SUPERVISED DEVELOPMENT PILOT
Try one complete engagement.
Start with synthetic or approved sample records: plan the work, assign preparation and review, and record the approved delivery.
What to expect
Requests are reviewed for a supervised sample-data pilot. Bring an accounting workflow and a designated owner; staff access and any provider connection must be validated before use.
Live AI is off. Provider paths and independent employee access still need separate live validation. Unattended checks are not active; current checks require an open workspace.
Confidential client data, payroll processing and paid activation are outside this initial pilot. Any access, fees and support arrangements require a separate agreement; submitting creates no subscription.
This form is the pilot contact process. Keep your receipt for follow-up with the pilot coordinator once arrangements are confirmed. Response times and ongoing support terms are not yet offered.
Explore setup and the sample journey →