Live demo · No signup

See the dashboard a CFO sees every morning.

Synthetic data for a typical $10M mid-market company. Real product. No signup, no credit card, no "talk to sales".

Demo environment · Live · Synthetic data · Safe to click anything

Ready when you are.

Opens in a new tab. The demo account is pre-populated with Chase, BofA, and Wells accounts totaling ~$2.8M and a 13-week forecast. Click around — you can't break anything.

Launch the live demo
Loads in 3 seconds No signup, no email Safe sandbox
What you'll see in the demo

Four things worth 60 seconds.

1
Live cash position
$2.8M consolidated across 7 accounts. Week-over-week delta. Last-synced timestamp. Click any account for transaction detail.
2
13-week forecast chart
The board-ready cash projection. Hover any week to see inflows and outflows. Variance columns show how much the forecast moved vs last week.
3
AI Treasury Assistant
Ask plain English questions. "Will we make payroll on the 15th?" "What's our biggest SaaS expense?" Try anything — it's connected to the demo data.
4
Alerts + digest preview
See what the 7am digest email looks like. Review the alerts the AI flagged. This is what lands in a CFO's inbox before their first meeting.

Liked what you saw?

Connect your own banks via Plaid and your real cash position populates in under an hour. 14-day free trial, no credit card.

Start the 14-day trial → Grab the Excel template first
Quick questions

About the demo.

Is the demo data real?

No — it's synthetic. We generated a realistic profile of a ~$10M mid-market company (7 bank accounts, 13 weeks of transactions, payroll cycles, vendor payments) specifically so you can explore safely without seeing anyone's actual data.

Can I break anything by clicking around?

Nope. The demo is read-only at the data layer. You can click, export, change filters, ask the AI anything. The sandbox resets automatically.

Do I need to sign up to use the demo?

No. Click the "Launch" button above. The demo opens in a new tab with no account, no email, no password. If you like it, come back here and sign up for the real thing.

What happens when I'm ready for a real trial?

Sign in with Google from the main portal. Connect your first bank via Plaid (60 seconds). Your actual cash position + 13-week forecast populate in about 5 minutes. 14-day free trial, no credit card. Start here →

Can I share this demo with my team or board?

Absolutely. Send this page (/demo) or the direct demo link (/live-demo) to anyone. No account required from them either.

I have a specific question — can I talk to the founder?

Yes — email michael@pantollventures.com. Every email goes directly to me. I answer within a business day.