Pilot Intake
Start Your Pilot with Your Balance Sheet
One clear path: capture your institution context, review the operating output, and activate the $750 pilot when you are ready to use real data.
Tell Us About Your Institution
Share the operating basics of your institution so we can route you into a real-data pilot instead of a generic demo handoff.
Deterministic states
1. Sample preview
Use the public preview to judge report quality before purchase.
2. Start pilot
Pilot users unlock the portal workspace and land directly in `/portal` for secure upload.
3. Upgrade to recurring access
Once the pilot is trusted, recurring access becomes the only upgrade message in the funnel.