its work is one you have to check twice.
Nothing leaves your organization unless you send it
This one is true by omission as much as by design: there is no submit route, no funder import path, and no outbound mailer anywhere in the product.
The controls behind the first and last rows are written up on the security page, including what we have not had tested.
Nothing, today — because nothing can bill you yet.
There is no checkout in the product. No operator plan, no bundled allowance, no published rate, and no way to enter a card even if you wanted to. When there is a price it will appear on the pricing page before it appears on a bill.
- Signing up and running a certified application costs nothing and requires no plan
- The blueprint interview is open to any account
- Renting a hosted agent is design-partner pricing, quoted per engagement