Define acceptance
Agree policy, evidence, limits, participants, systems, security constraints, and success measures.
$5,000 founding pilot
Prove one New York financial POA workflow in 60 to 90 days.
Before any approved case, we agree the scope, success measures, data boundary, and owners. You receive a configured workflow, weekly operating reviews, and a written go-or-no-go readout. The fee is credited toward year one if you continue.
Discuss a founding pilotRun controlled cases
Complete test and approved pilot transactions with weekly review of completion, exceptions, and operations.
Decide from proof
Compare cycle time, handoffs, missing information, decision consistency, and downstream receipt accuracy.
Experience the complete workflow.
See the institution, account holder, representative, reviewer, receipt, and revocation experience in one guided walkthrough.